CALDWELL SUTTER CAPITAL, INC.
RIA/Wealth
CALDWELL SUTTER CAPITAL, INC. is a RIA/Wealth based in Brentwood, TN led by John Caldwell Helmer, reporting $571.1M in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
FounderJohn Caldwell Helmer
- Portfolio Value
- $234.1M
- Positions
- 867
- Top Holding
- AAPL at 5.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CALDWELL SUTTER CAPITAL, INC.'s portfolio (22.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $13.2M | 5.63% | +$991.5K Bought | 0.00% 51.8K shares | |
Security & Protection Services Industrials | $5.7M | 2.45% | — | 0.09% 33.3K shares | |
Construction Industrials | $5.7M | 2.41% | — | 2.98% 241.2K shares | |
Banks - Regional Financial Services | $4.6M | 1.95% | +$4.5M Bought | 1.52% 105.7K shares | |
Financial - Credit Services Financial Services | $4.5M | 1.93% | -$274.1K Sold | 0.00% 13.2K shares | |
Insurance - Property & Casualty Financial Services | $4.3M | 1.85% | -$51.9K Sold | 0.61% 223.4K shares | |
Agricultural - Machinery Industrials | $4.2M | 1.78% | -$224.3K Sold | 0.00% 8.7K shares | |
Banks - Regional Financial Services | $4.2M | 1.78% | +$595.5 Bought | 5.16% 349.3K shares | |
Software - Infrastructure Technology | $3.9M | 1.68% | -$540.7K Sold | 0.00% 7.6K shares | |
Insurance - Diversified Financial Services | $3.3M | 1.39% | -$72.9K Sold | 0.00% 6.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CALDWELL SUTTER CAPITAL, INC.'s latest filing
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Analytics
Portfolio insights and performance metrics for CALDWELL SUTTER CAPITAL, INC.
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