CALDWELL SUTTER CAPITAL, INC.
All 13F Filings
- Location
- Sausalito, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 265,239
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 930 | 265,239 | 13F-HR | CALDWELL SUTTER CAPITAL, INC. |
| Q1 2026 | 5/5/2026 | 894 | 245,896 | 13F-HR | CALDWELL SUTTER CAPITAL, INC. |
| 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 | 227.3 K | 85.7% | 16.37 K | 0 | 16.37 K |
| ETFs | 37.85 K | 14.3% | 2.981 K | 0 | 2.981 K |
| Debt | 10 | 0.0% | 0 | 11 | -11 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
265,239
Holdings
930
QoQ value change ($000)
19,343
(7.9%)
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.