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 52.82% of Founders Capital Management's stock portfolio.
- Added to shares of these 8 stocks: CNI, UPS, INTC, CMI, PEP, GOOGL, ADX, REGN.
- Started 2 new stock positions in INTC, CMI.
- Reduced shares in these 10 stocks: GOOG, , MSFT, META, BRK.B, WFC, AAPL, HD, CSX, LMT.
- Sold out of its position in FLG.PU.
- Founders Capital Management was a net seller of stock by $-5.0M.
- Founders Capital Management has $639M in assets under management (AUM), dropping by 8.87%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 17.0 | $109M | 447k | 243.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.0 | $71M | 140k | 502.74 |
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| Meta Platforms Cl A (META) | 10.6 | $68M | 93k | 734.38 |
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| Microsoft Corporation (MSFT) | 9.8 | $63M | 122k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $27M | 112k | 243.10 |
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| American Express Company (AXP) | 4.0 | $26M | 77k | 332.16 |
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| Wells Fargo & Company (WFC) | 3.7 | $24M | 286k | 83.82 |
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| Apple (AAPL) | 3.0 | $19M | -2% | 75k | 254.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $18M | 27k | 666.19 |
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| FedEx Corporation (FDX) | 2.6 | $16M | 70k | 235.81 |
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| CSX Corporation (CSX) | 2.3 | $15M | 408k | 35.51 |
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| Home Depot (HD) | 2.1 | $14M | 34k | 405.19 |
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| Union Pacific Corporation (UNP) | 1.8 | $12M | 50k | 236.37 |
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| Pepsi (PEP) | 1.8 | $12M | 84k | 140.44 |
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| United Parcel Service CL B (UPS) | 1.5 | $9.6M | +3% | 115k | 83.53 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.4 | $9.1M | 30k | 302.35 |
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| Walt Disney Company (DIS) | 1.4 | $9.0M | 78k | 114.50 |
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| Coca-Cola Company (KO) | 1.4 | $8.8M | 132k | 66.32 |
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| General Dynamics Corporation (GD) | 1.3 | $8.4M | 25k | 341.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $8.2M | 14k | 600.37 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $7.3M | 15k | 499.21 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $7.0M | 223k | 31.42 |
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| Lowe's Companies (LOW) | 0.9 | $5.6M | 22k | 251.31 |
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| Amgen (AMGN) | 0.8 | $5.4M | 19k | 282.20 |
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| Abbvie (ABBV) | 0.8 | $5.3M | 23k | 231.54 |
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| Regeneron Pharmaceuticals (REGN) | 0.7 | $4.7M | 8.3k | 562.27 |
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| Johnson & Johnson (JNJ) | 0.7 | $4.3M | 23k | 185.42 |
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| Abbott Laboratories (ABT) | 0.6 | $4.1M | 30k | 133.94 |
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| Canadian Natl Ry (CNI) | 0.5 | $3.3M | +10% | 35k | 94.30 |
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| Cisco Systems (CSCO) | 0.5 | $3.1M | 45k | 68.42 |
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| M&T Bank Corporation (MTB) | 0.5 | $3.1M | 16k | 197.62 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.5 | $2.9M | 2.3k | 1280.00 |
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| Stryker Corporation (SYK) | 0.4 | $2.8M | 7.5k | 369.67 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $2.7M | 42k | 64.14 |
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| Oracle Corporation (ORCL) | 0.4 | $2.5M | 8.9k | 281.24 |
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| Kraft Heinz (KHC) | 0.4 | $2.5M | 96k | 26.04 |
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| Chevron Corporation (CVX) | 0.3 | $2.1M | 13k | 155.29 |
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| Mohawk Industries (MHK) | 0.3 | $1.8M | 14k | 128.92 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $1.5M | 75k | 19.53 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 7.9k | 167.33 |
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| McKesson Corporation (MCK) | 0.2 | $1.3M | 1.7k | 772.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | 10k | 118.83 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $973k | -10% | 788.00 | 1234.29 |
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| Procter & Gamble Company (PG) | 0.1 | $943k | 6.1k | 153.65 |
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| PNC Financial Services (PNC) | 0.1 | $788k | 3.9k | 200.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $767k | 7.4k | 103.06 |
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| Amazon (AMZN) | 0.1 | $757k | -4% | 3.4k | 219.57 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $751k | 5.6k | 133.90 |
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| Medtronic SHS (MDT) | 0.1 | $708k | 7.4k | 95.24 |
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| Cigna Corp (CI) | 0.1 | $671k | 2.3k | 288.25 |
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| Markel Corporation (MKL) | 0.1 | $661k | 346.00 | 1911.36 |
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| Webster Financial Corporation (WBS) | 0.1 | $659k | 11k | 59.44 |
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| Boston Beer Cl A (SAM) | 0.1 | $633k | 3.0k | 211.42 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $610k | 1.3k | 485.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $587k | 2.1k | 279.29 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $581k | 1.0k | 568.81 |
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| First Bancorp P R Com New (FBP) | 0.1 | $573k | 26k | 22.05 |
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| Bank of America Corporation (BAC) | 0.1 | $542k | 11k | 51.59 |
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| Fastenal Company (FAST) | 0.1 | $500k | 10k | 49.04 |
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| Ameriprise Financial (AMP) | 0.1 | $491k | 1.0k | 491.25 |
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| New York Times Cl A (NYT) | 0.1 | $459k | 8.0k | 57.40 |
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| Ofg Ban (OFG) | 0.1 | $435k | 10k | 43.49 |
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| Norfolk Southern (NSC) | 0.1 | $407k | -20% | 1.4k | 300.41 |
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| Camden National Corporation (CAC) | 0.1 | $359k | 9.3k | 38.59 |
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| Visa Com Cl A (V) | 0.1 | $340k | 995.00 | 341.38 |
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| UnitedHealth (UNH) | 0.1 | $329k | 953.00 | 345.30 |
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| Carrier Global Corporation (CARR) | 0.0 | $302k | 5.1k | 59.70 |
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| Darden Restaurants (DRI) | 0.0 | $286k | 1.5k | 190.36 |
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| Intel Corporation (INTC) | 0.0 | $284k | NEW | 8.5k | 33.55 |
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| Key (KEY) | 0.0 | $278k | 15k | 18.69 |
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| Adams Express Company (ADX) | 0.0 | $264k | 12k | 22.30 |
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| Capital One Financial (COF) | 0.0 | $255k | 1.2k | 212.58 |
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| Shell Spon Ads (SHEL) | 0.0 | $250k | 3.5k | 71.53 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $232k | 2.5k | 91.43 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $223k | -13% | 707.00 | 315.43 |
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| Hartford Financial Services (HIG) | 0.0 | $213k | 1.6k | 133.39 |
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| Cummins (CMI) | 0.0 | $209k | NEW | 494.00 | 422.37 |
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| General Mills (GIS) | 0.0 | $202k | 4.0k | 50.42 |
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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 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
- Founders Capital Management 2021 Q4 restated filed Feb. 16, 2022