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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
PPIHPerma-pipe Intl Hldgs Inc
Recent Activity
0.07%
$107,640
7,200 shares@ $14.95 avg price
VBVanguard Index Fds
Recent Activity
0.07%
$107,165
446 shares@ $240.29 avg price
AMGNAmgen Inc
Recent Activity
0.07%
$106,602
409 shares@ $260.65 avg price
ROPRoper Technologies Inc
Recent Activity
0.07%
$103,970
200 shares@ $519.85 avg price
LITGlobal X Fds
Recent Activity
Decreased -24.49%
0.07%
$103,051
2,527 shares@ $40.78 avg price
IJKIshares Tr
Recent Activity
0.07%
$102,387
1,126 shares@ $90.93 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
CCitigroup Inc
Recent Activity
0.07%
$98,546
1,400 shares@ $70.39 avg price
ARAntero Resources Corp
Recent Activity
0.07%
$98,140
2,800 shares@ $35.05 avg price