Founders Capital Management holds a focused book of 420 stocks worth $231.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Invesco Preferred ETF and trimmed Corning Inc. Their largest long position is Corning Inc at 12% of the equity book. Cloning the disclosed picks since 2024 would be +50% (+25.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1704300/holdings"
Use Arkolith to show Founders Capital Management's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 12.1 points over this window.
Growth of $10,000 cloning Founders Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $26.8M | 105.0K | 11.6% | ▼−1.4% Reduced · −2K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $20.6M | 27.9K | 8.9% | ▲+0.1% Added · +16 sh | |
| 3 | Applied Matls Inc COM | $12.2M | 16.9K | 5.3% | ▲+0.7% Added · +115 sh | |
| 4 | Microsoft Corp COM | $12.0M | 32.3K | 5.2% | ▼−0.6% Reduced · −186 sh | |
| 5 | Johnson & Johnson COM | $11.9M | 46.7K | 5.1% | ▲+0.8% Added · +371 sh | |
| 6 | Apple Inc COM | $11.3M | 39.2K | 4.9% | ▲+0.3% Added · +126 sh | |
| 7 | JPMorgan Chase & Co COM | $10.8M | 33.0K | 4.7% | ▲+0.4% Added · +120 sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $10.4M | 87.1K | 4.5% | ▲+0.5% Added · +455 sh | |
| 9 | RTX Corporation COM | $9.8M | 51.5K | 4.2% | ▲+0.6% Added · +290 sh | |
| 10 | Exxon Mobil Corp COM | $8.4M | 61.1K | 3.6% | ▲+3.5% Added · +2K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $7.9M | 10.6K | 3.4% | ▲+1.2% Added · +123 sh | |
| 12 | Alphabet Inc CAP STK CL C | $7.9M | 22.4K | 3.4% | ▲+1.0% Added · +223 sh | |
| 13 | Lockheed Martin Corp COM | $7.7M | 15.1K | 3.3% | ▲+1.0% Added · +156 sh | |
| 14 | Chevron Corporation COM | $6.9M | 41.9K | 3.0% | ▲+12% Added · +5K sh | |
| 15 | Abbvie Inc COM | $6.3M | 25.1K | 2.7% | ▲+1.6% Added · +406 sh | |
| 16 | Plains GP Hldgs L P LTD PARTNR INT A | $6.3M | 258.2K | 2.7% | ▲+1.1% Added · +3K sh | |
| 17 | Schwab Strategic TR FUNDAMENTAL US S | $5.3M | 140.5K | 2.3% | ▲+1.1% Added · +1K sh | |
| 18 | Merck & Co Inc COM | $5.0M | 38.6K | 2.1% | ▲+5.0% Added · +2K sh | |
| 19 | Northrop Grumman Corp COM | $2.5M | 4.9K | 1.1% | ▲+3.4% Added · +161 sh | |
| 20 | Bitwise Funds Trust CRYPTO INDUSTRY | $2.4M | 99.9K | 1.1% | ▲+1.1% Added · +1K sh | |
| 21 | McDonalds Corp COM | $2.3M | 8.6K | 1.0% | ▲+1.7% Added · +144 sh | |
| 22 | Cheniere Energy Partners L P COM UNIT | $2.0M | 32.7K | 0.9% | ▲+2.2% Added · +708 sh | |
| 23 | SLB Limited COM STK | $1.5M | 32.8K | 0.7% | ▲+3.2% Added · +1K sh | |
| 24 | Adobe Inc COM | $1.2M | 6.0K | 0.5% | ▼−4.3% Reduced · −272 sh | |
| 25 | Amazon Com Inc COM | $1.2M | 5.1K | 0.5% | ▲+8.2% Added · +383 sh | |
| 26 | Enterprise Prods Partners L COM | $1.2M | 31.6K | 0.5% | —Held | |
| 27 | State STR SPDR Dow Jones Ind UT SER 1 | $988K | 1.9K | 0.4% | ▲+7.4% Added · +131 sh | |
| 28 | Boeing Co COM | $855K | 3.9K | 0.4% | —Held | |
| 29 | Bitwise 10 Crypto Index ETF UNIT BENEFICIAL | $767K | 20.4K | 0.3% | ▲+4.1% Added · +802 sh | |
| 30 | Coca Cola Co COM | $708K | 8.7K | 0.3% | ▲+1.7% Added · +144 sh | |
| 31 | Valero Energy Corp COM | $685K | 2.6K | 0.3% | —Held | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $675K | 1.3K | 0.3% | ▲+69% Added · +550 sh | |
| 33 | Lowes Cos Inc COM | $635K | 2.9K | 0.3% | ▲+9.7% Added · +255 sh | |
| 34 | Texas Instrs Inc COM | $587K | 2.0K | 0.3% | —Held | |
| 35 | Alphabet Inc CAP STK CL A | $529K | 1.5K | 0.2% | ▼−8.6% Reduced · −140 sh | |
| 36 | Micron Technology Inc COM | $529K | 458 | 0.2% | ▼−24% Reduced · −142 sh | |
| 37 | Invesco Exchange Traded FD T S&P500 EQL WGT | $524K | 2.5K | 0.2% | ▲+0.1% Added · +2 sh | |
| 38 | Pepsico Inc COM | $472K | 3.5K | 0.2% | ▲+4.6% Added · +153 sh | |
| 39 | Western Digital Corp COM | $462K | 724 | 0.2% | ▼−15% Reduced · −126 sh | |
| 40 | Home Depot Inc COM | $458K | 1.3K | 0.2% | ▼−3.7% Reduced · −50 sh | |
| 41 | Walmart Inc COM | $454K | 4.0K | 0.2% | ▼−0.9% Reduced · −37 sh | |
| 42 | Broadcom Inc COM | $448K | 1.2K | 0.2% | ▲+5.8% Added · +65 sh | |
| 43 | Sandisk Corp COM | $434K | 191 | 0.2% | ▼−17% Reduced · −39 sh | |
| 44 | Costco Wholesale Corporation COM | $428K | 457 | 0.2% | ▼−0.2% Reduced · −1 sh | |
| 45 | Oracle Corp COM | $358K | 2.4K | 0.2% | —Held | |
| 46 | Schwab Charles Corp COM | $331K | 3.6K | 0.1% | —Held | |
| 47 | Pfizer Inc COM | $324K | 13.5K | 0.1% | ▲+7.2% Added · +909 sh | |
| 48 | Goldman Sachs Group Inc COM | $305K | 302 | 0.1% | —Held | |
| 49 | Emerson Elec Co COM | $294K | 2.1K | 0.1% | ▼−92% Reduced · −23K sh | |
| 50 | Oneok Inc New COM | $293K | 3.4K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 420 | $231.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 390 | $204.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 407 | $192.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 396 | $188.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 383 | $166.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 370 | $154.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 368 | $158.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 376 | $164.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.