Caldwell Sutter Capital, Inc 13F annual report
Caldwell Sutter Capital, Inc is an investment fund managing more than $202 billion ran by Christopher Anderson. There are currently 745 companies in Mr. Anderson’s portfolio. The largest investments include Apple Inc and MSA Safety Inc, together worth $17.3 billion.
Limited to 30 biggest holdings
$202 billion Assets Under Management (AUM)
As of 16th July 2024, Caldwell Sutter Capital, Inc’s top holding is 51,386 shares of Apple Inc currently worth over $10.8 billion and making up 5.4% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Caldwell Sutter Capital, Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 34,399 shares of MSA Safety Inc worth $6.46 billion, whose value grew 16.2% in the past six months.
The third-largest holding is Microsoft worth $4.47 billion and the next is Visa Inc worth $3.95 billion, with 15,059 shares owned.
Currently, Caldwell Sutter Capital, Inc's portfolio is worth at least $202 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Caldwell Sutter Capital, Inc
The Caldwell Sutter Capital, Inc office and employees reside in Sausalito, California. According to the last 13-F report filed with the SEC, Christopher Anderson serves as the Chief Compliance Officer at Caldwell Sutter Capital, Inc.
Recent trades
In the most recent 13F filing, Caldwell Sutter Capital, Inc revealed that it had opened a new position in
Community West Bancshares and bought 74,705 shares worth $1.38 billion.
This means they effectively own approximately 0.1% of the company.
Community West Bancshares makes up
4.7%
of the fund's Finance sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Apple Inc by buying
100 additional shares.
This makes their stake in Apple Inc total 51,386 shares worth $10.8 billion.
Apple Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that Caldwell Sutter Capital, Inc is getting rid of from its portfolio.
Caldwell Sutter Capital, Inc closed its position in Community West Bancshares on 22nd July 2024.
It sold the previously owned 98,400 shares for $1.61 billion.
Christopher Anderson also disclosed a decreased stake in Visa Inc by approximately 0.1%.
This leaves the value of the investment at $3.95 billion and 15,059 shares.
One of the smallest hedge funds
The two most similar investment funds to Caldwell Sutter Capital, Inc are Hunting Hill Global Capital and Unique Wealth Strategies. They manage $202 billion and $202 billion respectively.
Christopher Anderson investment strategy
Caldwell Sutter Capital, Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Finance — making up 14.7% of
the total portfolio value.
The fund focuses on investments in the United States as
50.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
35% of the total holdings value.
On the other hand, small-cap stocks make up only 4.4% of the portfolio.
The average market cap of the portfolio companies is close to $58.5 billion.
The complete list of Caldwell Sutter Capital, Inc trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.19%
51,386
|
$10,822,895,000 | 5.37% |
| MSA Safety Inc |
No change
34,399
|
$6,456,348,000 | 3.20% |
| Microsoft Corporation |
0.55%
10,010
|
$4,474,128,000 | 2.22% |
| Visa Inc |
8.08%
15,059
|
$3,952,637,000 | 1.96% |
| Kinetik Holdings Inc Com |
6.35%
90,444
|
$3,747,994,000 | 1.86% |
| Costco Whsl Corp |
4.90%
4,135
|
$3,515,058,000 | 1.74% |
| Caterpillar Inc. |
7.12%
10,118
|
$3,370,190,000 | 1.67% |
| Chevron Corp. |
1.33%
20,331
|
$3,180,163,000 | 1.58% |
| Donegal Group Inc. |
2.35%
237,965
|
$3,056,665,000 | 1.52% |
| Ishares Tr |
1.79%
82,886
|
$9,344,085,000 | 4.64% |
| Natural Alternatives International, Inc. |
7.24%
412,175
|
$2,481,294,000 | 1.23% |
| Vanguard Specialized Funds |
1.90%
13,306
|
$2,428,961,000 | 1.21% |
| CSW Industrials Inc |
3.46%
8,364
|
$2,219,053,000 | 1.10% |
| New England Rlty Assoc Ltd P |
6.07%
30,376
|
$2,156,088,000 | 1.07% |
| Pfizer Inc. |
1.51%
74,729
|
$2,090,922,000 | 1.04% |
| Perma-pipe Intl Hldgs Inc |
0.62%
227,896
|
$2,028,274,000 | 1.01% |
| First Internet Bancorp |
No change
73,358
|
$1,982,133,000 | 0.98% |
| JPMorgan Chase & Co. |
5.74%
9,531
|
$1,927,715,000 | 0.96% |
| Summit St Bk Santa Rosa Calif |
3.42%
202,176
|
$1,910,563,000 | 0.95% |
| Modine Mfg Co |
2.65%
18,339
|
$1,837,384,000 | 0.91% |
| Exxon Mobil Corp. |
2.19%
15,660
|
$1,802,731,000 | 0.89% |
| American Express Co. |
1.16%
7,427
|
$1,719,768,000 | 0.85% |
| Kayne Anderson Energy Infrstr |
3.02%
165,753
|
$1,712,225,000 | 0.85% |
| Meta Platforms Inc |
1.47%
3,373
|
$1,700,734,000 | 0.84% |
| Pepsico Inc |
6.32%
10,252
|
$1,690,836,000 | 0.84% |
| Vanguard Index Fds |
0.74%
18,150
|
$4,754,043,000 | 2.36% |
| Banner Corp. |
2.88%
33,687
|
$1,672,223,000 | 0.83% |
| International Business Machs |
6.13%
9,654
|
$1,669,661,000 | 0.83% |
| Parke Bancorp Inc |
3.91%
95,415
|
$1,660,221,000 | 0.82% |
| BayCom Corp |
0.63%
81,247
|
$1,653,376,000 | 0.82% |
| Berkshire Hathaway Inc. |
75.01%
4,048
|
$2,258,561,000 | 1.12% |
| Barings Corporate Invs |
No change
84,614
|
$1,575,513,000 | 0.78% |
| A-Mark Precious Metals Inc |
5.92%
46,102
|
$1,492,322,000 | 0.74% |
| Umh Pptys Inc |
0.57%
91,494
|
$1,462,989,000 | 0.73% |
| Black Stone Minerals L.P. |
15.47%
90,700
|
$1,421,269,000 | 0.71% |
| Union Pac Corp |
No change
6,182
|
$1,398,739,000 | 0.69% |
| Community West Bancshares. |
Opened
74,705
|
$1,382,043,000 | 0.69% |
| Wiley John & Sons Inc |
18.59%
46,070
|
$1,873,885,000 | 0.93% |
| Cisco Sys Inc |
0.20%
28,244
|
$1,341,886,000 | 0.67% |
| Home Depot, Inc. |
3.33%
3,629
|
$1,249,202,000 | 0.62% |
| Seneca Foods Corp. |
6.08%
21,306
|
$1,222,964,000 | 0.61% |
| Community West Bancshares. |
Closed
98,400
|
$1,611,621,000 | |
| American Rlty Invs Inc |
No change
80,782
|
$1,147,104,000 | 0.57% |
| Capital Southwest Corp. |
No change
43,228
|
$1,127,819,000 | 0.56% |
| Pimco Etf Tr |
3.83%
19,524
|
$1,804,167,000 | 0.90% |
| Creative Media & Cmnty Tr |
0.99%
410,127
|
$1,103,242,000 | 0.55% |
| Honeywell International Inc |
No change
5,017
|
$1,071,330,000 | 0.53% |
| Canadian Pacific Kansas City |
No change
13,250
|
$1,043,173,000 | 0.52% |
| Nicholas Finl Inc Bc |
1.81%
157,000
|
$1,031,490,000 | 0.51% |
| AMREP Corp. |
No change
53,872
|
$1,018,720,000 | 0.51% |
| Verizon |
4.79%
24,554
|
$1,012,619,000 | 0.50% |
| Abbvie Inc |
1.80%
5,742
|
$984,836,000 | 0.49% |
| Boeing Co. |
0.68%
5,377
|
$978,678,000 | 0.49% |
| Merck & Co Inc |
7.47%
7,775
|
$962,545,000 | 0.48% |
| National Westn Life Group Inc |
8.52%
1,933
|
$960,585,000 | 0.48% |
| Electro-Sensors, Inc. |
6.98%
239,179
|
$944,917,000 | 0.47% |
| Mcdonalds Corp |
6.10%
3,571
|
$910,033,000 | 0.45% |
| Intergroup Corp. |
0.80%
43,751
|
$903,368,000 | 0.45% |
| NVIDIA Corp |
1,317.35%
7,271
|
$898,310,000 | 0.45% |
| Qualcomm, Inc. |
8.61%
4,458
|
$887,993,000 | 0.44% |
| Procter And Gamble Co |
1.86%
5,375
|
$886,413,000 | 0.44% |
| Johnson & Johnson |
12.66%
6,017
|
$879,435,000 | 0.44% |
| AT&T Inc. |
8.16%
45,869
|
$876,555,000 | 0.43% |
| Select Sector Spdr Tr |
1.77%
27,789
|
$2,285,625,000 | 1.13% |
| Apartment Invt & Mgmt Co |
2.29%
102,300
|
$848,067,000 | 0.42% |
| Intel Corp. |
0.26%
27,166
|
$841,321,000 | 0.42% |
| Amcon Distrg Co |
No change
6,082
|
$833,599,000 | 0.41% |
| Bank America Corp |
7.17%
20,139
|
$800,941,000 | 0.40% |
| Digital Rlty Tr Inc |
5.99%
5,242
|
$797,110,000 | 0.40% |
| Investors Title Co Nc |
No change
4,393
|
$791,311,000 | 0.39% |
| Lockheed Martin Corp. |
0.30%
1,663
|
$776,787,000 | 0.39% |
| Danaher Corp. |
3.18%
3,047
|
$761,293,000 | 0.38% |
| Waste Mgmt Inc Del |
2.21%
3,548
|
$756,930,000 | 0.38% |
| Manitex International Inc |
No change
170,725
|
$756,312,000 | 0.38% |
| Barings Partn Invs |
No change
45,377
|
$749,592,000 | 0.37% |
| Alphabet Inc |
23.45%
6,881
|
$1,258,428,000 | 0.62% |
| Northrim Bancorp, Inc. |
No change
12,367
|
$712,834,000 | 0.35% |
| Oneok Inc. |
4.72%
8,668
|
$706,875,000 | 0.35% |
| Ingles Mkts Inc |
Opened
10,243
|
$702,772,000 | 0.35% |
| Gilead Sciences, Inc. |
5.17%
10,240
|
$702,538,000 | 0.35% |
| HomeStreet Inc |
No change
60,000
|
$684,000,000 | 0.34% |
| Amazon.com Inc. |
18.97%
3,518
|
$679,854,000 | 0.34% |
| Duke Energy Corp. |
4.82%
6,736
|
$675,149,000 | 0.33% |
| SmartFinancial Inc |
No change
28,431
|
$672,962,000 | 0.33% |
| Vanguard World Fds |
4.47%
5,066
|
$675,905,000 | 0.34% |
| Enbridge Inc |
35.32%
17,665
|
$628,697,000 | 0.31% |
| Dollar Gen Corp |
No change
4,631
|
$612,357,000 | 0.30% |
| Clorox Co. |
15.34%
4,399
|
$600,332,000 | 0.30% |
| Coca-Cola Co |
9.38%
9,390
|
$597,667,000 | 0.30% |
| Williams Cos Inc |
1.49%
14,027
|
$596,148,000 | 0.30% |
| AMGEN Inc. |
5.33%
1,848
|
$577,259,000 | 0.29% |
| Central Secs Corp |
104.61%
13,050
|
$574,461,000 | 0.29% |
| LGL Group Inc |
No change
106,491
|
$571,857,000 | 0.28% |
| FS Bancorp Inc |
No change
15,468
|
$563,809,000 | 0.28% |
| Walmart Inc |
5.05%
8,154
|
$552,107,000 | 0.27% |
| Old Natl Bancorp Ind |
31.15%
32,012
|
$550,286,000 | 0.27% |
| Unitedhealth Group Inc |
1.34%
1,061
|
$540,325,000 | 0.27% |
| Wisdomtree Tr |
13.62%
20,357
|
$1,037,458,000 | 0.51% |
| Starbucks Corp. |
1.69%
6,799
|
$529,328,000 | 0.26% |
| United Parcel Service, Inc. |
10.16%
3,707
|
$507,250,000 | 0.25% |
| Southern Sts Bancshares Inc |
24.09%
18,594
|
$504,641,000 | 0.25% |
| Kimberly-Clark Corp. |
4.40%
3,466
|
$479,053,000 | 0.24% |
| Disney Walt Co |
3.19%
4,815
|
$478,081,000 | 0.24% |
| Dow Inc |
2.79%
8,984
|
$476,619,000 | 0.24% |
| Bank New York Mellon Corp |
No change
7,943
|
$475,706,000 | 0.24% |
| 3M Co. |
9.65%
4,600
|
$470,107,000 | 0.23% |
| NextEra Energy Inc |
5.67%
6,596
|
$467,063,000 | 0.23% |
| Devon Energy Corp. |
No change
9,830
|
$465,942,000 | 0.23% |
| Glaukos Corporation |
162.62%
3,913
|
$463,104,000 | 0.23% |
| Realty Income Corp. |
8.32%
8,391
|
$443,213,000 | 0.22% |
| Us Bancorp Del |
5.78%
11,137
|
$442,143,000 | 0.22% |
| Oracle Corp. |
331.44%
3,046
|
$430,095,000 | 0.21% |
| Crown Castle Inc |
5.01%
4,299
|
$419,977,000 | 0.21% |
| Keysight Technologies Inc |
22.61%
2,961
|
$404,917,000 | 0.20% |
| Stagwell Inc |
4.82%
59,200
|
$403,744,000 | 0.20% |
| Broadcom Inc |
7.11%
241
|
$387,171,000 | 0.19% |
| Norfolk Southn Corp |
No change
1,800
|
$386,442,000 | 0.19% |
| Bank Marin Bancorp |
12.56%
23,560
|
$381,436,000 | 0.19% |
| BCE Inc |
9.80%
11,411
|
$369,374,000 | 0.18% |
| Nucor Corp. |
No change
2,326
|
$367,694,000 | 0.18% |
| Philip Morris International Inc |
14.27%
3,628
|
$367,625,000 | 0.18% |
| Abbott Labs |
2.76%
3,523
|
$366,075,000 | 0.18% |
| Lowes Cos Inc |
No change
1,639
|
$361,334,000 | 0.18% |
| Mastercard Incorporated |
4.36%
767
|
$338,370,000 | 0.17% |
| Sturm, Ruger & Co., Inc. |
No change
8,056
|
$335,532,000 | 0.17% |
| RTX Corp |
0.48%
3,320
|
$333,295,000 | 0.17% |
| General Mls Inc |
9.33%
5,260
|
$332,748,000 | 0.17% |
| Ameriprise Finl Inc |
No change
772
|
$329,791,000 | 0.16% |
| Dominion Energy Inc |
1.00%
6,659
|
$326,276,000 | 0.16% |
| State Str Corp |
18.87%
4,300
|
$318,200,000 | 0.16% |
| KeyCorp |
5.69%
22,118
|
$314,302,000 | 0.16% |
| Steel Partners Hldgs L P |
4.13%
8,255
|
$307,323,000 | 0.15% |
| First Bancshares Inc Miss |
No change
11,815
|
$306,954,000 | 0.15% |
| Fortive Corp |
No change
4,084
|
$302,624,000 | 0.15% |
| Medtronic Plc |
0.29%
3,837
|
$302,010,000 | 0.15% |
| Energy Transfer L P |
5.60%
17,921
|
$290,677,000 | 0.14% |
| Schlumberger Ltd. |
No change
6,150
|
$290,157,000 | 0.14% |
| Ford Mtr Co Del |
0.33%
22,547
|
$282,734,000 | 0.14% |
| Patriot Natl Bancorp Inc |
No change
150,901
|
$282,185,000 | 0.14% |
| Wells Fargo Co |
7.76%
4,683
|
$278,116,000 | 0.14% |
| Victory Cap Hldgs Inc |
3.40%
5,678
|
$271,011,000 | 0.13% |
| Prudential Finl Inc |
7.13%
2,306
|
$270,240,000 | 0.13% |
| Altria Group Inc. |
5.50%
5,927
|
$269,975,000 | 0.13% |
| Bristol-Myers Squibb Co. |
6.13%
6,481
|
$269,136,000 | 0.13% |
| Kinder Morgan Inc |
2.52%
13,491
|
$268,066,000 | 0.13% |
| Welltower Inc. |
5.59%
2,535
|
$264,274,000 | 0.13% |
| Bark Inc |
No change
142,830
|
$258,522,000 | 0.13% |
| Travelers |
0.16%
1,268
|
$257,793,000 | 0.13% |
| Lam Research Corp. |
11.52%
242
|
$257,694,000 | 0.13% |
| GE Aerospace |
13.13%
1,614
|
$256,596,000 | 0.13% |
| Consolidated Edison, Inc. |
7.70%
2,838
|
$253,774,000 | 0.13% |
| Pnc Finl Svcs Group Inc |
1.81%
1,628
|
$253,121,000 | 0.13% |
| Spdr S&p 500 Etf Tr |
No change
457
|
$248,709,000 | 0.12% |
| Vanguard Tax-managed Fds |
3.89%
4,969
|
$245,578,000 | 0.12% |
| Abrdn Gold Etf Trust |
26.97%
10,850
|
$241,087,000 | 0.12% |
| Barings Global Short Duration |
No change
16,400
|
$236,980,000 | 0.12% |
| UFP Industries Inc |
No change
2,096
|
$234,752,000 | 0.12% |
| Palo Alto Networks Inc |
47.10%
659
|
$223,408,000 | 0.11% |
| Calumet Specialty Prods Partne |
Closed
15,000
|
$222,900,000 | |
| American Elec Pwr Co Inc |
12.86%
2,536
|
$222,509,000 | 0.11% |
| Enterprise Prods Partners L P |
10.99%
7,583
|
$219,755,000 | 0.11% |
| Colgate-Palmolive Co. |
1.92%
2,251
|
$218,437,000 | 0.11% |
| Texas Instrs Inc |
2.18%
1,122
|
$218,263,000 | 0.11% |
| FRP Holdings Inc |
100.00%
7,632
|
$217,665,000 | 0.11% |
| Goldman Sachs Group, Inc. |
No change
477
|
$215,757,000 | 0.11% |
| Essex Ppty Tr Inc |
2.75%
786
|
$213,949,000 | 0.11% |
| Columbia Sportswear Co. |
No change
2,700
|
$213,516,000 | 0.11% |
| PG&E Corp. |
No change
12,006
|
$209,625,000 | 0.10% |
| Marvell Technology Inc |
0.85%
2,979
|
$208,232,000 | 0.10% |
| Proshares Tr |
2.05%
10,485
|
$709,848,000 | 0.35% |
| Lsb Inds Inc |
No change
25,000
|
$204,500,000 | 0.10% |
| Applied Matls Inc |
8.11%
866
|
$204,367,000 | 0.10% |
| Schwab Strategic Tr |
83.53%
5,528
|
$272,343,000 | 0.14% |
| Nuveen Pfd & Income Opportunit |
No change
27,144
|
$202,766,000 | 0.10% |
| Pathfinder Bancorp Inc Md |
No change
15,373
|
$202,750,000 | 0.10% |
| Smith Midland Corp |
No change
7,272
|
$201,362,000 | 0.10% |
| Amalgamated Financial Corp |
No change
7,345
|
$201,253,000 | 0.10% |
| Phillips 66 |
1.04%
1,425
|
$201,216,000 | 0.10% |
| Workday Inc |
2.70%
900
|
$201,204,000 | 0.10% |
| International Paper Co. |
14.45%
4,516
|
$194,883,000 | 0.10% |
| Carrier Global Corporation |
No change
3,042
|
$191,889,000 | 0.10% |
| Eastern Bankshares, Inc. |
No change
13,500
|
$188,730,000 | 0.09% |
| Invesco Exchange Traded Fd T |
No change
6,302
|
$401,683,000 | 0.20% |
| Nexpoint Diversified Rel Et Tr |
6.54%
33,477
|
$185,127,000 | 0.09% |
| Nasdaq Inc |
No change
3,000
|
$180,780,000 | 0.09% |
| Northeast Cmnty Bancorp Inc |
No change
10,000
|
$178,200,000 | 0.09% |
| Vanguard Whitehall Fds |
0.68%
1,480
|
$175,528,000 | 0.09% |
| Blackrock Inc. |
3.90%
222
|
$174,785,000 | 0.09% |
| Hershey Company |
Opened
942
|
$173,168,000 | 0.09% |
| Old Rep Intl Corp |
15.38%
5,500
|
$169,950,000 | 0.08% |
| Srh Total Return Fund Inc |
10.32%
11,598
|
$168,751,000 | 0.08% |
| Restaurant Brands International Inc |
No change
2,391
|
$168,255,000 | 0.08% |
| Conocophillips |
No change
1,471
|
$168,251,000 | 0.08% |
| General Dynamics Corp. |
3.02%
579
|
$167,991,000 | 0.08% |
| Columbia Bkg Sys Inc |
0.06%
8,281
|
$164,704,000 | 0.08% |
| Aflac Inc. |
14.18%
1,815
|
$162,098,000 | 0.08% |
| GSK Plc |
21.65%
4,195
|
$161,508,000 | 0.08% |
| Ennis Inc. |
No change
7,300
|
$159,797,000 | 0.08% |
| Nike, Inc. |
No change
2,088
|
$157,373,000 | 0.08% |
| First Fndtn Inc |
No change
23,971
|
$157,010,000 | 0.08% |
| Ishares Gold Tr |
No change
3,565
|
$156,610,000 | 0.08% |
| MainStreet Bancshares Inc |
No change
8,818
|
$156,343,000 | 0.08% |
| M-tron Inds Inc |
No change
4,433
|
$156,086,000 | 0.08% |
| Kellanova Co |
2.22%
2,577
|
$148,641,000 | 0.07% |
| Sunstone Hotel Invs Inc |
No change
14,000
|
$146,440,000 | 0.07% |
| CVS Health Corp |
3.21%
2,476
|
$146,233,000 | 0.07% |
| Cenovus Energy Inc |
No change
7,250
|
$142,535,000 | 0.07% |
| Truist Finl Corp |
3.22%
3,657
|
$142,074,000 | 0.07% |
| Campbell Soup Co. |
8.51%
3,123
|
$141,128,000 | 0.07% |
| Spdr Ser Tr |
0.01%
7,136
|
$467,009,000 | 0.23% |
| Vanguard Intl Equity Index F |
1.67%
3,236
|
$144,810,000 | 0.07% |
| Dimensional Etf Trust |
No change
5,076
|
$245,074,000 | 0.12% |
| Cummins Inc. |
7.72%
478
|
$132,373,000 | 0.07% |
| Otis Worldwide Corporation |
No change
1,366
|
$131,491,000 | 0.07% |
| Hurco Co |
13.49%
8,415
|
$128,413,000 | 0.06% |
| Kratos Defense & Sec Solutions |
No change
6,400
|
$128,064,000 | 0.06% |
| Oceanfirst Finl Corp |
No change
7,964
|
$126,548,000 | 0.06% |
| Transcontinental Rlty Invs |
No change
4,500
|
$124,785,000 | 0.06% |
| Granite Pt Mtg Tr Inc |
6.78%
41,280
|
$122,602,000 | 0.06% |
| Salesforce Inc |
151.89%
466
|
$119,809,000 | 0.06% |
| Target Corp |
7.31%
799
|
$118,284,000 | 0.06% |
| Trust For Prfessional Manag |
Opened
8,475
|
$260,959,000 | 0.13% |
| Alpha Pro Tech Ltd. |
4.06%
20,692
|
$113,806,000 | 0.06% |
| Automatic Data Processing Inc. |
No change
475
|
$113,378,000 | 0.06% |
| Metlife Inc |
2.19%
1,610
|
$113,006,000 | 0.06% |
| Sprott Physical Gold & Silve |
No change
5,100
|
$112,455,000 | 0.06% |
| Equity Comwlth |
No change
9,986
|
$216,870,000 | 0.11% |
| Air Prods & Chems Inc |
32.61%
427
|
$110,187,000 | 0.05% |
| United States Stl Corp |
No change
2,900
|
$109,620,000 | 0.05% |
| Trico Bancshares |
No change
2,719
|
$107,591,000 | 0.05% |
| Emerson Elec Co |
No change
950
|
$104,652,000 | 0.05% |
| Vanguard Scottsdale Fds |
11.27%
1,535
|
$118,050,000 | 0.06% |
| Tile Shop Holdings, Inc. |
No change
15,000
|
$103,950,000 | 0.05% |
| Sprott Physical Silver Tr |
No change
10,300
|
$102,279,000 | 0.05% |
| Deere & Co. |
No change
273
|
$102,001,000 | 0.05% |
| Morgan Stanley |
1.44%
1,029
|
$100,009,000 | 0.05% |
| First Tr Exch Traded Fd Iii |
3.51%
5,684
|
$98,674,000 | 0.05% |
| RMR Group Inc (The) |
No change
4,287
|
$96,886,000 | 0.05% |
| Ishares Inc |
0.21%
7,084
|
$289,386,000 | 0.14% |
| First Long Is Corp |
No change
8,885
|
$89,023,000 | 0.04% |
| Micron Technology Inc. |
81.08%
670
|
$88,125,000 | 0.04% |
| Adobe Inc |
4.82%
158
|
$87,775,000 | 0.04% |
| Cvb Finl Corp |
No change
5,068
|
$87,372,000 | 0.04% |
| The Southern Co. |
11.23%
1,122
|
$87,034,000 | 0.04% |
| Hercules Capital Inc |
2.32%
4,216
|
$86,217,000 | 0.04% |
| Oaktree Specialty Lending Corp |
20.00%
4,500
|
$84,645,000 | 0.04% |
| Brookfield Renewable Corporation |
24.06%
2,944
|
$83,551,000 | 0.04% |
| Industrial Logistics Pptys Tr Com |
No change
22,032
|
$81,078,000 | 0.04% |
| Mondelez International Inc. |
No change
1,196
|
$78,266,000 | 0.04% |
| DuPont de Nemours Inc |
7.92%
965
|
$77,677,000 | 0.04% |
| J P Morgan Exchange Traded F |
28.35%
2,798
|
$148,940,000 | 0.07% |
| Veralto Corp Com |
26.06%
800
|
$76,376,000 | 0.04% |
| UiPath, Inc. |
No change
5,898
|
$74,787,000 | 0.04% |
| Simon Ppty Group Inc |
No change
491
|
$74,534,000 | 0.04% |
| Chesapeake Energy Corp. |
52.00%
900
|
$73,971,000 | 0.04% |
| Riverview Bancorp, Inc. |
No change
18,500
|
$73,815,000 | 0.04% |
| United Sec Bancshares Calif |
No change
10,065
|
$72,971,000 | 0.04% |
| Pacer Fds Tr |
139.08%
4,246
|
$179,890,000 | 0.09% |
| WestRock Co |
No change
1,443
|
$72,525,000 | 0.04% |
| Bank Montreal Que |
27.75%
859
|
$72,027,000 | 0.04% |
| Bunge Global Sa Com |
13.09%
674
|
$71,963,000 | 0.04% |
| California BanCorp |
No change
3,256
|
$70,004,000 | 0.03% |
| Atmus Filtration Technologies |
97.52%
2,431
|
$69,964,000 | 0.03% |
| Ge Vernova Inc |
Opened
406
|
$69,633,000 | 0.03% |
| Penske Automotive Grp Inc |
Opened
465
|
$69,294,000 | 0.03% |
| Gladstone Invt Corp |
63.81%
4,908
|
$68,614,000 | 0.03% |
| Ovintiv Inc |
No change
1,450
|
$67,962,000 | 0.03% |
| Corning, Inc. |
No change
1,746
|
$67,832,000 | 0.03% |
| Brookfield Infrastructure Corporation |
33.11%
2,010
|
$67,657,000 | 0.03% |
| General Mtrs Co |
12.36%
1,453
|
$67,506,000 | 0.03% |
| Energy Recovery Inc |
No change
5,000
|
$66,450,000 | 0.03% |
| Taiwan Semiconductor Mfg Ltd |
264.42%
379
|
$65,874,000 | 0.03% |
| Global Indemnity Group, LLC |
No change
2,100
|
$65,280,000 | 0.03% |
| Rlj Lodging Tr |
27.78%
2,600
|
$64,714,000 | 0.03% |
| Citigroup Inc |
No change
1,000
|
$63,460,000 | 0.03% |
| Timken Co. |
No change
775
|
$62,101,000 | 0.03% |
| Crowdstrike Holdings Inc |
540.00%
160
|
$61,310,000 | 0.03% |
| Cohen & Steers Reit & Pfd & In |
No change
3,000
|
$61,110,000 | 0.03% |
| Marsh & McLennan Cos., Inc. |
12.42%
289
|
$60,898,000 | 0.03% |
| Nicolet Bankshares Inc. |
36.23%
720
|
$59,789,000 | 0.03% |
| Eli Lilly & Co |
41.07%
66
|
$59,755,000 | 0.03% |
| Marathon Pete Corp |
No change
339
|
$58,810,000 | 0.03% |
| Tesla Inc |
38.76%
297
|
$58,770,000 | 0.03% |
| Constellation Brands Inc |
No change
227
|
$58,403,000 | 0.03% |
| CMS Energy Corporation |
21.09%
976
|
$58,101,000 | 0.03% |
| Legg Mason Etf Invt |
40.00%
1,232
|
$57,862,000 | 0.03% |
| BridgeBio Pharma Inc |
No change
2,200
|
$55,726,000 | 0.03% |
| Vanguard World Fd |
20.39%
620
|
$70,349,000 | 0.03% |
| Alps Etf Tr |
No change
1,277
|
$71,057,000 | 0.04% |
| Chubb Limited |
No change
213
|
$54,332,000 | 0.03% |
| Shell Plc |
No change
739
|
$53,341,000 | 0.03% |
| Hawaiian Elec Industries |
No change
5,900
|
$53,218,000 | 0.03% |
| Envista Holdings Corp |
No change
3,116
|
$51,819,000 | 0.03% |
| American Eagle Outfitters Inc. |
Closed
2,000
|
$51,580,000 | |
| Toronto Dominion Bk Ont |
10.57%
922
|
$50,673,000 | 0.03% |
| Evergy Inc |
No change
956
|
$50,639,000 | 0.03% |
| Manulife Finl Corp |
No change
1,894
|
$50,418,000 | 0.03% |
| Vontier Corporation |
No change
1,295
|
$49,469,000 | 0.02% |
| Marriott International, Inc. |
No change
200
|
$48,354,000 | 0.02% |
| Ssga Active Etf Tr |
No change
1,160
|
$46,075,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
No change
83
|
$45,899,000 | 0.02% |
| abrdn Asia-Pacific Income Fund Inc |
No change
17,100
|
$45,828,000 | 0.02% |
| Hess Corporation |
No change
310
|
$45,731,000 | 0.02% |
| Mexco Energy Corp |
No change
4,000
|
$45,280,000 | 0.02% |
| Kroger Co. |
Opened
900
|
$44,937,000 | 0.02% |
| Vanguard Star Fds |
No change
745
|
$44,924,000 | 0.02% |
| Franklin Resources, Inc. |
No change
2,000
|
$44,700,000 | 0.02% |
| Netflix Inc. |
No change
65
|
$43,867,000 | 0.02% |
| Knife River Corp |
No change
618
|
$43,347,000 | 0.02% |
| Avery Dennison Corp. |
No change
198
|
$43,293,000 | 0.02% |
| Hope Bancorp Inc |
8.11%
4,000
|
$42,960,000 | 0.02% |
| Intuit Inc |
Opened
65
|
$42,719,000 | 0.02% |
| California Wtr Svc Group |
No change
855
|
$41,459,000 | 0.02% |
| Uber Technologies Inc |
31.52%
565
|
$41,064,000 | 0.02% |
| Unity Software Inc. |
No change
2,500
|
$40,650,000 | 0.02% |
| Solventum Corp Com |
Opened
767
|
$40,559,000 | 0.02% |
| Hewlett Packard Enterprise Co |
No change
1,900
|
$40,223,000 | 0.02% |
| Trade Desk Inc |
272.73%
410
|
$40,045,000 | 0.02% |
| Allstate Corp (The) |
50.00%
250
|
$39,915,000 | 0.02% |
| Royal Bk Cda |
No change
375
|
$39,893,000 | 0.02% |
| Johnson Ctls Intl Plc |
0.50%
599
|
$39,816,000 | 0.02% |
| Flexhares Tr |
No change
2,501
|
$81,712,000 | 0.04% |
| DTE Energy Co. |
10.94%
355
|
$39,409,000 | 0.02% |
| First Tr Inter Duratn Pfd & In |
No change
2,100
|
$38,577,000 | 0.02% |
| Texas Pacific Land Corporation |
200.00%
51
|
$37,448,000 | 0.02% |
| Unilever Plc Spon |
7.94%
680
|
$37,393,000 | 0.02% |
| Fair Isaac Corp. |
No change
25
|
$37,217,000 | 0.02% |
| T-Mobile US Inc |
No change
211
|
$37,208,000 | 0.02% |
| Mdu Res Group Inc |
No change
1,475
|
$37,023,000 | 0.02% |
| Occidental Pete Corp |
No change
587
|
$36,999,000 | 0.02% |
| Nutrien Ltd |
No change
721
|
$36,706,000 | 0.02% |
| Hartford Finl Svcs Group Inc |
No change
365
|
$36,697,000 | 0.02% |
| Enphase Energy Inc |
20.53%
364
|
$36,294,000 | 0.02% |
| Koninklijke Philips N V Ny Regis |
3.41%
1,426
|
$35,933,000 | 0.02% |
| Corteva Inc |
10.98%
665
|
$35,852,000 | 0.02% |
| Entergy Corp. |
No change
333
|
$35,631,000 | 0.02% |
| Berkley W R Corp |
No change
450
|
$35,361,000 | 0.02% |
| Cigna Group (The) |
No change
105
|
$34,710,000 | 0.02% |
| Goldman Sachs Etf Tr |
No change
324
|
$34,652,000 | 0.02% |
| Ge Healthcare Technologies Inc |
13.95%
444
|
$34,598,000 | 0.02% |
| Bank Hawaii Corp |
21.05%
575
|
$32,896,000 | 0.02% |
| Listed Fd Tr |
No change
2,542
|
$34,194,000 | 0.02% |
| Spdr Gold Tr |
No change
151
|
$32,467,000 | 0.02% |
| L3Harris Technologies Inc |
No change
144
|
$32,340,000 | 0.02% |
| Janus Detroit Street Trust Janus Henderson Aaa |
67.82%
631
|
$32,105,000 | 0.02% |
| ArrowMark Financial Corp |
No change
1,741
|
$32,095,000 | 0.02% |
| Novo-nordisk A S |
No change
222
|
$31,688,000 | 0.02% |
| BP plc |
36.74%
861
|
$31,082,000 | 0.02% |
| Teck Resources Ltd |
No change
646
|
$30,943,000 | 0.02% |
| Invesco Exch Trd Slf Idx Fd |
No change
1,466
|
$30,874,000 | 0.02% |
| Air Lease Corp |
No change
615
|
$29,231,000 | 0.01% |
| NiSource Inc |
No change
1,000
|
$28,810,000 | 0.01% |
| Plumas Bancorp. |
No change
800
|
$28,784,000 | 0.01% |
| Vaxcyte, Inc. |
No change
379
|
$28,618,000 | 0.01% |
| ServiceNow Inc |
No change
36
|
$28,320,000 | 0.01% |
| Pimco Dynamic Income Fd |
15.52%
1,489
|
$28,008,000 | 0.01% |
| First Tr Exchange-traded Fd |
19.63%
646
|
$54,615,000 | 0.03% |
| Digitalbridge Group Inc |
No change
2,022
|
$27,701,000 | 0.01% |
| CSX Corp. |
No change
821
|
$27,462,000 | 0.01% |
| Newmont Corp |
No change
647
|
$27,090,000 | 0.01% |
| Redwood Trust Inc. |
61.28%
4,145
|
$26,903,000 | 0.01% |
| Netapp Inc |
49.26%
206
|
$26,533,000 | 0.01% |
| VanEck ETF Trust |
Opened
780
|
$26,465,000 | 0.01% |
| Schwab Charles Corp |
No change
354
|
$26,086,000 | 0.01% |
| Toyota Motor Corporation |
No change
127
|
$26,031,000 | 0.01% |
| Banc of California Inc |
No change
2,000
|
$25,560,000 | 0.01% |
| Southwest Airls Co |
No change
890
|
$25,463,000 | 0.01% |
| Mattel, Inc. |
7.40%
1,565
|
$25,447,000 | 0.01% |
| Ishares Tr |
Opened
250
|
$25,178,000 | 0.01% |
| Agilent Technologies Inc. |
No change
193
|
$25,019,000 | 0.01% |
| Envirotech Vehicles Inc |
No change
13,050
|
$24,926,000 | 0.01% |
| Agnico Eagle Mines Ltd |
No change
380
|
$24,852,000 | 0.01% |
| Vulcan Matls Co |
No change
99
|
$24,619,000 | 0.01% |
| HP Inc |
No change
700
|
$24,514,000 | 0.01% |
| Rayonier Advanced Matls Inc |
No change
4,500
|
$24,480,000 | 0.01% |
| Nuveen Floating Rate Income Fd |
9.77%
2,808
|
$24,289,000 | 0.01% |
| Hancock John Prem Divid Fd |
No change
2,058
|
$24,243,000 | 0.01% |
| Paccar Inc. |
No change
235
|
$24,191,000 | 0.01% |
| Archer Daniels Midland Co. |
No change
400
|
$24,180,000 | 0.01% |
| Conagra Brands Inc |
4.53%
830
|
$23,589,000 | 0.01% |
| Northrop Grumman Corp. |
3.85%
54
|
$23,541,000 | 0.01% |
| Easterly Govt Pptys Inc |
4.85%
1,845
|
$22,823,000 | 0.01% |
| Huntsman Corp |
No change
1,000
|
$22,770,000 | 0.01% |
| Kyndryl Hldgs Inc |
11.48%
856
|
$22,521,000 | 0.01% |
| Ingevity Corp |
No change
500
|
$21,855,000 | 0.01% |
| Vanguard Bd Index Fds |
No change
656
|
$48,762,000 | 0.02% |
| Spdr Index Shs Fds |
1.32%
599
|
$21,013,000 | 0.01% |
| Viatris Inc. |
0.86%
1,967
|
$20,907,000 | 0.01% |
| Church & Dwight Co., Inc. |
No change
200
|
$20,736,000 | 0.01% |
| Jewett-Cameron Trading Company Ltd. |
No change
4,200
|
$20,370,000 | 0.01% |
| Stanley Black & Decker Inc |
65.25%
254
|
$20,292,000 | 0.01% |
| Spdr Portfolio S&p 1500 |
No change
304
|
$20,170,000 | 0.01% |
| Nomad Foods Ltd Usd |
No change
1,222
|
$20,139,000 | 0.01% |
| Kenvue Inc |
3.53%
1,094
|
$19,889,000 | 0.01% |
| PENN Entertainment Inc |
No change
1,000
|
$19,355,000 | 0.01% |
| Henry Schein Inc. |
No change
300
|
$19,230,000 | 0.01% |
| Barings BDC Inc |
No change
1,958
|
$19,051,000 | 0.01% |
| Invesco Optimum Yield Diversified |
No change
1,350
|
$18,968,000 | 0.01% |
| First Tr Exchng Traded Fd Vi |
Opened
984
|
$18,282,000 | 0.01% |
| Invesco Db Multi-sector Comm |
Opened
1,193
|
$26,827,000 | 0.01% |
| Tjx Cos Inc |
153.85%
165
|
$18,167,000 | 0.01% |
| Seadrill 2021 Ltd |
Opened
350
|
$18,025,000 | 0.01% |
| Warner Bros. Discovery, Inc. |
29.76%
2,320
|
$17,261,000 | 0.01% |
| Sysco Corp. |
137.00%
237
|
$16,919,000 | 0.01% |
| First Ctzns Bancshares Inc N C |
No change
10
|
$16,836,000 | 0.01% |
| Lamb Weston Holdings Inc |
No change
200
|
$16,816,000 | 0.01% |
| Wisdomtree Tr |
Opened
340
|
$16,415,000 | 0.01% |
| Resideo Technologies Inc |
No change
833
|
$16,293,000 | 0.01% |
| Advanced Micro Devices Inc. |
No change
98
|
$15,897,000 | 0.01% |
| Brookfield Renewable Partners |
No change
637
|
$15,778,000 | 0.01% |
| Price T Rowe Group Inc |
47.89%
136
|
$15,682,000 | 0.01% |
| First Tr Mlp & Energy Incom Fd |
Closed
1,586
|
$15,337,000 | |
| Emx Rty Corp |
No change
8,487
|
$15,277,000 | 0.01% |
| Nustar Energy Lp Unit |
Closed
654
|
$15,219,000 | |
| Sight Sciences Inc |
12.50%
2,250
|
$15,008,000 | 0.01% |
| Sunoco Lp/sunoco Fin Corp |
Opened
261
|
$14,757,000 | 0.01% |
| Sprott Inc. |
No change
350
|
$14,487,000 | 0.01% |
| Fifth Third Bancorp |
No change
394
|
$14,377,000 | 0.01% |
| Edison Intl |
No change
200
|
$14,362,000 | 0.01% |
| Tractor Supply Co. |
55.46%
53
|
$14,310,000 | 0.01% |
| Avid Bioservices Inc |
No change
2,000
|
$14,280,000 | 0.01% |
| Ameren Corp. |
No change
193
|
$13,724,000 | 0.01% |
| American Wtr Wks Co Inc |
36.14%
106
|
$13,691,000 | 0.01% |
| United Rentals, Inc. |
No change
21
|
$13,581,000 | 0.01% |
| Rxsight Inc |
No change
220
|
$13,237,000 | 0.01% |
| Haleon Plc |
41.42%
1,591
|
$13,142,000 | 0.01% |
| Sylvamo Corp |
11.27%
189
|
$12,988,000 | 0.01% |
| Celldex Therapeutics Inc. |
No change
350
|
$12,954,000 | 0.01% |
| Elanco Animal Health Inc |
No change
892
|
$12,872,000 | 0.01% |
| Sealed Air Corp. |
Closed
346
|
$12,871,000 | |
| Smucker J M Co |
130.00%
115
|
$12,565,000 | 0.01% |
| Vanguard Charlotte Fds |
Opened
258
|
$12,557,000 | 0.01% |
| EBay Inc. |
No change
233
|
$12,517,000 | 0.01% |
| Blackstone Inc |
No change
100
|
$12,380,000 | 0.01% |
| Liberty Media Corp. |
No change
171
|
$12,285,000 | 0.01% |
| Rayonier Inc. |
3.45%
420
|
$12,218,000 | 0.01% |
| Ambarella Inc |
No change
225
|
$12,139,000 | 0.01% |
| Sportsmans Whse Hldgs Inc |
No change
5,000
|
$12,050,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii |
No change
620
|
$18,727,000 | 0.01% |
| Intuitive Surgical Inc |
No change
26
|
$11,566,000 | 0.01% |
| TotalEnergies SE |
6.56%
171
|
$11,402,000 | 0.01% |
| Organon & Co |
1.62%
545
|
$11,282,000 | 0.01% |
| Cintas Corporation |
No change
16
|
$11,204,000 | 0.01% |
| Vodafone Group plc |
No change
1,242
|
$11,017,000 | 0.01% |
| Donnelley Finl Solutions Inc |
No change
183
|
$10,910,000 | 0.01% |
| Walgreens Boots Alliance Inc |
18.18%
900
|
$10,886,000 | 0.01% |
| Block H & R Inc |
No change
200
|
$10,846,000 | 0.01% |
| Blackrock Corpor Hi Yld Fd Inc |
No change
1,100
|
$10,659,000 | 0.01% |
| Rbb Fd Inc |
No change
358
|
$10,532,000 | 0.01% |
| Vertex Pharmaceuticals, Inc. |
No change
22
|
$10,312,000 | 0.01% |
| Liberty Broadband Corp |
Closed
179
|
$10,244,000 | |
| Eaton Vance Flting Rate Inc Tr |
7.64%
750
|
$10,065,000 | 0.00% |
| Marathon Oil Corporation |
No change
337
|
$9,662,000 | 0.00% |
| Constellation Energy Corp |
No change
48
|
$9,613,000 | 0.00% |
| Office Pptys Income Tr Com |
No change
4,662
|
$9,510,000 | 0.00% |
| PayPal Holdings Inc |
38.40%
162
|
$9,401,000 | 0.00% |
| Exelon Corp. |
No change
271
|
$9,379,000 | 0.00% |
| Berry Global Group Inc |
No change
159
|
$9,357,000 | 0.00% |
| Huntington Ingalls Inds Inc |
No change
37
|
$9,114,000 | 0.00% |
| Mckesson Corporation |
No change
15
|
$8,761,000 | 0.00% |
| Zoetis Inc |
No change
50
|
$8,668,000 | 0.00% |
| ON Semiconductor Corp. |
No change
121
|
$8,295,000 | 0.00% |
| Victory Portfolios II |
No change
166
|
$8,267,000 | 0.00% |
| Comcast Corp |
No change
211
|
$8,263,000 | 0.00% |
| Trane Technologies plc |
No change
25
|
$8,223,000 | 0.00% |
| Paramount Global Class B |
No change
779
|
$8,094,000 | 0.00% |
| Biogen Inc |
No change
34
|
$7,882,000 | 0.00% |
| WEC Energy Group Inc |
No change
100
|
$7,846,000 | 0.00% |
| Healthpeak Properties Inc. |
No change
400
|
$7,840,000 | 0.00% |
| Boston Scientific Corp. |
41.18%
100
|
$7,701,000 | 0.00% |
| Ase Technology Hldg Co Ltd |
No change
666
|
$7,606,000 | 0.00% |
| Pulte Group Inc |
No change
69
|
$7,597,000 | 0.00% |
| NVR Inc. |
No change
1
|
$7,589,000 | 0.00% |
| Astrazeneca plc |
No change
93
|
$7,253,000 | 0.00% |
| Cbre Gbl Real Estate Inc Fd |
No change
1,436
|
$7,237,000 | 0.00% |
| Cencora Inc. |
No change
32
|
$7,210,000 | 0.00% |
| Capital One Finl Corp |
No change
52
|
$7,199,000 | 0.00% |
| Pimco Calif Mun Income Fd Ii |
No change
1,218
|
$7,125,000 | 0.00% |
| Invesco Db |
Opened
300
|
$6,969,000 | 0.00% |
| Expedia Group Inc |
Closed
50
|
$6,888,000 | |
| Omnicom Group, Inc. |
No change
74
|
$6,638,000 | 0.00% |
| Valero Energy Corp. |
No change
42
|
$6,584,000 | 0.00% |
| Invesco Exch Traded Fd Tr Ii |
Closed
515
|
$8,821,000 | |
| Rivian Automotive, Inc. |
110.13%
477
|
$6,401,000 | 0.00% |
| Sempra |
No change
84
|
$6,389,000 | 0.00% |
| Ventas Inc |
No change
124
|
$6,356,000 | 0.00% |
| Cousins Pptys Inc |
No change
270
|
$6,251,000 | 0.00% |
| Yum China Holdings Inc |
No change
197
|
$6,075,000 | 0.00% |
| TC Energy Corporation |
No change
159
|
$6,026,000 | 0.00% |
| Bhp Group Ltd |
23.53%
105
|
$5,994,000 | 0.00% |
| Roku Inc |
No change
100
|
$5,993,000 | 0.00% |
| Autozone Inc. |
No change
2
|
$5,928,000 | 0.00% |
| Nuveen California Muni Vlu Fd |
Closed
647
|
$5,823,000 | |
| Stryker Corp. |
No change
17
|
$5,784,000 | 0.00% |
| Citizens Finl Group Inc |
No change
159
|
$5,729,000 | 0.00% |
| CME Group Inc |
No change
29
|
$5,701,000 | 0.00% |
| Flexhshares Tr |
Opened
141
|
$5,696,000 | 0.00% |
| Howmet Aerospace Inc. |
No change
73
|
$5,685,000 | 0.00% |
| Roper Technologies Inc |
No change
10
|
$5,637,000 | 0.00% |
| Crown Holdings, Inc. |
Closed
71
|
$5,627,000 | |
| No transactions found in first 500 rows out of 777 | |||
| Showing first 500 out of 777 holdings | |||
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