CRD: 140795
Gunderson Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element radialNorth +more
- Established Date
- 02-19-2014
- Office Locations
- 1
Office Locations
About Gunderson Capital Management
Gunderson Capital Management provides active portfolio management and ongoing financial planning for investors ranging from stability-and-income to aggressive growth, including retirement income and risk management consulting. Portfolios focus on large-cap growth, mid/small-cap growth, dividend growth equities, and corporate bonds selected via the firm’s Best Stocks Now rankings. Unique reach: a paid Best Stocks Now app (5,500+ stocks graded) plus a nationally syndicated radio show/newsletter.
Team overview
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Owner & Executives
JENNIFER GREENE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
WILLIAM FRED GUNDERSON
Advisor, President
- CRD
- #2451600
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BARRY JAY KYTE JR
--
- CRD
- #4373405
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,755,965 | $274,640 |
| Non-Discretionary | $0 | -- |
| Total | $395,755,965 | $274,640 |
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Separately Managed Accounts
Total SMA Asset: $395,755,965
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $203,329,399 | 10.0% |
| Public Funds | $178,929,871 | 8.8% |
| Cash | $376,159,389 | 18.5% |
| U.S. Government/Agency | $563,222,436 | 27.7% |
| Corporate - Investment Grade | $711,652,899 | 35.0% |
| Total | $2,033,293,994 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON VECTOR ZENITH | OAK MERIDIAN | 9B8NKO3K8 | AMSI | 12.01% | $62,929,963 |
| LEGACY WAVE NORTH | SUMMIT CAPITAL | EKK3R1E3B | FXLQC | 4.24% | $18,276,149 |
| ELEMENT OPTIMA | WAVE OAK | FQTQFH8WA | MKERN | 3.84% | $21,396,349 |
| FOCUS FUSION FOUNDATION | FUSION FOCUS | 1KR7P76Z8 | HJTK | 9.31% | $42,747,875 |
| QUANTUM OAK HARBOR | CAPITAL FUSION | IXZJ9NMM4 | SKP | 10.02% | $40,955,141 |
| MERIDIAN QUANTUM OPTIMA | EMBER BEACON | 9BZGF21J8 | PXNWC | 9.17% | $19,348,966 |
| INSIGHT UNISON | UNISON MERIDIAN | 3XUCXMMZ0 | WUL | 8.25% | $16,185,301 |
| GLACIER QUANTUM SIGNAL | FRONTIER NORTH | DBAJSYIYJ | HISL | 5.96% | $20,470,974 |