Caldwell Sutter Capital, Inc.

Institutional manager·CIK 0000702007

Annual return

—

SPY

—

Alpha

—

Invested

$245.9M

Holdings

890

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$AAPL

APPLE INC

Q1 2026: Sold 82.5% (48.5k → 8.5k shares)

4.8%

$PPIH

PERMA-PIPE INTL HLDGS INC

Q1 2026: Exited (was 235.2k shares)

2.8%

$CAT

CATERPILLAR INC

Q1 2026: Exited (was 8.6k shares)

2.4%

$KNTK

KINETIK HOLDINGS INC COM

Q1 2026: Exited (was 73.2k shares)

2.3%

$PLBC

PLUMAS BANCORP

Q1 2026: Exited (was 106.3k shares)

2.1%

$MSA

MSA SAFETY INC

Q1 2026: Exited (was 32.1k shares)

2.0%

$SSBI

SUMMIT ST BK SANTA ROSA CALIF

Q1 2026: Exited (was 346.8k shares)

1.9%

$SGOV

ISHARES TR

Q1 2026: Exited (was 28.4k shares)

1.8%

VISA INC

Q1 2026: Exited (was 13.1k shares)

1.6%

$DGICA

DONEGAL GROUP INC

Q1 2026: Exited (was 212.3k shares)

1.5%

See all 890 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 13:22 UTC.