Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CALDWELL SUTTER CAPITAL, INC.

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001415889-23-002288

Total Value
$113.4M
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL56,572$7.4M6.48%
2MSA SAFETY INCMNESP28,399$4.1M3.61%
3NATURAL ALTERNATIVES INTL INC638842302446,127$3.7M3.30%
4VISA INC COMV17,502$3.6M3.21%
5A-MARK PRECIOUS METALS INCGOLD86,210$3.0M2.64%
6DONEGAL GROUP INCDGICB208,784$3.0M2.61%
7INTERGROUP CORPINTG57,647$2.7M2.40%
8SUMMIT ST BK SANTA ROSA CALIF866264203169,246$2.7M2.36%
9PFIZER INCPFE49,428$2.5M2.23%
10KINETIK HOLDINGS INC COM NEWKNTK69,900$2.3M2.04%
11PERMA-PIPE INTL HLDGS INC714167103234,057$2.2M1.95%
12AMERICAN RLTY INVS INC02917410986,203$2.2M1.95%
13PARKE BANCORP INCPKBK101,082$2.1M1.85%
14CATERPILLAR INCCAT8,225$2.0M1.74%
15NEW ENGLAND RLTY ASSOC LTD P64420610427,664$2.0M1.73%
16COSTCO WHSL CORP NEW22160K1054,210$1.9M1.69%
17CREATIVE MEDIA & CMNTY TR125525584390,445$1.9M1.69%
18BLACK STONE MINERALS L PBSMLP105,700$1.8M1.57%
19CHEVRON CORP NEWCVX9,751$1.8M1.54%
20FIRST INTERNET BANCORPINBKZ65,183$1.6M1.40%
21BAYCOM CORPBCML83,204$1.6M1.39%
22KAYNE ANDERSON ENERGY INFRSTR486606106182,440$1.6M1.38%
23MICROSOFT CORPMSFT6,062$1.5M1.28%
24WILEY JOHN & SONS INC96822320634,388$1.4M1.21%
25UMH PPTYS INC90300210385,494$1.4M1.21%
26COMMUNITY WEST BANCSHARESCWBC78,492$1.2M1.04%
27AMCON DISTRG CO02341Q2056,289$1.1M1.00%
28OLD NATL BANCORP IND68003310761,729$1.1M0.98%
29BARINGS CORPORATE INVS06759X10775,518$1.1M0.93%
30KEYSIGHT TECHNOLOGIES INCKEYS6,115$1.0M0.92%
31REALTY INCOME CORPO16,377$1.0M0.92%
32ENBRIDGE INCENNPF25,419$993,8990.88%
33CSW INDUSTRIALS INCCSW8,536$989,5780.87%
34NICHOLAS FINL INC BCNODK154,174$971,2960.86%
35PATRIOT NATL BANCORP INC70336F20390,100$955,0600.84%
36ELECTRO-SENSORS INCELSE211,176$954,5160.84%
37PEPSICO INCPEP5,231$944,9760.83%
38BANK MARIN BANCORP06342510228,048$922,2180.81%
39DANAHER CORPORATION2358511023,247$861,8190.76%
40INTERNATIONAL BUSINESS MACHSINTR5,787$815,3300.72%
41STARBUCKS CORPSBUX7,997$793,2690.70%
42APARTMENT INVT & MGMT COAPA110,700$788,1840.69%
43SMARTFINANCIAL INCSMBK28,431$781,8530.69%
44SELECT SECTOR SPDR TR81369Y5068,885$777,1710.69%
45CAPITAL SOUTHWEST CORPCSWC42,528$727,2290.64%
46MANITEX INTL INC563420108170,725$682,9000.60%
47NORTHRIM BANCORP INCNRIM12,367$674,8670.60%
48NATIONAL WESTN LIFE GROUP INC6385171022,400$674,4000.59%
49HOME DEPOT INCHD2,133$673,7500.59%
50SOUTHERN STS BANCSHARES INCSOMN22,994$665,6760.59%
51VANGUARD WORLD FDS92204A3065,385$653,0930.58%
52AMREP CORPAXR54,682$631,5770.56%
53NEOGEN CORPNEOG41,248$628,2070.55%
54UNITEDHEALTH GROUP INCUNH1,150$609,7070.54%
55BARINGS PARTN INVS06761A10345,277$557,8130.49%
56FS BANCORP INCFSBW16,468$550,6900.49%
57MCDONALDS CORPMCD2,040$537,6010.47%
58JPMORGAN CHASE & COVYLD3,921$525,8060.46%
59BERKSHIRE HATHAWAY INCBRK-A1$468,7110.41%
60SELECT SECTOR SPDR TR81369Y60513,334$456,0320.40%
61STAGWELL INC COMSTGW73,400$455,8140.40%
62MODINE MFG CO60782810022,838$453,5630.40%
63STATE STR CORPSTT-PG5,700$442,1490.39%
64BERKSHIRE HATHAWAY INCBRK-A1,418$438,0200.39%
65CISCO SYS INCCSCO9,035$430,4270.38%
66CENTRAL VY CMNTY BANCORP15568510020,043$424,5110.37%
67NEXPOINT DIVERSIFIED REL ET TR65340G20537,239$417,4490.37%
68META PLATFORMS INCMETA3,375$406,1480.36%
69CLOROX CO DELCLX2,700$378,8910.33%
70SMITH MIDLAND CORPSMID18,410$377,4050.33%
71STEEL PARTNERS HLDGS L P85814R1078,811$377,1110.33%
72JOHNSON & JOHNSONJNJ1,980$349,7670.31%
73DEVON ENERGY CORP NEW25179M1035,541$340,8270.30%
74FIRST FNDTN INC32026V10423,551$337,4860.30%
75MERCK & CO INCMRK3,015$334,5140.29%
76VERIZON COMMUNICATIONS INCVZ8,403$331,0630.29%
77NUCOR CORPNUE2,510$330,8430.29%
78BARK INCBARKW220,553$328,6240.29%
79INDUS REALTY TRUST INC45580R1035,135$326,0370.29%
80PATHFINDER BANCORP INC MDPBHC15,373$294,2390.26%
81NIKE INCNKE2,510$293,6950.26%
82FORTIVE CORPFTV4,484$288,0970.25%
83ABBVIE INCABBV1,780$287,6660.25%
84STURM RUGER & CO INCRGR5,556$281,2450.25%
85UNITY SOFTWARE INCU9,460$270,4610.24%
86GRANITE PT MTG TR INC38741L10749,000$262,6400.23%
87BANK AMERICA CORP0605051047,487$247,9830.22%
88HAWAIIAN ELEC INDUSTRIES4198701005,900$246,9150.22%
89MASTERCARD INCORPORATEDMA705$245,1500.22%
90MAINSTREET BANCSHARES INCMNSBP8,818$242,4070.21%
91COLUMBIA SPORTSWEAR COCOLM2,700$236,4660.21%
92BARINGS GLOBAL SHORT DURATIONBGH18,500$234,5800.21%
93NUVEEN PFD & INCOME SECS FDNU34,254$232,9270.21%
94EASTERN BANKSHARES INCEBC13,500$232,8750.21%
95DOW INCDOW4,433$223,3790.20%
96QUALCOMM INCQCOM2,017$221,7490.20%
97FRP HLDGS INCFRPH4,066$218,9950.19%
98CENTRAL SECS CORP1551231026,378$212,9550.19%
99TRANSCONTINENTAL RLTY INVS8936172094,700$207,6460.18%
100PHILIP MORRIS INTL INC7181721092,000$202,4200.18%
101CHESAPEAKE ENERGY CORPEXE2,125$200,5360.18%
102PROCTER AND GAMBLE CO7427181091,311$198,6950.18%
103INVESCO EXCHANGE TRADED FD TIVZ4,126$188,3460.17%
104WORKDAY INCWDAY1,122$187,7440.17%
105NASDAQ INCNDAQ3,000$184,0500.16%
106ENERGY TRANSFER L PET-PI15,400$182,7980.16%
107MARVELL TECHNOLOGY INCMRVL4,926$182,4590.16%
108SELECT SECTOR SPDR TR81369Y4071,381$178,3700.16%
109SRH TOTAL RETURN FUND INCSTEW14,044$178,3590.16%
110VICTORY CAP HLDGS INC COM92645B1036,621$177,6410.16%
111ISHARES TR464287762625$177,3190.16%
112ISHARES TR4642875561,350$177,2420.16%
113FORD MTR CO DEL34537086014,985$174,2760.15%
114ENNIS INCEBF7,800$172,8480.15%
115OCEANFIRST FINL CORP6752341087,964$169,2350.15%
116AMALGAMATED FINANCIAL CORPAMAL7,345$169,2290.15%
117GLADSTONE INVT CORP37654610712,746$164,5570.15%
118GOLDMAN SACHS GROUP INCGSCE467$160,3580.14%
119FIRST LONG IS CORP3207341068,885$159,9210.14%
120OLD REP INTL CORP6802231046,500$156,9750.14%
121SUNSTONE HOTEL INVS INC NEW86789210116,000$154,5600.14%
122SELECT SECTOR SPDR TR81369Y8031,237$153,9320.14%
123INVESCO QQQ TRIVZ570$151,7800.13%
124NORTHEAST CMNTY BANCORP INC66412110010,000$149,2000.13%
125US BANCORP DELUSB-PS3,328$145,1340.13%
126EQUITY COMWLTH2946281025,786$144,4760.13%
127VERTEX PHARMACEUTICALS INCVRTX500$144,3900.13%
128RIVERVIEW BANCORP INCRVSB18,500$142,0800.13%
129EXXON MOBIL CORPXOM1,270$140,0620.12%
130Trico BancsharesTCBK2,719$138,6420.12%
131ENVISTA HOLDINGS CORPORATIONNVST4,116$138,5860.12%
132RMR GROUP INCRMR4,797$135,5150.12%
133NVIDIA CORPORATIONNVDA903$131,9640.12%
134MPLX LPMPLXP4,000$131,3600.12%
135CVB FINL CORP1266001055,068$130,5010.12%
136INVESCO EXCHANGE TRADED FD TIVZ1,900$113,5060.10%
137EQUITY COMWLTH2946282014,200$105,2200.09%
138WELLTOWER INCWELL1,600$104,8800.09%
139AT&T INCT-PC5,647$103,9610.09%
140BRISTOL-MYERS SQUIBB COCELG-RI1,425$102,5290.09%
141ENERGY RECOVERY INCERII5,000$102,4500.09%
142INTEL CORPINTC3,843$101,5700.09%
143BOEING COBA-PA531$101,1610.09%
144CALUMET SPECIALTY PRODS PART1314761035,940$100,2670.09%
145ADDVANTAGE TECHHNOLOGIES GROUP00674330667,976$98,5650.09%
146ALTRIA GROUP INCMO2,110$96,4480.09%
147TARGET CORPTGT645$96,1310.08%
148CATHAY GEN BANCORP1491501042,350$95,8570.08%
149RLJ LODGING TRRLJ-PA4,000$95,1600.08%
150DIMENSIONAL ETF TRUST25434V4012,264$94,2050.08%
151KRATOS DEFENSE & SEC SOLUTIONS50077B2079,000$92,8800.08%
152SPROTT PHYSICAL GOLD & SILVESII5,100$91,4430.08%
153DIMENSIONAL ETF TRUST25434V7242,700$90,3960.08%
154NICOLET BANKSHARES INCNIC1,129$90,0830.08%
155SELECT SECTOR SPDR TR81369Y8521,849$88,7340.08%
156CROWN HLDGS INCCCK1,071$88,0470.08%
157SPROTT PHYSICAL SILVER TRSII10,300$84,8720.07%
158UFP INDUSTRIES INCUFPI1,000$79,2500.07%
159MONDELEZ INTL INC6092071051,185$78,9800.07%
160DISNEY WALT CO254687106885$76,8890.07%
161SELECT SECTOR SPDR TR81369Y3081,011$75,3700.07%
162CALIFORNIA BANCORP INCBCAL3,089$73,4560.06%
163UNITED STATES STL CORP NEWUNTCW2,900$72,6450.06%
164OFFICE PPTS INCOME TR67623C1095,437$72,5840.06%
165WALMART INCWMT500$70,8950.06%
166TESLA INCTSLA575$70,8290.06%
167TILE SHOP HOLDINGSTTSH15,000$65,7000.06%
168VANGUARD INDEX FDS922908736304$64,8360.06%
169INDUSTRIAL LOGISTICS PPTYS TR45623710619,132$62,5620.06%
170COCA COLA COKO976$62,1080.05%
171COHEN & STEERS REIT & PFD & IN19247X1003,000$61,1400.05%
172SELECT SECTOR SPDR TR81369Y704610$59,9080.05%
173AMERICAN EAGLE OUTFITTERS INCAEO4,000$55,8400.05%
174KBR INCKBR1,000$52,8000.05%
175SPDR SER TR78464A4091,000$50,6700.04%
176ALLIANCEBERNSTEIN HLDG L P01881G1061,425$48,9770.04%
177UNITED PARCEL SERVICE INCUPS280$48,6750.04%
178ISHARES TR464287788641$48,3760.04%
179ISHARES TR464287614221$47,3470.04%
180ABRDN ASIA PACIFIC INCOME FUNDABAKF17,100$44,9730.04%
181ISHARES TR464288760400$44,7440.04%
182HESS CORPHESM310$43,9640.04%
183PG&E CORPPCG-PX2,700$43,9020.04%
184SOUTHWEST AIRLS CO8447411081,275$42,9290.04%
185ONEOK INC NEWOKE640$42,0480.04%
186OCCIDENTAL PETE CORP674599105660$41,5730.04%
187UNICO AMERN CORP90460710825,504$41,2650.04%
188CHUBB LIMITEDCB186$41,0320.04%
189GILEAD SCIENCES INCGILD470$40,3500.04%
190SHELL PLCRYDAF700$39,8650.04%
191NEXTERA ENERGY INCNEE-PW475$39,7100.04%
192VANGUARD SPECIALIZED FUNDS921908844250$37,9630.03%
193ISHARES TR464287796800$37,1920.03%
194SPDR SER TR78464A755710$35,3650.03%
195T-MOBILE US INCTMUSZ250$35,0000.03%
196ARROWMARK FINANCIAL CORPBANX2,041$34,7790.03%
197ISHARES TR464287598229$34,7280.03%
198VONTIER CORPORATIONVNT1,793$34,6590.03%
199ENTERGY CORP NEWENO300$33,7500.03%
200DIGITALBRIDGE GROUP INCDBRG-PJ2,933$32,0870.03%
201BANC OF CALIFORNIA INCBANC-PF2,000$31,8600.03%
202AIR LEASE CORPAIIR800$30,7360.03%
203DOMINION ENERGY INCD500$30,6600.03%
204UMPQUA HLDGS CORP9042141031,714$30,5950.03%
205MDU RES GROUP INC5526901091,000$30,3400.03%
206MICRON TECHNOLOGY INCMU590$29,4880.03%
207CONSTELLATION BRANDS INCSTZ127$29,4320.03%
208AVID BIOSERVICES INC05368M1062,000$27,5400.02%
209ISHARES TR464287655150$26,1540.02%
210KELLOGG COBEKE340$24,2220.02%
211HENRY SCHEIN INCHSIC300$23,9610.02%
212JEWETT CAMERON TRADING LTDJCTC4,200$23,9400.02%
213GENERL ELECTRIC CO369604301278$23,2940.02%
214ALPHABET INCGOOG260$22,9400.02%
215SPDR GOLD SHARESGLD134$22,7320.02%
216CIGNA CORP NEW12552310068$22,5310.02%
217ISHARES TR464287838180$22,4590.02%
218SPDR SER TR78464A797475$21,4460.02%
219NOMAD FOODS LTDNOMD1,222$21,0670.02%
2203M COMMM170$20,3860.02%
221PIMCO CALIF MUN INCOME FD II72200M1083,000$20,3700.02%
222VANGUARD TAX-MANAGED FDS921943858481$20,1880.02%
223AMAZON COM INCAMZN240$20,1600.02%
224KONINKLIJKE PHILIPS N VRYLPF1,321$19,8000.02%
225SENECA FOODS CORP NEWSENEM321$19,5650.02%
226ISHARES TR464287754200$19,2920.02%
227ABBOTT LABSABLZF175$19,2130.02%
228HEWLETT PACKARD ENTERPRISE COHPE-PC1,200$19,1520.02%
229ISHARES TR464288851200$18,5720.02%
230NUTRIEN LTDNTR252$18,4040.02%
231LISTED FD TR53656F4172,490$17,8780.02%
232VULCAN MATLS CO92916010999$17,3360.02%
233SEALED AIR CORP NEWSE346$17,2580.02%
234BROOKFIELD RENEWABLE PARTNERSG16258108637$16,1420.01%
235EMX RTY CORP26873J1078,487$16,0400.01%
236BARINGS BDC INCBBDC1,958$15,9580.01%
237CELLDEX THERAPEUTICS INCCLDX350$15,6000.01%
238DIGITAL RLTY TR INC253868103155$15,5420.01%
239NETFLIX INCNFLX50$14,7440.01%
240NOVAVAX INCNVAX1,400$14,3920.01%
241SPROTT PHYSICAL GOLD TRSII1,000$14,1000.01%
242WILEY JOHN & SONS INC968223305350$13,8250.01%
243LIBERTY BORADBAND CORPLBRDP179$13,6520.01%
244WARNER BROS DISCOVERY INCWBD1,434$13,5940.01%
245FORGE GLOBAL HOLDINGS INCG6293A1037,817$13,5230.01%
246DUPONT DE NEMOURS INCDD183$12,5590.01%
247VANGUARD INDEX FDS92290836335$12,2970.01%
248SPROTT INCSII350$11,6660.01%
249CVS HEALTH CORPCVS124$11,5560.01%
250FIFTH THIRD BANCORPFITBM344$11,2870.01%
251ELANCO ANIMAL HEALTH INCELAN892$10,9000.01%
252ALPHABET INCGOOG120$10,6480.01%
253PITNEY BOWES INCPBI-PB2,750$10,4500.01%
254LIBERT MEDIA CORPFWONB171$10,2220.01%
255BERRY GLOBAL GROUP INC08579W103159$9,6080.01%
256EATON VANCE FLTING RATE INC TRETN812$9,0050.01%
257MATTEL INCMAT500$8,9200.01%
258CARDIO DIAGNOSTICS HOLDINGS INCCDIOW8,101$8,5870.01%
259ISHARES TR464287481102$8,5270.01%
260INTUITIVE SURGICAL INCISRG30$7,9610.01%
261OWENS & MINOR INC NEW690732102400$7,8120.01%
262ISHARES TR464287341195$7,6030.01%
263POWER REITPW-PA1,921$7,5880.01%
264FIRST CTZNS BANCSHARES INC N C31946M10310$7,5840.01%
265WALGREENS BOOTS ALLIANCE INC931427108200$7,4720.01%
266KYNDRYL HLDGS INCKD669$7,4390.01%
267BLACKSTONE INCBX100$7,4190.01%
268PAPA JOHNS INTL INC69881310290$7,4080.01%
269PAYPAL HLDGS INCPYPL101$7,1930.01%
270ISHARES TR46428764833$7,0790.01%
271ISHARES TR46428747365$6,8470.01%
272LUCID GROUP INCLCID1,000$6,8300.01%
273COUSINS PPTYS INC222795502270$6,8280.01%
274ISHARES TR46428763048$6,6560.01%
275VANGUARD INDEX FDS92290862930$6,1140.01%
276ISHARES INC464286749140$5,8700.01%
277VANGUARD INDEX FDS92290875130$5,5060.00%
278DIMENSIONAL ETF TRUST25434V609112$4,9220.00%
279CORTEVA INCCTVA83$4,8790.00%
280KINDER MORGAN INC DELEP-PC265$4,7910.00%
281INVESCO EXCHANGE TRADED FD TIVZ331$4,7700.00%
282STARTEK INCSTHO1,250$4,6880.00%
283HENNESSY ADVISORS INCHNNAZ505$4,2420.00%
284ORION OFFICE REIT INCONL488$4,1680.00%
285VANGUARD INTL EQUITY INDEX F92204271840$4,1120.00%
286ORGANON & COOGN147$4,1060.00%
287VIATRIS INCVTRS364$4,0510.00%
288INVESCO EXCH TRADED FD TR IIIVZ331$3,7030.00%
289DIAMONDBACK ENERGY INCFANG27$3,6930.00%
290ISHARES TR46434V10075$3,5900.00%
291ISHARES SILVER TRSLV160$3,5230.00%
292KIMCO RLTY CORP49446R109166$3,5160.00%
293REPUBLIC FIRST BANCORP INC7604161071,441$3,0980.00%
294ASHLAND INCASH27$2,9030.00%
295READING INTL INC7554081011,000$2,7700.00%
296ISHARES INC464286301140$2,5090.00%
297VALVOLINE INCVVV74$2,4160.00%
298SOTHERLY HOTELS INCSOHON1,315$2,3800.00%
299CHARTER COMMUNICATIONS INC NEW16119P1087$2,3740.00%
300DOMO INC COMDOMO157$2,2360.00%
301TILRAY BRANDS INCTLRY800$2,1520.00%
302VANGUARD INTL EQUITY INDEX F92204277540$2,0060.00%
303STARRETT L S COSTHO200$1,4720.00%
304BP PLCBPPFF40$1,3970.00%
305DEERE & CODE3$1,2860.00%
306GAP INCGAP100$1,1280.00%
307WABTECH92974010811$1,0980.00%
308VMWARE INC COM CL A9285634028$9820.00%
309DELL TECHNOLOGIES INCDELL19$7640.00%
310LIMONEIRA COLMNR54$6590.00%
311LUMEN TECHNOLOGIES INCLUMN68$3550.00%
312HYZON MOTORS INC COM44951Y102100$1550.00%
313SCHMITT INDS INC ORE806870200270$820.00%
314BLUCORA INC0952291002$510.00%
315TITAN PHARMACEUTICALS INCKMCM2$20.00%