Caldwell Sutter Capital Inc.'s Portfolio Shifts in Q2 2026: Key Purchases & Sales

As part of its investment strategy for the period ending June 30th, 2026, Caldwell Sutter Capital Inc. engaged in several notable transactions across various sectors. The firm's portfolio saw changes involving specific stock holdings, reflecting both new opportunities and adjustments to existing positions during this quarter.

The investor showed strong buying interest in exchange-traded funds (ETFs) and other fund structures. Notably, the Vanguard Innovation ETF (VUG), symbol VUG, experienced a substantial increase of 472.59% in its share count from the previous period. This significant purchase added considerable weight to this holding within their portfolio.

Additionally, VUG, which represents an investment in Vanguard's lineup of exchange-traded funds focusing on innovation and growth sectors, was highlighted as a significant buy. The firm also initiated or significantly increased its position in CAL MAINE FOODS INC (CALM), adding 100% more shares compared to the prior period.

Conversely, Caldwell Sutter Capital Inc. divested from Arrowmark Financial Corp (BANX) entirely during this quarter, as evidenced by a nearly complete exit (-97.3%) in their portfolio allocation for BANX. This action resulted in the holding being completely removed from their investment mix.

Other significant activities included a notable increase in holdings of DGICA, DONEGAL GROUP INC (DGICA), which is part of the Financial Services sector. The firm also sold shares of ERJ, EMBRAER S.A. (ERJ), reducing its stake by 50% during this period.

Furthermore, the investor maintained a position in PLBC, PLUMAS BANCORP (PLBC) with no change in share count from prior periods, indicating stability or ongoing monitoring of this holding within their Financial Services allocation. The overall portfolio turnover rate for this quarter was influenced by these specific changes.