Caldwell Sutter Capital, Inc.
CIK Number: 0000702007
Main Sectors:
Top Industries:
Filing Date: Jul 11, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 257.13 | +0.66% | 47.89K | -0.81% | 9.82M | 143.09 | 4.50% | Share |
| 2 | MSA | MSA Safety Inco... | 173.81 | +0.78% | 33.3K | -2.06% | 5.58M | 141.96 | 2.55% | Share |
| 3 | PPIH | Perma-Pipe Inte... | 22.45 | -3.36% | 241.15K | +6.66% | 5.52M | 10.31 | 2.53% | Share |
| 4 | V | Visa Inc. | 346.01 | -0.52% | 14.02K | -1.9% | 4.98M | 220.58 | 2.28% | Share |
| 5 | DGICA | Donegal Group I... | 19.20 | -0.26% | 226.03K | -2.96% | 4.53M | 14.19 | 2.07% | Share |
| 6 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 8.66K | -3.53% | 4.31M | 278.34 | 1.97% | Share |
| 7 | SSBI | Summit State Ba... | 11.91 | +0.17% | 349.26K | +11.55% | 3.79M | 12.79 | 1.73% | Share |
| 8 | CAT | Caterpillar Inc... | 490.74 | +2.06% | 9.21K | -0.6% | 3.57M | 240.14 | 1.64% | Share |
| 9 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 6.62K | -1.05% | 3.21M | 413.48 | 1.47% | Share |
| 10 | KNTK | Kinetik Holding... | 39.37 | -3.53% | 72.81K | -0.55% | 3.21M | 33.21 | 1.47% | Share |
| 11 | IVV | iShares Core S&... | 672.48 | +0.10% | 4.93K | -0.1% | 3.06M | 450.11 | 1.40% | Share |
| 12 | COST | Costco Wholesal... | 916.77 | -0.06% | 3.07K | -0.97% | 3.04M | 470.53 | 1.39% | Share |
| 13 | VIG | Vanguard Divide... | 216.92 | 0.00% | 14.18K | +8.14% | 2.9M | 163.85 | 1.33% | Share |
| 14 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 9.49K | -0.88% | 2.75M | 147.78 | 1.26% | Share |
| 15 | IBM | International B... | 286.76 | +0.09% | 8.84K | -1.47% | 2.61M | 140.47 | 1.19% | Share |
| 16 | INTU | Intuit Inc. | 681.86 | +0.35% | 3.2K | -5.88% | 2.52M | 614.42 | 1.15% | Share |
| 17 | CVX | Chevron Corpora... | 153.40 | -0.76% | 17.16K | -8.07% | 2.46M | 166.71 | 1.13% | Share |
| 18 | META | Meta Platforms,... | 727.05 | +1.35% | 3.18K | -0.31% | 2.35M | 127.48 | 1.07% | Share |
| 19 | AXP | American Expres... | 330.53 | +0.60% | 7.34K | -0.96% | 2.34M | 174.83 | 1.07% | Share |
| 20 | BCML | BayCom Corp | 27.66 | -1.6% | 82.43K | -0.23% | 2.28M | 19.14 | 1.05% | Share |
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