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,
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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",
  "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,
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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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  "RFIL",
  "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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  "GS",
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  null,
  null,
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  "O",
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  null,
  null,
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  "VOE",
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  "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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  "X",
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  "DOV",
  "TAP",
  "IP",
  "F",
  null,
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  "CMRE",
  "FSI",
  "FOA",
  "GIFI",
  null,
  null,
  null,
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  "KELYA",
  "NBN",
  "AMZN",
  "NEA",
  "CLF",
  "IVE",
  "LUV",
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HBAN",
  null,
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  "VLO",
  "VALE",
  "VAL",
  null,
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  "VGAS",
  "VTRS",
  "V",
  "VST",
  "WMT",
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  "WFC",
  "WMB",
  "XMTR",
  "XEL",
  "YEXT",
  "YUMC",
  "YUM",
  null,
  null,
  null,
  "GNK",
  "ORN",
  "SCHD",
  "ET",
  "SCHG",
  "LVS",
  "KIM",
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  "SCI",
  null,
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  "DIA",
  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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  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
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  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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RICHARDSON ELECTRONICS, LTD.

RELL|763165107

Shares:5.3K

Value:$59.1K

% of Portfolio:0.0% ($59.1K/$154.6M)

Meta Platforms, Inc.

META|30303M102

Shares:101

Value:$58.2K

% of Portfolio:0.0% ($58.2K/$154.6M)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:5.0K

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$154.6M)

Shell plc

SHEL|780259305

Shares:770

Value:$56.4K

% of Portfolio:0.0% ($56.4K/$154.6M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:1.4K

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$154.6M)

464288646

Shares:1.0K

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$154.6M)

DOVER Corp

DOV|260003108

Shares:300

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$154.6M)

VAALCO ENERGY INC /DE/

EGY|91851C201

Shares:14.0K

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$154.6M)

EOG RESOURCES INC

EOG|26875P101

Shares:406

Value:$52.1K

% of Portfolio:0.0% ($52.1K/$154.6M)

806882106

Shares:1.8K

Value:$52.0K

% of Portfolio:0.0% ($52.0K/$154.6M)

81369Y209

Shares:355

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$154.6M)

922908744

VTV|922908744

Shares:300

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$154.6M)

Sony Group Corp

SONY|835699307

Shares:2.0K

Value:$50.9K

% of Portfolio:0.0% ($50.9K/$154.6M)

808524797

SCHD|808524797

Shares:1.8K

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$154.6M)

Unum Group

UNM|91529Y106

Shares:600

Value:$48.9K

% of Portfolio:0.0% ($48.9K/$154.6M)

78464A763

SDY|78464A763

Shares:360

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$154.6M)

Y00408107

Shares:2.5K

Value:$48.1K

% of Portfolio:0.0% ($48.1K/$154.6M)

KIMCO REALTY CORP

KIM|49446R109

Shares:2.2K

Value:$47.2K

% of Portfolio:0.0% ($47.2K/$154.6M)

66405S100

NBN|66405S100

Shares:500

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$154.6M)

M/I HOMES, INC.

MHO|55305B101

Shares:400

Value:$45.7K

% of Portfolio:0.0% ($45.7K/$154.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RICHARDSON ELECTRONICS, LTD.(RELLcusip763165107)	5.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$59.1K	0.0% ($59.1K/$154.6M)	QoQ -20.45% (-$15.2K) YoY +21.17% (+$10.3K)
Meta Platforms, Inc.(METAcusip30303M102)	101	QoQ -12.93% (-15) YoY 0.00% (+0)	All Managers (Combined)	$58.2K	0.0% ($58.2K/$154.6M)	QoQ -14.29% (-$9.7K) YoY +18.69% (+$9.2K)
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$154.6M)	QoQ -1.20% (-$700) YoY +0.52% (+$300)
Shell plc(SHELcusip780259305)	770	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$56.4K	0.0% ($56.4K/$154.6M)	QoQ +16.96% (+$8.2K) YoY +9.30% (+$4.8K)
WESTERN DIGITAL CORP(WDCcusip958102105)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$54.6K	0.0% ($54.6K/$154.6M)	QoQ -32.19% (-$25.9K) YoY -40.75% (-$37.5K)
(cusip464288646)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$54.5K	0.0% ($54.5K/$154.6M)	QoQ +1.29% (+$697) YoY +2.12% (+$1.1K)
DOVER Corp(DOVcusip260003108)	300	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$52.7K	0.0% ($52.7K/$154.6M)	QoQ -6.35% (-$3.6K) YoY -0.85% (-$453)
VAALCO ENERGY INC /DE/(EGYcusip91851C201)	14.0K	QoQ +16.66% (+2.0K) YoY +16.66% (-2.0K)	All Managers (Combined)	$52.6K	0.0% ($52.6K/$154.6M)	QoQ +0.38% (+$200) YoY -37.06% (-$31.0K)
EOG RESOURCES INC(EOGcusip26875P101)	406	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$52.1K	0.0% ($52.1K/$154.6M)	QoQ +4.61% (+$2.3K) YoY +0.31% (+$162)
(cusip806882106)✕	1.8K	QoQ 0.00% (+0) YoY +260.00% (+1.3K)	All Managers (Combined)	$52.0K	0.0% ($52.0K/$154.6M)	QoQ +89.75% (+$24.6K) YoY +392.03% (+$41.4K)
(cusip81369Y209)✕	355	QoQ -5.33% (-20) YoY +5.02% (+17)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$154.6M)	QoQ +0.47% (-$245) YoY +3.80% (+$1.9K)
(VTVcusip922908744)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$154.6M)	QoQ +2.03% (+$1.0K) YoY +6.06% (+$3.0K)
Sony Group Corp(SONYcusip835699307)	2.0K	QoQ 0.00% (+0) YoY +400.00% (+1.6K)	All Managers (Combined)	$50.9K	0.0% ($50.9K/$154.6M)	QoQ +19.99% (+$8.5K) YoY +48.06% (+$16.5K)
(SCHDcusip808524797)	1.8K	QoQ 0.00% (+0) YoY +200.00% (+1.2K)	All Managers (Combined)	$50.3K	0.0% ($50.3K/$154.6M)	QoQ +2.34% (+$1.2K) YoY +4.03% (+$1.9K)
Unum Group(UNMcusip91529Y106)	600	QoQ 0.00% (+0) YoY -70.98% (-1.5K)	All Managers (Combined)	$48.9K	0.0% ($48.9K/$154.6M)	QoQ +11.54% (+$5.1K) YoY -55.95% (-$62.1K)
(SDYcusip78464A763)	360	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$48.8K	0.0% ($48.8K/$154.6M)	QoQ +2.71% (+$1.3K) YoY +3.38% (+$1.6K)
(cusipY00408107)✕	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$48.1K	0.0% ($48.1K/$154.6M)	QoQ +4.79% (+$2.2K) YoY NEW(+$48.1K)
KIMCO REALTY CORP(KIMcusip49446R109)	2.2K	QoQ -25.81% (-774) YoY -73.13% (-6.1K)	All Managers (Combined)	$47.2K	0.0% ($47.2K/$154.6M)	QoQ -32.75% (-$23.0K) YoY -70.90% (-$115.1K)
(NBNcusip66405S100)	500	QoQ -16.66% (-100) YoY -28.57% (-200)	All Managers (Combined)	$45.8K	0.0% ($45.8K/$154.6M)	QoQ -16.83% (-$9.3K) YoY +18.15% (-$7.0K)
M/I HOMES, INC.(MHOcusip55305B101)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$45.7K	0.0% ($45.7K/$154.6M)	QoQ -14.11% (-$7.5K) YoY -16.22% (-$8.8K)