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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OFG BANCORP

OFG|67103X102

Shares:10.0K

Value:$400.2K

% of Portfolio:0.1% ($400.2K/$543.7M)

NEW YORK TIMES CO

NYT|650111107

Shares:8.0K

Value:$396.8K

% of Portfolio:0.1% ($396.8K/$543.7M)

FASTENAL CO

FAST|311900104

Shares:5.1K

Value:$395.5K

% of Portfolio:0.1% ($395.5K/$543.7M)

CAMDEN NATIONAL CORP

CAC|133034108

Shares:9.3K

Value:$376.4K

% of Portfolio:0.1% ($376.4K/$543.7M)

GENERAL MILLS INC

GIS|370334104

Shares:6.0K

Value:$358.6K

% of Portfolio:0.1% ($358.6K/$543.7M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.1K

Value:$349.1K

% of Portfolio:0.1% ($349.1K/$543.7M)

VISA INC.

V|92826C839

Shares:995

Value:$348.7K

% of Portfolio:0.1% ($348.7K/$543.7M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:5.0K

Value:$320.2K

% of Portfolio:0.1% ($320.2K/$543.7M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.5K

Value:$311.6K

% of Portfolio:0.1% ($311.6K/$543.7M)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.5K

Value:$261.8K

% of Portfolio:0.0% ($261.8K/$543.7M)

Shell plc

SHEL|780259305

Shares:3.5K

Value:$256.2K

% of Portfolio:0.0% ($256.2K/$543.7M)

KEYCORP /NEW/

KEY|493267108

Shares:14.9K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$543.7M)

INTEL CORP

INTC|458140100

Shares:10.2K

Value:$231.6K

% of Portfolio:0.0% ($231.6K/$543.7M)

ADAMS DIVERSIFIED EQUITY FUND, INC.

ADX|006212104

Shares:11.4K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$543.7M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.2K

Value:$215.2K

% of Portfolio:0.0% ($215.2K/$543.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:817

Value:$200.4K

% of Portfolio:0.0% ($200.4K/$543.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OFG BANCORP(OFGcusip67103X102)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$400.2K	0.1% ($400.2K/$543.7M)	QoQ -5.43% (-$23.0K) YoY +8.72% (+$32.1K)
NEW YORK TIMES CO(NYTcusip650111107)	8.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$396.8K	0.1% ($396.8K/$543.7M)	QoQ -4.70% (-$19.6K) YoY +14.76% (+$51.0K)
FASTENAL CO(FASTcusip311900104)	5.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$395.5K	0.1% ($395.5K/$543.7M)	QoQ +7.84% (+$28.8K) YoY +0.53% (+$2.1K)
CAMDEN NATIONAL CORP(CACcusip133034108)	9.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$376.4K	0.1% ($376.4K/$543.7M)	QoQ -5.31% (-$21.1K) YoY +20.73% (+$64.6K)
GENERAL MILLS INC(GIScusip370334104)	6.0K	QoQ -9.99% (-666) YoY -24.98% (-2.0K)	All Managers (Combined)	$358.6K	0.1% ($358.6K/$543.7M)	QoQ -15.61% (-$66.3K) YoY -35.90% (-$200.9K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.1K	QoQ 0.00% (-0) YoY +5.15% (+103)	All Managers (Combined)	$349.1K	0.1% ($349.1K/$543.7M)	QoQ -15.94% (-$66.2K) YoY +28.29% (+$77.0K)
VISA INC.(Vcusip92826C839)	995	QoQ 0.00% (+0) YoY -24.84% (-329)	All Managers (Combined)	$348.7K	0.1% ($348.7K/$543.7M)	QoQ +10.89% (+$34.2K) YoY -5.62% (-$20.8K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	5.0K	QoQ 0.00% (-0) YoY -0.49% (-25)	All Managers (Combined)	$320.2K	0.1% ($320.2K/$543.7M)	QoQ -7.11% (-$24.5K) YoY +8.52% (-$25.2K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$311.6K	0.1% ($311.6K/$543.7M)	QoQ +11.28% (+$31.6K) YoY +24.29% (+$60.9K)
Otis Worldwide Corp(OTIScusip68902V107)	2.5K	QoQ 0.00% (+0) YoY +0.47% (+12)	All Managers (Combined)	$261.8K	0.0% ($261.8K/$543.7M)	QoQ +11.43% (+$26.9K) YoY +4.45% (+$11.2K)
Shell plc(SHELcusip780259305)	3.5K	QoQ 0.00% (+0) YoY -28.09% (-1.4K)	All Managers (Combined)	$256.2K	0.0% ($256.2K/$543.7M)	QoQ +16.96% (+$37.2K) YoY -21.40% (-$69.8K)
KEYCORP /NEW/(KEYcusip493267108)	14.9K	QoQ 0.00% (-0) YoY -11.56% (-1.9K)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$543.7M)	QoQ -6.70% (-$17.1K) YoY -10.55% (-$28.0K)
INTEL CORP(INTCcusip458140100)	10.2K	QoQ -4.13% (-440) YoY -80.94% (-43.3K)	All Managers (Combined)	$231.6K	0.0% ($231.6K/$543.7M)	QoQ +8.58% (-$18.3K) YoY -90.20% (-$2.1M)
ADAMS DIVERSIFIED EQUITY FUND, INC.(ADXcusip006212104)	11.4K	QoQ +2.12% (-236) YoY NEW(+11.4K)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$543.7M)	QoQ -3.99% (-$9.0K) YoY NEW(+$215.6K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$215.2K	0.0% ($215.2K/$543.7M)	QoQ NEW(+$215.2K) YoY NEW(+$215.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	817	QoQ NEW(+817) YoY NEW(+817)	All Managers (Combined)	$200.4K	0.0% ($200.4K/$543.7M)	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)