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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
PFEPfizer Inc
Recent Activity
Decreased -0.73%
1.01%
$2.147M
74,179 shares@ $28.94 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.1%
0.94%
$2.012M
7,419 shares@ $271.21 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.39%
0.93%
$1.982M
9,398 shares@ $210.86 avg price
BANRBanner Corp
Recent Activity
Decreased -2.37%
0.92%
$1.959M
32,887 shares@ $59.57 avg price
IBMInternational Business Machs
Recent Activity
Decreased -8.78%
0.91%
$1.947M
8,806 shares@ $221.07 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.44%
0.86%
$1.845M
3,223 shares@ $572.44 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.71%
0.85%
$1.823M
15,548 shares@ $117.22 avg price
KYNKayne Anderson Energy Infrstr
Recent Activity
Decreased -0.81%
0.85%
$1.808M
164,394 shares@ $11.01 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.26%
0.82%
$1.739M
10,225 shares@ $170.05 avg price
AXRAmrep Corp
Recent Activity
Decreased -2.41%
0.73%
$1.561M
52,572 shares@ $29.7 avg price