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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
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.01%
0.22%
$333,040
10,620 shares@ $31.36 avg price
VLOValero Energy Corp
Recent Activity
0.21%
$322,412
2,630 shares@ $122.6 avg price
MAMastercard Incorporated
Recent Activity
Decreased -14.49%
0.2%
$310,676
590 shares@ $526.57 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -5.93%
0.19%
$300,041
1,585 shares@ $189.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.19%
$292,366
645 shares@ $453.29 avg price
SCHWSchwab Charles Corp
Recent Activity
0.18%
$272,357
3,680 shares@ $74.02 avg price
PSAPublic Storage Oper Co
Recent Activity
0.17%
$254,524
850 shares@ $299.44 avg price
IBMInternational Business Machs
Recent Activity
0.17%
$252,805
1,150 shares@ $219.84 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.29%
0.15%
$226,907
1,778 shares@ $127.62 avg price
BACBank America Corp
Recent Activity
Decreased -0.2%
0.14%
$217,087
4,939 shares@ $43.96 avg price