Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 615
Total Value: 409329124
Accession Number: 0001398344-25-009151
Form Type: 13F-HR
CIK: founders-financial-alliance
Manager Name: Founders-Financial-Alliance

Data Enrichment

54% identified

335 identified280 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

615 positions • $409.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNITED BANCORP INC /OH/

UBCP|909911109

Shares:35.7K

Value:$479.2K

% of Portfolio:0.1% ($479.2K/$409.3M)

464287622

IWB|464287622

Shares:1.6K

Value:$478.5K

% of Portfolio:0.1% ($478.5K/$409.3M)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:41.1K

Value:$478.0K

% of Portfolio:0.1% ($478.0K/$409.3M)

33733E302

Shares:2.1K

Value:$475.4K

% of Portfolio:0.1% ($475.4K/$409.3M)

Johnson Controls International plc

JCI|G51502105

Shares:5.9K

Value:$472.9K

% of Portfolio:0.1% ($472.9K/$409.3M)

YUM BRANDS INC

YUM|988498101

Shares:3.0K

Value:$470.1K

% of Portfolio:0.1% ($470.1K/$409.3M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.2K

Value:$463.5K

% of Portfolio:0.1% ($463.5K/$409.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.4K

Value:$461.0K

% of Portfolio:0.1% ($461.0K/$409.3M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:886

Value:$453.6K

% of Portfolio:0.1% ($453.6K/$409.3M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:3.2K

Value:$451.9K

% of Portfolio:0.1% ($451.9K/$409.3M)

464287499

IWR|464287499

Shares:5.3K

Value:$450.0K

% of Portfolio:0.1% ($450.0K/$409.3M)

PENNANTPARK INVESTMENT CORP

PNNT|708062104

Shares:63.5K

Value:$446.4K

% of Portfolio:0.1% ($446.4K/$409.3M)

78464A854

SPLG|78464A854

Shares:6.7K

Value:$438.2K

% of Portfolio:0.1% ($438.2K/$409.3M)

14020X104

Shares:15.5K

Value:$438.0K

% of Portfolio:0.1% ($438.0K/$409.3M)

KEMPER Corp

KMPR|488401100

Shares:6.5K

Value:$437.1K

% of Portfolio:0.1% ($437.1K/$409.3M)

337344105

Shares:3.6K

Value:$433.7K

% of Portfolio:0.1% ($433.7K/$409.3M)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:2.5K

Value:$433.5K

% of Portfolio:0.1% ($433.5K/$409.3M)

46434G103

IEMG|46434G103

Shares:8.0K

Value:$431.9K

% of Portfolio:0.1% ($431.9K/$409.3M)

EQT Corp

EQT|26884L109

Shares:8.1K

Value:$431.6K

% of Portfolio:0.1% ($431.6K/$409.3M)

33735J101

Shares:5.5K

Value:$425.3K

% of Portfolio:0.1% ($425.3K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED BANCORP INC /OH/(UBCPcusip909911109)	35.7K	QoQ -2.54% (-933) YoY -4.76% (-1.8K)	All Managers (Combined)	$479.2K	0.1% ($479.2K/$409.3M)	QoQ +0.60% (-$2.9K) YoY -11.67% (-$63.3K)
(IWBcusip464287622)	1.6K	QoQ -4.41% (-72) YoY -51.41% (-1.7K)	All Managers (Combined)	$478.5K	0.1% ($478.5K/$409.3M)	QoQ -8.98% (-$47.3K) YoY -48.26% (-$446.3K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	41.1K	QoQ +9.62% (+3.6K) YoY +63.12% (+15.9K)	All Managers (Combined)	$478.0K	0.1% ($478.0K/$409.3M)	QoQ +5.36% (+$24.3K) YoY +26.64% (+$100.6K)
(cusip33733E302)✕	2.1K	QoQ +1.13% (-24) YoY -6.59% (-151)	All Managers (Combined)	$475.4K	0.1% ($475.4K/$409.3M)	QoQ -7.60% (-$39.1K) YoY +1.17% (-$5.5K)
Johnson Controls International plc(JCIcusipG51502105)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$472.9K	0.1% ($472.9K/$409.3M)	QoQ NEW(+$472.9K) YoY NEW(+$472.9K)
YUM BRANDS INC(YUMcusip988498101)	3.0K	QoQ -11.62% (-393) YoY -12.99% (-446)	All Managers (Combined)	$470.1K	0.1% ($470.1K/$409.3M)	QoQ +3.65% (-$16.6K) YoY -1.24% (-$5.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.2K	QoQ +7.33% (-289) YoY +9.73% (+375)	All Managers (Combined)	$463.5K	0.1% ($463.5K/$409.3M)	QoQ -5.05% (-$24.7K) YoY +6.05% (+$26.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.4K	QoQ -7.41% (-514) YoY -7.90% (-551)	All Managers (Combined)	$461.0K	0.1% ($461.0K/$409.3M)	QoQ -5.36% (-$26.1K) YoY +14.06% (-$56.9K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	886	QoQ +5.47% (+46) YoY +28.96% (+199)	All Managers (Combined)	$453.6K	0.1% ($453.6K/$409.3M)	QoQ +15.11% (+$59.6K) YoY +37.89% (+$124.7K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	3.2K	QoQ +6.22% (+190) YoY +6.22% (-190)	All Managers (Combined)	$451.9K	0.1% ($451.9K/$409.3M)	QoQ +1.34% (+$6.0K) YoY -12.03% (-$61.9K)
(IWRcusip464287499)	5.3K	QoQ -0.32% (-17) YoY -5.55% (-311)	All Managers (Combined)	$450.0K	0.1% ($450.0K/$409.3M)	QoQ -4.07% (-$19.1K) YoY -4.45% (-$21.0K)
PENNANTPARK INVESTMENT CORP(PNNTcusip708062104)	63.5K	QoQ +8.27% (+4.9K) YoY +71.97% (+26.6K)	All Managers (Combined)	$446.4K	0.1% ($446.4K/$409.3M)	QoQ +7.50% (+$31.2K) YoY +75.72% (+$192.4K)
(SPLGcusip78464A854)	6.7K	QoQ +0.40% (-27) YoY +5.86% (+369)	All Managers (Combined)	$438.2K	0.1% ($438.2K/$409.3M)	QoQ -4.23% (-$19.4K) YoY +13.12% (+$50.8K)
(cusip14020X104)✕	15.5K	QoQ -16.25% (-3.0K) YoY -15.10% (-2.8K)	All Managers (Combined)	$438.0K	0.1% ($438.0K/$409.3M)	QoQ -18.80% (-$101.4K) YoY -16.48% (-$86.5K)
KEMPER Corp(KMPRcusip488401100)	6.5K	QoQ +0.47% (+31) YoY +0.91% (+59)	All Managers (Combined)	$437.1K	0.1% ($437.1K/$409.3M)	QoQ +1.08% (+$4.7K) YoY +8.94% (+$35.9K)
(cusip337344105)✕	3.6K	QoQ +0.08% (-3) YoY +0.16% (-6)	All Managers (Combined)	$433.7K	0.1% ($433.7K/$409.3M)	QoQ -3.15% (-$14.1K) YoY -2.24% (-$9.9K)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	2.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$433.5K	0.1% ($433.5K/$409.3M)	QoQ +9.75% (+$38.5K) YoY -2.01% (-$8.9K)
(IEMGcusip46434G103)	8.0K	QoQ +3.80% (+293) YoY -0.09% (-8)	All Managers (Combined)	$431.9K	0.1% ($431.9K/$409.3M)	QoQ +7.28% (+$29.3K) YoY +4.48% (-$18.5K)
EQT Corp(EQTcusip26884L109)	8.1K	QoQ +1.05% (+84) YoY +2.90% (+228)	All Managers (Combined)	$431.6K	0.1% ($431.6K/$409.3M)	QoQ +17.09% (+$63.0K) YoY +48.31% (+$140.6K)
(cusip33735J101)✕	5.5K	QoQ +0.52% (+29) YoY +36.48% (+1.5K)	All Managers (Combined)	$425.3K	0.1% ($425.3K/$409.3M)	QoQ +0.86% (+$3.6K) YoY +37.08% (+$115.1K)