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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
CVXChevron Corp
Recent Activity
Decreased -4.42%
1.34%
$2.862M
19,431 shares@ $147.28 avg price
FSUNFirstsun Cap Bancorp
Recent Activity
New Position
1.27%
$2.712M
63,666 shares@ $42.61 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
MODModine Mfg Co
Recent Activity
1.14%
$2.435M
18,339 shares@ $132.8 avg price
NENNew England Rlty Assoc Ltd P
Recent Activity
1.14%
$2.43M
30,376 shares@ $80.0 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
PFEPfizer Inc
Recent Activity
Decreased -0.73%
1.01%
$2.147M
74,179 shares@ $28.94 avg price
AMRKA-mark Precious Metals Inc
Recent Activity
0.95%
$2.036M
46,102 shares@ $44.16 avg price