CALDWELL SUTTER CAPITAL, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 702007
Institutional-grade research for retail investors
Sector Allocation
- Financials24.1%$64.0M
- Other18.8%$50.0M
- Technology14.5%$38.4M
- Industrials10.7%$28.2M
- Consumer Staples6.7%$17.8M
- Healthcare6.7%$17.7M
- Energy6.3%$16.8M
- Real Estate4.5%$12.0M
- Consumer Discretionary2.5%$6.6M
- Communication Services2.1%$5.6M
AUM History
13fpro.ai/research/fund/caldwell-sutter-capital-inc-702007
Conviction and streaks
Stable · top 10 = 24.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$13.5MCAT
$8.5MPPIH
$6.3MPLBC
$6.2MKNTK
$5.7MMSA
$5.0M- ISHARES$5.0M
- SUMMIT$4.7M
V
$4.4MDGICA
$4.3MBRK.B
$4.1M- ISHARES$3.6M
SENEA
$3.4M- VANGUARD$3.4M
CSCO
$3.1MPKBK
$3.0MCVX
$2.8MMSFT
$2.8MCOST
$2.8MBCML
$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/caldwell-sutter-capital-inc-702007
CALDWELL SUTTER CAPITAL, INC. 13F holdings — Q2 2026
$265.2M portfolio (+7.9% QoQ) · 930 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio
$13.5M
5.1% of stocks
+0.1%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$8.5M
3.2% of stocks
-2%This quarter—Since Q-end—HeldAIQuality66.6#398Est. buy—$6.3M
2.4% of stocks
-1%This quarter—Since Q-end—HeldAIQuality55.6#1,229Est. buy—$6.2M
2.3% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality62.5#700Est. buy—$5.7M
2.1% of stocks
-0.7%This quarter—Since Q-end—HeldAIQuality57.3#1,095Est. buy—$5.0M
1.9% of stocks
-1%This quarter—Since Q-end—Held- 7
ISHARES TR - 0-3 MNTH TREASRY
$5.0M
1.9% of stocks
+14%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 8
SUMMIT ST BK SANTA ROSA CALIF - COM
$4.7M
1.8% of stocks
+0.6%This quarter—Since Q-end—HeldAIQuality—Est. buy— $4.4M
1.7% of stocks
-0.5%This quarter—Since Q-end—Held$4.3M
1.6% of stocks
+7%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $13.5M | 5.1% | +0.1% | — | — | 75.7#88 | — | ||
| 2 | $8.5M | 3.2% | -2% | — | — | 66.6#398 | — | ||
| 3 | $6.3M | 2.4% | -1% | — | — | 55.6#1,229 | — | ||
| 4 | $6.2M | 2.3% | No change | — | — | 62.5#700 | — | ||
| 5 | $5.7M | 2.1% | -0.7% | — | — | 57.3#1,095 | — | ||
| 6 | $5.0M | 1.9% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | ISHARES TR - 0-3 MNTH TREASRY | $5.0M | 1.9% | +14% | — | — | — | — | |
| 8 | SUMMIT ST BK SANTA ROSA CALIF - COM | $4.7M | 1.8% | +0.6% | — | — | — | — | |
| 9 | $4.4M | 1.7% | -0.5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $4.3M | 1.6% | +7% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — CALDWELL SUTTER CAPITAL, INC. (Q2 2026)
930 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $4.1M | 1.5% | 8,096 | +14% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $3.6M | 1.4% | 4,770 | -1% | — | — | 13F |
| 13 | Seneca Foods Corp | Consumer Staples | $3.4M | 1.3% | 20K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $3.4M | 1.3% | 14K | +0.8% | — | — | 13F |
| 15 | CISCO SYSTEMS, INC. | Technology | $3.1M | 1.1% | 26K | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PARKE BANCORP, INC. | Financials | $3.0M | 1.1% | 91K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CHEVRON CORP | Energy | $2.8M | 1.1% | 17K | +0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $2.8M | 1.0% | 7,414 | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.8M | 1.0% | 2,948 | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BayCom Corp | Financials | $2.6M | 1.0% | 80K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - EXPND TEC SC ETFetf/fund | — | $2.5M | 0.9% | 15K | -4% | — | — | 13F |
| 22 | FIRSTSUN CAPITAL BANCORP | Financials | $2.4M | 0.9% | 61K | +4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JPMORGAN CHASE & CO | Financials | $2.3M | 0.9% | 7,167 | -20% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.3M | 0.9% | 8,292 | +0.5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.2M | 0.8% | 5,982 | -2% | — | — | 13F |
| 26 | $CWBC | Community West Bancshares | Financials | $2.1M | 0.8% | 79K | +6% | |||
| 27 | $INBK | First Internet Bancorp | Financials | $2.1M | 0.8% | 75K | -3% | |||
| 28 | $MOD | MODINE MANUFACTURING CO | Industrials | $2.0M | 0.8% | 7,539 | -42% | |||
| 29 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $2.0M | 0.7% | 141K | +0.0% | |||
| 30 | $AXP | AMERICAN EXPRESS CO | Financials | $1.9M | 0.7% | 5,739 | -22% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.7% | 14K | -0.9% | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $1.8M | 0.7% | 3,189 | +2% | |||
| 33 | $UNP | UNION PACIFIC CORP | Industrials | $1.8M | 0.7% | 6,602 | +1% | |||
| 34 | $BANR | BANNER CORP | Financials | $1.7M | 0.7% | 26K | -8% | |||
| 35 | $NEN | NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP | Real Estate | $1.7M | 0.6% | 29K | — | |||
| 36 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.7M | 0.6% | 6,576 | +3% | |||
| 37 | $MCHB | Mechanics Bancorp | Financials | $1.6M | 0.6% | 103K | — | |||
| 38 | $ELSE | ELECTRO SENSORS INC | Technology | $1.6M | 0.6% | 213K | -15% | |||
| 39 | $INTG | INTERGROUP CORP | Real Estate | $1.6M | 0.6% | 33K | -1% | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $1.6M | 0.6% | 12K | +0.4% | |||
| 41 | $ARL | AMERICAN REALTY INVESTORS INC | Real Estate | $1.5M | 0.6% | 69K | -2% | |||
| 42 | $WLY | JOHN WILEY & SONS, INC. | Communication Services | $1.5M | 0.6% | 32K | — | |||
| 43 | $CET | CENTRAL SECURITIES CORP | Other | $1.5M | 0.6% | 28K | +16% | |||
| 44 | $MCI | BARINGS CORPORATE INVESTORS | Other | $1.5M | 0.6% | 84K | — | |||
| 45 | $INTC | INTEL CORP | Technology | $1.5M | 0.6% | 10K | -13% | |||
| 46 | $GOLD | Gold.com, Inc. | Consumer Discretionary | $1.4M | 0.6% | 35K | -3% | |||
| 47 | $PFE | PFIZER INC | Healthcare | $1.4M | 0.5% | 57K | -14% | |||
| 48 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.5% | 27K | +11% | |||
| 49 | $SMBK | SMARTFINANCIAL INC. | Financials | $1.3M | 0.5% | 28K | — | |||
| 50 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.5% | 5,152 | +0.6% | |||
| 51 | $NRIM | NORTHRIM BANCORP INC | Financials | $1.3M | 0.5% | 46K | — | |||
| 52 | $AXR | AMREP CORP. | Real Estate | $1.2M | 0.5% | 49K | — | |||
| 53 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.2M | 0.5% | 14K | +473% | |||
| 54 | $UMH | UMH PROPERTIES, INC. | Real Estate | $1.2M | 0.5% | 82K | -1% | |||
| 55 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.5% | 3,390 | -1% | |||
| 56 | $NAII | NATURAL ALTERNATIVES INTERNATIONAL INC | Healthcare | $1.2M | 0.5% | 498K | -0.1% | |||
| 57 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.4% | 9,164 | -2% | |||
| 58 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.2M | 0.4% | 21K | -0.2% | |||
| 59 | $ITIC | INVESTORS TITLE CO | Financials | $1.2M | 0.4% | 4,265 | +5% | |||
| 60 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.4% | 3,281 | -0.9% | |||
| 61 | $HSY | HERSHEY CO | Consumer Staples | $1.1M | 0.4% | 6,271 | +3% | |||
| 62 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.4% | 25K | +1.0% | |||
| 63 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.4% | 3,054 | -0.6% | |||
| 64 | $BNY | Bank of New York Mellon Corp | Financials | $1.0M | 0.4% | 7,164 | -10% | |||
| 65 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $1.0M | 0.4% | 11K | +2% | |||
| 66 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.0M | 0.4% | 3,706 | +5% | |||
| 67 | $ENB | ENBRIDGE INC | Energy | $988K | 0.4% | 18K | -0.6% | |||
| 68 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $987K | 0.4% | 11K | -14% | |||
| 69 | — | VANGUARD INDEX FDS - VALUE ETF | — | $983K | 0.4% | 4,512 | +0.7% | |||
| 70 | — | SELECT SECTOR SPDR TR - ENERGY | — | $939K | 0.3% | 18K | -1% | |||
| 71 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $930K | 0.3% | 7,357 | -3% | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $912K | 0.3% | 8,056 | -2% | |||
| 73 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $896K | 0.3% | 11K | New | |||
| 74 | $WM | WASTE MANAGEMENT INC | Utilities | $887K | 0.3% | 3,979 | +0.4% | |||
| 75 | $CSWC | CAPITAL SOUTHWEST CORP | Other | $870K | 0.3% | 37K | -1% | |||
| 76 | $INTU | INTUIT INC. | Technology | $840K | 0.3% | 3,220 | +0.8% | |||
| 77 | $WELL | WELLTOWER INC. | Real Estate | $838K | 0.3% | 3,692 | -8% | |||
| 78 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $829K | 0.3% | 32K | — | |||
| 79 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $822K | 0.3% | 7,649 | +7% | |||
| 80 | $QCOM | QUALCOMM INC/DE | Technology | $801K | 0.3% | 4,336 | +1% | |||
| 81 | $KO | COCA COLA CO | Consumer Staples | $799K | 0.3% | 9,829 | +13% | |||
| 82 | $T | AT&T INC. | Communication Services | $784K | 0.3% | 38K | -1% | |||
| 83 | $LMT | LOCKHEED MARTIN CORP | Industrials | $784K | 0.3% | 1,538 | -2% | |||
| 84 | $BA | BOEING CO | Industrials | $780K | 0.3% | 3,603 | -6% | |||
| 85 | $BSM | Black Stone Minerals, L.P. | Energy | $775K | 0.3% | 55K | -0.5% | |||
| 86 | $DUK | Duke Energy CORP | Utilities | $768K | 0.3% | 6,068 | -1% | |||
| 87 | $LRCX | LAM RESEARCH CORP | Technology | $753K | 0.3% | 1,738 | -6% | |||
| 88 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $750K | 0.3% | 4,176 | -3% | |||
| 89 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.3% | 1 | — | |||
| 90 | $MRVL | Marvell Technology, Inc. | Technology | $741K | 0.3% | 2,488 | — | |||
| 91 | $MPV | BARINGS PARTICIPATION INVESTORS | Other | $737K | 0.3% | 44K | — | |||
| 92 | $OKE | ONEOK INC /NEW/ | Energy | $736K | 0.3% | 8,464 | -0.4% | |||
| 93 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $736K | 0.3% | 9,897 | -4% | |||
| 94 | $CLMT | Calumet, Inc. /DE | Energy | $720K | 0.3% | 20K | +3% | |||
| 95 | $IMKTA | INGLES MARKETS INC | Consumer Staples | $719K | 0.3% | 8,120 | — | |||
| 96 | $NODK | NI Holdings, Inc. | Financials | $699K | 0.3% | 44K | — | |||
| 97 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $670K | 0.3% | 4,572 | -4% | |||
| 98 | $FSBW | FS Bancorp, Inc. | Financials | $657K | 0.3% | 15K | — | |||
| 99 | $USB | US BANCORP DE | Financials | $657K | 0.3% | 11K | -3% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $650K | 0.3% | 3,593 | — | |||
| 101 | $DIS | Walt Disney Co | Communication Services | $649K | 0.2% | 6,747 | -10% | |||
| 102 | $FBK | FB Financial Corp | Financials | $646K | 0.2% | 12K | — | |||
| 103 | $AMZN | AMAZON COM INC | Consumer Discretionary | $646K | 0.2% | 2,711 | -12% | |||
| 104 | $STT | STATE STREET CORP | Financials | $636K | 0.2% | 3,750 | — | |||
| 105 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $635K | 0.2% | 6,215 | +0.1% | |||
| 106 | — | PIMCO ETF TR - ENHNCD LW DUR AC | — | $625K | 0.2% | 6,536 | +3% | |||
| 107 | — | VANGUARD WORLD FDS - ENERGY ETF | — | $615K | 0.2% | 4,098 | -1% | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $592K | 0.2% | 1,636 | -3% | |||
| 109 | $BRBS | BLUE RIDGE BANKSHARES, INC. | Financials | $580K | 0.2% | 164K | +7% | |||
| 110 | — | ISHARES TR - MSCI AC ASIA ETF | — | $573K | 0.2% | 4,800 | — | |||
| 111 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $568K | 0.2% | 1,805 | +0.3% | |||
| 112 | $WLY | JOHN WILEY & SONS, INC. | Communication Services | $568K | 0.2% | 12K | — | |||
| 113 | — | ISHARES TR - 20 YR TR BD ETF | — | $567K | 0.2% | 6,559 | -19% | |||
| 114 | $BMRC | Bank of Marin Bancorp | Financials | $565K | 0.2% | 20K | — | |||
| 115 | — | ISHARES TR - RUS MID CAP ETF | — | $560K | 0.2% | 5,076 | -7% | |||
| 116 | $DHR | DANAHER CORP /DE/ | Healthcare | $552K | 0.2% | 2,897 | — | |||
| 117 | $CSW | CSW INDUSTRIALS, INC. | Materials | $550K | 0.2% | 1,978 | -5% | |||
| 118 | $RTX | RTX Corp | Industrials | $546K | 0.2% | 2,877 | -0.8% | |||
| 119 | $LGL | LGL GROUP INC | Technology | $546K | 0.2% | 79K | -2% | |||
| 120 | — | SELECT SECTOR SPDR TR - FINANCIAL | — | $545K | 0.2% | 10K | — | |||
| 121 | $WT | WisdomTree, Inc. | Financials | $540K | 0.2% | 4,753 | +28% | |||
| 122 | $CLX | CLOROX CO /DE/ | Consumer Staples | $533K | 0.2% | 5,590 | +11% | |||
| 123 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $530K | 0.2% | 771 | -2% | |||
| 124 | $KEYS | Keysight Technologies, Inc. | Technology | $525K | 0.2% | 1,501 | — | |||
| 125 | $DIT | AMCON DISTRIBUTING CO | Consumer Staples | $524K | 0.2% | 7,506 | — | |||
| 126 | $CCI | CROWN CASTLE INC. | Real Estate | $518K | 0.2% | 6,836 | +8% | |||
| 127 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $514K | 0.2% | 2,295 | -55% | |||
| 128 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | — | $511K | 0.2% | 2,680 | -2% | |||
| 129 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $510K | 0.2% | 7,093 | -1% | |||
| 130 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $508K | 0.2% | 1,222 | +7% | |||
| 131 | $NEE | NEXTERA ENERGY INC | Utilities | $507K | 0.2% | 5,775 | -2% | |||
| 132 | $MMM | 3M CO | Healthcare | $507K | 0.2% | 3,130 | -3% | |||
| 133 | $HONA | Honeywell Aerospace Inc. | Industrials | $506K | 0.2% | 2,288 | New | |||
| 134 | $NVDA | NVIDIA CORP | Technology | $505K | 0.2% | 2,523 | -7% | |||
| 135 | $KVUE | Kenvue Inc. | Consumer Staples | $496K | 0.2% | 26K | -9% | |||
| 136 | $WT | WisdomTree, Inc. | Financials | $484K | 0.2% | 8,489 | +2% | |||
| 137 | $GE | GENERAL ELECTRIC CO | Industrials | $481K | 0.2% | 1,287 | -10% | |||
| 138 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $459K | 0.2% | 14K | +13% | |||
| 139 | $JOE | ST JOE Co | Real Estate | $456K | 0.2% | 7,286 | +11% | |||
| 140 | $KMB | KIMBERLY CLARK CORP | Materials | $453K | 0.2% | 4,126 | +11% | |||
| 141 | $GLW | CORNING INC /NY | Materials | $450K | 0.2% | 1,763 | -12% | |||
| 142 | $MU | MICRON TECHNOLOGY INC | Technology | $441K | 0.2% | 382 | -1% | |||
| 143 | $ED | CONSOLIDATED EDISON INC | Utilities | $425K | 0.2% | 3,843 | -0.5% | |||
| 144 | — | ISHARES TR - 1 3 YR TREAS BD | — | $425K | 0.2% | 5,177 | -6% | |||
| 145 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $422K | 0.2% | 584 | -21% | |||
| 146 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT INC | — | $414K | 0.2% | 8,193 | +0.9% | |||
| 147 | $VCTR | Victory Capital Holdings, Inc. | Financials | $410K | 0.1% | 4,878 | -6% | |||
| 148 | $SGOL | abrdn Gold ETF Trust | Financials | $409K | 0.1% | 11K | -0.3% | |||
| 149 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $407K | 0.1% | 5,051 | +289% | |||
| 150 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $405K | 0.1% | 7,036 | +0.1% |
What changed in Q2 2026
Against the previous quarter's 13F: 63 new, 166 added to, 193 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (63)
$CALMCAL-MAINE FOODS INC$896K
first bought this quarter
$HONAHoneywell Aerospace Inc.$506K
first bought this quarter
$FRMIFermi Inc.$183K
first bought this quarter
$LNGCheniere Energy, Inc.$81K
first bought this quarter
$EXPEExpedia Group, Inc.$80K
first bought this quarter
$INSMINSMED Inc$78K
first bought this quarter
+57 more in the Excel export
Added to (166)
- VANGUARD INDEX FDS - GROWTH ETF+473%
now $1.2M
- ISHARES TR - 0-3 MNTH TREASRY+14%
now $5.0M
now $4.1M
- VANGUARD INDEX FDS - MID CAP ETF+289%
now $407K
now $4.3M
$CETCENTRAL SECURITIES CORP+16%
now $1.5M
+160 more in the Excel export
Holdings by quarter
Every 13F CALDWELL SUTTER CAPITAL, INC. has filed, 14 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Portfolio Overview
CALDWELL SUTTER CAPITAL, INC. disclosed 930 positions worth $265.2M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.1% of the equity portfolio, followed by $CAT and $PPIH. During the quarter the fund opened 63 new positions and exited 27 — including a new stake in $CALM and a full exit from $FFWM. The portfolio is most concentrated in Financials (24.1% of disclosed assets). All figures are sourced directly from CALDWELL SUTTER CAPITAL, INC.’s Form 13F-HR filing with the SEC under CIK 702007.
Funds like this
managers whose biggest positions overlap CALDWELL SUTTER CAPITAL'sSiena Capital Partners GP, LLC$413.42M 13F book · 5 shared top holdingsPLBCPKBKCWBCBANRCohen Klingenstein LLC$3.51B 13F book · 3 shared top holdingsAXPUNPPEPCAMBIAR INVESTORS LLC$2.30B 13F book · 3 shared top holdingsAXPUNPPEPBANC FUNDS CO LLC$605.45M 13F book · 3 shared top holdingsFSUNCWBCINBKFiduciary Group, LLC$1.27B 13F book · 3 shared top holdingsAXPUNPPEPJACOBS & CO/CA$1.16B 13F book · 3 shared top holdingsAXPUNPPEP
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: CALDWELL SUTTER CAPITAL, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For CALDWELL SUTTER CAPITAL, INC. (SEC CIK: 702007), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CALDWELL SUTTER CAPITAL, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.