FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

CIK

1342396

Location

TOWSON, MD

Portfolio Value

Micro $26,647,932

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

19 positions · $26,647,932 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	40,362	-5,029	$5,829,887	−10.4%	21.88%
WMT	Walmart Inc. Consumer Defensive	Added	31,655	+1,046	$3,934,083	+15.4%	14.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,279	-195	$3,267,293	+9.1%	12.26%
UL	Unilever PLC Consumer Defensive	NEW	54,760	NEW	$3,119,677	NEW	11.71%
KO	Coca Cola Co Consumer Defensive	Reduced	34,510	-2,320	$2,624,485	+1.9%	9.85%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	19,472	+1,251	$1,350,772	+15.8%	5.07%
TGT	Target Corp Consumer Defensive	Added	7,174	+350	$869,488	+30.3%	3.26%
MO	Altria Group, Inc. Consumer Defensive	Added	11,525	+1,263	$760,534	+28.5%	2.85%
HSY	Hershey Co Consumer Defensive	Added	3,262	+130	$678,137	+19.0%	2.54%
KR	Kroger Co Consumer Defensive	Added	9,200	+547	$665,712	+23.1%	2.50%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	8,738	-2,804	$633,155	−28.5%	2.38%
DEO	Diageo PLC Consumer Defensive	Reduced	7,852	-361	$584,581	−17.5%	2.19%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,289	+256	$543,803	+11.8%	2.04%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,326	-2,340	$516,494	−36.5%	1.94%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	7,654	+765	$441,176	+19.0%	1.66%
GIS	General Mills Inc Consumer Defensive	Added	8,745	+977	$325,488	−9.9%	1.22%
MKC	Mccormick & Co Inc Consumer Defensive	Added	4,843	+4	$244,280	−25.9%	0.92%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	2,814	-114	$239,837	+3.7%	0.90%
FARM	FARMER BROTHERS CO Consumer Defensive	Reduced	15,000	-8,957	$19,050	−45.5%	0.07%