CALDWELL SUTTER CAPITAL, INC.
All 13F Filings
- Location
- Sausalito, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 235,879
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 877 | 235,879 | 13F-HR | CALDWELL SUTTER CAPITAL, INC. |
| Q3 2025 | 10/29/2025 | 871 | 234,126 | 13F-HR | CALDWELL SUTTER CAPITAL, INC. |
| Q2 2025 | 7/11/2025 | 860 | 218,366 | 13F-HR | CALDWELL SUTTER CAPITAL, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 216.7 K | 91.9% | 1.864 K | 0 | 1.864 K |
| ETFs | 19.1 K | 8.1% | 0 | 128 | -128 |
| Debt | 21 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
235,879
Holdings
877
QoQ value change ($000)
1,753
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.