Founders Capital Management, LLC holds a focused book of 79 stocks worth $670.1M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Fedex FGHT Hldg Co Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 23% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+20.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1585828/holdings"
Use Arkolith to show FOUNDERS CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.7 points over this window.
Growth of $10,000 cloning Founders Capital Management, LLC'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.
93% 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 | Alphabet Inc CAP STK CL C | $155.9M | 441.2K | 23.3% | ▼~0% Reduced · −209 sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $70.4M | 140.6K | 10.5% | ▲+0.1% Added · +194 sh | |
| 3 | Meta Platforms Inc CL A | $52.1M | 92.5K | 7.8% | ▲~0% Added · +32 sh | |
| 4 | Microsoft Corp COM | $45.5M | 122.0K | 6.8% | ▲+0.1% Added · +154 sh | |
| 5 | Alphabet Inc CAP STK CL A | $40.1M | 112.1K | 6.0% | ▲+0.7% Added · +750 sh | |
| 6 | American Express Co COM | $25.5M | 75.5K | 3.8% | ▼−0.1% Reduced · −92 sh | |
| 7 | Fedex Corp COM | $21.3M | 68.1K | 3.2% | ▼~0% Reduced · −1 sh | |
| 8 | Apple Inc COM | $21.3M | 73.4K | 3.2% | ▼−0.8% Reduced · −555 sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $20.2M | 27.0K | 3.0% | ▼−0.1% Reduced · −18 sh | |
| 10 | CSX Corp COM | $19.2M | 403.0K | 2.9% | ▼−0.6% Reduced · −2K sh | |
| 11 | Union Pac Corp COM | $13.5M | 49.6K | 2.0% | —Held | |
| 12 | United Parcel Svcs Inc CL B | $12.4M | 114.9K | 1.8% | ▲~0% Added · +41 sh | |
| 13 | Pepsico Inc COM | $11.4M | 84.3K | 1.7% | ▲+0.4% Added · +346 sh | |
| 14 | Home Depot Inc COM | $10.8M | 30.6K | 1.6% | ▼−3.5% Reduced · −1K sh | |
| 15 | Coca Cola Co COM | $10.4M | 128.0K | 1.6% | ▼~0% Reduced · −5 sh | |
| 16 | Vanguard Scottsdale FDS VNG RUS1000IDX | $10.2M | 30.2K | 1.5% | —Held | |
| 17 | Invesco QQQ TR UNIT SER 1 | $10.1M | 13.7K | 1.5% | ▼~0% Reduced · −4 sh | |
| 18 | General Dynamics Corp COM | $8.0M | 22.6K | 1.2% | ▼−0.9% Reduced · −199 sh | |
| 19 | Disney Walt Co COM | $7.4M | 77.2K | 1.1% | ▼−0.4% Reduced · −299 sh | |
| 20 | Lockheed Martin Corp COM | $7.2M | 14.2K | 1.1% | ▼−0.3% Reduced · −37 sh | |
| 21 | Amgen Inc COM | $6.8M | 18.8K | 1.0% | ▼−0.2% Reduced · −43 sh | |
| 22 | Canadian Natl Ry Co COM | $6.4M | 53.3K | 0.9% | —Held | |
| 23 | Johnson & Johnson COM | $5.8M | 22.9K | 0.9% | —Held | |
| 24 | Abbvie Inc COM | $5.7M | 22.8K | 0.9% | ▼−0.3% Reduced · −70 sh | |
| 25 | Comcast Corp New CL A | $5.3M | 217.9K | 0.8% | ▲+2.9% Added · +6K sh | |
| 26 | Regeneron Pharmaceuticals COM | $5.2M | 8.4K | 0.8% | ▲+2.2% Added · +182 sh | |
| 27 | Cisco Sys Inc COM | $5.2M | 44.5K | 0.8% | ▼−1.6% Reduced · −750 sh | |
| 28 | Fedex FGHT Hldg Co Inc COMMON STOCK | $5.1M | 33.8K | 0.8% | ▲New New position | |
| 29 | Lowes Cos Inc COM | $4.7M | 21.5K | 0.7% | ▼−2.1% Reduced · −462 sh | |
| 30 | M & T BK Corp COM | $3.4M | 14.4K | 0.5% | ▼−6.8% Reduced · −1K sh | |
| 31 | Restaurant Brands Intl Inc COM | $3.0M | 41.8K | 0.5% | —Held | |
| 32 | Bank Of Amer Corp 7.25%CNV PFD L | $2.8M | 2.2K | 0.4% | ▼~0% Reduced · −1 sh | |
| 33 | Abbott Laboratories COM | $2.7M | 30.3K | 0.4% | ▲+2.0% Added · +603 sh | |
| 34 | Lam Research Corp COM NEW | $2.4M | 5.6K | 0.4% | —Held | |
| 35 | Kraft Heinz Co COM | $2.4M | 102.1K | 0.4% | ▲+1.1% Added · +1K sh | |
| 36 | Chevron Corporation COM | $2.2M | 13.5K | 0.3% | ▼−0.1% Reduced · −15 sh | |
| 37 | Stryker Corporation COM | $2.2M | 7.1K | 0.3% | —Held | |
| 38 | Warner Bros Discovery Inc COM SER A | $1.9M | 71.3K | 0.3% | ▼−1.1% Reduced · −768 sh | |
| 39 | Mohawk Inds Inc COM | $1.7M | 14.1K | 0.3% | —Held | |
| 40 | RTX Corporation COM | $1.5M | 7.9K | 0.2% | —Held | |
| 41 | Intel Corp COM | $1.2M | 8.3K | 0.2% | —Held | |
| 42 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.0M | 2.2K | 0.2% | —Held | |
| 43 | McKesson Corp COM | $928K | 1.2K | 0.1% | ▼−11% Reduced · −148 sh | |
| 44 | Procter & Gamble Co COM | $899K | 6.1K | 0.1% | —Held | |
| 45 | Walmart Inc COM | $860K | 7.6K | 0.1% | —Held | |
| 46 | Wells Fargo & Co PERP PFD CNV A | $857K | 741 | 0.1% | —Held | |
| 47 | Webster Finl Corp COM | $847K | 11.1K | 0.1% | —Held | |
| 48 | Amazon Com Inc COM | $754K | 3.2K | 0.1% | —Held | |
| 49 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.1% | —Held | |
| 50 | Camden Natl Corp COM | $704K | 13.0K | 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 20, 2026 | 79 | $670.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 74 | $608.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 79 | $673.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 79 | $639.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 78 | $587.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 76 | $543.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 73 | $570.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 77 | $576.6M | 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.