FOUNDERS CAPITAL MANAGEMENT, LLC
Filing Date
Global Rank
#1,002
/ 4,286
▲ 1249
Top Industry
Internet Content & Information
19.6%
3Y Alpha vs SPY
-1.0%
Period ended 38 days ago
Filed Jul 20, 2026 · 18d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 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
+73.2%
SPY
+77.3%
Annualised alpha
-0.9%
Max drawdown
−17.0%
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
74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.1%
−12.5 pts
Top 5
46.8%
−11.8 pts
Top 10
65.9%
−7.6 pts
HHI
601
Diversified−466
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 21.5% | $107,449,311 |
| Financial Services | 21.1% | $105,319,836 |
| Industrials | 19.4% | $96,955,616 |
| Technology | 15.5% | $77,328,264 |
| Healthcare | 6.3% | $31,630,639 |
| Unclassified | 6.1% | $30,233,962 |
| Consumer Defensive | 5.4% | $26,823,601 |
| Consumer Cyclical | 4.3% | $21,310,965 |
| Energy | 0.5% | $2,503,203 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | +6,110 | 217,889 | $5,349,174 | |
| KHC | Kraft Heinz Co | +1,133 | 102,100 | $2,411,602 | |
| ABT | Abbott Laboratories | +603 | 30,261 | $2,745,883 | |
| PEP | Pepsico Inc | +346 | 84,267 | $11,409,751 | |
| ADX | Adams Diversified Equity Fund, Inc. | +223 | 12,372 | $316,104 | |
| BRK-B | Berkshire Hathaway Inc | +193 | 140,600 | $70,354,834 | |
| REGN | Regeneron Pharmaceuticals, Inc. | +182 | 8,385 | $5,228,382 | |
| MSFT | Microsoft Corp | +154 | 122,044 | $45,524,852 | |
| UPS | United Parcel Service Inc | +41 | 114,910 | $12,352,825 | |
| META | Meta Platforms, Inc. | +32 | 92,541 | $52,127,419 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −440,644 | 112,146 | $40,077,616 | |
| ORCL | Oracle Corp | −2,400 | 2,534 | $371,357 | |
| CSX | Csx Corp | −2,300 | 402,966 | $19,152,973 | |
| HD | Home Depot, Inc. | −1,111 | 30,553 | $10,775,432 | |
| MTB | M&T Bank Corp | −1,052 | 14,423 | $3,432,818 | |
| WBD | Warner Bros. Discovery, Inc. | −768 | 71,284 | $1,900,431 | |
| CSCO | Cisco Systems, Inc. | −750 | 44,454 | $5,221,566 | |
| AAPL | Apple Inc. | −555 | 73,438 | $21,250,019 | |
| LOW | Lowes Companies Inc | −462 | 21,458 | $4,731,274 | |
| DIS | Walt Disney Co | −299 | 77,245 | $7,434,831 | |
| GD | General Dynamics Corp | −199 | 22,646 | $8,022,119 | |
| BAC | Bank Of America Corp /De/ | −176 | 9,542 | $543,703 | |
| MCK | Mckesson Corp | −148 | 1,228 | $927,876 | |
| AXP | American Express Co | −92 | 75,527 | $25,547,007 | |
| JPM | Jpmorgan Chase & Co | −85 | 614 | $200,980 | |
| ABBV | AbbVie Inc. | −70 | 22,823 | $5,743,179 | |
| AMGN | Amgen Inc | −43 | 18,820 | $6,815,098 | |
| LMT | Lockheed Martin Corp | −37 | 14,154 | $7,210,896 | |
| SPY | Spdr S&P 500 ETF Trust | −18 | 27,016 | $20,174,738 | |
| CVX | Chevron Corp | −15 | 13,466 | $2,232,124 | |
| KO | Coca Cola Co | −5 | 128,040 | $10,405,810 | |
| QQQ | Invesco Qqq Trust, Series 1 | −4 | 13,660 | $10,059,224 | |
| FDX | Fedex Corp | −1 | 68,144 | $21,337,930 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 33,770 | $5,099,270 | |
| CEF | Sprott Physical Gold & Silver Trust | 13,350 | $537,070 | |
| DELL | Dell Technologies Inc. | 803 | $346,462 | |
| DEO | Diageo PLC | 3,815 | $306,649 | |
| GE | General Electric Co | 661 | $247,035 | |
| MRNA | Moderna, Inc. | 3,000 | $210,090 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HIG | Hartford Insurance Group, Inc. | 1,566 | $211,770 | |
| No positions match the current search. | ||||
74 tracked positions ·
$499,555,397 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 74 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 140,600 | $70,354,834 | 14.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 92,541 | $52,127,419 | 10.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 122,044 | $45,524,852 | 9.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 112,146 | $40,077,616 | 8.02% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 75,527 | $25,547,007 | 5.11% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 68,144 | $21,337,930 | 4.27% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 73,438 | $21,250,019 | 4.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 27,016 | $20,174,738 | 4.04% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 402,966 | $19,152,973 | 3.83% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 49,617 | $13,495,824 | 2.70% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 114,910 | $12,352,825 | 2.47% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 84,267 | $11,409,751 | 2.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 30,553 | $10,775,432 | 2.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 128,040 | $10,405,810 | 2.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 13,660 | $10,059,224 | 2.01% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 22,646 | $8,022,119 | 1.61% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 77,245 | $7,434,831 | 1.49% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 14,154 | $7,210,896 | 1.44% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 18,820 | $6,815,098 | 1.36% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 53,315 | $6,357,280 | 1.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 22,899 | $5,815,659 | 1.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 22,823 | $5,743,179 | 1.15% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 217,889 | $5,349,174 | 1.07% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 8,385 | $5,228,382 | 1.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 44,454 | $5,221,566 | 1.05% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 33,770 | $5,099,270 | 1.02% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 21,458 | $4,731,274 | 0.95% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 14,423 | $3,432,818 | 0.69% | |
| QSR |
Restaurant Brands International Inc.
Consumer Cyclical
|
Held | 41,816 | $3,032,078 | 0.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 30,261 | $2,745,883 | 0.55% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 5,609 | $2,430,547 | 0.49% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 102,100 | $2,411,602 | 0.48% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 13,466 | $2,232,124 | 0.45% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 7,058 | $2,222,140 | 0.44% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Reduced | 71,284 | $1,900,431 | 0.38% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
Held | 14,088 | $1,709,297 | 0.34% | |
| RTX |
RTX Corp
Industrials
|
Held | 7,926 | $1,503,799 | 0.30% | |
| INTC |
Intel Corp
Technology
|
Held | 8,260 | $1,153,343 | 0.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,157 | $1,030,118 | 0.21% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 1,228 | $927,876 | 0.19% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 6,134 | $899,489 | 0.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 7,594 | $860,096 | 0.17% | |
| WBS |
Webster Financial Corp
Financial Services
|
Held | 11,079 | $846,657 | 0.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,163 | $753,869 | 0.15% | |
| CAC |
Camden National Corp
Financial Services
|
Held | 12,988 | $704,209 | 0.14% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 346 | $675,741 | 0.14% | |
| CI |
Cigna Group
Healthcare
|
Held | 2,303 | $634,891 | 0.13% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 1,257 | $630,209 | 0.13% | |
| NYT |
New York Times Co
Communication Services
|
Held | 8,000 | $559,840 | 0.11% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 9,542 | $543,703 | 0.11% |
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.