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",
  "MPC",
  "SRL",
  "MA",
  "MDT",
  "MSFT",
  "ENPH",
  "NDAQ",
  "HLX",
  "HEI",
  "HIG",
  "HES",
  null,
  "OXY",
  null,
  "PAI",
  null,
  "ZIM",
  "AMP",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  "IJK",
  null,
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MPW",
  "AMGN",
  "RELY",
  null,
  null,
  "SLB",
  "ROP",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "IBM",
  "CI",
  "TXN",
  "UAL",
  "UNM",
  "UPS",
  "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,
  "MTH",
  "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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Lantheus Holdings, Inc.

LNTH|516544103

Shares:250

Value:$24.4K

% of Portfolio:0.0% ($24.4K/$154.6M)

PAYCHEX INC

PAYX|704326107

Shares:157

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$154.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:132

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$154.6M)

81369Y852

Shares:243

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$154.6M)

464289867

Shares:406

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$154.6M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:48

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$154.6M)

464287309

IVW|464287309

Shares:250

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$154.6M)

GE Vernova Inc.

GEV|36828A101

Shares:75

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$154.6M)

Y27183600

Shares:1.0K

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$154.6M)

78464A821

Shares:286

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$154.6M)

BAYTEX ENERGY CORP.

BTE|07317Q105

Shares:10.0K

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$154.6M)

165167735

Shares:200

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$154.6M)

Marathon Petroleum Corp

MPC|56585A102

Shares:150

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$154.6M)

80004C200

Shares:450

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$154.6M)

ENDEAVOUR SILVER CORP

EXK|29258Y103

Shares:5.0K

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$154.6M)

78464A201

Shares:255

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$154.6M)

DHT Holdings, Inc.

DHT|Y2065G121

Shares:2.0K

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$154.6M)

FUEL TECH, INC.

FTEK|359523107

Shares:20.0K

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$154.6M)

MAGNACHIP SEMICONDUCTOR Corp

MX|55933J203

Shares:6.0K

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$154.6M)

SHORE BANCSHARES INC

SHBI|825107105

Shares:1.5K

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$154.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Lantheus Holdings, Inc.(LNTHcusip516544103)	250	QoQ +25.00% (+50) YoY +25.00% (+50)	All Managers (Combined)	$24.4K	0.0% ($24.4K/$154.6M)	QoQ +36.37% (+$6.5K) YoY +96.01% (+$12.0K)
PAYCHEX INC(PAYXcusip704326107)	157	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$154.6M)	QoQ +10.02% (+$2.2K) YoY +25.63% (+$4.9K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	132	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$23.7K	0.0% ($23.7K/$154.6M)	QoQ +0.55% (+$130) YoY +20.42% (+$4.0K)
(cusip81369Y852)✕	243	QoQ +161.29% (+150) YoY NEW(+243)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$154.6M)	QoQ +160.32% (+$14.4K) YoY NEW(+$23.4K)
(cusip464289867)✕	406	QoQ +9.43% (+35) YoY +19.76% (+67)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$154.6M)	QoQ +9.90% (+$2.1K) YoY +23.85% (+$4.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	48	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$154.6M)	QoQ -9.07% (-$2.3K) YoY +10.41% (+$2.2K)
(IVWcusip464287309)	250	QoQ 0.00% (-0) YoY -82.00% (-1.1K)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$154.6M)	QoQ -8.56% (-$2.2K) YoY -80.21% (-$94.1K)
GE Vernova Inc.(GEVcusip36828A101)	75	QoQ NEW(+75) YoY NEW(+75)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$154.6M)	QoQ NEW(+$22.9K) YoY NEW(+$22.9K)
(cusipY27183600)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$154.6M)	QoQ +4.67% (+$1.0K) YoY +12.56% (+$2.5K)
(cusip78464A821)✕	286	QoQ 0.00% (-0) YoY +0.70% (-2)	All Managers (Combined)	$22.7K	0.0% ($22.7K/$154.6M)	QoQ -8.38% (-$2.1K) YoY -8.15% (-$2.0K)
BAYTEX ENERGY CORP.(BTEcusip07317Q105)	10.0K	QoQ 0.00% (-0) YoY +100.00% (+5.0K)	All Managers (Combined)	$22.3K	0.0% ($22.3K/$154.6M)	QoQ -13.56% (-$3.5K) YoY +22.86% (+$4.2K)
(cusip165167735)✕	200	QoQ 0.00% (+0) YoY NEW(+200)	All Managers (Combined)	$22.3K	0.0% ($22.3K/$154.6M)	QoQ +11.82% (+$2.4K) YoY NEW(+$22.3K)
Marathon Petroleum Corp(MPCcusip56585A102)	150	QoQ -50.00% (-150) YoY -62.50% (-250)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$154.6M)	QoQ -47.78% (-$20.0K) YoY -72.88% (-$58.7K)
(cusip80004C200)✕	450	QoQ NEW(+450) YoY NEW(+450)	All Managers (Combined)	$21.4K	0.0% ($21.4K/$154.6M)	QoQ NEW(+$21.4K) YoY NEW(+$21.4K)
ENDEAVOUR SILVER CORP(EXKcusip29258Y103)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.4K	0.0% ($21.4K/$154.6M)	QoQ +16.66% (+$3.0K) YoY +77.17% (+$9.3K)
(cusip78464A201)✕	255	QoQ 0.00% (-0) YoY +1.19% (-3)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$154.6M)	QoQ -7.90% (-$1.8K) YoY -3.63% (-$800)
DHT Holdings, Inc.(DHTcusipY2065G121)	2.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$154.6M)	QoQ +13.02% (+$2.4K) YoY -8.69% (-$2.0K)
FUEL TECH, INC.(FTEKcusip359523107)	20.0K	QoQ 0.00% (+0) YoY +100.00% (+10.0K)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$154.6M)	QoQ 0.00% (+$0) YoY +73.55% (+$8.9K)
MAGNACHIP SEMICONDUCTOR Corp(MXcusip55933J203)	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$154.6M)	QoQ -14.67% (-$3.5K) YoY NEW(+$20.6K)
SHORE BANCSHARES INC(SHBIcusip825107105)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$154.6M)	QoQ -14.57% (-$3.5K) YoY +17.73% (+$3.1K)