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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
NRPNatural Resource Partners L
Recent Activity
Exited
0%
$293
3 shares@ $97.67 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Exited
0%
$144
5 shares@ $28.8 avg price
RRGBRed Robin Gourmet Burgers In
Recent Activity
Exited
0%
$88
20 shares@ $4.4 avg price
QSIQuantum Si Inc
Recent Activity
Exited
0%
$88
100 shares@ $0.88 avg price