$132 Million is the total value of Founders Capital Management's 318 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVS | New | CVS HEALTH CORP | $37,000 | – | 503 | +100.0% | 0.03% | – |
| LBYYQ | New | LIBBEY INC | $15,000 | – | 10,000 | +100.0% | 0.01% | – |
| TFC | New | TRUIST FINL CORP | $13,000 | – | 225 | +100.0% | 0.01% | – |
| NBL | New | NOBLE ENERGY INC | $12,000 | – | 500 | +100.0% | 0.01% | – |
| MOMO | New | MOMO INCadr | $10,000 | – | 300 | +100.0% | 0.01% | – |
| CLF | New | CLEVELAND CLIFFS INC | $8,000 | – | 1,000 | +100.0% | 0.01% | – |
| PTMN | New | PORTMAN RIDGE FIN CORP | $5,000 | – | 2,212 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 4 | +100.0% | 0.00% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | 3 | +100.0% | 0.00% | – |
| FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 26 | Q4 2023 | 7.1% |
| MICROSOFT CORP | 26 | Q4 2023 | 7.5% |
| BOEING CO | 26 | Q4 2023 | 6.5% |
| ABBVIE INC | 26 | Q4 2023 | 4.4% |
| CHEVRON CORP NEW | 26 | Q4 2023 | 4.8% |
| EXXON MOBIL CORP | 26 | Q4 2023 | 5.2% |
| MCDONALDS CORP | 26 | Q4 2023 | 3.7% |
| LOCKHEED MARTIN CORP | 26 | Q4 2023 | 3.9% |
| PFIZER INC | 26 | Q4 2023 | 3.8% |
| LOWES COS INC | 26 | Q4 2023 | 3.2% |
View Founders Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-21 |
View Founders Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.