Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS CAPITAL MANAGEMENT | 04-10-2024 | 03-31-2024 | 356 | 147,947,828 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $13,744,248 | 30,955 | 0.01 | 0.01 | -224 | -0.72 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $11,370,374 | 27,026 | 0.01 | 0.01 | -250 | -0.92 | 03-31-2024 |
| APPLE INC | COM | 3 | $7,656,079 | 44,647 | 0.01 | 0.01 | -348 | -0.77 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 4 | $7,248,626 | 36,189 | 0.00 | 0.00 | -679 | -1.84 | 03-31-2024 |
