$146 Million is the total value of Founders Capital Management's 313 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 4.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | $393,000 | -0.3% | 3,020 | 0.0% | 0.27% | +4.7% | |
| TXN | TEXAS INSTRS INC | $384,000 | -0.3% | 2,000 | 0.0% | 0.26% | +4.8% | |
| CMP | COMPASS MINERALS INTL INC | $377,000 | +8.6% | 5,860 | 0.0% | 0.26% | +14.2% | |
| PSA | PUBLIC STORAGE | $342,000 | -1.2% | 1,150 | 0.0% | 0.23% | +3.5% | |
| IWD | ISHARES TRrus 1000 val etf | $298,000 | -1.3% | 1,904 | 0.0% | 0.20% | +3.6% | |
| MA | MASTERCARD INCORPORATEDcl a | $292,000 | -4.9% | 840 | 0.0% | 0.20% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP | $273,000 | 0.0% | 3,750 | 0.0% | 0.19% | +5.1% | |
| PG | PROCTER AND GAMBLE CO | $266,000 | +3.9% | 1,901 | 0.0% | 0.18% | +9.0% | |
| UNH | UNITEDHEALTH GROUP INC | $236,000 | -2.5% | 605 | 0.0% | 0.16% | +2.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $226,000 | -5.4% | 1,627 | 0.0% | 0.16% | -0.6% | |
| TSLA | TESLA INC | $202,000 | +14.1% | 260 | 0.0% | 0.14% | +20.0% | |
| COST | COSTCO WHSL CORP NEW | $200,000 | +13.6% | 445 | 0.0% | 0.14% | +19.1% | |
| CPT | CAMDEN PPTY TRsh ben int | $170,000 | +11.1% | 1,150 | 0.0% | 0.12% | +17.0% | |
| O | REALTY INCOME CORP | $167,000 | -2.9% | 2,580 | 0.0% | 0.11% | +1.8% | |
| XEL | XCEL ENERGY INC | $156,000 | -5.5% | 2,500 | 0.0% | 0.11% | -0.9% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $131,000 | -3.0% | 600 | 0.0% | 0.09% | +2.3% | |
| SHY | ISHARES TR1 3 yr treas bd | $127,000 | 0.0% | 1,479 | 0.0% | 0.09% | +4.8% | |
| PAI | WESTERN ASSET INVESTMENT GRA | $122,000 | 0.0% | 7,795 | 0.0% | 0.08% | +5.0% | |
| SHV | ISHARES TRshort treas bd | $121,000 | 0.0% | 1,093 | 0.0% | 0.08% | +5.1% | |
| VLO | VALERO ENERGY CORP | $121,000 | -9.7% | 1,720 | 0.0% | 0.08% | -4.6% | |
| CI | CIGNA CORP NEW | $114,000 | -15.6% | 570 | 0.0% | 0.08% | -11.4% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $112,000 | +1.8% | 475 | 0.0% | 0.08% | +6.9% | |
| IVE | ISHARES TRs&p 500 val etf | $109,000 | -1.8% | 750 | 0.0% | 0.08% | +4.2% | |
| GS | GOLDMAN SACHS GROUP INC | $104,000 | 0.0% | 275 | 0.0% | 0.07% | +4.4% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $100,000 | 0.0% | 2,500 | 0.0% | 0.07% | +6.2% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $90,000 | +20.0% | 1,100 | 0.0% | 0.06% | +26.5% | |
| ROP | ROPER TECHNOLOGIES INC | $89,000 | -5.3% | 200 | 0.0% | 0.06% | 0.0% | |
| ENB | ENBRIDGE INC | $88,000 | -1.1% | 2,222 | 0.0% | 0.06% | +3.4% | |
| UNP | UNION PAC CORP | $86,000 | -11.3% | 440 | 0.0% | 0.06% | -6.3% | |
| CRM | SALESFORCE COM INC | $81,000 | +11.0% | 300 | 0.0% | 0.06% | +16.7% | |
| IGV | ISHARES TRexpanded tech | $80,000 | +2.6% | 200 | 0.0% | 0.06% | +7.8% | |
| WFC | WELLS FARGO CO NEW | $79,000 | +2.6% | 1,703 | 0.0% | 0.05% | +8.0% | |
| TA | TRAVELCENTERS OF AMERICA INC | $75,000 | +70.5% | 1,500 | 0.0% | 0.05% | +75.9% | |
| VO | VANGUARD INDEX FDSmid cap etf | $72,000 | 0.0% | 303 | 0.0% | 0.05% | +4.3% | |
| GILD | GILEAD SCIENCES INC | $70,000 | +1.4% | 1,000 | 0.0% | 0.05% | +6.7% | |
| PLAB | PHOTRONICS INC | $68,000 | +3.0% | 5,000 | 0.0% | 0.05% | +9.3% | |
| NKE | NIKE INCcl b | $69,000 | -6.8% | 478 | 0.0% | 0.05% | -2.1% | |
| PPIH | PERMA-PIPE INTL HLDGS INC | $64,000 | +16.4% | 8,200 | 0.0% | 0.04% | +22.2% | |
| YUM | YUM BRANDS INC | $64,000 | +6.7% | 520 | 0.0% | 0.04% | +12.8% | |
| HES | HESS CORP | $62,000 | -11.4% | 800 | 0.0% | 0.04% | -6.5% | |
| IYW | ISHARES TRu.s. tech etf | $61,000 | +1.7% | 600 | 0.0% | 0.04% | +7.7% | |
| UAL | UNITED AIRLS HLDGS INC | $60,000 | -9.1% | 1,270 | 0.0% | 0.04% | -4.7% | |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $58,000 | +5.5% | 8,820 | 0.0% | 0.04% | +11.1% | |
| SDY | SPDR SER TRs&p divid etf | $57,000 | -3.4% | 485 | 0.0% | 0.04% | +2.6% | |
| MET | METLIFE INC | $56,000 | +3.7% | 900 | 0.0% | 0.04% | +8.6% | |
| WDC | WESTERN DIGITAL CORP. | $56,000 | -21.1% | 1,000 | 0.0% | 0.04% | -17.4% | |
| ETR | ENTERGY CORP NEW | $51,000 | 0.0% | 510 | 0.0% | 0.04% | +6.1% | |
| PAG | PENSKE AUTOMOTIVE GRP INC | $50,000 | +31.6% | 500 | 0.0% | 0.03% | +36.0% | |
| C | CITIGROUP INC | $49,000 | -2.0% | 700 | 0.0% | 0.03% | +3.0% | |
| CMRE | COSTAMARE INC | $46,000 | +31.4% | 3,000 | 0.0% | 0.03% | +39.1% | |
| JHS | HANCOCK JOHN INCOME SECS TR | $44,000 | -2.2% | 2,800 | 0.0% | 0.03% | +3.4% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $42,000 | +2.4% | 280 | 0.0% | 0.03% | +7.4% | |
| SO | SOUTHERN CO | $43,000 | +2.4% | 700 | 0.0% | 0.03% | +7.4% | |
| HMST | HOMESTREET INC | $41,000 | 0.0% | 1,000 | 0.0% | 0.03% | +3.7% | |
| PB | PROSPERITY BANCSHARES INC | $40,000 | -2.4% | 565 | 0.0% | 0.03% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $40,000 | -2.4% | 150 | 0.0% | 0.03% | 0.0% | |
| GNW | GENWORTH FINL INC | $39,000 | -2.5% | 10,300 | 0.0% | 0.03% | +3.8% | |
| CPE | CALLON PETE CO DEL | $39,000 | -15.2% | 800 | 0.0% | 0.03% | -10.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $39,000 | -4.9% | 397 | 0.0% | 0.03% | 0.0% | |
| PFFA | ETFIS SER TR Ivirtus infrcap | $40,000 | 0.0% | 1,600 | 0.0% | 0.03% | +3.8% | |
| AR | ANTERO RESOURCES CORP | $38,000 | +26.7% | 2,000 | 0.0% | 0.03% | +30.0% | |
| JMP | JMP GROUP LLC | $37,000 | +19.4% | 5,000 | 0.0% | 0.02% | +25.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $36,000 | -7.7% | 608 | 0.0% | 0.02% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $36,000 | -12.2% | 620 | 0.0% | 0.02% | -7.4% | |
| IJR | ISHARES TRcore s&p scp etf | $36,000 | -2.7% | 330 | 0.0% | 0.02% | +4.2% | |
| EGY | VAALCO ENERGY INC | $35,000 | -10.3% | 12,000 | 0.0% | 0.02% | -4.0% | |
| X | UNITED STATES STL CORP NEW | $33,000 | -8.3% | 1,500 | 0.0% | 0.02% | 0.0% | |
| EOG | EOG RES INC | $34,000 | -2.9% | 425 | 0.0% | 0.02% | 0.0% | |
| KRG | KITE RLTY GROUP TR | $33,000 | -5.7% | 1,600 | 0.0% | 0.02% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $34,000 | 0.0% | 270 | 0.0% | 0.02% | +4.5% | |
| GM | GENERAL MTRS CO | $32,000 | -11.1% | 612 | 0.0% | 0.02% | -4.3% | |
| APD | AIR PRODS & CHEMS INC | $32,000 | -11.1% | 125 | 0.0% | 0.02% | -4.3% | |
| CPLP | CAPITAL PRODUCT PARTNERS L Ppartnershp units | $32,000 | +6.7% | 2,500 | 0.0% | 0.02% | +10.0% | |
| CNO | CNO FINL GROUP INC | $31,000 | 0.0% | 1,300 | 0.0% | 0.02% | +5.0% | |
| BXS | BANCORPSOUTH BK TUPELO MISS | $30,000 | +7.1% | 1,000 | 0.0% | 0.02% | +16.7% | |
| HBAN | HUNTINGTON BANCSHARES INC | $31,000 | +6.9% | 2,000 | 0.0% | 0.02% | +10.5% | |
| NSP | INSPERITY INC | $30,000 | +25.0% | 270 | 0.0% | 0.02% | +31.2% | |
| IYM | ISHARES TRu.s. bas mtl etf | $31,000 | -6.1% | 250 | 0.0% | 0.02% | -4.5% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $30,000 | -3.2% | 2,000 | 0.0% | 0.02% | +5.0% | |
| SLRC | SLR INVESTMENT CORP | $29,000 | +3.6% | 1,500 | 0.0% | 0.02% | +11.1% | |
| BRT | BRT APARTMENTS CORP | $29,000 | +11.5% | 1,500 | 0.0% | 0.02% | +17.6% | |
| SHBI | SHORE BANCSHARES INC | $27,000 | +8.0% | 1,500 | 0.0% | 0.02% | +18.8% | |
| TTOO | T2 BIOSYSTEMS INC | $27,000 | -25.0% | 30,000 | 0.0% | 0.02% | -17.4% | |
| MDT | MEDTRONIC PLC | $28,000 | 0.0% | 225 | 0.0% | 0.02% | +5.6% | |
| VPV | INVESCO PA VALUE MUN INC TR | $27,000 | 0.0% | 2,000 | 0.0% | 0.02% | +5.6% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $26,000 | +4.0% | 173 | 0.0% | 0.02% | +12.5% | |
| SD | SANDRIDGE ENERGY INC | $26,000 | +100.0% | 2,000 | 0.0% | 0.02% | +125.0% | |
| ALL | ALLSTATE CORP | $26,000 | 0.0% | 201 | 0.0% | 0.02% | +5.9% | |
| TROX | TRONOX HOLDINGS PLC | $25,000 | +13.6% | 1,000 | 0.0% | 0.02% | +21.4% | |
| NBR | NABORS INDUSTRIES LTD | $25,000 | -16.7% | 260 | 0.0% | 0.02% | -15.0% | |
| MPC | MARATHON PETE CORP | $25,000 | +4.2% | 400 | 0.0% | 0.02% | +6.2% | |
| LPG | DORIAN LPG LTD | $25,000 | -10.7% | 2,000 | 0.0% | 0.02% | -5.6% | |
| PSEC | PROSPECT CAP CORP | $23,000 | -8.0% | 3,000 | 0.0% | 0.02% | 0.0% | |
| RELL | RICHARDSON ELECTRS LTD | $24,000 | +14.3% | 2,500 | 0.0% | 0.02% | +14.3% | |
| NL | NL INDS INC | $23,000 | -11.5% | 4,000 | 0.0% | 0.02% | -5.9% | |
| CTHR | CHARLES & COLVARD LTD | $24,000 | 0.0% | 8,000 | 0.0% | 0.02% | 0.0% | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $23,000 | -17.9% | 300 | 0.0% | 0.02% | -11.1% | |
| NBN | NORTHEAST BK LEWISTON ME | $24,000 | +14.3% | 700 | 0.0% | 0.02% | +14.3% | |
| ARCC | ARES CAPITAL CORP | $23,000 | +4.5% | 1,110 | 0.0% | 0.02% | +14.3% | |
| KBAL | KIMBALL INTL INCcl b | $22,000 | -15.4% | 2,000 | 0.0% | 0.02% | -11.8% | |
| SWN | SOUTHWESTERN ENERGY CO | $22,000 | -4.3% | 4,000 | 0.0% | 0.02% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $21,000 | -4.5% | 2,500 | 0.0% | 0.01% | 0.0% | |
| OCSL | OAKTREE SPECIALTY LENDING CO | $21,000 | +5.0% | 3,000 | 0.0% | 0.01% | +7.7% | |
| MO | ALTRIA GROUP INC | $20,000 | -4.8% | 439 | 0.0% | 0.01% | 0.0% | |
| PDS | PRECISION DRILLING CORP | $20,000 | -4.8% | 500 | 0.0% | 0.01% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $21,000 | +10.5% | 300 | 0.0% | 0.01% | +16.7% | |
| GD | GENERAL DYNAMICS CORP | $20,000 | +5.3% | 100 | 0.0% | 0.01% | +16.7% | |
| AOR | ISHARES TRgrwt allocat etf | $19,000 | 0.0% | 339 | 0.0% | 0.01% | +8.3% | |
| MNR | MONMOUTH REAL ESTATE INVT COcl a | $19,000 | 0.0% | 1,000 | 0.0% | 0.01% | +8.3% | |
| SSB | SOUTHSTATE CORPORATION | $17,000 | -5.6% | 221 | 0.0% | 0.01% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $18,000 | -5.3% | 600 | 0.0% | 0.01% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $17,000 | 0.0% | 70 | 0.0% | 0.01% | +9.1% | |
| LUV | SOUTHWEST AIRLS CO | $18,000 | -5.3% | 350 | 0.0% | 0.01% | 0.0% | |
| CLBS | CALADRIUS BIOSCIENCES INC | $18,000 | -25.0% | 15,000 | 0.0% | 0.01% | -25.0% | |
| ADMP | ADAMIS PHARMACEUTICALS CORP | $17,000 | -15.0% | 18,000 | 0.0% | 0.01% | -7.7% | |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $18,000 | -5.3% | 3,034 | 0.0% | 0.01% | 0.0% | |
| CDR | CEDAR REALTY TRUST INC | $16,000 | +23.1% | 757 | 0.0% | 0.01% | +37.5% | |
| NAD | NUVEEN QUALITY MUNCP INCOME | $16,000 | 0.0% | 1,000 | 0.0% | 0.01% | +10.0% | |
| ORN | ORION GROUP HLDGS INC | $16,000 | -5.9% | 3,000 | 0.0% | 0.01% | 0.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $16,000 | -5.9% | 85 | 0.0% | 0.01% | 0.0% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $15,000 | -6.2% | 50 | 0.0% | 0.01% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $14,000 | -6.7% | 173 | 0.0% | 0.01% | 0.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $15,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC | $15,000 | -11.8% | 80 | 0.0% | 0.01% | -9.1% | |
| DFS | DISCOVER FINL SVCS | $14,000 | 0.0% | 118 | 0.0% | 0.01% | +11.1% | |
| VRS | VERSO CORPcl a | $15,000 | +25.0% | 700 | 0.0% | 0.01% | +25.0% | |
| SOCL | GLOBAL X FDSsocial med etf | $15,000 | -16.7% | 250 | 0.0% | 0.01% | -16.7% | |
| LAWS | LAWSON PRODS INC | $15,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% | |
| CMO | CAPSTEAD MTG CORP | $13,000 | +8.3% | 2,000 | 0.0% | 0.01% | +12.5% | |
| TFC | TRUIST FINL CORP | $13,000 | +8.3% | 225 | 0.0% | 0.01% | +12.5% | |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $13,000 | -7.1% | 4,970 | 0.0% | 0.01% | 0.0% | |
| LNG | CHENIERE ENERGY INC | $13,000 | +8.3% | 135 | 0.0% | 0.01% | +12.5% | |
| ITI | ITERIS INC NEW | $11,000 | -15.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $11,000 | 0.0% | 173 | 0.0% | 0.01% | +14.3% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $11,000 | 0.0% | 1,000 | 0.0% | 0.01% | +14.3% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $11,000 | 0.0% | 170 | 0.0% | 0.01% | +14.3% | |
| SRL | SCULLY ROYALTY LTD | $12,000 | -7.7% | 1,090 | 0.0% | 0.01% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $11,000 | -8.3% | 45 | 0.0% | 0.01% | 0.0% | |
| WYY | WIDEPOINT CORP | $11,000 | -26.7% | 2,000 | 0.0% | 0.01% | -20.0% | |
| TDW | TIDEWATER INC NEW | $12,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| ZEUS | OLYMPIC STEEL INC | $12,000 | -20.0% | 500 | 0.0% | 0.01% | -20.0% | |
| BBDC | BARINGS BDC INC | $11,000 | +10.0% | 979 | 0.0% | 0.01% | +14.3% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $10,000 | -16.7% | 1,000 | 0.0% | 0.01% | -12.5% | |
| GEOS | GEOSPACE TECHNOLOGIES CORP | $10,000 | +25.0% | 1,000 | 0.0% | 0.01% | +40.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $10,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| VNRX | VOLITIONRX LTD | $9,000 | -10.0% | 3,000 | 0.0% | 0.01% | -14.3% | |
| BP | BP PLCsponsored adr | $9,000 | 0.0% | 323 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $7,000 | -12.5% | 97 | 0.0% | 0.01% | 0.0% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $7,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $8,000 | 0.0% | 520 | 0.0% | 0.01% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| FSK | FS KKR CAP CORP | $6,000 | +20.0% | 250 | 0.0% | 0.00% | +33.3% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $5,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $4,000 | -42.9% | 30 | 0.0% | 0.00% | -40.0% | |
| MTH | MERITAGE HOMES CORP | $5,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| SVC | SERVICE PPTYS TR | $3,000 | 0.0% | 250 | 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% | |
| FANG | DIAMONDBACK ENERGY INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP NEWcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $0 | – | 5 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD | $0 | -100.0% | 50 | 0.0% | 0.00% | -100.0% | |
| IPG | INTERPUBLIC GROUP COS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $0 | – | 6 | 0.0% | 0.00% | – | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | 5 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| IYE | ISHARES TRu.s. energy etf | $0 | – | 8 | 0.0% | 0.00% | – | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-12
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.