Founders Capital Management has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 376 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $15.2M, Microsoft Corp with a value of $11.4M, Apple Inc. with a value of $9.21M, Jpmorgan Chase & CO with a value of $7.59M, and Spdr Portfolio with a value of $7.03M.

Examining the 13F form we can see an increase of $9.77M in the current position value, from $154M to 164M.

Below you can find more details about Founders Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $164 Million
ETFs: $35.8 Million
Technology: $34.2 Million
Industrials: $22.6 Million
Healthcare: $18.8 Million
Energy: $16.9 Million
Financial Services: $10.4 Million
Consumer Cyclical: $10.1 Million
Basic Materials: $6.3 Million
Other: $8.61 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 376
  • Current Value $164 Million
  • Prior Value $154 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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