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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ENBRIDGE INC

ENB|29250N105

Shares:2.2K

Value:$98.5K

% of Portfolio:0.1% ($98.5K/$154.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:932

Value:$97.9K

% of Portfolio:0.1% ($97.9K/$154.6M)

464287606

IJK|464287606

Shares:1.1K

Value:$93.8K

% of Portfolio:0.1% ($93.8K/$154.6M)

464287176

Shares:843

Value:$93.6K

% of Portfolio:0.1% ($93.6K/$154.6M)

Perma-Pipe International Holdings, Inc.

PPIH|714167103

Shares:7.2K

Value:$89.5K

% of Portfolio:0.1% ($89.5K/$154.6M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:1.3K

Value:$87.7K

% of Portfolio:0.1% ($87.7K/$154.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.4K

Value:$87.4K

% of Portfolio:0.1% ($87.4K/$154.6M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:1.0K

Value:$86.9K

% of Portfolio:0.1% ($86.9K/$154.6M)

PHOTRONICS INC

PLAB|719405102

Shares:4.0K

Value:$83.0K

% of Portfolio:0.1% ($83.0K/$154.6M)

PREFORMED LINE PRODUCTS CO

PLPC|740444104

Shares:580

Value:$81.3K

% of Portfolio:0.1% ($81.3K/$154.6M)

PENSKE AUTOMOTIVE GROUP, INC.

PAG|70959W103

Shares:550

Value:$79.2K

% of Portfolio:0.1% ($79.2K/$154.6M)

922908629

VO|922908629

Shares:303

Value:$78.4K

% of Portfolio:0.1% ($78.4K/$154.6M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:700

Value:$78.2K

% of Portfolio:0.1% ($78.2K/$154.6M)

Energy Transfer LP

ET|29273V100

Shares:4.2K

Value:$77.9K

% of Portfolio:0.1% ($77.9K/$154.6M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:2.6K

Value:$74.9K

% of Portfolio:0.0% ($74.9K/$154.6M)

464287507

IJH|464287507

Shares:1.3K

Value:$74.6K

% of Portfolio:0.0% ($74.6K/$154.6M)

81369Y803

XLK|81369Y803

Shares:361

Value:$74.5K

% of Portfolio:0.0% ($74.5K/$154.6M)

FRIEDMAN INDUSTRIES INC

FRD|358435105

Shares:5.0K

Value:$74.5K

% of Portfolio:0.0% ($74.5K/$154.6M)

NORTHWEST PIPE CO

NWPX|667746101

Shares:1.8K

Value:$74.3K

% of Portfolio:0.0% ($74.3K/$154.6M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:1.2K

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$154.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ENBRIDGE INC(ENBcusip29250N105)	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$98.5K	0.1% ($98.5K/$154.6M)	QoQ +4.43% (+$4.2K) YoY +22.47% (+$18.1K)
CONOCOPHILLIPS(COPcusip20825C104)	932	QoQ 0.00% (+0) YoY +41.64% (+274)	All Managers (Combined)	$97.9K	0.1% ($97.9K/$154.6M)	QoQ +5.91% (+$5.5K) YoY +16.92% (+$14.2K)
(IJKcusip464287606)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$93.8K	0.1% ($93.8K/$154.6M)	QoQ -8.41% (-$8.6K) YoY -8.73% (-$9.0K)
(cusip464287176)✕	843	QoQ 0.00% (+0) YoY -66.06% (-1.6K)	All Managers (Combined)	$93.6K	0.1% ($93.6K/$154.6M)	QoQ +4.26% (+$3.8K) YoY -64.89% (-$173.1K)
Perma-Pipe International Holdings, Inc.(PPIHcusip714167103)	7.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$89.5K	0.1% ($89.5K/$154.6M)	QoQ -16.85% (-$18.1K) YoY +57.34% (+$32.6K)
United Airlines Holdings, Inc.(UALcusip910047109)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$87.7K	0.1% ($87.7K/$154.6M)	QoQ -28.88% (-$35.6K) YoY +44.21% (+$26.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.4K	QoQ 0.00% (+0) YoY -41.87% (-1.0K)	All Managers (Combined)	$87.4K	0.1% ($87.4K/$154.6M)	QoQ +4.24% (+$3.6K) YoY -28.14% (-$34.2K)
MICRON TECHNOLOGY INC(MUcusip595112103)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$86.9K	0.1% ($86.9K/$154.6M)	QoQ +3.24% (+$2.7K) YoY -26.29% (-$31.0K)
PHOTRONICS INC(PLABcusip719405102)	4.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$83.0K	0.1% ($83.0K/$154.6M)	QoQ -11.88% (-$11.2K) YoY -26.69% (-$30.2K)
PREFORMED LINE PRODUCTS CO(PLPCcusip740444104)	580	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$81.3K	0.1% ($81.3K/$154.6M)	QoQ +9.62% (+$7.1K) YoY +8.87% (+$6.6K)
PENSKE AUTOMOTIVE GROUP, INC.(PAGcusip70959W103)	550	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$79.2K	0.1% ($79.2K/$154.6M)	QoQ -5.54% (-$4.7K) YoY -11.11% (-$9.9K)
(VOcusip922908629)	303	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$78.4K	0.1% ($78.4K/$154.6M)	QoQ -2.08% (-$1.7K) YoY +3.50% (+$2.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	700	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$78.2K	0.1% ($78.2K/$154.6M)	QoQ -5.77% (-$4.8K) YoY -4.87% (-$4.0K)
Energy Transfer LP(ETcusip29273V100)	4.2K	QoQ -7.72% (-351) YoY 0.00% (+0)	All Managers (Combined)	$77.9K	0.1% ($77.9K/$154.6M)	QoQ -12.43% (-$11.1K) YoY +18.18% (+$12.0K)
KINDER MORGAN, INC.(KMIcusip49456B101)	2.6K	QoQ +0.84% (+22) YoY +367.25% (+2.1K)	All Managers (Combined)	$74.9K	0.0% ($74.9K/$154.6M)	QoQ +4.99% (+$3.6K) YoY +626.82% (+$64.6K)
(IJHcusip464287507)	1.3K	QoQ +0.07% (-1) YoY +0.31% (-4)	All Managers (Combined)	$74.6K	0.0% ($74.6K/$154.6M)	QoQ -6.29% (-$5.0K) YoY -3.61% (-$2.8K)
(XLKcusip81369Y803)	361	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$74.5K	0.0% ($74.5K/$154.6M)	QoQ -11.19% (-$9.4K) YoY -0.85% (-$646)
FRIEDMAN INDUSTRIES INC(FRDcusip358435105)	5.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$74.5K	0.0% ($74.5K/$154.6M)	QoQ -2.61% (-$2.0K) YoY -20.54% (-$19.3K)
NORTHWEST PIPE CO(NWPXcusip667746101)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$74.3K	0.0% ($74.3K/$154.6M)	QoQ -14.42% (-$12.5K) YoY +19.08% (+$11.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$73.2K	0.0% ($73.2K/$154.6M)	QoQ +7.83% (+$5.3K) YoY +12.46% (+$8.1K)