Caldwell Sutter Capital, Inc. holds a diversified book of 929 stocks worth $265.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they trimmed Caterpillar Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/702007/holdings"
Use Arkolith to show CALDWELL SUTTER CAPITAL, INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.2 points over this window.
Growth of $10,000 cloning Caldwell Sutter Capital, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Caldwell Sutter Capital, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $396.0B |
| UBS Group AG | 77 / 80 | $103.7B |
| ROYAL BANK OF CANADA | 75 / 80 | $131.9B |
| WELLS FARGO & COMPANY/MN | 74 / 80 | $120.6B |
| JPMORGAN CHASE & CO | 73 / 80 | $340.3B |
| OSAIC HOLDINGS, INC. | 73 / 80 | $12.6B |
| BlackRock, Inc. | 72 / 80 | $1.6T |
| NORTHERN TRUST CORP | 72 / 80 | $218.7B |
Ranked by how many of Caldwell Sutter Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 930 | $265.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 894 | $245.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 877 | $235.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 871 | $234.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 860 | $218.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 889 | $210.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 898 | $214.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 907 | $214.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.