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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949746804

Shares:886

Value:$1.1M

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

RTX Corp

RTX|75513E101

Shares:7.9K

Value:$1.1M

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

PROCTER & GAMBLE Co

PG|742718109

Shares:6.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$543.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.8K

Value:$961.1K

% of Portfolio:0.2% ($961.1K/$543.7M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:75.6K

Value:$811.5K

% of Portfolio:0.1% ($811.5K/$543.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$543.7M)

Cigna Group

CI|125523100

Shares:2.3K

Value:$765.3K

% of Portfolio:0.1% ($765.3K/$543.7M)

BOSTON BEER CO INC

SAM|100557107

Shares:3.0K

Value:$715.3K

% of Portfolio:0.1% ($715.3K/$543.7M)

AMAZON COM INC

AMZN|023135106

Shares:3.7K

Value:$711.4K

% of Portfolio:0.1% ($711.4K/$543.7M)

MARKEL GROUP INC.

MKL|570535104

Shares:362

Value:$676.8K

% of Portfolio:0.1% ($676.8K/$543.7M)

Medtronic plc

MDT|G5960L103

Shares:7.4K

Value:$667.8K

% of Portfolio:0.1% ($667.8K/$543.7M)

Walmart Inc.

WMT|931142103

Shares:7.4K

Value:$653.2K

% of Portfolio:0.1% ($653.2K/$543.7M)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:11.1K

Value:$571.1K

% of Portfolio:0.1% ($571.1K/$543.7M)

Mastercard Inc

MA|57636Q104

Shares:1.0K

Value:$559.6K

% of Portfolio:0.1% ($559.6K/$543.7M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.2K

Value:$555.3K

% of Portfolio:0.1% ($555.3K/$543.7M)

FIRST BANCORP /PR/

FBP|318672706

Shares:26.0K

Value:$498.4K

% of Portfolio:0.1% ($498.4K/$543.7M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.0K

Value:$484.1K

% of Portfolio:0.1% ($484.1K/$543.7M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.9K

Value:$446.9K

% of Portfolio:0.1% ($446.9K/$543.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:10.5K

Value:$438.6K

% of Portfolio:0.1% ($438.6K/$543.7M)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.6K

Value:$407.8K

% of Portfolio:0.1% ($407.8K/$543.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip949746804)✕	886	QoQ -4.73% (-44) YoY -17.65% (-190)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$543.7M)	QoQ -4.21% (-$46.8K) YoY -18.91% (-$248.1K)
RTX Corp(RTXcusip75513E101)	7.9K	QoQ -1.24% (-100) YoY -4.11% (-340)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$543.7M)	QoQ +13.04% (-$121.2K) YoY +30.23% (-$243.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.1K	QoQ -6.40% (-420) YoY -6.81% (-449)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$543.7M)	QoQ -4.85% (-$53.4K) YoY -2.12% (-$22.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.8K	QoQ 0.00% (+0) YoY -5.36% (-104)	All Managers (Combined)	$961.1K	0.2% ($961.1K/$543.7M)	QoQ +3.53% (+$32.8K) YoY +0.18% (-$1.7K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	75.6K	QoQ 0.00% (+0) YoY +0.93% (+699)	All Managers (Combined)	$811.5K	0.1% ($811.5K/$543.7M)	QoQ +1.51% (+$12.1K) YoY +24.05% (+$157.4K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$543.7M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
Cigna Group(CIcusip125523100)	2.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$765.3K	0.1% ($765.3K/$543.7M)	QoQ +19.14% (+$123.0K) YoY -9.41% (-$79.5K)
BOSTON BEER CO INC(SAMcusip100557107)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$715.3K	0.1% ($715.3K/$543.7M)	QoQ -20.38% (-$183.1K) YoY -21.54% (-$196.4K)
AMAZON COM INC(AMZNcusip023135106)	3.7K	QoQ +21.16% (+653) YoY +13.92% (+457)	All Managers (Combined)	$711.4K	0.1% ($711.4K/$543.7M)	QoQ +5.07% (+$34.3K) YoY +20.16% (+$119.4K)
MARKEL GROUP INC.(MKLcusip570535104)	362	QoQ -11.05% (-45) YoY -43.96% (-284)	All Managers (Combined)	$676.8K	0.1% ($676.8K/$543.7M)	QoQ -3.66% (-$25.8K) YoY -31.14% (-$306.1K)
Medtronic plc(MDTcusipG5960L103)	7.4K	QoQ 0.00% (+0) YoY -0.09% (-7)	All Managers (Combined)	$667.8K	0.1% ($667.8K/$543.7M)	QoQ +12.49% (+$74.2K) YoY +3.01% (-$19.5K)
Walmart Inc.(WMTcusip931142103)	7.4K	QoQ 0.00% (-0) YoY -0.80% (-60)	All Managers (Combined)	$653.2K	0.1% ($653.2K/$543.7M)	QoQ -2.83% (-$19.0K) YoY +44.73% (-$201.9K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	11.1K	QoQ 0.00% (-0) YoY -3.63% (-418)	All Managers (Combined)	$571.1K	0.1% ($571.1K/$543.7M)	QoQ -6.64% (-$40.7K) YoY -2.15% (-$12.6K)
Mastercard Inc(MAcusip57636Q104)	1.0K	QoQ 0.00% (+0) YoY -0.09% (-1)	All Managers (Combined)	$559.6K	0.1% ($559.6K/$543.7M)	QoQ +4.09% (+$22.0K) YoY +13.76% (-$67.7K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.2K	QoQ 0.00% (-0) YoY -0.97% (-31)	All Managers (Combined)	$555.3K	0.1% ($555.3K/$543.7M)	QoQ -8.85% (-$54.0K) YoY +7.71% (-$39.8K)
FIRST BANCORP /PR/(FBPcusip318672706)	26.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$498.4K	0.1% ($498.4K/$543.7M)	QoQ +3.11% (+$15.1K) YoY +9.29% (+$42.4K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.0K	QoQ 0.00% (-0) YoY -1.86% (-19)	All Managers (Combined)	$484.1K	0.1% ($484.1K/$543.7M)	QoQ -9.07% (-$48.3K) YoY +8.35% (-$37.3K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.9K	QoQ -2.12% (-41) YoY -2.12% (-41)	All Managers (Combined)	$446.9K	0.1% ($446.9K/$543.7M)	QoQ -1.23% (-$5.6K) YoY -9.04% (-$44.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	10.5K	QoQ -15.44% (-1.9K) YoY -44.04% (-8.3K)	All Managers (Combined)	$438.6K	0.1% ($438.6K/$543.7M)	QoQ -19.71% (-$107.7K) YoY -38.42% (-$273.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$407.8K	0.1% ($407.8K/$543.7M)	QoQ NEW(+$407.8K) YoY NEW(+$407.8K)