FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

CIK

1342396

Location

TOWSON, MD

Portfolio Value

Small $379,604,747

Diversification

Diversified

Filing Date

Global Rank

#2,744 / 8,232 ▲ 3

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.6%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

221 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

−0.5 pts

Top 5

25.1%

−3.1 pts

Top 10

34.1%

−3.6 pts

HHI

201

Diversified−29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$106,552,570	37
Financial Services	12.1%	$45,853,601	37
Healthcare	9.1%	$34,611,223	24
Industrials	8.4%	$32,047,930	29
Unclassified	7.8%	$29,595,828	10
Energy	7.6%	$28,673,416	13
Consumer Defensive	7.0%	$26,647,932	19
Consumer Cyclical	6.8%	$25,653,601	17
Communication Services	6.7%	$25,316,794	13
Basic Materials	3.3%	$12,483,347	8
Utilities	1.7%	$6,320,748	10
Real Estate	1.5%	$5,847,757	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	Exxon Mobil 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
MNST	Monster Beverage Corp	−2,804	8,738	$633,155
DIS	Walt Disney Co	−2,629	12,905	$1,243,783
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

221 positions · $379,604,747 total · 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 221 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	176,415	-14,222	$30,766,776	−13.5%	8.10%
AAPL	Apple Inc. Technology	Reduced	88,135	-17,743	$22,367,781	−22.3%	5.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	35,004	-602	$20,203,608	−7.6%	5.32%
MSFT	Microsoft Corp Technology	Reduced	33,225	-3,892	$12,298,898	−31.5%	3.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	46,133	-8,630	$9,608,119	−24.0%	2.53%
XOM	Exxon Mobil Corp Energy	Reduced	45,119	-12,572	$7,654,889	+10.3%	2.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,211	-1,294	$7,249,675	−12.6%	1.91%
AVGO	Broadcom Inc. Technology	Reduced	22,821	-2,384	$7,063,327	−19.0%	1.86%
META	Meta Platforms, Inc. Communication Services	Reduced	10,914	-1,061	$6,244,226	−21.0%	1.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	40,362	-5,029	$5,829,887	−10.4%	1.54%
JNJ	Johnson & Johnson Healthcare	Reduced	23,078	-2,993	$5,641,186	+4.6%	1.49%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,197	-2,079	$5,277,734	−27.9%	1.39%
WMB	Williams Companies, Inc. Energy	Added	67,088	+6,849	$4,882,664	+34.8%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,669	-2,068	$4,609,193	−19.4%	1.21%
V	Visa Inc. Financial Services	Reduced	14,789	-1,578	$4,469,827	−22.1%	1.18%
CVX	Chevron Corp Energy	Added	20,254	+822	$4,190,552	+41.5%	1.10%
WMT	Walmart Inc. Consumer Defensive	Added	31,655	+1,046	$3,934,083	+15.4%	1.04%
RTX	RTX Corp Industrials	Reduced	20,311	-4,081	$3,917,991	−12.4%	1.03%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	18,673	+775	$3,885,664	+4.0%	1.02%
TXN	Texas Instruments Inc Technology	Added	19,203	+1,096	$3,728,070	+18.7%	0.98%
LBRT	Liberty Energy Inc. Energy	Held	123,172	0	$3,547,353	+56.0%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,041	-701	$3,374,047	−13.3%	0.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,279	-195	$3,267,293	+9.1%	0.86%
UL	Unilever PLC Consumer Defensive	NEW	54,760	NEW	$3,119,677	NEW	0.82%
AZN	Astrazeneca PLC Healthcare	NEW	15,783	NEW	$3,112,723	NEW	0.82%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	14,625	-442	$3,071,688	+0.4%	0.81%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,082	+832	$3,069,261	+22.4%	0.81%
LIN	Linde PLC Basic Materials	Reduced	5,945	-414	$2,947,293	+8.7%	0.78%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	16,432	+3,050	$2,850,130	+14.8%	0.75%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	9,766	-506	$2,836,925	+11.8%	0.75%
CAT	Caterpillar Inc Industrials	Reduced	3,992	-557	$2,828,172	+8.5%	0.75%
CMCSA	Comcast Corp Communication Services	Reduced	97,610	-7,444	$2,802,383	−4.8%	0.74%
AMGN	Amgen Inc Healthcare	Added	7,959	+531	$2,800,374	+15.2%	0.74%
APO	Apollo Global Management, Inc. Financial Services	Added	24,422	+9,861	$2,721,099	+29.1%	0.72%
UNP	Union Pacific Corp Industrials	Reduced	10,899	-366	$2,644,315	+1.5%	0.70%
KO	Coca Cola Co Consumer Defensive	Reduced	34,510	-2,320	$2,624,485	+1.9%	0.69%
AMD	Advanced Micro Devices Inc Technology	Reduced	12,801	-397	$2,604,107	−7.9%	0.69%
NFLX	Netflix Inc Communication Services	Reduced	26,758	-510	$2,572,781	+0.6%	0.68%
COP	Conocophillips Energy	Added	19,133	+2,919	$2,525,556	+66.4%	0.67%
PLTR	Palantir Technologies Inc. Technology	Reduced	16,790	-1,572	$2,456,041	−24.8%	0.65%
BDX	Becton Dickinson & Co Healthcare	Reduced	15,089	-792	$2,372,443	−2.1%	0.62%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,593	-264	$2,356,841	+12.8%	0.62%
CVS	CVS HEALTH Corp Healthcare	Added	32,469	+1,835	$2,331,923	−4.1%	0.61%
GLD	Spdr Gold Trust	Reduced	5,294	-1,488	$2,277,955	−15.2%	0.60%
PSA	Public Storage Real Estate	Reduced	8,279	-150	$2,242,615	+2.5%	0.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,446	-298	$2,241,071	−12.2%	0.59%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	6,469	-1,046	$2,232,775	+1.2%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,725	-336	$2,211,785	−9.0%	0.58%
IBM	International Business Machines Corp Technology	Added	9,081	+346	$2,201,143	−14.9%	0.58%
SRE	Sempra Utilities	Reduced	22,527	-1,494	$2,188,948	+3.2%	0.58%