$95.7 Million is the total value of Founders Capital Management's 314 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 2.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBB | ISHARES TRnasdaq biotech | $433,000 | -10.5% | 4,020 | 0.0% | 0.45% | +22.7% | |
| PSA | PUBLIC STORAGE | $278,000 | -6.7% | 1,400 | 0.0% | 0.29% | +27.4% | |
| CMP | COMPASS MINERALS INTL INC | $225,000 | -37.0% | 5,860 | 0.0% | 0.23% | -13.7% | |
| SPLV | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $177,000 | -19.9% | 3,780 | 0.0% | 0.18% | +10.2% | |
| APH | AMPHENOL CORP NEWcl a | $169,000 | -32.7% | 2,320 | 0.0% | 0.18% | -7.9% | |
| CPT | CAMDEN PPTY TRsh ben int | $143,000 | -25.1% | 1,800 | 0.0% | 0.15% | +2.1% | |
| IVE | ISHARES TRs&p 500 val etf | $138,000 | -25.8% | 1,430 | 0.0% | 0.14% | +1.4% | |
| SCI | SERVICE CORP INTL | $137,000 | -14.9% | 3,500 | 0.0% | 0.14% | +16.4% | |
| O | REALTY INCOME CORP | $129,000 | -32.1% | 2,580 | 0.0% | 0.13% | -6.9% | |
| SHY | ISHARES TR1 3 yr treas bd | $126,000 | +2.4% | 1,450 | 0.0% | 0.13% | +40.9% | |
| SHV | ISHARES TRshort treas bd | $119,000 | +0.8% | 1,070 | 0.0% | 0.12% | +38.2% | |
| WRI | WEINGARTEN RLTY INVSsh ben int | $115,000 | -54.0% | 8,001 | 0.0% | 0.12% | -37.0% | |
| PAI | WESTERN ASSET INVESTMENT GRA | $104,000 | -14.0% | 7,795 | 0.0% | 0.11% | +17.4% | |
| JD | JD COM INCspon adr cl a | $97,000 | +14.1% | 2,400 | 0.0% | 0.10% | +57.8% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $89,000 | -10.1% | 4,000 | 0.0% | 0.09% | +22.7% | |
| TFI | SPDR SER TRnuveen brc munic | $87,000 | -1.1% | 1,730 | 0.0% | 0.09% | +34.3% | |
| GLW | CORNING INC | $82,000 | -29.3% | 4,000 | 0.0% | 0.08% | -3.4% | |
| BAC | BK OF AMERICA CORP | $70,000 | -39.7% | 3,290 | 0.0% | 0.07% | -17.0% | |
| ENB | ENBRIDGE INC | $65,000 | -26.1% | 2,222 | 0.0% | 0.07% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $62,000 | -12.7% | 200 | 0.0% | 0.06% | +18.5% | |
| UNP | UNION PAC CORP | $62,000 | -22.5% | 440 | 0.0% | 0.06% | +4.9% | |
| ABT | ABBOTT LABS | $55,000 | -9.8% | 700 | 0.0% | 0.06% | +23.9% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $54,000 | -6.9% | 4,000 | 0.0% | 0.06% | +27.3% | |
| SDY | SPDR SER TRs&p divid etf | $53,000 | -25.4% | 660 | 0.0% | 0.06% | +1.9% | |
| ETR | ENTERGY CORP NEW | $48,000 | -21.3% | 510 | 0.0% | 0.05% | +8.7% | |
| GOOG | ALPHABET INCcap stk cl c | $47,000 | -11.3% | 40 | 0.0% | 0.05% | +22.5% | |
| GOOGL | ALPHABET INCcap stk cl a | $46,000 | -14.8% | 40 | 0.0% | 0.05% | +17.1% | |
| IJK | ISHARES TRs&p mc 400gr etf | $45,000 | -25.0% | 252 | 0.0% | 0.05% | +4.4% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $44,000 | -13.7% | 350 | 0.0% | 0.05% | +17.9% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $44,000 | -41.3% | 1,200 | 0.0% | 0.05% | -19.3% | |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $44,000 | -18.5% | 8,820 | 0.0% | 0.05% | +12.2% | |
| MUB | ISHARES TRnational mun etf | $44,000 | 0.0% | 390 | 0.0% | 0.05% | +39.4% | |
| GS | GOLDMAN SACHS GROUP INC | $43,000 | -31.7% | 275 | 0.0% | 0.04% | -6.2% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $41,000 | -18.0% | 400 | 0.0% | 0.04% | +13.2% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $40,000 | -13.0% | 450 | 0.0% | 0.04% | +17.1% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $39,000 | -36.1% | 357 | 0.0% | 0.04% | -13.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $39,000 | -4.9% | 1,500 | 0.0% | 0.04% | +29.0% | |
| JHS | HANCOCK JOHN INCOME SECS TR | $39,000 | -4.9% | 2,800 | 0.0% | 0.04% | +29.0% | |
| SO | SOUTHERN CO | $38,000 | -15.6% | 700 | 0.0% | 0.04% | +14.7% | |
| GE | GENERAL ELECTRIC CO | $38,000 | -29.6% | 4,800 | 0.0% | 0.04% | -4.9% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $36,000 | -12.2% | 450 | 0.0% | 0.04% | +19.4% | |
| CRM | SALESFORCE COM INC | $36,000 | -12.2% | 250 | 0.0% | 0.04% | +19.4% | |
| IHE | ISHARES TRu.s. pharma etf | $35,000 | -16.7% | 260 | 0.0% | 0.04% | +12.5% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $35,000 | -7.9% | 608 | 0.0% | 0.04% | +24.1% | |
| NWPX | NORTHWEST PIPE CO | $33,000 | -34.0% | 1,500 | 0.0% | 0.03% | -10.5% | |
| PPIH | PERMA PIPE INTL HLDGS INC | $32,000 | -34.7% | 5,200 | 0.0% | 0.03% | -10.8% | |
| ERII | ENERGY RECOVERY INC | $32,000 | -23.8% | 4,300 | 0.0% | 0.03% | +3.1% | |
| IYW | ISHARES TRu.s. tech etf | $31,000 | -11.4% | 150 | 0.0% | 0.03% | +23.1% | |
| AGX | ARGAN INC | $28,000 | -12.5% | 800 | 0.0% | 0.03% | +20.8% | |
| MET | METLIFE INC | $28,000 | -39.1% | 900 | 0.0% | 0.03% | -17.1% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $28,000 | -12.5% | 499 | 0.0% | 0.03% | +20.8% | |
| NVMI | NOVA MEASURING INSTRUMENTS L | $26,000 | -31.6% | 1,000 | 0.0% | 0.03% | -6.9% | |
| BRT | BRT APARTMENTS CORP | $26,000 | -38.1% | 2,500 | 0.0% | 0.03% | -15.6% | |
| KBAL | KIMBALL INTL INCcl b | $24,000 | -41.5% | 2,000 | 0.0% | 0.02% | -19.4% | |
| UFCS | UNITED FIRE GROUP INC | $23,000 | -25.8% | 700 | 0.0% | 0.02% | +4.3% | |
| GM | GENERAL MTRS CO | $23,000 | -43.9% | 1,112 | 0.0% | 0.02% | -22.6% | |
| HMST | HOMESTREET INC | $22,000 | -35.3% | 1,000 | 0.0% | 0.02% | -11.5% | |
| AMT | AMERICAN TOWER CORP NEW | $22,000 | -4.3% | 100 | 0.0% | 0.02% | +35.3% | |
| AXTI | AXT INC | $22,000 | -26.7% | 7,000 | 0.0% | 0.02% | 0.0% | |
| NSP | INSPERITY INC | $21,000 | -57.1% | 570 | 0.0% | 0.02% | -40.5% | |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $21,000 | -36.4% | 5,034 | 0.0% | 0.02% | -12.0% | |
| ORN | ORION GROUP HOLDINGS INC | $21,000 | -50.0% | 8,000 | 0.0% | 0.02% | -31.2% | |
| GNW | GENWORTH FINL INC | $21,000 | -25.0% | 6,300 | 0.0% | 0.02% | +4.8% | |
| WDAY | WORKDAY INCcl a | $21,000 | +31.2% | 100 | 0.0% | 0.02% | +83.3% | |
| IWB | ISHARES TRrus 1000 etf | $20,000 | -20.0% | 139 | 0.0% | 0.02% | +10.5% | |
| PB | PROSPERITY BANCSHARES INC | $19,000 | -34.5% | 400 | 0.0% | 0.02% | -9.1% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $19,000 | 0.0% | 380 | 0.0% | 0.02% | +42.9% | |
| BXS | BANCORPSOUTH BK TUPELO MISS | $19,000 | -38.7% | 1,000 | 0.0% | 0.02% | -13.0% | |
| ALL | ALLSTATE CORP | $18,000 | -21.7% | 201 | 0.0% | 0.02% | +11.8% | |
| OMI | OWENS & MINOR INC NEW | $18,000 | +80.0% | 2,000 | 0.0% | 0.02% | +137.5% | |
| SLRC | SOLAR CAP LTD | $17,000 | -45.2% | 1,500 | 0.0% | 0.02% | -21.7% | |
| TIP | ISHARES TRtips bd etf | $17,000 | +6.2% | 140 | 0.0% | 0.02% | +50.0% | |
| AEHR | AEHR TEST SYSTEMS | $17,000 | -15.0% | 10,000 | 0.0% | 0.02% | +20.0% | |
| SCHN | SCHNITZER STL INDScl a | $17,000 | -39.3% | 1,300 | 0.0% | 0.02% | -14.3% | |
| IYM | ISHARES TRu.s. bas mtl etf | $17,000 | -29.2% | 250 | 0.0% | 0.02% | 0.0% | |
| CNO | CNO FINL GROUP INC | $16,000 | -33.3% | 1,300 | 0.0% | 0.02% | -5.6% | |
| GENC | GENCOR INDS INC | $16,000 | -11.1% | 1,500 | 0.0% | 0.02% | +21.4% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $16,000 | +6.7% | 150 | 0.0% | 0.02% | +54.5% | |
| SHBI | SHORE BANCSHARES INC | $16,000 | -38.5% | 1,500 | 0.0% | 0.02% | -15.0% | |
| DB | DEUTSCHE BANK AGnamen akt | $15,000 | -6.2% | 2,000 | 0.0% | 0.02% | +33.3% | |
| OBCI | OCEAN BIO CHEM INC | $15,000 | +50.0% | 3,000 | 0.0% | 0.02% | +100.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $14,000 | -12.5% | 173 | 0.0% | 0.02% | +25.0% | |
| ESSA | ESSA BANCORP INC | $14,000 | -17.6% | 1,000 | 0.0% | 0.02% | +15.4% | |
| AOR | ISHARES TRgrwt allocat etf | $14,000 | -12.5% | 339 | 0.0% | 0.02% | +25.0% | |
| PSEC | PROSPECT CAPITAL CORPORATION | $13,000 | -31.6% | 3,000 | 0.0% | 0.01% | -7.1% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $13,000 | -45.8% | 2,500 | 0.0% | 0.01% | -27.8% | |
| CSFL | CENTERSTATE BK CORP | $13,000 | -27.8% | 738 | 0.0% | 0.01% | -7.1% | |
| GD | GENERAL DYNAMICS CORP | $13,000 | -27.8% | 100 | 0.0% | 0.01% | -7.1% | |
| ITI | ITERIS INC | $13,000 | -35.0% | 4,000 | 0.0% | 0.01% | -13.3% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $13,000 | -31.6% | 630 | 0.0% | 0.01% | -7.1% | |
| TROX | TRONOX HOLDINGS PLC | $13,000 | +18.2% | 1,000 | 0.0% | 0.01% | +62.5% | |
| MNR | MONMOUTH REAL ESTATE INVT COcl a | $12,000 | -14.3% | 1,000 | 0.0% | 0.01% | +9.1% | |
| USMV | ISHARES TRmsci min vol etf | $12,000 | -20.0% | 227 | 0.0% | 0.01% | +9.1% | |
| JMP | JMP GROUP LLC | $12,000 | -25.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $12,000 | -42.9% | 1,110 | 0.0% | 0.01% | -25.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $11,000 | -38.9% | 300 | 0.0% | 0.01% | -21.4% | |
| VSTM | VERASTEM INC | $11,000 | +120.0% | 4,000 | 0.0% | 0.01% | +175.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $11,000 | -42.1% | 300 | 0.0% | 0.01% | -21.4% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $11,000 | -31.2% | 242 | 0.0% | 0.01% | -8.3% | |
| PGX | INVESCO EXCHANGE-TRADED FD Tpfd etf | $11,000 | -8.3% | 800 | 0.0% | 0.01% | +22.2% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $10,000 | -9.1% | 50 | 0.0% | 0.01% | +25.0% | |
| OXY | OCCIDENTAL PETE CORP | $10,000 | -71.4% | 850 | 0.0% | 0.01% | -61.5% | |
| F | FORD MTR CO DEL | $10,000 | -47.4% | 2,000 | 0.0% | 0.01% | -28.6% | |
| RELL | RICHARDSON ELECTRS LTD | $10,000 | -28.6% | 2,500 | 0.0% | 0.01% | -9.1% | |
| AMZN | AMAZON COM INC | $10,000 | +11.1% | 5 | 0.0% | 0.01% | +42.9% | |
| PLPC | PREFORMED LINE PRODS CO | $10,000 | -16.7% | 200 | 0.0% | 0.01% | +11.1% | |
| IJH | ISHARES TRcore s&p mcp etf | $10,000 | -33.3% | 72 | 0.0% | 0.01% | -9.1% | |
| FTEK | FUEL TECH INC | $9,000 | -57.1% | 22,000 | 0.0% | 0.01% | -43.8% | |
| EGY | VAALCO ENERGY INC | $9,000 | -59.1% | 10,000 | 0.0% | 0.01% | -47.1% | |
| X | UNITED STATES STL CORP NEW | $9,000 | -43.8% | 1,400 | 0.0% | 0.01% | -25.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $9,000 | -18.2% | 170 | 0.0% | 0.01% | +12.5% | |
| OSG | OVERSEAS SHIPHOLDING GROUP Icl a new | $9,000 | 0.0% | 4,000 | 0.0% | 0.01% | +28.6% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $9,000 | -30.8% | 85 | 0.0% | 0.01% | -10.0% | |
| CAT | CATERPILLAR INC DEL | $9,000 | -25.0% | 80 | 0.0% | 0.01% | 0.0% | |
| FRD | FRIEDMAN INDS INC | $9,000 | -25.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IGI | WESTERN ASSET INVT GRADE DEF | $9,000 | -18.2% | 500 | 0.0% | 0.01% | +12.5% | |
| CMO | CAPSTEAD MTG CORP | $8,000 | -50.0% | 2,000 | 0.0% | 0.01% | -33.3% | |
| RFIL | RF INDS LTD | $8,000 | -42.9% | 2,000 | 0.0% | 0.01% | -27.3% | |
| RFP | RESOLUTE FST PRODS INC | $8,000 | -68.0% | 6,000 | 0.0% | 0.01% | -57.9% | |
| LAWS | LAWSON PRODS INC | $8,000 | -50.0% | 300 | 0.0% | 0.01% | -33.3% | |
| HBAN | HUNTINGTON BANCSHARES INC | $8,000 | -46.7% | 1,000 | 0.0% | 0.01% | -27.3% | |
| FLXN | FLEXION THERAPEUTICS INC | $8,000 | -61.9% | 1,000 | 0.0% | 0.01% | -50.0% | |
| NSC | NORFOLK SOUTHERN CORP | $7,000 | -22.2% | 45 | 0.0% | 0.01% | 0.0% | |
| MOMO | MOMO INCadr | $7,000 | -30.0% | 300 | 0.0% | 0.01% | -12.5% | |
| SWN | SOUTHWESTERN ENERGY CO | $7,000 | -30.0% | 4,000 | 0.0% | 0.01% | -12.5% | |
| SOCL | GLOBAL X FDSsocial med etf | $7,000 | -22.2% | 250 | 0.0% | 0.01% | 0.0% | |
| WYY | WIDEPOINT CORP | $7,000 | -12.5% | 20,000 | 0.0% | 0.01% | +16.7% | |
| TFC | TRUIST FINL CORP | $7,000 | -46.2% | 225 | 0.0% | 0.01% | -30.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $7,000 | 0.0% | 55 | 0.0% | 0.01% | +40.0% | |
| GROW | U S GLOBAL INVS INCcl a | $7,000 | -30.0% | 7,000 | 0.0% | 0.01% | -12.5% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $7,000 | -70.8% | 1,300 | 0.0% | 0.01% | -61.1% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $6,000 | -14.3% | 150 | 0.0% | 0.01% | +20.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $6,000 | -62.5% | 1,000 | 0.0% | 0.01% | -50.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $6,000 | -50.0% | 200 | 0.0% | 0.01% | -33.3% | |
| OIIM | O2MICRO INTERNATIONAL LTDspons adr | $6,000 | -33.3% | 5,000 | 0.0% | 0.01% | -14.3% | |
| KIN | KINDRED BIOSCIENCES INC | $6,000 | -53.8% | 1,500 | 0.0% | 0.01% | -40.0% | |
| CLDT | CHATHAM LODGING TR | $6,000 | -66.7% | 1,000 | 0.0% | 0.01% | -57.1% | |
| WLL | WHITING PETE CORP NEW | $6,000 | +200.0% | 300 | 0.0% | 0.01% | +200.0% | |
| BKTI | BK TECHNOLOGIES CORPORATION | $6,000 | -45.5% | 3,500 | 0.0% | 0.01% | -25.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $5,000 | -16.7% | 36 | 0.0% | 0.01% | 0.0% | |
| IAG | IAMGOLD CORP | $5,000 | -28.6% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ZEUS | OLYMPIC STEEL INC | $5,000 | -44.4% | 500 | 0.0% | 0.01% | -28.6% | |
| SWKS | SKYWORKS SOLUTIONS INC | $5,000 | -28.6% | 60 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RTN | RAYTHEON CO | $4,000 | -42.9% | 31 | 0.0% | 0.00% | -20.0% | |
| MVC | MVC CAPITAL INC | $4,000 | -55.6% | 1,000 | 0.0% | 0.00% | -42.9% | |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $4,000 | 0.0% | 4,970 | 0.0% | 0.00% | +33.3% | |
| HL | HECLA MNG CO | $4,000 | -42.9% | 2,000 | 0.0% | 0.00% | -20.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $4,000 | -20.0% | 46 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $4,000 | -60.0% | 118 | 0.0% | 0.00% | -50.0% | |
| AXL | AMERICAN AXLE & MFG HLDGS IN | $4,000 | -63.6% | 1,000 | 0.0% | 0.00% | -50.0% | |
| PICO | PICO HLDGS INC | $4,000 | -33.3% | 500 | 0.0% | 0.00% | -20.0% | |
| CDR | CEDAR REALTY TRUST INC | $3,000 | -66.7% | 3,000 | 0.0% | 0.00% | -57.1% | |
| DOW | DOW INC | $3,000 | -40.0% | 97 | 0.0% | 0.00% | -25.0% | |
| PDS | PRECISION DRILLING CORP | $3,000 | -78.6% | 10,000 | 0.0% | 0.00% | -72.7% | |
| DD | DUPONT DE NEMOURS INC | $3,000 | -50.0% | 97 | 0.0% | 0.00% | -40.0% | |
| UAN | CVR PARTNERS LP | $3,000 | -66.7% | 3,000 | 0.0% | 0.00% | -57.1% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,000 | -25.0% | 148 | 0.0% | 0.00% | 0.0% | |
| EXK | ENDEAVOUR SILVER CORP | $3,000 | -40.0% | 2,000 | 0.0% | 0.00% | -25.0% | |
| LNG | CHENIERE ENERGY INC | $3,000 | -50.0% | 100 | 0.0% | 0.00% | -40.0% | |
| ADMP | ADAMIS PHARMACEUTICALS CORP | $3,000 | -50.0% | 8,000 | 0.0% | 0.00% | -40.0% | |
| FSK | FS KKR CAPITAL CORP | $3,000 | -50.0% | 1,000 | 0.0% | 0.00% | -40.0% | |
| AP | AMPCO-PITTSBURGH CORP | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | +50.0% | |
| BIDU | BAIDU INCspon adr rep a | $2,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% | |
| MTH | MERITAGE HOMES CORP | $2,000 | -33.3% | 56 | 0.0% | 0.00% | 0.0% | |
| ICON | ICONIX BRAND GROUP INC | $2,000 | -33.3% | 2,500 | 0.0% | 0.00% | 0.0% | |
| BPT | BP PRUDHOE BAY RTY TRunit ben int | $1,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% | |
| AR | ANTERO RESOURCES CORP | $1,000 | -83.3% | 2,000 | 0.0% | 0.00% | -80.0% | |
| SVC | SERVICE PPTYS TR | $1,000 | -83.3% | 250 | 0.0% | 0.00% | -80.0% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | 3 | 0.0% | 0.00% | – | |
| FHLC | FIDELITY COVINGTON TRmsci hlth care i | $0 | – | 5 | 0.0% | 0.00% | – | |
| SBOW | SILVERBOW RES INC | $0 | – | 17 | 0.0% | 0.00% | – | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 4 | 0.0% | 0.00% | – | |
| OBELF | OBSIDIAN ENERGY LTD | $0 | -100.0% | 2,857 | 0.0% | 0.00% | -100.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| RMR | RMR GROUP INCcl a | $0 | – | 2 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-22
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.