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Home > Institutional Investor > Founders Capital Management > Profile

Instuitional Investor - Founders Capital Management

Fund Profile
Filing Period:
Fund Name: Founders Capital Management
Portfolio Value $137,636,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 31,179 $12,768,426 9.27%
2.
Microsoft Corp
 MSFT 27,276 $10,256,836 7.45%
3.
Apple Inc.
 AAPL 44,995 $8,662,823 6.29%
4.
Jpmorgan Chase & Co
 JPM 36,868 $6,271,196 4.55%
5.
Exxon Mobil Corp
 XOM 57,505 $5,749,373 4.17%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)