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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
VZVerizon
Recent Activity
Increased 1.95%
0.53%
$1.124M
25,032 shares@ $44.91 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.48%
0.49%
$1.042M
5,041 shares@ $206.71 avg price
TAt&t Inc
Recent Activity
Increased 1.16%
0.48%
$1.021M
46,399 shares@ $22.0 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.3%
0.46%
$978,059
6,035 shares@ $162.07 avg price
BACBank America Corp
Recent Activity
Increased 0.53%
0.38%
$803,285
20,244 shares@ $39.69 avg price
MPVBarings Partn Invs
Recent Activity
Increased 0.82%
0.37%
$774,954
45,747 shares@ $16.94 avg price
TLTIshares Tr
Recent Activity
Increased 1.99%
0.35%
$744,774
7,592 shares@ $98.1 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.5%
0.35%
$738,669
4,231 shares@ $174.59 avg price
ENBEnbridge Inc
Recent Activity
Increased 0.5%
0.34%
$720,909
17,752 shares@ $40.62 avg price
LDURPimco Etf Tr
Recent Activity
Increased 2.49%
0.33%
$704,192
7,338 shares@ $95.97 avg price