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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
WSTLWestell Technologies Inc
Recent Activity
New Position
0.01%
$8,344
5,600 shares@ $1.49 avg price
BF.BBrown Forman Corp
Recent Activity
New Position
0.01%
$5,363
109 shares@ $49.21 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$4,077
27 shares@ $151.0 avg price
NEPNextera Energy Partners Lp
Recent Activity
New Position
0.01%
$2,762
100 shares@ $27.62 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$2,440
1,000 shares@ $2.44 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
New Position
0.01%
$1,381
4 shares@ $345.25 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.01%
$563
100 shares@ $5.63 avg price
AALAmerican Airls Group Inc
Recent Activity
New Position
0.01%
$562
50 shares@ $11.24 avg price
PNRPentair Plc
Recent Activity
New Position
0.01%
$196
2 shares@ $98.0 avg price
ME23andme Holding Co
Recent Activity
New Position
0.01%
$174
500 shares@ $0.35 avg price