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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
ENBEnbridge Inc
Recent Activity
0.06%
$94,279
2,222 shares@ $42.43 avg price
PLABPhotronics Inc
Recent Activity
0.06%
$94,240
4,000 shares@ $23.56 avg price
GILDGilead Sciences Inc
Recent Activity
0.06%
$93,478
1,012 shares@ $92.37 avg price
COPConocophillips
Recent Activity
Increased 37.47%
0.06%
$92,452
932 shares@ $99.2 avg price
TIPIshares Tr
Recent Activity
0.06%
$89,817
843 shares@ $106.55 avg price
NFLXNetflix Inc
Recent Activity
0.06%
$89,132
100 shares@ $891.32 avg price
ETEnergy Transfer L P
Recent Activity
Increased 8.38%
0.06%
$88,997
4,543 shares@ $19.59 avg price
GLDSpdr Gold Tr
Recent Activity
0.06%
$87,167
360 shares@ $242.14 avg price
NWPXNorthwest Pipe Co
Recent Activity
0.06%
$86,868
1,800 shares@ $48.26 avg price
MUMicron Technology Inc
Recent Activity
0.06%
$84,160
1,000 shares@ $84.16 avg price