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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
EMREmerson Elec Co
Recent Activity
Decreased -3.21%
3.48%
$5.49M
44,303 shares@ $123.93 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -4.19%
3.43%
$5.418M
18,679 shares@ $290.04 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.85%
3.2%
$5.04M
34,849 shares@ $144.62 avg price
CVXChevron Corp New
Recent Activity
Decreased -6.62%
3.17%
$5.005M
34,552 shares@ $144.85 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.63%
3.04%
$4.799M
9,876 shares@ $485.97 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.22%
2.76%
$4.359M
43,820 shares@ $99.49 avg price
ADBEAdobe Inc
Recent Activity
Decreased -0.54%
2.26%
$3.555M
7,994 shares@ $444.68 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.8%
2.05%
$3.226M
11,128 shares@ $289.91 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -7.01%
1.58%
$2.493M
10,102 shares@ $246.79 avg price
HDHome Depot Inc
Recent Activity
Decreased -5.03%
1.45%
$2.281M
5,865 shares@ $388.96 avg price