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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
HSYHershey Co
Recent Activity
Increased 285.67%
0.33%
$696,737
3,633 shares@ $191.79 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 16.76%
0.27%
$565,051
3,407 shares@ $165.86 avg price
KVUEKenvue Inc
Recent Activity
Increased 2058.51%
0.26%
$546,192
23,614 shares@ $23.14 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 6.8%
0.26%
$539,826
3,959 shares@ $136.36 avg price
CCICrown Castle Inc
Recent Activity
Increased 1.42%
0.25%
$517,225
4,360 shares@ $118.63 avg price
DOWDow Inc
Recent Activity
Increased 0.09%
0.23%
$491,247
8,992 shares@ $54.64 avg price
BMRCBank Marin Bancorp
Recent Activity
Increased 0.98%
0.23%
$477,941
23,790 shares@ $20.09 avg price
BCEBce Inc
Recent Activity
Increased 3.9%
0.2%
$412,589
11,856 shares@ $34.81 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.3%
0.17%
$363,326
1,377 shares@ $263.86 avg price
MDTMedtronic Plc
Recent Activity
Increased 1.2%
0.17%
$349,586
3,883 shares@ $90.03 avg price