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

Page 13 of 31

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33733E104

Shares:3.6K

Value:$325.1K

% of Portfolio:0.1% ($325.1K/$409.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.8K

Value:$324.6K

% of Portfolio:0.1% ($324.6K/$409.3M)

316092808

Shares:2.0K

Value:$324.3K

% of Portfolio:0.1% ($324.3K/$409.3M)

33738R506

Shares:5.5K

Value:$321.1K

% of Portfolio:0.1% ($321.1K/$409.3M)

PAYCHEX INC

PAYX|704326107

Shares:2.1K

Value:$319.4K

% of Portfolio:0.1% ($319.4K/$409.3M)

CF Industries Holdings, Inc.

CF|125269100

Shares:4.0K

Value:$314.6K

% of Portfolio:0.1% ($314.6K/$409.3M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.2K

Value:$312.3K

% of Portfolio:0.1% ($312.3K/$409.3M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:6.2K

Value:$309.8K

% of Portfolio:0.1% ($309.8K/$409.3M)

DYNEX CAPITAL INC

DX|26817Q886

Shares:23.8K

Value:$309.5K

% of Portfolio:0.1% ($309.5K/$409.3M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:882

Value:$308.1K

% of Portfolio:0.1% ($308.1K/$409.3M)

Workday, Inc.

WDAY|98138H101

Shares:1.3K

Value:$305.2K

% of Portfolio:0.1% ($305.2K/$409.3M)

EQUIFAX INC

EFX|294429105

Shares:1.2K

Value:$304.2K

% of Portfolio:0.1% ($304.2K/$409.3M)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:3.8K

Value:$303.5K

% of Portfolio:0.1% ($303.5K/$409.3M)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$302.4K

% of Portfolio:0.1% ($302.4K/$409.3M)

PEABODY ENERGY CORP

BTU|704551100

Shares:22.3K

Value:$302.3K

% of Portfolio:0.1% ($302.3K/$409.3M)

Constellation Energy Corp

CEG|21037T109

Shares:1.5K

Value:$301.6K

% of Portfolio:0.1% ($301.6K/$409.3M)

46429B697

USMV|46429B697

Shares:3.2K

Value:$296.9K

% of Portfolio:0.1% ($296.9K/$409.3M)

GARMIN LTD

GRMN|H2906T109

Shares:1.3K

Value:$292.8K

% of Portfolio:0.1% ($292.8K/$409.3M)

33735K108

Shares:2.2K

Value:$290.7K

% of Portfolio:0.1% ($290.7K/$409.3M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:294

Value:$290.4K

% of Portfolio:0.1% ($290.4K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E104)✕	3.6K	QoQ +26.20% (+753) YoY +27.90% (+791)	All Managers (Combined)	$325.1K	0.1% ($325.1K/$409.3M)	QoQ +28.85% (+$72.8K) YoY +33.86% (+$82.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.8K	QoQ +41.50% (+1.1K) YoY NEW(+3.8K)	All Managers (Combined)	$324.6K	0.1% ($324.6K/$409.3M)	QoQ +57.90% (+$119.0K) YoY NEW(+$324.6K)
(cusip316092808)✕	2.0K	QoQ -5.76% (-123) YoY NEW(+2.0K)	All Managers (Combined)	$324.3K	0.1% ($324.3K/$409.3M)	QoQ -17.80% (-$70.3K) YoY NEW(+$324.3K)
(cusip33738R506)✕	5.5K	QoQ +2.40% (+129) YoY -9.84% (-599)	All Managers (Combined)	$321.1K	0.1% ($321.1K/$409.3M)	QoQ +1.37% (+$4.4K) YoY -6.04% (-$20.7K)
PAYCHEX INC(PAYXcusip704326107)	2.1K	QoQ +5.66% (+111) YoY NEW(+2.1K)	All Managers (Combined)	$319.4K	0.1% ($319.4K/$409.3M)	QoQ +16.28% (+$44.7K) YoY NEW(+$319.4K)
CF Industries Holdings, Inc.(CFcusip125269100)	4.0K	QoQ -1.82% (-75) YoY -61.50% (-6.4K)	All Managers (Combined)	$314.6K	0.1% ($314.6K/$409.3M)	QoQ -10.07% (-$35.3K) YoY -63.84% (-$555.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.2K	QoQ +0.32% (-7) YoY +1.79% (-38)	All Managers (Combined)	$312.3K	0.1% ($312.3K/$409.3M)	QoQ -10.48% (-$36.6K) YoY -28.38% (-$123.8K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	6.2K	QoQ +39.87% (+1.8K) YoY NEW(+6.2K)	All Managers (Combined)	$309.8K	0.1% ($309.8K/$409.3M)	QoQ +16.47% (+$43.8K) YoY NEW(+$309.8K)
DYNEX CAPITAL INC(DXcusip26817Q886)	23.8K	QoQ +12.14% (+2.6K) YoY +126.31% (+13.3K)	All Managers (Combined)	$309.5K	0.1% ($309.5K/$409.3M)	QoQ +15.42% (+$41.4K) YoY +136.69% (+$178.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	882	QoQ NEW(+882) YoY NEW(+882)	All Managers (Combined)	$308.1K	0.1% ($308.1K/$409.3M)	QoQ NEW(+$308.1K) YoY NEW(+$308.1K)
Workday, Inc.(WDAYcusip98138H101)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$305.2K	0.1% ($305.2K/$409.3M)	QoQ NEW(+$305.2K) YoY NEW(+$305.2K)
EQUIFAX INC(EFXcusip294429105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$304.2K	0.1% ($304.2K/$409.3M)	QoQ NEW(+$304.2K) YoY NEW(+$304.2K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	3.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$303.5K	0.1% ($303.5K/$409.3M)	QoQ +30.50% (+$70.9K) YoY +47.41% (+$97.6K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$302.4K	0.1% ($302.4K/$409.3M)	QoQ NEW(+$302.4K) YoY NEW(+$302.4K)
PEABODY ENERGY CORP(BTUcusip704551100)	22.3K	QoQ +64.83% (+8.8K) YoY +63.62% (-8.7K)	All Managers (Combined)	$302.3K	0.1% ($302.3K/$409.3M)	QoQ +6.66% (+$18.9K) YoY -8.61% (-$28.5K)
Constellation Energy Corp(CEGcusip21037T109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$301.6K	0.1% ($301.6K/$409.3M)	QoQ NEW(+$301.6K) YoY NEW(+$301.6K)
(USMVcusip46429B697)	3.2K	QoQ -21.37% (-862) YoY -26.62% (-1.1K)	All Managers (Combined)	$296.9K	0.1% ($296.9K/$409.3M)	QoQ -17.06% (-$61.1K) YoY -17.76% (-$64.1K)
GARMIN LTD(GRMNcusipH2906T109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$292.8K	0.1% ($292.8K/$409.3M)	QoQ NEW(+$292.8K) YoY NEW(+$292.8K)
(cusip33735K108)✕	2.2K	QoQ +1.88% (-41) YoY +20.67% (+379)	All Managers (Combined)	$290.7K	0.1% ($290.7K/$409.3M)	QoQ -3.17% (-$9.5K) YoY +28.63% (+$64.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	294	QoQ NEW(+294) YoY NEW(+294)	All Managers (Combined)	$290.4K	0.1% ($290.4K/$409.3M)	QoQ NEW(+$290.4K) YoY NEW(+$290.4K)