Long-term investor

Founders Financial Securities LLC @foundersfinancialsecurit

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001342396).

Record

  • Tracked since 2025-06-30 (448 days), 154 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +14.7% · all +14.7%
  • Max drawdown n/a · win rate 30% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A409 · 6.5% · long · since 2025-06-30
  • 78464A508 · 4.8% · long · since 2025-06-30
  • 25434V302 · 2.8% · long · since 2025-06-30
  • 922908629 · 2.8% · long · since 2025-06-30
  • 921908844 · 2.8% · long · since 2025-06-30
  • 921943858 · 2.5% · long · since 2025-06-30
  • 81369Y803 · 2.3% · long · since 2025-06-30
  • 464287804 · 2.3% · long · since 2025-06-30
  • NVDA · 2.0% · long · since 2025-06-30
  • 316188309 · 1.7% · long · since 2025-06-30
  • 464287226 · 1.5% · long · since 2025-06-30
  • 46641Q670 · 1.4% · long · since 2025-06-30

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