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,
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  "TDW",
  "EGY",
  null,
  "LAC.TO",
  null,
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  null,
  null,
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  null,
  null,
  "VPV",
  "MPC",
  "SRL",
  "MA",
  "MDT",
  "MSFT",
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  "HLX",
  "HEI",
  "HIG",
  "HES",
  null,
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  null,
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  null,
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  "IJR",
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
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  "PRU",
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  "PG",
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  "RELY",
  null,
  null,
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  "O",
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  null,
  null,
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  "CI",
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  "VNQ",
  "VO",
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  "VNRX",
  "PSFE",
  "VOE",
  "OFLX",
  "SCHW",
  "SD",
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  "GROW",
  "EXK",
  "PAG",
  "SPH",
  null,
  null,
  null,
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  null,
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  "VIG",
  null,
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  null,
  null,
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  null,
  null,
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  "PBF",
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  "SONY",
  "X",
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  "DOV",
  "TAP",
  "IP",
  "F",
  null,
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  "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",
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  "HQH",
  "PB",
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  "SCI",
  null,
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  "PTEN",
  "DIA",
  null,
  null,
  null,
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  "GEV",
  null,
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  "SPYV",
  null,
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  null,
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  "BAC",
  "BTE",
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  "KO",
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  "COST",
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  "FANG",
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  null,
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  "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

Page 12 of 19

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464287291

Shares:266

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$154.6M)

FORD MOTOR CO

F|345370860

Shares:2.0K

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$154.6M)

464287226

Shares:200

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$154.6M)

GULF ISLAND FABRICATION INC

GIFI|402307102

Shares:3.0K

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$154.6M)

MidCap Financial Investment Corp

MFIC|03761U502

Shares:1.5K

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$154.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:81

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$154.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:173

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$154.6M)

Yext, Inc.

YEXT|98585N106

Shares:3.0K

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$154.6M)

Broadcom Inc.

AVGO|11135F101

Shares:110

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$154.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:306

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$154.6M)

PubMatic, Inc.

PUBM|74467Q103

Shares:2.0K

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$154.6M)

abrdn Platinum ETF Trust

PPLT|003260106

Shares:200

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$154.6M)

DAKTRONICS INC /SD/

DAKT|234264109

Shares:1.5K

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$154.6M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:350

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$154.6M)

Patria Investments Ltd

PAX|G69451105

Shares:1.6K

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$154.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:207

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$154.6M)

Y8900D108

Shares:7.0K

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$154.6M)

HELIX ENERGY SOLUTIONS GROUP INC

HLX|42330P107

Shares:2.0K

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$154.6M)

ARBOR REALTY TRUST INC

ABR|038923108

Shares:1.4K

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$154.6M)

PROSPECT CAPITAL CORP

PSEC|74348T102

Shares:4.0K

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$154.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287291)✕	266	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$154.6M)	QoQ -10.63% (-$2.4K) YoY +1.24% (+$248)
FORD MOTOR CO(Fcusip345370860)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$154.6M)	QoQ +1.31% (+$260) YoY NEW(+$20.1K)
(cusip464287226)✕	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$154.6M)	QoQ +2.08% (+$404) YoY +1.00% (+$196)
GULF ISLAND FABRICATION INC(GIFIcusip402307102)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$154.6M)	QoQ -5.13% (-$1.1K) YoY -12.10% (-$2.7K)
MidCap Financial Investment Corp(MFICcusip03761U502)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$154.6M)	QoQ -4.67% (-$945) YoY -14.49% (-$3.3K)
UNION PACIFIC CORP(UNPcusip907818108)	81	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$154.6M)	QoQ +3.59% (+$664) YoY -3.94% (-$785)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	173	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$154.6M)	QoQ +18.47% (+$2.9K) YoY +26.91% (+$4.0K)
Yext, Inc.(YEXTcusip98585N106)	3.0K	QoQ 0.00% (-0) YoY +200.00% (+2.0K)	All Managers (Combined)	$18.5K	0.0% ($18.5K/$154.6M)	QoQ -3.14% (-$600) YoY +206.46% (+$12.4K)
Broadcom Inc.(AVGOcusip11135F101)	110	QoQ 0.00% (-0) YoY +900.00% (+99)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$154.6M)	QoQ -27.78% (-$7.1K) YoY +26.31% (+$3.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	306	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$154.6M)	QoQ +14.78% (+$2.4K) YoY +37.59% (+$5.0K)
PubMatic, Inc.(PUBMcusip74467Q103)	2.0K	QoQ 0.00% (-0) YoY +100.00% (-1.0K)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$154.6M)	QoQ -37.78% (-$11.1K) YoY -22.93% (-$5.4K)
abrdn Platinum ETF Trust(PPLTcusip003260106)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$154.6M)	QoQ +10.01% (+$1.7K) YoY +9.35% (+$1.6K)
DAKTRONICS INC /SD/(DAKTcusip234264109)	1.5K	QoQ 0.00% (-0) YoY -25.00% (-500)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$154.6M)	QoQ -27.75% (-$7.0K) YoY -8.28% (-$1.6K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	350	QoQ -43.54% (-270) YoY -43.54% (-270)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$154.6M)	QoQ -38.98% (-$11.6K) YoY -26.14% (-$6.4K)
Patria Investments Ltd(PAXcusipG69451105)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$154.6M)	QoQ -2.92% (-$544) YoY NEW(+$18.1K)
Palantir Technologies Inc.(PLTRcusip69608A108)	207	QoQ 0.00% (+0) YoY NEW(+207)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$154.6M)	QoQ +11.60% (+$1.8K) YoY NEW(+$17.5K)
(cusipY8900D108)✕	7.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$154.6M)	QoQ -11.79% (-$2.3K) YoY -53.84% (-$20.2K)
HELIX ENERGY SOLUTIONS GROUP INC(HLXcusip42330P107)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$154.6M)	QoQ -10.83% (-$2.0K) YoY -23.33% (-$5.1K)
ARBOR REALTY TRUST INC(ABRcusip038923108)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$154.6M)	QoQ -15.16% (-$2.9K) YoY -11.32% (-$2.1K)
PROSPECT CAPITAL CORP(PSECcusip74348T102)	4.0K	QoQ 0.00% (-0) YoY +33.33% (-1.0K)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$154.6M)	QoQ -4.87% (-$840) YoY -0.96% (-$160)