FOUNDERS CAPITAL MANAGEMENT, LLC

Registered adviser

CIK

1585828

Location

Hartford, CT

Portfolio Value

Small $680,570,316

Diversification

Diversified

Filing Date

Global Rank

#3,239 / 8,827 ▼ 51 · as of Jun 2026

Top Industry

Internet Content & Information 40.0%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 118853

Roster of Nov 1, 2026

Regulatory AUM

$920,256,283

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$920,256,283	Individuals and high net worth (97%)
Mar 2025 to Feb 2026	$794,868,883	Individuals and high net worth (97%)
Mar 2024 to Feb 2025	$693,810,760	Individuals and high net worth (97%)
May 2023 to Feb 2024	$543,947,242	Individuals and high net worth (98%)
Apr 2023	$543,947,242	Individuals and high net worth (98%)
Mar 2022 to Mar 2023	$750,764,673	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.9% of the book (60%+)

Turnover

Low turnover

1.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.4 quarters (12+), a floor since 84.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 74.1%; sector active share 42.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

78 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

27.8%

−1.6 pts

Top 5

60.8%

+2.2 pts

Top 10

74.7%

+1.8 pts

HHI

1,138

Diversified−33

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	40.0%	$271,974,945	8
Financial Services	14.9%	$101,419,282	16
Technology	13.9%	$94,553,928	9
Industrials	13.1%	$89,107,708	15
Unclassified	6.0%	$41,070,428	3
Healthcare	5.1%	$34,840,241	12
Consumer Defensive	3.9%	$26,415,649	7
Consumer Cyclical	2.7%	$18,119,836	6
Energy	0.5%	$3,068,299	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
ADX	Adams Diversified Equity Fund, Inc.	+603	12,975	$333,068
GOOG	Alphabet Inc.	+532	441,717	$150,510,650
PEP	Pepsico Inc	+111	84,378	$10,692,380
UPS	United Parcel Service Inc	+109	115,019	$10,747,375
PG	PROCTER & GAMBLE Co	+75	6,209	$902,043
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−19,312	25,142	$2,706,033
FDXF	FedEx Freight Holding Company, Inc.	−3,898	29,872	$3,267,399
RTX	RTX Corp	−3,264	4,662	$865,500
CSX	Csx Corp	−2,342	400,624	$18,633,022
KO	Coca Cola Co	−1,477	126,563	$10,894,543
HD	Home Depot, Inc.	−929	29,624	$8,427,731
MTB	M&T Bank Corp	−816	13,607	$2,960,883
—		−627	70,657	$2,186,834
FDX	Fedex Corp	−625	67,519	$19,248,991
CMCSA	Comcast Corp	−593	217,296	$4,728,360
CNI	Canadian National Railway Co	−455	52,860	$6,285,054
LOW	Lowes Companies Inc	−378	21,080	$3,884,833
BAC	Bank Of America Corp	−348	9,194	$500,429
GD	General Dynamics Corp	−340	22,306	$7,401,799
META	Meta Platforms, Inc.	−269	92,272	$66,913,808
UNP	Union Pacific Corp	−253	49,364	$13,433,425
BRK-B	Berkshire Hathaway Inc	−175	140,425	$69,924,628
MCK	Mckesson Corp	−171	1,057	$902,477
GOOGL	Alphabet Inc.	−128	112,018	$38,543,153
LMT	Lockheed Martin Corp	−116	14,038	$7,148,851
CVX	Chevron Corp	−68	13,398	$2,736,005
SPY	Spdr S&P 500 ETF Trust	−37	26,979	$20,574,994
V	Visa Inc.	−20	960	$344,956
AAPL	Apple Inc.	−20	73,418	$24,449,662
DELL	Dell Technologies Inc.	−13	790	$424,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	6,794	$472,726
SAN	Banco Santander, S.A.	22,764	$314,826
NVDA	Nvidia Corp	935	$213,535
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
—		11,079	$846,657
CEF	Sprott Physical Gold & Silver Trust	13,350	$537,070
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $680,570,316 total · filing declares 81 positions · $684,435,271 · as of Sep 30, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Added	441,717	+532	$150,510,650	−3.4%	22.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	140,425	-175	$69,924,628	−0.6%	10.27%
META	Meta Platforms, Inc. Communication Services	Reduced	92,272	-269	$66,913,808	+28.4%	9.83%
MSFT	Microsoft Corp Technology	Reduced	122,038	-6	$62,593,290	+37.5%	9.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	112,018	-128	$38,543,153	−3.8%	5.66%
AAPL	Apple Inc. Technology	Reduced	73,418	-20	$24,449,662	+15.1%	3.59%
AXP	American Express Co Financial Services	Reduced	75,515	-12	$22,964,111	−10.1%	3.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	26,979	-37	$20,574,994	+2.0%	3.02%
FDX	Fedex Corp Industrials	Reduced	67,519	-625	$19,248,991	−9.8%	2.83%
CSX	Csx Corp Industrials	Reduced	400,624	-2,342	$18,633,022	−2.7%	2.74%
UNP	Union Pacific Corp Industrials	Reduced	49,364	-253	$13,433,425	−0.5%	1.97%
KO	Coca Cola Co Consumer Defensive	Reduced	126,563	-1,477	$10,894,543	+4.7%	1.60%
UPS	United Parcel Service Inc Industrials	Added	115,019	+109	$10,747,375	−13.0%	1.58%
PEP	Pepsico Inc Consumer Defensive	Added	84,378	+111	$10,692,380	−6.3%	1.57%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Held	30,204	0	$10,390,176	+1.6%	1.53%
QQQ	Invesco Qqq Trust, Series 1	Held	13,660	0	$10,105,258	+0.5%	1.48%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	29,624	-929	$8,427,731	−21.8%	1.24%
DIS	Walt Disney Co Communication Services	Reduced	77,237	-8	$8,102,161	+9.0%	1.19%
AMGN	Amgen Inc Healthcare	Held	18,820	0	$7,932,818	+16.4%	1.17%
GD	General Dynamics Corp Industrials	Reduced	22,306	-340	$7,401,799	−7.7%	1.09%
LMT	Lockheed Martin Corp Industrials	Reduced	14,038	-116	$7,148,851	−0.9%	1.05%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	8,375	-10	$6,350,511	+21.5%	0.93%
CNI	Canadian National Railway Co Industrials	Reduced	52,860	-455	$6,285,054	−1.1%	0.92%
JNJ	Johnson & Johnson Healthcare	Held	22,899	0	$6,062,281	+4.2%	0.89%
ABBV	AbbVie Inc. Healthcare	Held	22,823	0	$5,970,268	+4.0%	0.88%
CMCSA	Comcast Corp Communication Services	Reduced	217,296	-593	$4,728,360	−11.6%	0.69%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	21,080	-378	$3,884,833	−17.9%	0.57%
FDXF	FedEx Freight Holding Company, Inc. Industrials	Reduced	29,872	-3,898	$3,267,399	−35.9%	0.48%
ABT	Abbott Laboratories Healthcare	Held	30,261	0	$2,990,694	+8.9%	0.44%
QSR	Restaurant Brands International Inc. Consumer Cyclical	Held	41,816	0	$2,972,281	−2.0%	0.44%
MTB	M&T Bank Corp Financial Services	Reduced	13,607	-816	$2,960,883	−13.7%	0.44%
CVX	Chevron Corp Energy	Reduced	13,398	-68	$2,736,005	+22.6%	0.40%
CSCO	Cisco Systems, Inc. Technology	Reduced	25,142	-19,312	$2,706,033	−48.2%	0.40%
KHC	Kraft Heinz Co Consumer Defensive	Held	102,100	0	$2,319,712	−3.8%	0.34%
		Reduced	70,657	-627	$2,186,834	+15.1%	0.32%
SYK	Stryker Corp Healthcare	Held	7,058	0	$1,943,702	−12.5%	0.29%
LRCX	Lam Research Corp Technology	Held	5,609	0	$1,842,612	−24.2%	0.27%
MHK	Mohawk Industries Inc Consumer Cyclical	Held	14,088	0	$1,757,055	+2.8%	0.26%
INTC	Intel Corp Technology	Reduced	8,250	-10	$991,897	−14.0%	0.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,157	0	$984,001	−4.5%	0.14%
MCK	Mckesson Corp Healthcare	Reduced	1,057	-171	$902,477	−2.7%	0.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,209	+75	$902,043	+0.3%	0.13%
RTX	RTX Corp Industrials	Reduced	4,662	-3,264	$865,500	−42.4%	0.13%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	1,257	0	$848,537	+34.6%	0.12%
WMT	Walmart Inc. Consumer Defensive	Held	7,594	0	$789,168	−8.2%	0.12%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,163	0	$788,061	+4.5%	0.12%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.11%
CAC	Camden National Corp Financial Services	Held	12,988	0	$718,885	+2.1%	0.11%
CI	Cigna Group Healthcare	Held	2,303	0	$626,024	−1.4%	0.09%
MKL	Markel Group Inc. Financial Services	Held	346	0	$592,507	−12.3%	0.09%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.