Caldwell-Sutter-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NECB",
  null,
  null,
  "HYT",
  null,
  "ENVX",
  "PINS",
  "CNTA",
  "HOOD",
  "GTX",
  "NVR",
  "KTOS",
  "GDX",
  "POOL",
  null,
  "OSK",
  "NIC",
  "NTR",
  "TROW",
  "AGI.TO",
  "NLY",
  "MPV",
  null,
  "AAL",
  "BEP",
  null,
  "ELSE",
  "CVBF",
  "DARE",
  "MP",
  "MSGS",
  "AAXJ",
  "BEPC",
  null,
  null,
  "PCG",
  "QSR",
  "SOBO.TO",
  "BCE",
  "ARM",
  "SNOW",
  "MU",
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  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
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  "A",
  "APD",
  "PAA",
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  null,
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  null,
  null,
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  "T",
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  null,
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  "AVGO",
  "LOW",
  "CP.TO",
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  "NVAX",
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  "DEA",
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  "ROKU",
  "RXST",
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  null,
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  "WTRG",
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  null,
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  "UMH",
  null,
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  "U",
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  "ADNT",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "ISRG",
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  null,
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  "PCF",
  "HNNA",
  "HMC",
  "HWM",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
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  "BKNG",
  null,
  "IFN",
  "PI",
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  null,
  null,
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  null,
  "LPCN",
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  "LXU",
  null,
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  "MEOH",
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  "NXDT",
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  null,
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  null,
  null,
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  null,
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  null,
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  "UBFO",
  null,
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  null,
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  null,
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  null,
  null,
  "MPTI",
  null,
  "EMX",
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  null,
  null,
  null,
  null,
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  "EVLVW",
  "EXG",
  "ENSG",
  "PNBK",
  "MPC",
  "PBHC",
  "PW",
  "SLS",
  "SSBI",
  null,
  "MMC",
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  null,
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  null,
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  null,
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  null,
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  "FCNCA",
  "FICO",
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  "FTV",
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  "HLX",
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  "HES",
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  null,
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  null,
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  null,
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  "IJR",
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  "ANET",
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  "KR",
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  "IWF",
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  "IWO",
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  "VIAV",
  null,
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  "GSK",
  null,
  null,
  "CHPT",
  null,
  "ETR",
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  "DD",
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  null,
  "GRAL",
  "K",
  "EW",
  "TT",
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  null,
  "RYN",
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  "ONB",
  "RGLD",
  "LITE",
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  "VOYA",
  "ARE",
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  "AEE",
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  "AXON",
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  "X",
  "EL",
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  "FI",
  "WAB",
  "TAP",
  "IP",
  "VVV",
  "F",
  "WEC",
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  "WM",
  "IWP",
  "IWR",
  "WCN",
  "HSIC",
  "GSLC",
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  "NVST",
  null,
  "INBK",
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  "HOPE",
  "ILPT",
  "ITIC",
  null,
  "KNF",
  "KNTK",
  null,
  "BIPC",
  null,
  "UA",
  "NVO",
  "AMZN",
  null,
  null,
  "CMS",
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  null,
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  "HII",
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  null,
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  null,
  "ABEV",
  null,
  "HBAN",
  null,
  "DKNG",
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  "VLO",
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  "VYMI",
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  null,
  "VXUS",
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  "V",
  "WBD",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  "TER",
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  "TTD",
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  "UFPI",
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  "TRMB",
  "PPL",
  "TRP",
  "OTIS",
  "ONL",
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  "SW",
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  "CRM",
  "SNAP",
  "PENN",
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  null,
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  null,
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  "SPOT",
  null,
  null,
  "LII",
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  null,
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  null,
  "PBI",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  "ADP",
  "AZO",
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  "BAC",
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  "BANC",
  "BMO",
  "BK",
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  "BRK-B",
  "BAX",
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  "BE",
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  "BF-B",
  "BG",
  "CWT",
  "CLMT",
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  "CPB",
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  "CPRI",
  "CARR",
  "CCL",
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  "CVE",
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  "CC",
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  "CAG",
  "COP",
  "CWBC",
  "STZ",
  "CEG",
  "ED",
  "COTY",
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  "GLW",
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  "DVN",
  "FANG",
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  null,
  null,
  "DLR",
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  "DOMO",
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  "DGICA",
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  null,
  "EFA",
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 889
Total Value: 210237446
Accession Number: 0001415889-25-010784
Form Type: 13F-HR
CIK: caldwell-sutter-capital
Manager Name: Caldwell-Sutter-Capital

Data Enrichment

82% identified

727 identified162 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

889 positions • $210,237.446K total value

889 positions

Manager:

SEC FilingSEC DataHachi Filing

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THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:83

Value:$41.3K

NISOURCE INC.

NI|65473P105

Shares:1.0K

Value:$41.3K

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:380

Value:$41.2K

UNILEVER PLC

UL|904767704

Shares:690

Value:$41.1K

Solventum Corp

SOLV|83444M101

Shares:531

Value:$40.4K

REDWOOD TRUST INC

RWT|758075402

Shares:6.5K

Value:$39.7K

BANK OF HAWAII CORP

BOH|062540109

Shares:575

Value:$39.7K

464288273

Shares:624

Value:$39.6K

46436E551

Shares:991

Value:$38.7K

FRANKLIN RESOURCES INC

BEN|354613101

Shares:2.0K

Value:$38.5K

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:72

Value:$38.4K

NOVO NORDISK A S

NVO|670100205

Shares:548

Value:$38.1K

TORONTO DOMINION BANK

TD|891160509

Shares:629

Value:$37.7K

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:176

Value:$36.8K

464287796

Shares:740

Value:$36.5K

KONINKLIJKE PHILIPS NV

PHG|500472303

Shares:1.4K

Value:$36.2K

Nutrien Ltd.

NTR|67077M108

Shares:721

Value:$35.8K

464288646

Shares:682

Value:$35.7K

Avery Dennison Corp

AVY|053611109

Shares:198

Value:$35.2K

46435U663

Shares:904

Value:$34.7K

Instrument	Shares		Other Manager	Value
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	83	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$41.3K	QoQ -4.34% (-$1.9K) YoY -14.38% (-$6.9K)
NISOURCE INC.(NIcusip65473P105)	1.0K	QoQ 0.00% (+0) YoY +3.00% (+30)	All Managers (Combined)	$41.3K	QoQ +9.05% (+$3.4K) YoY +49.28% (+$13.6K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	380	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$41.2K	QoQ +38.61% (+$11.5K) YoY +81.74% (+$18.5K)
UNILEVER PLC(ULcusip904767704)	690	QoQ 0.00% (+0) YoY +9.52% (+60)	All Managers (Combined)	$41.1K	QoQ +5.02% (+$2.0K) YoY +29.94% (+$9.5K)
Solventum Corp(SOLVcusip83444M101)	531	QoQ -19.05% (-125) YoY NEW(+531)	All Managers (Combined)	$40.4K	QoQ -6.82% (-$3.0K) YoY NEW(+$40.4K)
REDWOOD TRUST INC(RWTcusip758075402)	6.5K	QoQ +15.15% (+861) YoY +154.55% (+4.0K)	All Managers (Combined)	$39.7K	QoQ +7.02% (+$2.6K) YoY +142.53% (+$23.3K)
BANK OF HAWAII CORP(BOHcusip062540109)	575	QoQ 0.00% (-0) YoY +21.05% (+100)	All Managers (Combined)	$39.7K	QoQ -3.18% (-$1.3K) YoY +33.82% (+$10.0K)
(cusip464288273)✕	624	QoQ 0.00% (+0) YoY -5.31% (-35)	All Managers (Combined)	$39.6K	QoQ +4.57% (+$1.7K) YoY -5.01% (-$2.1K)
(cusip46436E551)✕	991	QoQ 0.00% (-0) YoY +37.63% (+271)	All Managers (Combined)	$38.7K	QoQ -6.61% (-$2.7K) YoY +30.90% (+$9.1K)
FRANKLIN RESOURCES INC(BENcusip354613101)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$38.5K	QoQ -5.12% (-$2.1K) YoY -31.51% (-$17.7K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	72	QoQ +928.57% (+65) YoY +928.57% (+65)	All Managers (Combined)	$38.4K	QoQ +863.40% (+$34.4K) YoY +886.16% (+$34.5K)
NOVO NORDISK A S(NVOcusip670100205)	548	QoQ +75.64% (+236) YoY +146.84% (+326)	All Managers (Combined)	$38.1K	QoQ +41.78% (+$11.2K) YoY +33.49% (+$9.5K)
TORONTO DOMINION BANK(TDcusip891160509)	629	QoQ -12.63% (-91) YoY -38.99% (-402)	All Managers (Combined)	$37.7K	QoQ -1.64% (-$631) YoY -39.43% (-$24.6K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	176	QoQ -9.27% (-18) YoY +22.22% (+32)	All Managers (Combined)	$36.8K	QoQ -9.69% (-$4.0K) YoY +20.05% (+$6.2K)
(cusip464287796)✕	740	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$36.5K	QoQ +8.18% (+$2.8K) YoY -0.20% (-$74)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	1.4K	QoQ 0.00% (+0) YoY +3.40% (+47)	All Managers (Combined)	$36.2K	QoQ +0.31% (+$114) YoY +31.32% (+$8.6K)
Nutrien Ltd.(NTRcusip67077M108)	721	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$35.8K	QoQ +10.99% (+$3.5K) YoY -8.54% (-$3.3K)
(cusip464288646)✕	682	QoQ -49.29% (-663) YoY -49.29% (-663)	All Managers (Combined)	$35.7K	QoQ -48.63% (-$33.8K) YoY -48.21% (-$33.3K)
Avery Dennison Corp(AVYcusip053611109)	198	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$35.2K	QoQ -4.89% (-$1.8K) YoY -20.28% (-$9.0K)
(cusip46435U663)✕	904	QoQ -10.31% (-104) YoY +25.55% (+184)	All Managers (Combined)	$34.7K	QoQ -18.07% (-$7.7K) YoY +19.75% (+$5.7K)