CIK 702007
CALDWELL SUTTER CAPITAL, INC.
Institutional 13F holdings & portfolio
Holdings
877
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 877
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| USFR | WISDOMTREE TR | 22K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| ITIC | INVESTORS TITLE CO NC | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| SMBK | SMARTFINANCIAL INC | 28K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| ELSE | ELECTRO-SENSORS INC | 250K | $1M+ | SH |
| WLY | WILEY JOHN & SONS INC | 34K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 24K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 8K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| T | AT&T INC | 39K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 13K | $500K+ | SH |
| AXR | AMREP CORP | 50K | $500K+ | SH |
| INTG | INTERGROUP CORP | 33K | $500K+ | SH |
| BOND | PIMCO ETF TR | 10K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 8K | $500K+ | SH |
| TLT | ISHARES TR | 10K | $500K+ | SH |
| ENB | ENBRIDGE INC | 18K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 38K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 19K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| CET | CENTRAL SECS CORP | 15K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| BSM | BLACK STONE MINERALS L P | 56K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| ONB | OLD NATL BANCORP IND | 32K | $500K+ | SH |
| MPV | BARINGS PARTN INVS | 44K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC | 4K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| FBK | FB FINL CORP | 12K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO | 5K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 11K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |
| OMCC | OLD MKT CAP CORP | 122K | $500K+ | SH |
| AIV | APARTMENT INVT & MGMT CO | 106K | $500K+ | SH |
| FSBW | FS BANCORP INC | 15K | $500K+ | SH |
| CSW | CSW INDUSTRIALS INC | 2K | $500K+ | SH |
| USB | US BANCORP DEL | 11K | $500K+ | SH |