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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
FSUNFirstsun Cap Bancorp
Recent Activity
New Position
1.27%
$2.712M
63,666 shares@ $42.61 avg price
CLMTCalumet Inc
Recent Activity
New Position
0.13%
$267,300
15,000 shares@ $17.82 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.1%
$200,347
211 shares@ $949.52 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.08%
$163,216
200 shares@ $816.08 avg price
VALValaris Ltd
Recent Activity
New Position
0.08%
$154,706
2,775 shares@ $55.75 avg price
BCALCalifornia Bancorp
Recent Activity
New Position
0.04%
$76,523
5,174 shares@ $14.79 avg price
FAXAbrdn Asia Pacific Income Fund
Recent Activity
New Position
0.02%
$37,410
2,150 shares@ $17.4 avg price
SVMSilvercorp Metals Inc
Recent Activity
New Position
0.02%
$24,035
5,500 shares@ $4.37 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.02%
$21,890
1,000 shares@ $21.89 avg price
ZIMZim Integrated Shipping Serv
Recent Activity
New Position
0.01%
$16,679
650 shares@ $25.66 avg price