Founders-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "QSR",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "ADX",
  "LOW",
  "COF",
  null,
  "GD",
  "GIS",
  "HD",
  "UNP",
  "META",
  null,
  "LRCX",
  "MA",
  "MDT",
  "MSFT",
  "AMP",
  "FAST",
  "IJR",
  "ORCL",
  "KHC",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "INTC",
  "LMT",
  "PG",
  "AMGN",
  "NYT",
  "REGN",
  "SHEL",
  "RTX",
  "SYK",
  "CI",
  "UPS",
  "OFG",
  "TSM",
  "DRI",
  "AMZN",
  "VONE",
  "V",
  "WBD",
  "WMT",
  null,
  "WBS",
  "WFC",
  "FBP",
  "MTB",
  "NSC",
  "MHK",
  "KEY",
  "MKL",
  "OTIS",
  "MCK",
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "SAM",
  "CAC",
  "CARR",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CSX",
  "QQQ",
  "DIS",
  "GOOG",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 76
Total Value: 543696020
Accession Number: 0001172661-25-001496
Form Type: 13F-HR
CIK: founders-capital-management
Manager Name: Founders-Capital-Management

Data Enrichment

96% identified

73 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $543.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LOCKHEED MARTIN CORP

LMT|539830109

Shares:15.2K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$543.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:13.7K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$543.7M)

AMGEN INC

AMGN|031162100

Shares:19.1K

Value:$5.9M

% of Portfolio:1.1% ($5.9M/$543.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:23.2K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$543.7M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:7.7K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$543.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:22.9K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$543.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:30.6K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$543.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:23.4K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$543.7M)

STRYKER CORP

SYK|863667101

Shares:8.7K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$543.7M)

060505682

Shares:2.4K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$543.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:45.8K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$543.7M)

Kraft Heinz Co

KHC|500754106

Shares:92.3K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$543.7M)

Restaurant Brands International Inc.

QSR|76131D103

Shares:41.9K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$543.7M)

M&T BANK CORP

MTB|55261F104

Shares:15.0K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$543.7M)

464287804

IJR|464287804

Shares:23.8K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$543.7M)

CHEVRON CORP

CVX|166764100

Shares:11.3K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$543.7M)

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:14.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$543.7M)

ORACLE CORP

ORCL|68389X105

Shares:8.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$543.7M)

MCKESSON CORP

MCK|58155Q103

Shares:1.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$543.7M)

64944P307

Shares:29.7K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$543.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOCKHEED MARTIN CORP(LMTcusip539830109)	15.2K	QoQ -0.43% (-66) YoY -3.98% (-630)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$543.7M)	QoQ -8.47% (-$627.5K) YoY -5.70% (-$410.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	13.7K	QoQ -0.21% (-30) YoY +1.13% (+153)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$543.7M)	QoQ -8.47% (-$593.6K) YoY +6.80% (+$408.4K)
AMGEN INC(AMGNcusip031162100)	19.1K	QoQ -0.57% (-111) YoY -6.36% (-1.3K)	All Managers (Combined)	$5.9M	1.1% ($5.9M/$543.7M)	QoQ +18.84% (-$941.1K) YoY +2.60% (-$150.6K)
LOWES COMPANIES INC(LOWcusip548661107)	23.2K	QoQ -4.18% (-1.0K) YoY -6.11% (-1.5K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$543.7M)	QoQ -9.45% (-$565.7K) YoY -14.03% (-$884.5K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	7.7K	QoQ -2.91% (-232) YoY -1.31% (-103)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$543.7M)	QoQ -13.55% (-$769.4K) YoY -34.97% (-$2.6M)
AbbVie Inc.(ABBVcusip00287Y109)	22.9K	QoQ -0.37% (-87) YoY -3.35% (-796)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$543.7M)	QoQ +17.46% (-$714.2K) YoY +11.19% (-$483.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	30.6K	QoQ -0.83% (-258) YoY -4.25% (-1.4K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$543.7M)	QoQ +16.29% (-$569.5K) YoY +11.74% (-$427.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	23.4K	QoQ -0.84% (-200) YoY -3.46% (-838)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$543.7M)	QoQ +13.69% (-$466.8K) YoY +1.20% (-$46.1K)
STRYKER CORP(SYKcusip863667101)	8.7K	QoQ 0.00% (+0) YoY -12.42% (-1.2K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$543.7M)	QoQ +3.38% (+$106.6K) YoY -8.90% (-$317.8K)
(cusip060505682)✕	2.4K	QoQ -0.71% (-17) YoY -3.28% (-80)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$543.7M)	QoQ +0.53% (-$15.4K) YoY +0.02% (-$737)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	45.8K	QoQ -7.11% (-3.5K) YoY -9.25% (-4.7K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$543.7M)	QoQ -3.17% (-$92.7K) YoY +12.19% (-$307.1K)
Kraft Heinz Co(KHCcusip500754106)	92.3K	QoQ -0.04% (-39) YoY +10.35% (-8.7K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$543.7M)	QoQ -0.95% (-$27.0K) YoY -8.99% (-$277.5K)
Restaurant Brands International Inc.(QSRcusip76131D103)	41.9K	QoQ 0.00% (+0) YoY -2.45% (-1.1K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$543.7M)	QoQ +2.23% (+$61.2K) YoY -18.18% (-$621.0K)
M&T BANK CORP(MTBcusip55261F104)	15.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$543.7M)	QoQ -4.92% (-$138.5K) YoY +22.90% (+$498.2K)
(IJRcusip464287804)	23.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$543.7M)	QoQ -9.24% (-$253.9K) YoY -5.38% (-$141.9K)
CHEVRON CORP(CVXcusip166764100)	11.3K	QoQ 0.00% (+0) YoY +561.97% (+9.6K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$543.7M)	QoQ +15.49% (+$254.4K) YoY +602.05% (+$1.6M)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	14.1K	QoQ -2.25% (-325) YoY -2.25% (-325)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$543.7M)	QoQ -6.31% (-$108.5K) YoY -14.73% (-$277.9K)
ORACLE CORP(ORCLcusip68389X105)	8.9K	QoQ -4.01% (-374) YoY -4.16% (-388)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$543.7M)	QoQ -19.47% (-$302.0K) YoY +6.67% (-$78.1K)
MCKESSON CORP(MCKcusip58155Q103)	1.8K	QoQ +23.25% (+340) YoY +77.18% (+785)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$543.7M)	QoQ +45.54% (+$379.5K) YoY +122.12% (+$666.8K)
(cusip64944P307)✕	29.7K	QoQ -0.16% (-50) YoY -7.13% (-2.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$543.7M)	QoQ -0.85% (-$9.6K) YoY +5.45% (-$57.2K)