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Eric Kauders, Jr.

@Old Point Trust & Financial Services N A

Latest period2024 - Q3ReportedManaged Assets$278.38MTotal holdings330
Assets growth rate7.99%Assets growth rate (2-Q avg)0.86%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Old Point Trust & Financial Services N A's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 330 positions.

Assets under management

The assets under management (AUM) of Old Point Trust & Financial Services N A 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 278.38M in assets, with a quarterly growth rate of 7.99% and a 2-quarter average growth rate of 0.86%. The portfolio is managed by Eric Kauders, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XOMExxon Mobil Corporation
Recent Activity
Increased 2.71%
3.85%
$10.692M
91,211 shares@ $117.22 avg price
PEPPepsico Inc
Recent Activity
Increased 0.53%
3.2%
$8.895M
52,308 shares@ $170.05 avg price
CSCOCisco Systems
Recent Activity
Increased 0.06%
2.56%
$7.106M
133,526 shares@ $53.23 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 4.34%
2.35%
$6.531M
35,051 shares@ $186.34 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.92%
2.35%
$6.524M
77,183 shares@ $84.54 avg price
VZVerizon Communications
Recent Activity
Increased 11.2%
1.64%
$4.541M
101,107 shares@ $44.91 avg price
DDominion Energy Inc
Recent Activity
Increased 0.17%
1.28%
$3.55M
61,430 shares@ $57.79 avg price
UPSUnited Parcel Service Cl B
Recent Activity
Increased 3%
1.14%
$3.167M
23,231 shares@ $136.35 avg price
KOCocacola Co
Recent Activity
Increased 64.12%
1.08%
$2.999M
41,739 shares@ $71.86 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Increased 12.28%
1.08%
$2.988M
18,015 shares@ $165.86 avg price