$140 Million is the total value of Founders Capital Management's 279 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRBO | New | ISHARES TRrobotics artif | $1,242,000 | – | 28,800 | +100.0% | 0.88% | – |
| HAIL | New | SPDR SER TRs&p kensho smart | $1,233,000 | – | 20,200 | +100.0% | 0.88% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $30,000 | – | 300 | +100.0% | 0.02% | – |
| PFFA | New | ETFIS SER TR Ivirtus infrcap | $24,000 | – | 1,000 | +100.0% | 0.02% | – |
| IRM | New | IRON MTN INC NEW | $22,000 | – | 600 | +100.0% | 0.02% | – |
| BOIL | New | PROSHARES TR IIultra bloomberg | $21,000 | – | 1,000 | +100.0% | 0.02% | – |
| LTHM | New | LIVENT CORP | $14,000 | – | 800 | +100.0% | 0.01% | – |
| AMZA | New | ETFIS SER TR Iinfrac act mlp | $12,000 | – | 500 | +100.0% | 0.01% | – |
| VRS | New | VERSO CORPcl a | $10,000 | – | 700 | +100.0% | 0.01% | – |
| AGRX | New | AGILE THERAPEUTICS INC | $10,000 | – | 5,000 | +100.0% | 0.01% | – |
| SD | New | SANDRIDGE ENERGY INC | $8,000 | – | 2,000 | +100.0% | 0.01% | – |
| VWTR | New | VIDLER WATER RESOUCES INC | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-06-09
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.