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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
AMATApplied Matls Inc
Recent Activity
Increased 0.16%
0.14%
$215,282
1,324 shares@ $162.6 avg price
DISDisney Walt Co
Recent Activity
Increased 1.27%
0.1%
$151,213
1,358 shares@ $111.35 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.05%
0.09%
$138,324
1,030 shares@ $134.3 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 2.83%
0.07%
$109,017
1,273 shares@ $85.64 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 28.34%
0.07%
$101,444
385 shares@ $263.5 avg price
IHIIshares Tr
Recent Activity
Increased 0.18%
0.07%
$98,617
1,690 shares@ $58.36 avg price
COPConocophillips
Recent Activity
Increased 37.47%
0.06%
$92,452
932 shares@ $99.2 avg price
ETEnergy Transfer L P
Recent Activity
Increased 8.38%
0.06%
$88,997
4,543 shares@ $19.59 avg price
IJHIshares Tr
Recent Activity
Increased 0.08%
0.06%
$79,628
1,278 shares@ $62.31 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 25.02%
0.05%
$71,347
2,604 shares@ $27.4 avg price