Founders Capital Management
Latest statistics and disclosures from Founders Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, BRK.B, META, MSFT, GOOGL, and represent 54.02% of Founders Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CNI, UPS, GE, CAT, CAC, SPY, CARR, KHC, PEP, CVX.
- Started 2 new stock positions in CAT, GE.
- Reduced shares in these 10 stocks: WFC, GOOG, IJR, ORCL, HD, MSFT, AXP, FDX, CMCSA, GIS.
- Sold out of its positions in GIS, IJR.
- Founders Capital Management was a net seller of stock by $-8.6M.
- Founders Capital Management has $673M in assets under management (AUM), dropping by 5.34%.
- Central Index Key (CIK): 0001585828
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Portfolio Holdings for Founders Capital Management
Founders Capital Management holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 20.7 | $139M | 443k | 313.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.5 | $71M | 140k | 502.65 |
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| Meta Platforms Cl A (META) | 9.1 | $61M | 93k | 660.09 |
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| Microsoft Corporation (MSFT) | 8.6 | $58M | 120k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $35M | 111k | 313.00 |
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| American Express Company (AXP) | 4.2 | $28M | 76k | 369.95 |
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| Wells Fargo & Company (WFC) | 3.4 | $23M | -14% | 243k | 93.20 |
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| Apple (AAPL) | 3.0 | $20M | 74k | 271.86 |
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| FedEx Corporation (FDX) | 2.9 | $20M | 68k | 288.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $18M | 27k | 681.93 |
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| CSX Corporation (CSX) | 2.2 | $15M | 406k | 36.25 |
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| Pepsi (PEP) | 1.8 | $12M | 84k | 143.52 |
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| United Parcel Service CL B (UPS) | 1.7 | $12M | +2% | 118k | 99.19 |
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| Union Pacific Corporation (UNP) | 1.7 | $12M | 50k | 231.32 |
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| Home Depot (HD) | 1.6 | $11M | -4% | 32k | 344.10 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.4 | $9.3M | 30k | 309.04 |
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| Coca-Cola Company (KO) | 1.3 | $9.0M | -2% | 129k | 69.91 |
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| Walt Disney Company (DIS) | 1.3 | $8.9M | 78k | 113.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $8.4M | 14k | 614.31 |
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| General Dynamics Corporation (GD) | 1.2 | $8.1M | 24k | 336.66 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $7.0M | 14k | 483.67 |
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| Regeneron Pharmaceuticals (REGN) | 0.9 | $6.3M | 8.2k | 771.87 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $6.3M | -5% | 212k | 29.89 |
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| Amgen (AMGN) | 0.9 | $6.2M | 19k | 327.31 |
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| Lowe's Companies (LOW) | 0.8 | $5.3M | 22k | 241.16 |
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| Abbvie (ABBV) | 0.8 | $5.2M | 23k | 228.49 |
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| Canadian Natl Ry (CNI) | 0.8 | $5.1M | +46% | 52k | 98.85 |
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| Johnson & Johnson (JNJ) | 0.7 | $4.8M | 23k | 206.95 |
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| Abbott Laboratories (ABT) | 0.6 | $3.7M | -2% | 30k | 125.29 |
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| Cisco Systems (CSCO) | 0.5 | $3.5M | 45k | 77.03 |
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| M&T Bank Corporation (MTB) | 0.5 | $3.1M | 16k | 201.48 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $2.9M | 42k | 68.23 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.4 | $2.8M | -2% | 2.2k | 1252.00 |
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| Stryker Corporation (SYK) | 0.4 | $2.5M | -5% | 7.1k | 351.47 |
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| Kraft Heinz (KHC) | 0.4 | $2.4M | +2% | 98k | 24.25 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $2.1M | -3% | 72k | 28.82 |
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| Chevron Corporation (CVX) | 0.3 | $2.1M | 14k | 152.41 |
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| Mohawk Industries (MHK) | 0.2 | $1.5M | 14k | 109.30 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 8.0k | 183.40 |
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| McKesson Corporation (MCK) | 0.2 | $1.3M | -7% | 1.6k | 820.29 |
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| Oracle Corporation (ORCL) | 0.1 | $962k | -44% | 4.9k | 194.91 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $960k | 5.6k | 171.18 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $898k | -5% | 741.00 | 1212.00 |
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| Procter & Gamble Company (PG) | 0.1 | $879k | 6.1k | 143.31 |
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| Wal-Mart Stores (WMT) | 0.1 | $846k | +2% | 7.6k | 111.41 |
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| PNC Financial Services (PNC) | 0.1 | $812k | 3.9k | 208.73 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Markel Corporation (MKL) | 0.1 | $744k | 346.00 | 2149.65 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $728k | 1.3k | 579.45 |
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| Amazon (AMZN) | 0.1 | $726k | -8% | 3.1k | 230.82 |
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| Medtronic SHS (MDT) | 0.1 | $721k | 7.5k | 96.06 |
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| Webster Financial Corporation (WBS) | 0.1 | $697k | 11k | 62.94 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $656k | +2% | 2.2k | 303.89 |
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| Cigna Corp (CI) | 0.1 | $640k | 2.3k | 275.23 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $597k | +2% | 1.0k | 570.88 |
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| Boston Beer Cl A (SAM) | 0.1 | $584k | 3.0k | 195.13 |
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| Camden National Corporation (CAC) | 0.1 | $563k | +39% | 13k | 43.38 |
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| New York Times Cl A (NYT) | 0.1 | $555k | 8.0k | 69.42 |
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| First Bancorp P R Com New (FBP) | 0.1 | $539k | 26k | 20.73 |
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| Bank of America Corporation (BAC) | 0.1 | $539k | -6% | 9.8k | 55.00 |
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| Ameriprise Financial (AMP) | 0.1 | $490k | 1.0k | 490.34 |
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| Fastenal Company (FAST) | 0.1 | $419k | +2% | 10k | 40.13 |
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| Ofg Ban (OFG) | 0.1 | $410k | 10k | 40.98 |
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| Norfolk Southern (NSC) | 0.1 | $409k | +4% | 1.4k | 288.72 |
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| Carrier Global Corporation (CARR) | 0.1 | $344k | +28% | 6.5k | 52.84 |
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| Visa Com Cl A (V) | 0.1 | $344k | 980.00 | 350.71 |
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| UnitedHealth (UNH) | 0.0 | $324k | +3% | 982.00 | 330.11 |
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| Intel Corporation (INTC) | 0.0 | $312k | 8.5k | 36.90 |
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| Key (KEY) | 0.0 | $307k | 15k | 20.64 |
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| Capital One Financial (COF) | 0.0 | $291k | 1.2k | 242.36 |
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| Adams Express Company (ADX) | 0.0 | $281k | 12k | 23.32 |
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| Darden Restaurants (DRI) | 0.0 | $276k | 1.5k | 184.02 |
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| Cummins (CMI) | 0.0 | $265k | +5% | 519.00 | 510.45 |
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| Shell Spon Ads (SHEL) | 0.0 | $257k | 3.5k | 73.48 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $243k | +6% | 754.00 | 322.22 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $222k | 2.5k | 87.35 |
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| Hartford Financial Services (HIG) | 0.0 | $216k | -2% | 1.6k | 137.80 |
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| Ge Aerospace Com New (GE) | 0.0 | $204k | NEW | 661.00 | 308.03 |
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| Caterpillar (CAT) | 0.0 | $202k | NEW | 352.00 | 572.87 |
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Past Filings by Founders Capital Management
SEC 13F filings are viewable for Founders Capital Management going back to 2013
- Founders Capital Management 2025 Q4 filed Jan. 23, 2026
- Founders Capital Management 2025 Q3 filed Oct. 10, 2025
- Founders Capital Management 2025 Q2 filed July 14, 2025
- 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