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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
DGICADonegal Group Inc
Recent Activity
Increased 1.33%
1.63%
$3.482M
236,261 shares@ $14.74 avg price
PPIHPerma-pipe Intl Hldgs Inc
Recent Activity
Increased 0.05%
1.38%
$2.959M
227,996 shares@ $12.98 avg price
NAIINatural Alternatives Intl Inc
Recent Activity
Increased 0.56%
1.11%
$2.375M
414,475 shares@ $5.74 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 23.92%
1.08%
$2.308M
5,015 shares@ $460.27 avg price
BCMLBaycom Corp
Recent Activity
Increased 3.45%
0.93%
$1.994M
84,047 shares@ $23.73 avg price
SSBISummit St Bk Santa Rosa Calif
Recent Activity
Increased 13.01%
0.9%
$1.931M
228,469 shares@ $8.45 avg price
UMHUmh Pptys Inc
Recent Activity
Increased 0.77%
0.85%
$1.813M
92,194 shares@ $19.68 avg price
UNPUnion Pac Corp
Recent Activity
Increased 0.04%
0.72%
$1.524M
6,184 shares@ $246.48 avg price
BSMBlack Stone Minerals L P
Recent Activity
Increased 1.32%
0.65%
$1.388M
91,890 shares@ $15.1 avg price
BONDPimco Etf Tr
Recent Activity
Increased 2.65%
0.56%
$1.199M
12,674 shares@ $94.61 avg price