FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

CIK

1342396

Location

TOWSON, MD

Portfolio Value

Small $413,706,986

Diversification

Diversified

Filing Date

Global Rank

#3,056 / 8,605 ▼ 95 · as of Mar 2026

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

-2.2%

Period ended 6 months ago

Filed Feb 10, 2026 · 5mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+66.1%

SPY

+76.5%

Annualised alpha

-2.4%

Max drawdown

−18.4%

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

237 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

8.6%

−0.9 pts

Top 5

28.2%

−1.0 pts

Top 10

37.7%

−1.0 pts

HHI

230

Diversified−18

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	31.0%	$128,410,349	37
Financial Services	12.6%	$51,996,329	42
Consumer Cyclical	7.9%	$32,737,063	18
Healthcare	7.9%	$32,563,735	23
Unclassified	7.8%	$32,376,079	11
Industrials	7.6%	$31,525,311	34
Communication Services	7.1%	$29,494,831	14
Energy	5.9%	$24,353,222	14
Consumer Defensive	5.7%	$23,430,275	19
Basic Materials	2.9%	$12,181,436	9
Real Estate	2.0%	$8,172,279	7
Utilities	1.6%	$6,466,077	9

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	+31,487	63,196	$935,932
NFLX	Netflix Inc	+24,889	27,268	$2,556,647
CMG	Chipotle Mexican Grill Inc	+19,424	39,976	$1,479,112
T	At&T Inc.	+17,784	36,351	$902,958
AAPL	Apple Inc.	+16,243	105,878	$28,783,993
CION	CION Investment Corp	+11,877	48,781	$471,712
WMB	Williams Companies, Inc.	+11,570	60,239	$3,620,966
PSLV	Sprott Physical Silver Trust	+9,385	38,672	$914,592
VZ	Verizon Communications Inc	+8,964	24,087	$981,063
PG	PROCTER & GAMBLE Co	+8,514	45,391	$6,504,984
TXN	Texas Instruments Inc	+7,595	18,107	$3,141,383
CMCSA	Comcast Corp	+7,559	105,054	$2,942,888
APD	Air Products & Chemicals, Inc.	+6,181	10,272	$2,537,389
AMZN	Amazon Com Inc	+4,919	54,763	$12,640,395
NVDA	Nvidia Corp	+4,495	190,637	$35,553,800
XOM	Exxon Mobil Corp	+4,290	57,691	$6,942,534
HLN	Haleon plc	+3,967	213,399	$2,157,463
NOW	ServiceNow, Inc.	+3,753	4,137	$633,747
PNC	Pnc Financial Services Group, Inc.	+3,663	17,898	$3,735,849
KO	Coca Cola Co	+3,380	36,830	$2,574,785
MRSH	Marsh & Mclennan Companies, Inc.	+3,236	13,382	$2,482,628
PEP	Pepsico Inc	+3,160	5,666	$813,184
SLV	iShares Silver Trust	+3,062	25,307	$1,630,276
GOOGL	Alphabet Inc.	+2,952	26,505	$8,296,065
JPM	Jpmorgan Chase & Co	+2,715	17,737	$5,715,216
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ENB	Enbridge Inc	−26,042	48,439	$2,316,837
MRK	Merck & Co., Inc.	−16,726	19,857	$2,090,147
NAK	Northern Dynasty Minerals Ltd	−14,445	19,000	$37,430
SRE	Sempra	−13,634	24,021	$2,120,814
SBUX	Starbucks Corp	−8,055	5,080	$427,786
PYPL	PayPal Holdings, Inc.	−6,722	6,683	$390,153
ASTI	Ascent Solar Technologies, Inc.	−5,000	12,222	$50,232
BZFD	BuzzFeed, Inc.	−4,723	56,822	$52,844
EQT	EQT Corp	−4,246	11,597	$621,599
AUB	Atlantic Union Bankshares Corp	−2,835	9,180	$324,054
TMC	TMC the metals Co Inc.	−2,000	15,000	$92,550
RTX	RTX Corp	−1,983	24,392	$4,473,492
MRVL	Marvell Technology, Inc.	−1,356	5,583	$474,443
TRV	Travelers Companies, Inc.	−1,347	7,704	$2,234,622
DIS	Walt Disney Co	−975	15,534	$1,767,303
ET	Energy Transfer LP	−946	74,681	$1,231,489
SCHW	Schwab Charles Corp	−661	7,585	$757,817
TEL	TE Connectivity plc	−632	10,114	$2,301,036
AVB	Avalonbay Communities Inc	−631	9,968	$1,807,298
NOC	Northrop Grumman Corp /De/	−571	3,127	$1,783,046
LHX	L3harris Technologies, Inc. /De/	−539	7,515	$2,206,178
MNST	Monster Beverage Corp	−462	11,542	$884,925
FAST	Fastenal Co	−425	11,970	$480,356
O	Realty Income Corp	−405	19,573	$1,103,330
UBER	Uber Technologies, Inc	−354	16,352	$1,336,121
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LBRT	Liberty Energy Inc.	123,172	$2,273,755
ADP	Automatic Data Processing Inc	6,874	$1,768,199
MAR	Marriott International Inc /Md/	5,162	$1,601,458
PCG	PG&E Corp	65,754	$1,056,666
PRU	Prudential Financial Inc	6,346	$716,336
PHYS	Sprott Physical Gold Trust	12,144	$400,994
CB	Chubb Ltd	1,194	$372,671
NEE	Nextera Energy Inc	4,598	$369,127
MCK	Mckesson Corp	411	$337,139
NSC	Norfolk Southern Corp	1,061	$306,331
BA	Boeing Co	1,379	$299,408
SNDK	Sandisk Corp	1,199	$284,618
GSAT	Globalstar, Inc.	4,566	$278,708
HLT	Hilton Worldwide Holdings Inc.	966	$277,483
BLK	BlackRock, Inc.	253	$270,796
PH	Parker-Hannifin Corp	297	$261,051
MSCI	MSCI Inc.	454	$260,473
HWM	Howmet Aerospace Inc.	1,172	$240,283
EMR	Emerson Electric Co	1,796	$238,365
DGX	Quest Diagnostics Inc	1,363	$236,521
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
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EIX	Edison International	10,567	$584,143
COIN	Coinbase Global, Inc.	818	$276,066
IONQ	IonQ, Inc.	4,220	$259,530
AZO	Autozone Inc	59	$253,124
HUBS	Hubspot Inc	466	$217,994
CRWV	CoreWeave, Inc.	1,570	$214,854
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

237 positions · $413,706,986 total · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 237 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	190,637	+4,495	$35,553,800	+2.4%	8.59%
AAPL	Apple Inc. Technology	Added	105,878	+16,243	$28,783,993	+26.1%	6.96%
QQQ	Invesco Qqq Trust, Series 1	Added	35,606	+1,804	$21,873,121	+7.8%	5.29%
MSFT	Microsoft Corp Technology	Added	37,117	+2,581	$17,950,523	+0.3%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	54,763	+4,919	$12,640,395	+15.5%	3.06%
AVGO	Broadcom Inc. Technology	Added	25,205	+1,045	$8,723,450	+9.4%	2.11%
GOOGL	Alphabet Inc. Communication Services	Added	26,505	+2,952	$8,296,065	+44.9%	2.01%
META	Meta Platforms, Inc. Communication Services	Added	11,975	+953	$7,904,577	−2.3%	1.91%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,276	+1,606	$7,319,642	+12.2%	1.77%
XOM	Exxon Mobil Corp Energy	Added	57,691	+4,290	$6,942,534	+15.3%	1.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	45,391	+8,514	$6,504,984	+14.8%	1.57%
V	Visa Inc. Financial Services	Reduced	16,367	-30	$5,740,070	+2.5%	1.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,737	+2,715	$5,715,216	+20.6%	1.38%
JNJ	Johnson & Johnson Healthcare	Added	26,071	+2,612	$5,395,393	+24.0%	1.30%
RTX	RTX Corp Industrials	Reduced	24,392	-1,983	$4,473,492	+1.4%	1.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,742	+1,663	$3,891,516	+27.3%	0.94%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	17,898	+3,663	$3,735,849	+30.6%	0.90%
WMB	Williams Companies, Inc. Energy	Added	60,239	+11,570	$3,620,966	+17.4%	0.88%
WMT	Walmart Inc. Consumer Defensive	Added	30,609	+2,558	$3,410,148	+18.0%	0.82%
PLTR	Palantir Technologies Inc. Technology	Added	18,362	+1,839	$3,263,845	+8.3%	0.79%
TXN	Texas Instruments Inc Technology	Added	18,107	+7,595	$3,141,383	+62.7%	0.76%
ORCL	Oracle Corp Technology	Added	15,824	+2,702	$3,084,255	−16.4%	0.75%
TMUS	T-Mobile US, Inc. Communication Services	Added	15,067	+1,366	$3,059,203	−6.7%	0.74%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,474	-297	$2,995,769	−14.2%	0.72%
CVX	Chevron Corp Energy	Added	19,432	+1,564	$2,961,631	+6.7%	0.72%
CMCSA	Comcast Corp Communication Services	Added	105,054	+7,559	$2,942,888	+2.5%	0.71%
AMD	Advanced Micro Devices Inc Technology	Added	13,198	+710	$2,826,483	+39.9%	0.68%
LIN	Linde PLC Basic Materials	Added	6,359	+659	$2,711,414	+0.1%	0.66%
GLD	Spdr Gold Trust	Added	6,782	+1,924	$2,687,774	+55.6%	0.65%
CAT	Caterpillar Inc Industrials	Added	4,549	+557	$2,605,985	+36.8%	0.63%
UNP	Union Pacific Corp Industrials	Added	11,265	+285	$2,605,819	+0.4%	0.63%
IBM	International Business Machines Corp Technology	Added	8,735	+797	$2,587,394	+15.5%	0.63%
KO	Coca Cola Co Consumer Defensive	Added	36,830	+3,380	$2,574,785	+16.1%	0.62%
NFLX	Netflix Inc Communication Services	Added	27,268	+24,889	$2,556,647	+796.4%	0.62%
SPY	Spdr S&P 500 ETF Trust	Added	3,744	+669	$2,553,108	+24.6%	0.62%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	10,272	+6,181	$2,537,389	+127.4%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,250	+826	$2,507,092	+20.9%	0.61%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	13,382	+3,236	$2,482,628	+21.4%	0.60%
AMGN	Amgen Inc Healthcare	Added	7,428	+507	$2,431,258	+24.5%	0.59%
CVS	CVS HEALTH Corp Healthcare	Added	30,634	+1,426	$2,431,114	+10.4%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,061	+195	$2,429,690	−12.7%	0.59%
BDX	Becton Dickinson & Co Healthcare	Added	15,881	+264	$2,422,976	+5.4%	0.59%
ENB	Enbridge Inc Energy	Reduced	48,439	-26,042	$2,316,837	−38.4%	0.56%
TEL	TE Connectivity plc Technology	Reduced	10,114	-632	$2,301,036	−2.5%	0.56%
CSQ	Calamos Strategic Total Return Fund Financial Services	Held	118,730	0	$2,279,616	−0.5%	0.55%
LBRT	Liberty Energy Inc. Energy	NEW	123,172	NEW	$2,273,755	NEW	0.55%
TRV	Travelers Companies, Inc. Financial Services	Reduced	7,704	-1,347	$2,234,622	−11.6%	0.54%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	7,515	-539	$2,206,178	−10.3%	0.53%
PSA	Public Storage Real Estate	Added	8,429	+2,471	$2,187,325	+27.1%	0.53%
HLN	Haleon plc Healthcare	Added	213,399	+3,967	$2,157,463	+14.8%	0.52%