Founders-Financial-Securities

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HOOD",
  "GDX",
  null,
  "TROW",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  null,
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "ARRY",
  "ASML",
  "T",
  "AWF",
  "CAT",
  "BUD",
  "AVGO",
  "AUB",
  "BBDC",
  null,
  null,
  null,
  null,
  null,
  "CSQ",
  null,
  "CRON",
  null,
  null,
  null,
  null,
  "COF",
  null,
  "DUK",
  null,
  "EBAY",
  null,
  null,
  "EOG",
  null,
  "FCX",
  "TMC",
  null,
  "CION",
  "FITB",
  null,
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  "BRSP",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EVGO",
  null,
  "UNP",
  null,
  null,
  null,
  "QCOM",
  null,
  "ISRG",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "HTD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "NAK",
  null,
  null,
  null,
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  "BZFD",
  "CNVS",
  null,
  "MPC",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EQIX",
  "EQT",
  "EXC",
  "BZFDW",
  null,
  "GE",
  "NVS",
  null,
  null,
  null,
  null,
  null,
  null,
  "PCAR",
  "DLN",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  null,
  null,
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UL",
  "VNQ",
  "VO",
  "ASC",
  "MET",
  "VV",
  "VOE",
  "SCHW",
  "MNST",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "KOPN",
  "LYG",
  "TTE",
  null,
  null,
  null,
  "XLB",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "VRTX",
  null,
  "K",
  null,
  "ADSK",
  "GM",
  "AFL",
  "AMD",
  "AVB",
  "SDY",
  "F",
  "DEO",
  "WM",
  "IWP",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WSBC",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  "WDAY",
  null,
  "IUSG",
  "BBEU",
  "DTE",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "MSCI",
  "EIX",
  "NSC",
  null,
  "JCI",
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  null,
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "ARLP",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "PSA",
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CHRS",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "DE",
  "RSP",
  "EWJ",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "USMV",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 460
Total Value: 1179855056
Accession Number: 0001062993-25-009067
Form Type: 13F-HR
CIK: founders-financial-securities
Manager Name: Founders-Financial-Securities

Data Enrichment

59% identified

271 identified189 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

460 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 18 of 23

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45782C284

Shares:15.2K

Value:$420.7K

% of Portfolio:0.0% ($420.7K/$1.2B)

25434V815

Shares:15.8K

Value:$420.5K

% of Portfolio:0.0% ($420.5K/$1.2B)

HERSHEY CO

HSY|427866108

Shares:2.6K

Value:$418.3K

% of Portfolio:0.0% ($418.3K/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.3K

Value:$415.5K

% of Portfolio:0.0% ($415.5K/$1.2B)

92204A702

VGT|92204A702

Shares:756

Value:$412.5K

% of Portfolio:0.0% ($412.5K/$1.2B)

45782C276

Shares:6.7K

Value:$406.0K

% of Portfolio:0.0% ($406.0K/$1.2B)

132061201

Shares:6.7K

Value:$403.9K

% of Portfolio:0.0% ($403.9K/$1.2B)

922042858

VWO|922042858

Shares:9.0K

Value:$403.6K

% of Portfolio:0.0% ($403.6K/$1.2B)

464289511

Shares:8.1K

Value:$403.6K

% of Portfolio:0.0% ($403.6K/$1.2B)

MCCORMICK & CO INC

MKC|579780206

Shares:5.3K

Value:$399.4K

% of Portfolio:0.0% ($399.4K/$1.2B)

464287341

Shares:10.5K

Value:$398.9K

% of Portfolio:0.0% ($398.9K/$1.2B)

33739N108

Shares:8.0K

Value:$398.8K

% of Portfolio:0.0% ($398.8K/$1.2B)

45782C722

Shares:13.3K

Value:$398.3K

% of Portfolio:0.0% ($398.3K/$1.2B)

45782C631

Shares:12.7K

Value:$397.5K

% of Portfolio:0.0% ($397.5K/$1.2B)

92189F106

GDX|92189F106

Shares:8.0K

Value:$395.9K

% of Portfolio:0.0% ($395.9K/$1.2B)

45782C524

Shares:12.1K

Value:$395.0K

% of Portfolio:0.0% ($395.0K/$1.2B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:8.4K

Value:$393.8K

% of Portfolio:0.0% ($393.8K/$1.2B)

45782C367

Shares:14.0K

Value:$392.3K

% of Portfolio:0.0% ($392.3K/$1.2B)

315948109

Shares:4.7K

Value:$390.1K

% of Portfolio:0.0% ($390.1K/$1.2B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:6.4K

Value:$386.3K

% of Portfolio:0.0% ($386.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C284)✕	15.2K	QoQ NEW(+15.2K) YoY NEW(+15.2K)	All Managers (Combined)	$420.7K	0.0% ($420.7K/$1.2B)	QoQ NEW(+$420.7K) YoY NEW(+$420.7K)
(cusip25434V815)✕	15.8K	QoQ +23.77% (+3.0K) YoY NEW(+15.8K)	All Managers (Combined)	$420.5K	0.0% ($420.5K/$1.2B)	QoQ +7.16% (+$28.1K) YoY NEW(+$420.5K)
HERSHEY CO(HSYcusip427866108)	2.6K	QoQ +1.66% (-42) YoY +6.87% (-165)	All Managers (Combined)	$418.3K	0.0% ($418.3K/$1.2B)	QoQ -2.09% (-$9.0K) YoY -10.38% (-$48.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.3K	QoQ +44.02% (+999) YoY NEW(+3.3K)	All Managers (Combined)	$415.5K	0.0% ($415.5K/$1.2B)	QoQ +51.56% (+$141.3K) YoY NEW(+$415.5K)
(VGTcusip92204A702)	756	QoQ +35.97% (+200) YoY -66.73% (-1.5K)	All Managers (Combined)	$412.5K	0.0% ($412.5K/$1.2B)	QoQ +19.29% (+$66.7K) YoY -65.39% (-$779.5K)
(cusip45782C276)✕	6.7K	QoQ -24.54% (-2.2K) YoY -21.95% (-1.9K)	All Managers (Combined)	$406.0K	0.0% ($406.0K/$1.2B)	QoQ -27.44% (-$153.6K) YoY -18.27% (-$90.8K)
(cusip132061201)✕	6.7K	QoQ -16.42% (-1.3K) YoY -9.72% (-721)	All Managers (Combined)	$403.9K	0.0% ($403.9K/$1.2B)	QoQ -26.30% (-$144.2K) YoY -25.60% (-$139.1K)
(VWOcusip922042858)	9.0K	QoQ -11.76% (-1.2K) YoY -23.40% (-2.7K)	All Managers (Combined)	$403.6K	0.0% ($403.6K/$1.2B)	QoQ -9.85% (-$44.1K) YoY -17.49% (-$85.6K)
(cusip464289511)✕	8.1K	QoQ +9.08% (+678) YoY +66.57% (+3.3K)	All Managers (Combined)	$403.6K	0.0% ($403.6K/$1.2B)	QoQ +9.43% (+$34.8K) YoY +60.27% (+$151.8K)
MCCORMICK & CO INC(MKCcusip579780206)	5.3K	QoQ +0.07% (-4) YoY +13.18% (+623)	All Managers (Combined)	$399.4K	0.0% ($399.4K/$1.2B)	QoQ -1.93% (-$7.9K) YoY +10.09% (+$36.6K)
(cusip464287341)✕	10.5K	QoQ -12.24% (-1.5K) YoY -18.30% (-2.3K)	All Managers (Combined)	$398.9K	0.0% ($398.9K/$1.2B)	QoQ -12.28% (-$55.9K) YoY -27.41% (-$150.7K)
(cusip33739N108)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$398.8K	0.0% ($398.8K/$1.2B)	QoQ NEW(+$398.8K) YoY NEW(+$398.8K)
(cusip45782C722)✕	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$398.3K	0.0% ($398.3K/$1.2B)	QoQ NEW(+$398.3K) YoY NEW(+$398.3K)
(cusip45782C631)✕	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$397.5K	0.0% ($397.5K/$1.2B)	QoQ NEW(+$397.5K) YoY NEW(+$397.5K)
(GDXcusip92189F106)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$395.9K	0.0% ($395.9K/$1.2B)	QoQ NEW(+$395.9K) YoY NEW(+$395.9K)
(cusip45782C524)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$395.0K	0.0% ($395.0K/$1.2B)	QoQ NEW(+$395.0K) YoY NEW(+$395.0K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	8.4K	QoQ +2.72% (-222) YoY +9.17% (-704)	All Managers (Combined)	$393.8K	0.0% ($393.8K/$1.2B)	QoQ -15.79% (-$73.9K) YoY -42.78% (-$294.5K)
(cusip45782C367)✕	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$392.3K	0.0% ($392.3K/$1.2B)	QoQ NEW(+$392.3K) YoY NEW(+$392.3K)
(cusip315948109)✕	4.7K	QoQ +25.98% (+972) YoY NEW(+4.7K)	All Managers (Combined)	$390.1K	0.0% ($390.1K/$1.2B)	QoQ +27.81% (+$84.9K) YoY NEW(+$390.1K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	6.4K	QoQ +3.97% (-244) YoY +14.95% (+831)	All Managers (Combined)	$386.3K	0.0% ($386.3K/$1.2B)	QoQ -7.87% (-$33.0K) YoY +19.61% (+$63.3K)