James Walter

@Founders Capital Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$157.963M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LCTXLineage Cell Therapeutics In Recent Activity Exited	0%	$13,580 15,000 shares@ $0.91 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$12,524 170 shares@ $73.68 avg price	Exited
BPBp Plc Recent Activity Exited	0%	$10,139 323 shares@ $31.4 avg price	Exited
CLDTChatham Lodging Tr Recent Activity Exited	0%	$8,520 1,000 shares@ $8.52 avg price	Exited
GMGeneral Mtrs Co Recent Activity Exited	0%	$5,022 112 shares@ $44.84 avg price	Exited
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$3,282 20 shares@ $164.1 avg price	Exited
SAVACassava Sciences Inc Recent Activity Exited	0%	$2,060 70 shares@ $29.43 avg price	Exited
CTHRCharles & Colvard Ltd Recent Activity Exited	0%	$1,730 1,000 shares@ $1.73 avg price	Exited
KPTIKaryopharm Therapeutics Inc Recent Activity Exited	0%	$1,660 2,000 shares@ $0.83 avg price	Exited
NKTRNektar Therapeutics Recent Activity Exited	0%	$910 700 shares@ $1.3 avg price	Exited