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Latest Founders Financial Alliance, LLC Stock Portfolio

$554Million– No. of Holdings #730

Founders Financial Alliance, LLC Performance:
2026 Q1: -1.51%YTD: -1.51%2025: 13.69%
Performance for 2026 Q1 is -1.51%, and YTD is -1.51%, and 2025 is 13.69%.

About Founders Financial Alliance, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Founders Financial Alliance, LLC reported an equity portfolio of $554.9 Millions as of 31 Mar, 2026.

The top stock holdings of Founders Financial Alliance, LLC are AAPL, NVDA, MSFT. The fund has invested 5.9% of it's portfolio in APPLE INC and 4.3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIDELITY MERRIMACK STR TR (FBND), CONSTELLATION ENERGY CORP (CEG) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), SALESFORCE INC (CRM) and ISHARES TR (BGRN). Founders Financial Alliance, LLC opened new stock positions in INVESTCORP CR MGMT BDC INC (ICMB), VANGUARD SCOTTSDALE FDS (BNDW) and PHILLIPS 66 (PSX). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANECK ETF TRUST (BUZZ) and PGIM ETF TR (PAB).
Founders Financial Alliance, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026

Founders Financial Alliance, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Founders Financial Alliance, LLC made a return of -1.51% in the last quarter. In trailing 12 months, it's portfolio return was 15.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
investcorp cr mgmt bdc inc479,189
vanguard scottsdale fds385,833
phillips 66373,492
seagate technology hldngs pl356,923
asml hldg nv343,862
baker hughes company327,038
hercules capital inc318,533
shell plc299,073
New stocks bought by Founders Financial Alliance, LLC

Additions

Ticker% Inc.
spdr series trust14,809
vaneck etf trust8,845
pgim etf tr4,387
ishares tr3,694
ishares tr2,681
ishares tr2,052
first tr exchange-traded fd1,771
ishares tr1,168
Additions to existing portfolio by Founders Financial Alliance, LLC

Reductions

Ticker% Reduced
salesforce inc-47.1
intuitive surgical inc-37.83
j p morgan exchange traded f-34.9
insulet corp-27.9
ishares tr-27.88
bp plc-24.66
calamos strategic total retu-24.21
neos etf trust-21.24
Founders Financial Alliance, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Founders Financial Alliance, LLC

Sector Distribution

Founders Financial Alliance, LLC has about 45.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Others45.1
Technology19.5
Financial Services6.3
Consumer Cyclical4.8
Industrials4.7
Healthcare3.9
Consumer Defensive3.7
Communication Services3.6
Energy3.4
Utilities2.8
Real Estate1.1
Basic Materials1.1

Market Cap. Distribution

Founders Financial Alliance, LLC has about 48.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED45.1
MEGA-CAP32.9
LARGE-CAP15.7
SMALL-CAP3.9
MID-CAP2.3

Stocks belong to which Index?

About 51.8% of the stocks held by Founders Financial Alliance, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others48.2
S&P 50046.7
RUSSELL 20005.1
Top 5 Winners (%)%
calumet inc
80.7 %
LXU
lsb inds inc
75.3 %
CF
cf industries hold
66.8 %
GLW
corning inc
55.3 %
OXY
occidental pete corp
55.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
1.8 M
CVX
chevron corporation
1.2 M
calumet inc
0.9 M
DUK
duke energy corp new
0.8 M
JNJ
johnson & johnson
0.7 M
Top 5 Losers (%)%
bcp investment corporation
-36.2 %
INTU
intuit
-34.2 %
CION
cion invt corp
-28.7 %
oxford lane cap corp
-27.2 %
KKR
kkr & co inc
-27.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.9 M
AAPL
apple inc
-2.4 M
NVDA
nvidia corporation
-1.7 M
AMZN
amazon com inc
-1.1 M
AVGO
broadcom inc
-0.9 M

Founders Financial Alliance, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Founders Financial Alliance, LLC

Founders Financial Alliance, LLC has 730 stocks in it's portfolio. About 23.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Founders Financial Alliance, LLC last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions