Top 50 Caldwell Sutter Capital INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.81% | 46.6K | $11.8M | -3.97%(-1.93K) | $148.15(+108.33%) | 2026-03-31 | |
| PPIH | PERMA-PIPE INTL HLDGS INC | 2.84% | 234.2K | $7.0M | -0.43%(-1.00K) | $10.01(+154.42%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.36% | 8.2K | $5.8M | -4.87%(-419) | $213.63(+351.03%) | 2026-03-31 | |
| KNTK | KINETIK HOLDINGS INC COM | 2.33% | 118.6K | $5.7M | +61.90%(+45.34K) | $36.56(+30.61%) | 2026-03-31 | |
| PLBC | PLUMAS BANCORP | 2.11% | 106.3K | $5.2M | +0.00%(+0) | $43.73(+35.21%) | 2026-03-31 | |
| MSA | MSA SAFETY INC | 1.95% | 29.3K | $4.8M | -8.93%(-2.87K) | $129.27(+32.66%) | 2026-03-31 | |
| SSBI | SUMMIT ST BK SANTA ROSA CALIF | 1.89% | 347.1K | $4.6M | +0.07%(+250) | $12.43(+6.90%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.8% | 43.9K | $4.4M | +54.72%(+15.54K) | $100.57(-0.13%) | 2026-03-31 | |
| V | VISA INC | 1.59% | 12.9K | $3.9M | -1.70%(-223) | $205.70(+76.05%) | 2026-03-31 | |
| DGICA | DONEGAL GROUP INC | 1.48% | 212.3K | $3.6M | +0.00%(+0) | $13.89(+38.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.28% |
| Top 20 Holdings Unweighted | +7.74% | +25.05% |
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