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James Walter

@Founders Capital Management

Latest period2024 - Q4ReportedManaged Assets$157.963MTotal holdings368
Assets growth rate-3.81%Assets growth rate (2-Q avg)1.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of Founders Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 157.963M in assets, with a quarterly growth rate of -3.81% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by James Walter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
INDAIshares Tr
Recent Activity
Exited
0%
$29,265
500 shares@ $58.53 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$28,440
4,000 shares@ $7.11 avg price
PHXPhx Minerals Inc
Recent Activity
Exited
0%
$27,040
8,000 shares@ $3.38 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$26,630
1,000 shares@ $26.63 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$25,199
130 shares@ $193.84 avg price
DUKDuke Energy Corp New
Recent Activity
Exited
0%
$23,500
204 shares@ $115.2 avg price
HMSTHomestreet Inc
Recent Activity
Exited
0%
$20,488
1,300 shares@ $15.76 avg price
ARCArc Document Solutions Inc
Recent Activity
Exited
0%
$16,900
5,000 shares@ $3.38 avg price
HONHoneywell Intl Inc
Recent Activity
Exited
0%
$15,503
75 shares@ $206.71 avg price
AWPAbrdn Global Premier Pptys F
Recent Activity
Exited
0%
$14,017
3,034 shares@ $4.62 avg price