Founders Capital Management Portfolio Holdings
Q3 2025•395 long positions•$188.8M portfolio value
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Holding407 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $18.4M 9.74% | +$28.8K Bought | — 30.6K shares | 30.6K → 30.6K +$28.8K | +0.16% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $14.3M 7.59% | +$26.4K Bought | 0.0% 27.7K shares | 27.6K → 27.7K +$26.4K | +0.18% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Hardware, Equipment & Parts Technology | $12.0M 6.35% | -$114.4K Sold | 0.017% 146.3K shares | 147.7K → 146.3K −$114.4K | -0.94% | $70.3B Large Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $10.8M 5.71% | -$47.9K Sold | 0.001% 34.2K shares | 34.3K → 34.2K −$47.9K | -0.44% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $9.9M 5.24% | +$115.1K Bought | 0.0% 38.9K shares | 38.4K → 38.9K +$115.1K | +1.18% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.1M 4.84% | -$7.8K Sold | — 87.4K shares | 87.4K → 87.4K −$7.8K | -0.09% | — — | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $9.1M 4.82% | -$4.7K Sold | 0.004% 54.4K shares | 54.4K → 54.4K −$4.7K | -0.05% | $223.98B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $8.8M 4.64% | -$13.7K Sold | 0.002% 47.3K shares | 47.3K → 47.3K −$13.7K | -0.16% | $446.55B Mega Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $7.4M 3.92% | +$131.8K Bought | 0.006% 14.8K shares | 14.6K → 14.8K +$131.8K | +1.81% | $116.55B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.1M 3.76% | -$7.3K Sold | — 10.6K shares | 10.7K → 10.6K −$7.3K | -0.1% | — — | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $6.6M 3.52% | +$151.5K Bought | 0.001% 59.0K shares | 57.6K → 59.0K +$151.5K | +2.33% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $5.8M 3.05% | -$64.1K Sold | 0.001% 24.9K shares | 25.2K → 24.9K −$64.1K | -1.1% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $5.8M 3.05% | +$243.7K Bought | 0.002% 37.0K shares | 35.5K → 37.0K +$243.7K | +4.42% | $312.88B Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $5.4M 2.87% | +$487.1 Bought | 0.0% 22.2K shares | 22.2K → 22.2K +$487.1 | +0.01% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Chemicals - Specialty Basic Materials | $5.3M 2.79% | +$23.7K Bought | 0.009% 19.3K shares | 19.2K → 19.3K +$23.7K | +0.45% | $60.7B Large Cap | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $3.4M 1.82% | +$1.4K Bought | 0.002% 16.8K shares | 16.8K → 16.8K +$1.4K | +0.04% | $163.10B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $3.2M 1.7% | +$17.1K Bought | 0.004% 24.5K shares | 24.4K → 24.5K +$17.1K | +0.53% | $73.8B Large Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $3.1M 1.62% | -$34.2K Sold | 0.001% 36.5K shares | 36.9K → 36.5K −$34.2K | -1.1% | $209.64B Mega Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $2.9M 1.52% | -$6.7K Sold | 0.003% 4.7K shares | 4.7K → 4.7K −$6.7K | -0.23% | $87.2B Large Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $2.9M 1.51% | -$29.3K Sold | 0.002% 8.1K shares | 8.2K → 8.1K −$29.3K | -1.01% | $147.66B Large Cap | Q4 2020 Held for 4y 11m | |
Restaurants Consumer Cyclical | $2.6M 1.39% | -$62.0K Sold | 0.001% 8.7K shares | 8.9K → 8.7K −$62.0K | -2.3% | $216.86B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Midstream Energy | $2.2M 1.19% | +$1.0M Bought | 0.009% 41.7K shares | 22.3K → 41.7K +$1.0M | +87.24% | $26.1B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.2M 1.18% | +$26.1K Bought | — 71.8K shares | 70.9K → 71.8K +$26.1K | +1.18% | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Midstream Energy | $2.2M 1.18% | +$1.0M Bought | 0.062% 122.3K shares | 67.2K → 122.3K +$1.0M | +81.93% | $3.6B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.2M 1.17% | +$45.4K Bought | — 88.2K shares | 86.4K → 88.2K +$45.4K | +2.1% | — — | Q3 2024 Held for 1y 2m | |
Oil & Gas Equipment & Services Energy | $1.3M 0.71% | +$2.7K Bought | 0.003% 39.0K shares | 38.9K → 39.0K +$2.7K | +0.21% | $51.3B Large Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $830.4K 0.44% | -$14.2K Sold | 0.001% 3.8K shares | 3.9K → 3.8K −$14.2K | -1.69% | $163.20B Large Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $773.1K 0.409% | +$33.2K Bought | 0.0% 3.5K shares | 3.4K → 3.5K +$33.2K | +4.48% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $759.0K 0.402% | +$23.6K Bought | — 1.6K shares | 1.6K → 1.6K +$23.6K | +3.22% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $687.1K 0.364% | -$21.1K Sold | 0.0% 2.4K shares | 2.5K → 2.4K −$21.1K | -2.98% | $801.76B Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $581.7K 0.308% | — | 0.0% 3.2K shares | — | — | $167.04B Large Cap | Q4 2020 Held for 4y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $581.1K 0.308% | — | 0.0% 8.8K shares | — | — | $285.42B Mega Cap | Q4 2020 Held for 4y 11m | |
Home Improvement Consumer Cyclical | $567.3K 0.3% | -$405.2 Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$405.2 | -0.07% | $403.32B Mega Cap | Q4 2020 Held for 4y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $504.2K 0.267% | -$19.7K Sold | 0.0% 3.6K shares | 3.7K → 3.6K −$19.7K | -3.75% | $192.27B Large Cap | Q4 2020 Held for 4y 11m | |
Home Improvement Consumer Cyclical | $468.8K 0.248% | — | 0.0% 1.9K shares | — | — | $140.94B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $466.5K 0.247% | +$189.7 Bought | — 2.5K shares | 2.5K → 2.5K +$189.7 | +0.04% | — — | Q4 2020 Held for 4y 11m | |
Oil & Gas Refining & Marketing Energy | $447.8K 0.237% | — | 0.001% 2.6K shares | — | — | $52.9B Large Cap | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $435.9K 0.231% | -$152.4K Sold | 0.0% 4.2K shares | 5.7K → 4.2K −$152.4K | -25.91% | $821.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $423.9K 0.225% | — | 0.0% 458.0 shares | — | — | $410.27B Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $393.7K 0.209% | — | 0.0% 4.7K shares | — | — | $268.51B Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $385.3K 0.204% | — | 0.0% 1.6K shares | — | — | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $377.1K 0.2% | +$2.4K Bought | 0.0% 14.8K shares | 14.7K → 14.8K +$2.4K | +0.65% | $144.87B Large Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $360.3K 0.191% | +$291.0K Bought | 0.0% 1.1K shares | 210.0 → 1.1K +$291.0K | +420.0% | $1.56T Mega Cap | Q3 2023 Held for 2y 2m | |
Financial - Capital Markets Financial Services | $351.3K 0.186% | — | 0.0% 3.7K shares | — | — | $173.30B Large Cap | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $349.4K 0.185% | +$25.1K Bought | 0.0% 695.0 shares | 645.0 → 695.0 +$25.1K | +7.75% | $1.08T Mega Cap | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | $338.9K 0.18% | — | 0.0% 2.2K shares | — | — | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $335.6K 0.178% | — | 0.0% 590.0 shares | — | — | $514.21B Mega Cap | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $324.5K 0.172% | — | 0.0% 1.2K shares | — | — | $262.84B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Midstream Energy | $316.5K 0.168% | +$31.3 Bought | 0.0% 10.1K shares | 10.1K → 10.1K +$31.3 | +0.01% | $67.7B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $254.3K 0.135% | +$2.3K Bought | — 1.8K shares | 1.8K → 1.8K +$2.3K | +0.89% | — — | Q4 2020 Held for 4y 11m |
