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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
NWLINational Westn Life Group Inc
Recent Activity
Exited
0%
$960,585
1,933 shares@ $496.94 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$257,694
242 shares@ $1064.86 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$218,437
2,251 shares@ $97.04 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$174,785
222 shares@ $787.32 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$72,525
1,443 shares@ $50.26 avg price
CALBCalifornia Bancorp Inc
Recent Activity
Exited
0%
$70,004
3,256 shares@ $21.5 avg price
HEHawaiian Elec Industries
Recent Activity
Exited
0%
$53,218
5,900 shares@ $9.02 avg price
FAXAbrdn Asia Pacific Income Fund
Recent Activity
Exited
0%
$45,828
17,100 shares@ $2.68 avg price
PDIPimco Dynamic Income Fd
Recent Activity
Exited
0%
$28,008
1,489 shares@ $18.81 avg price
SGOVIshares Tr
Recent Activity
Exited
0%
$25,178
250 shares@ $100.72 avg price