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Christopher Anderson

@Caldwell Sutter Capital, Inc.

Latest period2024 - Q3ReportedManaged Assets$214.598MTotal holdings907
Assets growth rate6.21%Assets growth rate (2-Q avg)1.73%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Sutter Capital, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 907 positions.

Assets under management

The assets under management (AUM) of Caldwell Sutter Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 214.598M in assets, with a quarterly growth rate of 6.21% and a 2-quarter average growth rate of 1.73%. The portfolio is managed by Christopher Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -6.14%
5.24%
$11.238M
48,230 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.49%
1.94%
$4.157M
9,660 shares@ $430.31 avg price
KNTKKinetik Holdings Inc Com
Recent Activity
Decreased -4.13%
1.83%
$3.924M
86,700 shares@ $45.26 avg price
VVisa Inc
Recent Activity
Decreased -10.13%
1.74%
$3.721M
13,533 shares@ $274.96 avg price
CATCaterpillar Inc
Recent Activity
Decreased -7.42%
1.71%
$3.664M
9,367 shares@ $391.12 avg price
COSTCostco Whsl Corp
Recent Activity
Decreased -15.98%
1.44%
$3.08M
3,474 shares@ $886.64 avg price
IVVIshares Tr
Recent Activity
Decreased -0.9%
1.35%
$2.889M
5,009 shares@ $576.82 avg price
CVXChevron Corp
Recent Activity
Decreased -4.42%
1.34%
$2.862M
19,431 shares@ $147.28 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.45%
1.22%
$2.597M
13,112 shares@ $198.07 avg price
INBKFirst Internet Bancorp
Recent Activity
Decreased -0.4%
1.17%
$2.503M
73,058 shares@ $34.26 avg price