FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerFiling Date
Global Rank
#3,056
/ 8,622
▼ 96
· as of Mar 2026
Top Industry
Semiconductors
14.0%
3Y Alpha vs SPY
+0.2%
Period ended 4 months ago
Filed Apr 17, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+68.7%
SPY
+67.9%
Annualised alpha
+0.2%
Max drawdown
−18.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
222 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.1%
−0.5 pts
Top 5
25.1%
−3.0 pts
Top 10
34.1%
−3.5 pts
HHI
201
Diversified−28
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.1% | $106,593,142 |
| Financial Services | 12.1% | $45,853,600 |
| Healthcare | 9.1% | $34,611,223 |
| Industrials | 8.4% | $32,047,930 |
| Unclassified | 7.8% | $29,595,828 |
| Energy | 7.6% | $28,673,416 |
| Consumer Defensive | 7.0% | $26,647,932 |
| Consumer Cyclical | 6.8% | $25,653,601 |
| Communication Services | 6.7% | $25,316,794 |
| Basic Materials | 3.3% | $12,483,347 |
| Utilities | 1.7% | $6,320,748 |
| Real Estate | 1.5% | $5,847,757 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BX | Blackstone Inc. | +14,426 | 16,354 | $1,880,546 | |
| OTIS | Otis Worldwide Corp | +10,794 | 13,924 | $1,073,261 | |
| APO | Apollo Global Management, Inc. | +9,861 | 24,422 | $2,721,099 | |
| WMB | Williams Companies, Inc. | +6,849 | 67,088 | $4,882,664 | |
| HON | Honeywell International Inc | +5,326 | 6,504 | $1,470,099 | |
| ANET | Arista Networks, Inc. | +5,147 | 8,359 | $1,026,318 | |
| PHYS | Sprott Physical Gold Trust | +4,999 | 17,143 | $607,547 | |
| ADP | Automatic Data Processing Inc | +3,176 | 10,050 | $2,041,959 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +3,050 | 16,432 | $2,850,130 | |
| COP | Conocophillips | +2,919 | 19,133 | $2,525,556 | |
| AMT | American Tower Corp /Ma/ | +2,887 | 12,380 | $2,136,540 | |
| BMY | Bristol Myers Squibb Co | +2,033 | 16,881 | $1,023,832 | |
| RIO | Rio Tinto PLC | +1,855 | 16,413 | $1,531,168 | |
| CVS | CVS HEALTH Corp | +1,835 | 32,469 | $2,331,923 | |
| FAST | Fastenal Co | +1,575 | 13,545 | $628,488 | |
| EOG | Eog Resources Inc | +1,474 | 10,436 | $1,508,732 | |
| MO | Altria Group, Inc. | +1,263 | 11,525 | $760,534 | |
| BUD | Anheuser-Busch InBev SA/NV | +1,251 | 19,472 | $1,350,772 | |
| TXN | Texas Instruments Inc | +1,096 | 19,203 | $3,728,070 | |
| WMT | Walmart Inc. | +1,046 | 31,655 | $3,934,083 | |
| GIS | General Mills Inc | +977 | 8,745 | $325,488 | |
| HOOD | Robinhood Markets, Inc. | +859 | 5,384 | $373,111 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +832 | 9,082 | $3,069,261 | |
| CVX | Chevron Corp | +822 | 20,254 | $4,190,552 | |
| HSBC | Hsbc Holdings PLC | +785 | 19,779 | $1,631,569 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSK | FS KKR Capital Corp | −29,253 | 33,943 | $345,539 | |
| AAPL | Apple Inc. | −17,743 | 88,135 | $22,367,781 | |
| T | At&T Inc. | −15,854 | 20,497 | $594,208 | |
| NVDA | Nvidia Corp | −14,222 | 176,415 | $30,766,776 | |
| XOM | ExxonMobil Holdings Corp | −12,572 | 45,119 | $7,654,889 | |
| CION | CION Investment Corp | −11,877 | 36,904 | $252,423 | |
| FCX | Freeport-Mcmoran Inc | −11,183 | 21,529 | $1,265,474 | |
| HLN | Haleon plc | −10,353 | 203,046 | $2,032,490 | |
| FARM | FARMER BROTHERS CO | −8,957 | 15,000 | $19,050 | |
| AMZN | Amazon Com Inc | −8,630 | 46,133 | $9,608,119 | |
| CMCSA | Comcast Corp | −7,444 | 97,610 | $2,802,383 | |
| AAAU | Goldman Sachs Physical Gold ETF | −6,272 | 14,012 | $647,214 | |
| VZ | Verizon Communications Inc | −5,870 | 18,217 | $914,493 | |
| CMG | Chipotle Mexican Grill Inc | −5,819 | 34,157 | $1,093,365 | |
| ORCL | Oracle Corp | −5,348 | 10,476 | $1,541,124 | |
| SLV | iShares Silver Trust | −5,269 | 20,038 | $1,365,389 | |
| PG | PROCTER & GAMBLE Co | −5,029 | 40,362 | $5,829,887 | |
| EXC | Exelon Corp | −4,429 | 5,116 | $250,786 | |
| RTX | RTX Corp | −4,081 | 20,311 | $3,917,991 | |
| PSLV | Sprott Physical Silver Trust | −4,017 | 34,655 | $845,235 | |
| MSFT | Microsoft Corp | −3,892 | 33,225 | $12,298,898 | |
| JNJ | Johnson & Johnson | −2,993 | 23,078 | $5,641,186 | |
| BAC | Bank Of America Corp /De/ | −2,940 | 8,727 | $425,441 | |
| FKWL | Franklin Wireless Corp | −2,860 | 10,649 | $40,572 | |
| MNST | Monster Beverage Corp | −2,804 | 8,738 | $633,155 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UL | Unilever PLC | 54,760 | $3,119,677 | |
| AZN | Astrazeneca PLC | 15,783 | $3,112,723 | |
| WAT | Waters Corp /De/ | 1,566 | $466,354 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 1,361 | $450,314 | |
| STX | Seagate Technology Holdings plc | 785 | $307,531 | |
| KLAC | Kla Corp | 172 | $253,254 | |
| OXY | Occidental Petroleum Corp /De/ | 3,867 | $251,355 | |
| DUK | Duke Energy CORP | 1,537 | $201,254 | |
| AMAT | Applied Materials Inc /De | 528 | $180,465 | |
| MU | Micron Technology Inc | 488 | $164,865 | |
| EHTH | eHealth, Inc. | 18,888 | $24,365 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ENB | Enbridge Inc | 48,439 | $2,316,837 | |
| AVB | Avalonbay Communities Inc | 9,968 | $1,807,298 | |
| EQIX | Equinix Inc | 1,383 | $1,059,599 | |
| CRM | Salesforce, Inc. | 3,438 | $910,760 | |
| PRU | Prudential Financial Inc | 6,346 | $716,336 | |
| EQT | EQT Corp | 11,597 | $621,599 | |
| MRVL | Marvell Technology, Inc. | 5,583 | $474,443 | |
| APP | AppLovin Corp | 663 | $446,742 | |
| PYPL | PayPal Holdings, Inc. | 6,683 | $390,153 | |
| MCK | Mckesson Corp | 411 | $337,139 | |
| NSC | Norfolk Southern Corp | 1,061 | $306,331 | |
| BA | Boeing Co | 1,379 | $299,408 | |
| BLK | BlackRock, Inc. | 253 | $270,796 | |
| PH | Parker-Hannifin Corp | 297 | $261,051 | |
| MSCI | MSCI Inc. | 454 | $260,473 | |
| EMR | Emerson Electric Co | 1,796 | $238,365 | |
| SNOW | Snowflake Inc. | 968 | $212,340 | |
| ARES | Ares Management Corp | 1,291 | $208,664 | |
| DHR | Danaher Corp /De/ | 896 | $205,112 | |
| AXON | Axon Enterprise, Inc. | 358 | $203,318 | |
| F | Ford Motor Co | 14,910 | $195,619 | |
| MICC | Magnum Ice Cream Co N.V. | 11,814 | $187,251 | |
| BBDC | Barings BDC, Inc. | 19,243 | $176,650 | |
| FSSL | FS Specialty Lending Fund | 12,126 | $171,461 | |
| TMC | TMC the metals Co Inc. | 15,000 | $92,550 | |
| No positions match the current search. | ||||
222 tracked positions ·
$379,645,318 total
· filing declares
530 positions · $1,771,973,869
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 222 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 176,415 | $30,766,776 | 8.10% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 88,135 | $22,367,781 | 5.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 35,004 | $20,203,608 | 5.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 33,225 | $12,298,898 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 46,133 | $9,608,119 | 2.53% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 45,119 | $7,654,889 | 2.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 25,211 | $7,249,675 | 1.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 22,821 | $7,063,327 | 1.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 10,914 | $6,244,226 | 1.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 40,362 | $5,829,887 | 1.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 23,078 | $5,641,186 | 1.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 14,197 | $5,277,734 | 1.39% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 67,088 | $4,882,664 | 1.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 15,669 | $4,609,193 | 1.21% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 14,789 | $4,469,827 | 1.18% | |
| CVX |
Chevron Corp
Energy
|
Added | 20,254 | $4,190,552 | 1.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 31,655 | $3,934,083 | 1.04% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 20,311 | $3,917,991 | 1.03% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 18,673 | $3,885,664 | 1.02% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 19,203 | $3,728,070 | 0.98% | |
| LBRT |
Liberty Energy Inc.
Energy
|
Held | 123,172 | $3,547,353 | 0.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,041 | $3,374,047 | 0.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 3,279 | $3,267,293 | 0.86% | |
| UL |
Unilever PLC
Consumer Defensive
|
NEW | 54,760 | $3,119,677 | 0.82% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 15,783 | $3,112,723 | 0.82% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 14,625 | $3,071,688 | 0.81% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 9,082 | $3,069,261 | 0.81% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 5,945 | $2,947,293 | 0.78% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 16,432 | $2,850,130 | 0.75% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 9,766 | $2,836,925 | 0.75% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,992 | $2,828,172 | 0.74% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 97,610 | $2,802,383 | 0.74% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 7,959 | $2,800,374 | 0.74% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 24,422 | $2,721,099 | 0.72% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 10,899 | $2,644,315 | 0.70% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 34,510 | $2,624,485 | 0.69% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 12,801 | $2,604,107 | 0.69% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 26,758 | $2,572,781 | 0.68% | |
| COP |
Conocophillips
Energy
|
Added | 19,133 | $2,525,556 | 0.67% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 16,790 | $2,456,041 | 0.65% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Reduced | 15,089 | $2,372,443 | 0.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 19,593 | $2,356,841 | 0.62% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 32,469 | $2,331,923 | 0.61% | |
| GLD |
Spdr Gold Trust
|
Reduced | 5,294 | $2,277,955 | 0.60% | |
| PSA |
Public Storage
Real Estate
|
Reduced | 8,279 | $2,242,615 | 0.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,446 | $2,241,071 | 0.59% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 6,469 | $2,232,775 | 0.59% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,725 | $2,211,785 | 0.58% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,081 | $2,201,143 | 0.58% | |
| SRE |
Sempra
Utilities
|
Reduced | 22,527 | $2,188,948 | 0.58% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.