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",
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  "PLAB",
  "MHO",
  "FNDA",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  null,
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  null,
  null,
  "AXP",
  null,
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  "JOE",
  "ARRY",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "MFIC",
  "LOW",
  "ABR",
  "AGX",
  "ARCC",
  "BBDC",
  "BSX",
  null,
  null,
  null,
  "COF",
  "CMI",
  "NAD",
  "NNDM",
  "OPRA",
  "PAGP",
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  "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,
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  "SIL",
  "FRD",
  "GLP",
  "ACI",
  null,
  "AMAT",
  "EMR",
  "META",
  null,
  "MX",
  "LCTX",
  "LSTA",
  "NATR",
  "NL",
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  "IVW",
  "PPIH",
  "IJH",
  null,
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  "RELL",
  null,
  null,
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  null,
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  "EGY",
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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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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  null,
  null,
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  "O",
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  null,
  null,
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  "EXK",
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  "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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  "X",
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  "TAP",
  "IP",
  "F",
  null,
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  "CMRE",
  "FSI",
  "FOA",
  "GIFI",
  null,
  null,
  null,
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  "NBN",
  "AMZN",
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  "CLF",
  "IVE",
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  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  "VLO",
  "VALE",
  "VAL",
  null,
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  "V",
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  "WMB",
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  "XEL",
  "YEXT",
  "YUMC",
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  null,
  null,
  null,
  "GNK",
  "ORN",
  "SCHD",
  "ET",
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  null,
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  "PTEN",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
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  "PM",
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  null,
  "MO",
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  "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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GENWORTH FINANCIAL INC

GNW|37247D106

Shares:10.3K

Value:$73.0K

% of Portfolio:0.0% ($73.0K/$154.6M)

REALTY INCOME CORP

O|756109104

Shares:1.3K

Value:$72.5K

% of Portfolio:0.0% ($72.5K/$154.6M)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:5.0K

Value:$71.7K

% of Portfolio:0.0% ($71.7K/$154.6M)

921932844

Shares:770

Value:$70.9K

% of Portfolio:0.0% ($70.9K/$154.6M)

Danaos Corp

DAC|Y1968P121

Shares:900

Value:$70.2K

% of Portfolio:0.0% ($70.2K/$154.6M)

921932869

Shares:673

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$154.6M)

92204A504

VHT|92204A504

Shares:259

Value:$68.6K

% of Portfolio:0.0% ($68.6K/$154.6M)

Iridium Communications Inc.

IRDM|46269C102

Shares:2.5K

Value:$68.3K

% of Portfolio:0.0% ($68.3K/$154.6M)

921908844

VIG|921908844

Shares:350

Value:$67.9K

% of Portfolio:0.0% ($67.9K/$154.6M)

YUM BRANDS INC

YUM|988498101

Shares:430

Value:$67.7K

% of Portfolio:0.0% ($67.7K/$154.6M)

CAMDEN PROPERTY TRUST

CPT|133131102

Shares:550

Value:$67.3K

% of Portfolio:0.0% ($67.3K/$154.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:250

Value:$67.3K

% of Portfolio:0.0% ($67.3K/$154.6M)

81369Y605

Shares:1.3K

Value:$66.2K

% of Portfolio:0.0% ($66.2K/$154.6M)

Cigna Group

CI|125523100

Shares:200

Value:$65.8K

% of Portfolio:0.0% ($65.8K/$154.6M)

922908363

VOO|922908363

Shares:128

Value:$65.8K

% of Portfolio:0.0% ($65.8K/$154.6M)

37954Y855

Shares:1.7K

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$154.6M)

81369Y886

Shares:785

Value:$61.9K

% of Portfolio:0.0% ($61.9K/$154.6M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:5.5K

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$154.6M)

Philip Morris International Inc.

PM|718172109

Shares:379

Value:$60.2K

% of Portfolio:0.0% ($60.2K/$154.6M)

CATERPILLAR INC

CAT|149123101

Shares:180

Value:$59.4K

% of Portfolio:0.0% ($59.4K/$154.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENWORTH FINANCIAL INC(GNWcusip37247D106)	10.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$73.0K	0.0% ($73.0K/$154.6M)	QoQ +1.43% (+$1.0K) YoY +10.26% (+$6.8K)
REALTY INCOME CORP(Ocusip756109104)	1.3K	QoQ -3.84% (-50) YoY -45.17% (-1.0K)	All Managers (Combined)	$72.5K	0.0% ($72.5K/$154.6M)	QoQ +4.43% (-$3.1K) YoY -41.21% (-$50.8K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	5.0K	QoQ 0.00% (+0) YoY +6.38% (+300)	All Managers (Combined)	$71.7K	0.0% ($71.7K/$154.6M)	QoQ +11.50% (+$7.4K) YoY +0.29% (+$213)
(cusip921932844)✕	770	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$70.9K	0.0% ($70.9K/$154.6M)	QoQ -3.67% (-$2.7K) YoY +1.36% (+$957)
Danaos Corp(DACcusipY1968P121)	900	QoQ 0.00% (-0) YoY +12.50% (+100)	All Managers (Combined)	$70.2K	0.0% ($70.2K/$154.6M)	QoQ -2.54% (-$1.8K) YoY +21.58% (+$12.5K)
(cusip921932869)✕	673	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$154.6M)	QoQ -8.44% (-$6.4K) YoY -9.06% (-$6.9K)
(VHTcusip92204A504)	259	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$68.6K	0.0% ($68.6K/$154.6M)	QoQ +4.35% (+$2.9K) YoY -2.14% (-$1.5K)
Iridium Communications Inc.(IRDMcusip46269C102)	2.5K	QoQ 0.00% (-0) YoY +13.63% (+300)	All Managers (Combined)	$68.3K	0.0% ($68.3K/$154.6M)	QoQ -5.85% (-$4.3K) YoY +18.67% (+$10.7K)
(VIGcusip921908844)	350	QoQ 0.00% (-0) YoY -46.15% (-300)	All Managers (Combined)	$67.9K	0.0% ($67.9K/$154.6M)	QoQ -0.93% (-$644) YoY -42.79% (-$50.8K)
YUM BRANDS INC(YUMcusip988498101)	430	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$67.7K	0.0% ($67.7K/$154.6M)	QoQ +17.29% (+$10.0K) YoY +13.49% (+$8.0K)
CAMDEN PROPERTY TRUST(CPTcusip133131102)	550	QoQ 0.00% (+0) YoY -42.10% (-400)	All Managers (Combined)	$67.3K	0.0% ($67.3K/$154.6M)	QoQ +5.39% (+$3.4K) YoY -28.04% (-$26.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	250	QoQ 0.00% (-0) YoY NEW(+250)	All Managers (Combined)	$67.3K	0.0% ($67.3K/$154.6M)	QoQ -9.34% (-$6.9K) YoY NEW(+$67.3K)
(cusip81369Y605)✕	1.3K	QoQ +0.15% (+2) YoY +40.88% (+386)	All Managers (Combined)	$66.2K	0.0% ($66.2K/$154.6M)	QoQ +3.16% (+$2.0K) YoY +66.63% (+$26.5K)
Cigna Group(CIcusip125523100)	200	QoQ 0.00% (+0) YoY -40.29% (-135)	All Managers (Combined)	$65.8K	0.0% ($65.8K/$154.6M)	QoQ +19.14% (+$10.6K) YoY -45.91% (-$55.9K)
(VOOcusip922908363)	128	QoQ 0.00% (-0) YoY -17.41% (-27)	All Managers (Combined)	$65.8K	0.0% ($65.8K/$154.6M)	QoQ -4.62% (-$3.2K) YoY -11.77% (-$8.8K)
(cusip37954Y855)✕	1.7K	QoQ -33.32% (-842) YoY -67.63% (-3.5K)	All Managers (Combined)	$65.4K	0.0% ($65.4K/$154.6M)	QoQ -36.55% (-$37.7K) YoY -72.27% (-$170.4K)
(cusip81369Y886)✕	785	QoQ 0.00% (+0) YoY -9.77% (-85)	All Managers (Combined)	$61.9K	0.0% ($61.9K/$154.6M)	QoQ +4.17% (+$2.5K) YoY +8.37% (-$4.8K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	5.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$154.6M)	QoQ -0.70% (-$440) YoY +1.17% (+$715)
Philip Morris International Inc.(PMcusip718172109)	379	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$60.2K	0.0% ($60.2K/$154.6M)	QoQ +31.89% (+$14.5K) YoY +73.24% (+$25.4K)
CATERPILLAR INC(CATcusip149123101)	180	QoQ -20.70% (-47) YoY -17.80% (-39)	All Managers (Combined)	$59.4K	0.0% ($59.4K/$154.6M)	QoQ -28.01% (-$23.1K) YoY -26.13% (-$21.0K)