Founders-Capital-Management-2

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "ESSA",
  "GDX",
  null,
  "AES",
  "AR",
  "NBR",
  "AAL",
  "AQN",
  "BEP",
  "PPLT",
  "MU",
  "KRG",
  "PLAB",
  "MHO",
  "FNDA",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  null,
  "GOOGL",
  null,
  null,
  "AXP",
  null,
  "AXL",
  "JOE",
  "ARRY",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "MFIC",
  "LOW",
  "ABR",
  "AGX",
  "ARCC",
  "BBDC",
  "BSX",
  null,
  null,
  null,
  "COF",
  "CMI",
  "NAD",
  "NNDM",
  "OPRA",
  "PAGP",
  "PSEC",
  "PUBM",
  "FRT",
  "EOG",
  null,
  null,
  "LPG",
  null,
  "PAX",
  "DAC",
  "BGR",
  "FCX",
  "SGMO",
  "RMR",
  "SPNS",
  "SLRC",
  "GD",
  "GILD",
  "IRDM",
  "APLD",
  "BCAT",
  "HD",
  "CAPL",
  "MCD",
  null,
  null,
  "UNP",
  "XPRO",
  "GNW",
  null,
  "FTEK",
  "SIL",
  "FRD",
  "GLP",
  "ACI",
  null,
  "AMAT",
  "EMR",
  "META",
  null,
  "MX",
  "LCTX",
  "LSTA",
  "NATR",
  "NL",
  "NKTX",
  "IVW",
  "PPIH",
  "IJH",
  null,
  "PLPC",
  "RFIL",
  "RELL",
  null,
  null,
  "SHBI",
  "SWK",
  null,
  "TLS",
  "TDW",
  "EGY",
  null,
  "LAC.TO",
  null,
  "MPTI",
  null,
  null,
  "KMI",
  null,
  null,
  "VPV",
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  "SRL",
  "MA",
  "MDT",
  "MSFT",
  "ENPH",
  "NDAQ",
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  "HEI",
  "HIG",
  "HES",
  null,
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  null,
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  null,
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  "AMP",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  "IJK",
  null,
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  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
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  "AMGN",
  "RELY",
  null,
  null,
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  "ROP",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
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  null,
  null,
  "SPYG",
  "IBM",
  "CI",
  "TXN",
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  "VNQ",
  "VO",
  "MET",
  "VNRX",
  "PSFE",
  "VOE",
  "OFLX",
  "SCHW",
  "SD",
  "PDS",
  "GROW",
  "EXK",
  "PAG",
  "SPH",
  null,
  null,
  null,
  "PKX",
  null,
  "AXTI",
  "VIG",
  null,
  "NWPX",
  "TROX",
  "MMT",
  null,
  null,
  "IWN",
  "TSM",
  null,
  null,
  "VYM",
  "VRTX",
  "GLSI",
  "PBF",
  "VNOM",
  "ALB",
  "SONY",
  "X",
  "SDY",
  "DOV",
  "TAP",
  "IP",
  "F",
  null,
  "AEP",
  "ERII",
  "CMRE",
  "FSI",
  "FOA",
  "GIFI",
  null,
  null,
  null,
  "INSW",
  "KELYA",
  "NBN",
  "AMZN",
  "NEA",
  "CLF",
  "IVE",
  "LUV",
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VALE",
  "VAL",
  null,
  "VB",
  "VOO",
  "VTV",
  "VGAS",
  "VTRS",
  "V",
  "VST",
  "WMT",
  "WDC",
  "WFC",
  "WMB",
  "XMTR",
  "XEL",
  "YEXT",
  "YUMC",
  "YUM",
  null,
  null,
  null,
  "GNK",
  "ORN",
  "SCHD",
  "ET",
  "SCHG",
  "LVS",
  "KIM",
  "LUMN",
  "HQH",
  "PB",
  "PSX",
  "SCI",
  null,
  "UFCS",
  "PTEN",
  "DIA",
  null,
  null,
  null,
  "LNTH",
  "GEV",
  null,
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  "SPYV",
  null,
  "PSA",
  "NRG",
  null,
  "KMB",
  "BAC",
  "BTE",
  "BRK-B",
  "BGSF",
  "BHP",
  "BA",
  "BMY",
  "BRT",
  "CADE",
  "CPT",
  "CTRE",
  "LEU",
  "CELH",
  "CVX",
  "LNG",
  "CHRD",
  "CSCO",
  "C",
  "CIO",
  "KO",
  "COHR",
  "COP",
  "CTRA",
  "COST",
  "GLW",
  "DAKT",
  "DHT",
  "DVN",
  "FANG",
  "DFIN",
  "RSP",
  null,
  "IWB",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "MGTX",
  null,
  "MO",
  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 370
Total Value: 154553772
Accession Number: 0001704300-25-000002
Form Type: 13F-HR
CIK: founders-capital-management-2
Manager Name: Founders-Capital-Management-2

Data Enrichment

79% identified

294 identified76 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

370 positions • $154.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:600

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$154.6M)

TIDEWATER INC

TDW|88642R109

Shares:700

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$154.6M)

UNITED FIRE GROUP INC

UFCS|910340108

Shares:1.0K

Value:$29.5K

% of Portfolio:0.0% ($29.5K/$154.6M)

Vistra Corp.

VST|92840M102

Shares:250

Value:$29.4K

% of Portfolio:0.0% ($29.4K/$154.6M)

MFS MULTIMARKET INCOME TRUST

MMT|552737108

Shares:6.3K

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$154.6M)

ESSA Bancorp, Inc.

ESSA|29667D104

Shares:1.5K

Value:$28.3K

% of Portfolio:0.0% ($28.3K/$154.6M)

BlackRock Energy & Resources Trust

BGR|09250U101

Shares:2.0K

Value:$27.2K

% of Portfolio:0.0% ($27.2K/$154.6M)

International Seaways, Inc.

INSW|Y41053102

Shares:800

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$154.6M)

NASDAQ, INC.

NDAQ|631103108

Shares:350

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$154.6M)

Phillips 66

PSX|718546104

Shares:215

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$154.6M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:700

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$154.6M)

KELLY SERVICES INC

KELYA|488152208

Shares:2.0K

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$154.6M)

ARGAN INC

AGX|04010E109

Shares:200

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$154.6M)

BRT Apartments Corp.

BRT|055645303

Shares:1.5K

Value:$25.5K

% of Portfolio:0.0% ($25.5K/$154.6M)

FLEXIBLE SOLUTIONS INTERNATIONAL INC

FSI|33938T104

Shares:5.0K

Value:$25.3K

% of Portfolio:0.0% ($25.3K/$154.6M)

SUBURBAN PROPANE PARTNERS LP

SPH|864482104

Shares:1.2K

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$154.6M)

464287804

IJR|464287804

Shares:237

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$154.6M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:200

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$154.6M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:1.1K

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$154.6M)

81369Y704

Shares:187

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$154.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$154.6M)	QoQ -0.10% (-$30) YoY -24.04% (-$9.4K)
TIDEWATER INC(TDWcusip88642R109)	700	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$154.6M)	QoQ -22.73% (-$8.7K) YoY -54.05% (-$34.8K)
UNITED FIRE GROUP INC(UFCScusip910340108)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$29.5K	0.0% ($29.5K/$154.6M)	QoQ +3.55% (+$1.0K) YoY +35.32% (+$7.7K)
Vistra Corp.(VSTcusip92840M102)	250	QoQ +25.00% (+50) YoY NEW(+250)	All Managers (Combined)	$29.4K	0.0% ($29.4K/$154.6M)	QoQ +6.47% (+$1.8K) YoY NEW(+$29.4K)
MFS MULTIMARKET INCOME TRUST(MMTcusip552737108)	6.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$154.6M)	QoQ -0.85% (-$250) YoY +0.43% (+$126)
ESSA Bancorp, Inc.(ESSAcusip29667D104)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$28.3K	0.0% ($28.3K/$154.6M)	QoQ -3.33% (-$975) YoY +3.40% (+$930)
BlackRock Energy & Resources Trust(BGRcusip09250U101)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$27.2K	0.0% ($27.2K/$154.6M)	QoQ +7.69% (+$1.9K) YoY +2.49% (+$660)
International Seaways, Inc.(INSWcusipY41053102)	800	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$154.6M)	QoQ -7.62% (-$2.2K) YoY -37.59% (-$16.0K)
NASDAQ, INC.(NDAQcusip631103108)	350	QoQ 0.00% (-0) YoY NEW(+350)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$154.6M)	QoQ -1.87% (-$508) YoY NEW(+$26.6K)
Phillips 66(PSXcusip718546104)	215	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$26.5K	0.0% ($26.5K/$154.6M)	QoQ +8.38% (+$2.1K) YoY -24.40% (-$8.6K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	700	QoQ 0.00% (-0) YoY -64.02% (-1.2K)	All Managers (Combined)	$26.5K	0.0% ($26.5K/$154.6M)	QoQ -0.57% (-$154) YoY -71.03% (-$65.0K)
KELLY SERVICES INC(KELYAcusip488152208)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$26.3K	0.0% ($26.3K/$154.6M)	QoQ -5.52% (-$1.5K) YoY -47.40% (-$23.7K)
ARGAN INC(AGXcusip04010E109)	200	QoQ -33.33% (-100) YoY -50.00% (-200)	All Managers (Combined)	$26.2K	0.0% ($26.2K/$154.6M)	QoQ -36.18% (-$14.9K) YoY +29.76% (-$6.0K)
BRT Apartments Corp.(BRTcusip055645303)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$25.5K	0.0% ($25.5K/$154.6M)	QoQ -5.71% (-$1.5K) YoY +1.19% (+$300)
FLEXIBLE SOLUTIONS INTERNATIONAL INC(FSIcusip33938T104)	5.0K	QoQ 0.00% (+0) YoY NEW(+5.0K)	All Managers (Combined)	$25.3K	0.0% ($25.3K/$154.6M)	QoQ +39.88% (+$7.2K) YoY NEW(+$25.3K)
SUBURBAN PROPANE PARTNERS LP(SPHcusip864482104)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.2K	0.0% ($25.2K/$154.6M)	QoQ +22.15% (+$4.6K) YoY +2.83% (+$696)
(IJRcusip464287804)	237	QoQ 0.00% (-0) YoY +0.85% (-2)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$154.6M)	QoQ -9.09% (-$2.5K) YoY -4.31% (-$1.1K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	200	QoQ 0.00% (+0) YoY -50.00% (-200)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$154.6M)	QoQ +13.09% (+$2.9K) YoY -39.96% (-$16.5K)
ARES CAPITAL CORP(ARCCcusip04010L103)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.6K	0.0% ($24.6K/$154.6M)	QoQ +1.23% (+$300) YoY +6.43% (+$1.5K)
(cusip81369Y704)✕	187	QoQ +0.53% (-1) YoY +15.43% (+25)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$154.6M)	QoQ -0.32% (-$80) YoY +20.00% (+$4.1K)