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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
CSCOCisco Sys Inc
Recent Activity
Decreased -0.41%
0.7%
$1.497M
28,127 shares@ $53.23 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.4%
0.68%
$1.45M
3,578 shares@ $405.19 avg price
ARLAmerican Rlty Invs Inc
Recent Activity
Decreased -2.35%
0.65%
$1.384M
78,877 shares@ $17.55 avg price
CSWICsw Industrials Inc
Recent Activity
Decreased -58.01%
0.6%
$1.287M
3,512 shares@ $366.4 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -4.91%
0.54%
$1.145M
2,981 shares@ $383.94 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.5%
0.51%
$1.094M
5,541 shares@ $197.48 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -6.3%
0.48%
$1.019M
3,346 shares@ $304.55 avg price
NICKOld Mkt Cap Corp
Recent Activity
Decreased -2.16%
0.46%
$975,373
153,602 shares@ $6.36 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.7%
0.45%
$945,818
1,618 shares@ $584.56 avg price
HMSTHomestreet Inc
Recent Activity
Decreased -0.83%
0.44%
$937,720
59,500 shares@ $15.76 avg price