Founders Capital Management
Latest statistics and disclosures from Founders Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOG, META, MSFT, WFC, and represent 49.25% of Founders Capital Management's stock portfolio.
- Added to shares of these 10 stocks: UPS, LRCX, GOOGL, AAPL, MCK, COF, JPM, AMZN, CMCSA, PEP.
- Started 3 new stock positions in JPM, COF, LRCX.
- Reduced shares in these 10 stocks: META, HD, SPY, WFC, DIS, LOW, CSCO, KO, GD, MSFT.
- Founders Capital Management was a net seller of stock by $-2.0M.
- Founders Capital Management has $544M in assets under management (AUM), dropping by -4.66%.
- Central Index Key (CIK): 0001585828
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Portfolio Holdings for Founders Capital Management
Founders Capital Management holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 13.9 | $76M | 142k | 532.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 13.1 | $71M | 456k | 156.23 |
|
|
| Meta Platforms Cl A (META) | 9.9 | $54M | -2% | 93k | 576.36 |
|
| Microsoft Corporation (MSFT) | 8.5 | $46M | 123k | 375.39 |
|
|
| Wells Fargo & Company (WFC) | 3.8 | $21M | 291k | 71.79 |
|
|
| American Express Company (AXP) | 3.8 | $21M | 77k | 269.05 |
|
|
| Apple (AAPL) | 3.4 | $19M | +2% | 84k | 222.13 |
|
| FedEx Corporation (FDX) | 3.2 | $17M | 71k | 243.78 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $16M | +2% | 105k | 154.64 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $15M | -2% | 27k | 559.39 |
|
| Home Depot (HD) | 2.4 | $13M | -2% | 36k | 366.49 |
|
| CSX Corporation (CSX) | 2.2 | $12M | 414k | 29.43 |
|
|
| Pepsi (PEP) | 2.1 | $12M | 77k | 149.94 |
|
|
| Union Pacific Corporation (UNP) | 2.1 | $11M | 48k | 236.24 |
|
|
| United Parcel Service CL B (UPS) | 2.1 | $11M | +8% | 103k | 109.99 |
|
| Coca-Cola Company (KO) | 1.8 | $9.5M | 133k | 71.62 |
|
|
| Walt Disney Company (DIS) | 1.5 | $8.2M | -2% | 83k | 98.70 |
|
| Comcast Corp Cl A (CMCSA) | 1.5 | $8.2M | 222k | 36.90 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.4 | $7.7M | 30k | 253.86 |
|
|
| General Dynamics Corporation (GD) | 1.3 | $6.9M | -2% | 25k | 272.58 |
|
| Lockheed Martin Corporation (LMT) | 1.2 | $6.8M | 15k | 446.71 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $6.4M | 14k | 468.92 |
|
|
| Amgen (AMGN) | 1.1 | $5.9M | 19k | 311.55 |
|
|
| Lowe's Companies (LOW) | 1.0 | $5.4M | -4% | 23k | 233.23 |
|
| Regeneron Pharmaceuticals (REGN) | 0.9 | $4.9M | -2% | 7.7k | 634.23 |
|
| Abbvie (ABBV) | 0.9 | $4.8M | 23k | 209.52 |
|
|
| Abbott Laboratories (ABT) | 0.7 | $4.1M | 31k | 132.65 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $3.9M | 23k | 165.84 |
|
|
| Stryker Corporation (SYK) | 0.6 | $3.3M | 8.7k | 372.25 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.5 | $2.9M | 2.4k | 1234.57 |
|
|
| Cisco Systems (CSCO) | 0.5 | $2.8M | -7% | 46k | 61.71 |
|
| Kraft Heinz (KHC) | 0.5 | $2.8M | 92k | 30.43 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.5 | $2.8M | 42k | 66.64 |
|
|
| M&T Bank Corporation (MTB) | 0.5 | $2.7M | 15k | 178.75 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.5M | 24k | 104.57 |
|
|
| Chevron Corporation (CVX) | 0.3 | $1.9M | 11k | 167.29 |
|
|
| Mohawk Industries (MHK) | 0.3 | $1.6M | -2% | 14k | 114.18 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.2M | -4% | 8.9k | 139.81 |
|
| McKesson Corporation (MCK) | 0.2 | $1.2M | +23% | 1.8k | 672.99 |
|
| Flagstar Financial Unit 05/07/2051 (FLG.PU) | 0.2 | $1.1M | 30k | 37.28 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $1.1M | -4% | 886.00 | 1200.80 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | 7.9k | 132.46 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.0M | -6% | 6.1k | 170.42 |
|
| UnitedHealth (UNH) | 0.2 | $961k | 1.8k | 523.75 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $812k | 76k | 10.73 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $798k | 1.00 | 798442.00 |
|
|
| Cigna Corp (CI) | 0.1 | $765k | 2.3k | 329.00 |
|
|
| Boston Beer Cl A (SAM) | 0.1 | $715k | 3.0k | 238.84 |
|
|
| Amazon (AMZN) | 0.1 | $711k | +21% | 3.7k | 190.26 |
|
| Markel Corporation (MKL) | 0.1 | $677k | -11% | 362.00 | 1869.61 |
|
| Medtronic SHS (MDT) | 0.1 | $668k | 7.4k | 89.86 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $653k | 7.4k | 87.79 |
|
|
| Webster Financial Corporation (WBS) | 0.1 | $571k | 11k | 51.55 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $560k | 1.0k | 548.12 |
|
|
| PNC Financial Services (PNC) | 0.1 | $555k | 3.2k | 175.77 |
|
|
| First Bancorp P R Com New (FBP) | 0.1 | $498k | 26k | 19.17 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $484k | 1.0k | 484.11 |
|
|
| Norfolk Southern (NSC) | 0.1 | $447k | -2% | 1.9k | 236.85 |
|
| Bank of America Corporation (BAC) | 0.1 | $439k | -15% | 11k | 41.73 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $408k | NEW | 5.6k | 72.70 |
|
| Ofg Ban (OFG) | 0.1 | $400k | 10k | 40.02 |
|
|
| New York Times Cl A (NYT) | 0.1 | $397k | 8.0k | 49.60 |
|
|
| Fastenal Company (FAST) | 0.1 | $396k | 5.1k | 77.55 |
|
|
| Camden National Corporation (CAC) | 0.1 | $376k | 9.3k | 40.47 |
|
|
| General Mills (GIS) | 0.1 | $359k | -9% | 6.0k | 59.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $349k | 2.1k | 166.00 |
|
|
| Visa Com Cl A (V) | 0.1 | $349k | 995.00 | 350.46 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $320k | 5.1k | 63.40 |
|
|
| Darden Restaurants (DRI) | 0.1 | $312k | 1.5k | 207.76 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $262k | 2.5k | 103.20 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $256k | 3.5k | 73.28 |
|
|
| Key (KEY) | 0.0 | $238k | 15k | 15.99 |
|
|
| Intel Corporation (INTC) | 0.0 | $232k | -4% | 10k | 22.71 |
|
| Adams Express Company (ADX) | 0.0 | $216k | +2% | 11k | 18.99 |
|
| Capital One Financial (COF) | 0.0 | $215k | NEW | 1.2k | 179.30 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $200k | NEW | 817.00 | 245.30 |
|
Past Filings by Founders Capital Management
SEC 13F filings are viewable for Founders Capital Management going back to 2013
- Founders Capital Management 2025 Q1 filed April 15, 2025
- Founders Capital Management 2024 Q4 filed Jan. 24, 2025
- Founders Capital Management 2024 Q3 filed Oct. 15, 2024
- Founders Capital Management 2024 Q2 filed July 17, 2024
- Founders Capital Management 2024 Q1 filed April 22, 2024
- Founders Capital Management 2023 Q4 filed Jan. 23, 2024
- Founders Capital Management 2023 Q3 filed Oct. 24, 2023
- Founders Capital Management 2023 Q2 filed July 26, 2023
- Founders Capital Management 2023 Q1 filed April 18, 2023
- Founders Capital Management 2022 Q4 filed Jan. 20, 2023
- Founders Capital Management 2022 Q3 filed Oct. 21, 2022
- Founders Capital Management 2022 Q2 filed July 25, 2022
- Founders Capital Management 2022 Q1 filed May 3, 2022
- Founders Capital Management 2021 Q4 restated filed Feb. 16, 2022
- Founders Capital Management 2021 Q4 filed Jan. 27, 2022
- Founders Capital Management 2021 Q3 filed Oct. 21, 2021