FOUNDERS CAPITAL MANAGEMENT, LLC

CIK

1585828

Location

Hartford, CT

Portfolio Value

Small $463,893,404

Diversification

Diversified

Filing Date

Global Rank

#2,714 / 8,603 ▼ 101 · as of Mar 2026

Top Industry

Internet Content & Information 19.4%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 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

+55.4%

SPY

+76.5%

Annualised alpha

-5.0%

Max drawdown

−15.3%

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

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

Top Position

14.5%

+0.8 pts

Top 5

47.5%

−1.5 pts

Top 10

65.9%

−0.8 pts

HHI

625

Diversified−13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	21.8%	$101,162,459	6
Financial Services	21.2%	$98,511,045	16
Industrials	18.3%	$84,749,988	13
Technology	15.2%	$70,423,811	7
Healthcare	6.9%	$31,880,039	11
Consumer Defensive	5.9%	$27,560,485	6
Unclassified	5.5%	$25,467,878	2
Consumer Cyclical	4.5%	$21,023,353	6
Energy	0.7%	$3,114,346	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
KHC	Kraft Heinz Co	+3,000	100,967	$2,270,747
MSFT	Microsoft Corp	+1,461	121,890	$45,120,021
CNI	Canadian National Railway Co	+1,362	53,315	$5,479,182
BRK-B	Berkshire Hathaway Inc	+139	140,406	$67,282,555
ADX	Adams Diversified Equity Fund, Inc.	+103	12,149	$265,941
CARR	CARRIER GLOBAL Corp	+94	6,599	$371,589
PEP	Pepsico Inc	+42	83,921	$13,032,092
SPY	Spdr S&P 500 ETF Trust	+30	27,034	$17,581,291
AMZN	Amazon Com Inc	+20	3,163	$658,758
QQQ	Invesco Qqq Trust, Series 1	+4	13,664	$7,886,587
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−238,442	5,000	$398,050
FBP	First Bancorp /Pr/	−15,000	11,000	$234,960
OFG	Ofg Bancorp	−5,000	5,000	$202,300
MDT	Medtronic plc	−4,325	3,184	$275,893
UPS	United Parcel Service Inc	−2,854	114,869	$11,300,812
KO	Coca Cola Co	−1,335	128,045	$9,737,822
GD	General Dynamics Corp	−1,237	22,845	$7,840,860
CSX	Csx Corp	−928	405,266	$16,636,169
DIS	Walt Disney Co	−562	77,544	$7,473,690
HD	Home Depot, Inc.	−558	31,664	$10,413,972
AAPL	Apple Inc.	−323	73,993	$18,778,683
AXP	American Express Co	−212	75,619	$22,873,235
MCK	Mckesson Corp	−207	1,376	$1,190,735
LMT	Lockheed Martin Corp	−205	14,191	$8,576,898
INTC	Intel Corp	−190	8,260	$364,513
FDX	Fedex Corp	−173	68,145	$19,558,330
LOW	Lowes Companies Inc	−113	21,920	$5,179,257
CSCO	Cisco Systems, Inc.	−89	45,204	$3,507,378
BAC	Bank Of America Corp /De/	−72	9,718	$473,752
JNJ	Johnson & Johnson	−72	22,899	$5,597,431
CVX	Chevron Corp	−66	13,481	$2,789,218
JPM	Jpmorgan Chase & Co	−55	699	$205,617
RTX	RTX Corp	−45	7,926	$1,528,925
MTB	M&T Bank Corp	−37	15,475	$3,198,992
CI	Cigna Group	−23	2,303	$614,325
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PNC	Pnc Financial Services Group, Inc.	3,890	$811,959
AMP	Ameriprise Financial Inc	1,000	$490,340
COF	Capital One Financial Corp	1,200	$290,832
OTIS	Otis Worldwide Corp	2,537	$221,606
GE	General Electric Co	661	$203,607
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $463,893,404 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	140,406	+139	$67,282,555	−4.6%	14.50%
META	Meta Platforms, Inc. Communication Services	Held	92,509	0	$52,927,174	−13.3%	11.41%
MSFT	Microsoft Corp Technology	Added	121,890	+1,461	$45,120,021	−22.5%	9.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	111,396	-11	$32,033,033	−8.1%	6.91%
AXP	American Express Co Financial Services	Reduced	75,619	-212	$22,873,235	−18.5%	4.93%
FDX	Fedex Corp Industrials	Reduced	68,145	-173	$19,558,330	+23.0%	4.22%
AAPL	Apple Inc. Technology	Reduced	73,993	-323	$18,778,683	−7.1%	4.05%
SPY	Spdr S&P 500 ETF Trust	Added	27,034	+30	$17,581,291	−4.5%	3.79%
CSX	Csx Corp Industrials	Reduced	405,266	-928	$16,636,169	+13.0%	3.59%
PEP	Pepsico Inc Consumer Defensive	Added	83,921	+42	$13,032,092	+8.3%	2.81%
UNP	Union Pacific Corp Industrials	Held	49,617	0	$12,038,076	+4.9%	2.60%
UPS	United Parcel Service Inc Industrials	Reduced	114,869	-2,854	$11,300,812	−3.2%	2.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	31,664	-558	$10,413,972	−6.1%	2.24%
KO	Coca Cola Co Consumer Defensive	Reduced	128,045	-1,335	$9,737,822	+7.7%	2.10%
LMT	Lockheed Martin Corp Industrials	Reduced	14,191	-205	$8,576,898	+23.2%	1.85%
QQQ	Invesco Qqq Trust, Series 1	Added	13,664	+4	$7,886,587	−6.0%	1.70%
GD	General Dynamics Corp Industrials	Reduced	22,845	-1,237	$7,840,860	−3.3%	1.69%
DIS	Walt Disney Co Communication Services	Reduced	77,544	-562	$7,473,690	−15.9%	1.61%
AMGN	Amgen Inc Healthcare	Held	18,863	0	$6,636,946	+7.5%	1.43%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	8,203	0	$6,337,965	+0.1%	1.37%
CMCSA	Comcast Corp Communication Services	Reduced	211,779	-15	$6,080,175	+2.5%	1.31%
JNJ	Johnson & Johnson Healthcare	Reduced	22,899	-72	$5,597,431	+17.7%	1.21%
CNI	Canadian National Railway Co Industrials	Added	53,315	+1,362	$5,479,182	+6.7%	1.18%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	21,920	-113	$5,179,257	−2.5%	1.12%
ABBV	AbbVie Inc. Healthcare	Held	22,893	0	$4,978,998	−4.8%	1.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	45,204	-89	$3,507,378	+0.5%	0.76%
MTB	M&T Bank Corp Financial Services	Reduced	15,475	-37	$3,198,992	+2.4%	0.69%
QSR	Restaurant Brands International Inc. Consumer Cyclical	Held	41,816	0	$3,090,202	+8.3%	0.67%
ABT	Abbott Laboratories Healthcare	Held	29,658	0	$3,044,986	−18.1%	0.66%
CVX	Chevron Corp Energy	Reduced	13,481	-66	$2,789,218	+35.1%	0.60%
SYK	Stryker Corp Healthcare	Held	7,058	0	$2,319,188	−6.5%	0.50%
KHC	Kraft Heinz Co Consumer Defensive	Added	100,967	+3,000	$2,270,747	−4.4%	0.49%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	72,052	0	$1,978,547	−4.7%	0.43%
RTX	RTX Corp Industrials	Reduced	7,926	-45	$1,528,925	+4.6%	0.33%
MHK	Mohawk Industries Inc Consumer Cyclical	Held	14,088	0	$1,387,104	−9.9%	0.30%
LRCX	Lam Research Corp Technology	Held	5,609	0	$1,198,418	+24.8%	0.26%
MCK	Mckesson Corp Healthcare	Reduced	1,376	-207	$1,190,735	−8.3%	0.26%
WMT	Walmart Inc. Consumer Defensive	Held	7,594	0	$943,782	+11.6%	0.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,134	0	$885,994	+0.8%	0.19%
WBS	Webster Financial Corp Financial Services	Held	11,079	0	$769,104	+10.3%	0.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,157	0	$728,958	+11.2%	0.16%
ORCL	Oracle Corp Technology	Held	4,934	0	$725,840	−24.5%	0.16%
SAM	Boston Beer Co Inc Consumer Defensive	Held	2,995	0	$690,048	+18.1%	0.15%
NYT	New York Times Co Communication Services	Held	8,000	0	$669,840	+20.6%	0.14%
MKL	Markel Group Inc. Financial Services	Held	346	0	$662,268	−11.0%	0.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,163	+20	$658,758	−9.2%	0.14%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	1,257	0	$617,853	−15.2%	0.13%
CAC	Camden National Corp Financial Services	Held	12,988	0	$616,280	+9.4%	0.13%
CI	Cigna Group Healthcare	Reduced	2,303	-23	$614,325	−4.0%	0.13%
MA	Mastercard Inc Financial Services	Held	1,045	0	$522,144	−12.5%	0.11%