FOUNDERS CAPITAL MANAGEMENT, LLC

CIK

1585828

Location

Hartford, CT

Portfolio Value

Micro $27,560,485

Diversification

Diversified

Filing Date

Global Rank

#2,717 / 8,588 ▼ 105

Top Industry

Internet Content & Information 19.2%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed Apr 23, 2026 · 55d

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

+52.2%

SPY

+76.8%

Annualised alpha

-5.9%

Max drawdown

−15.4%

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

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

Top Position

14.4%

+0.8 pts

Top 5

47.3%

−1.3 pts

Top 10

66.3%

−0.7 pts

HHI

622

Diversified−12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	21.6%	$101,162,459	6
Financial Services	21.0%	$98,511,045	16
Industrials	19.1%	$89,463,544	13
Technology	15.0%	$70,423,811	7
Healthcare	6.8%	$31,880,039	11
Consumer Defensive	5.9%	$27,560,485	6
Unclassified	5.4%	$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	$24,271,886
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

6 positions · $27,560,485 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEP	Pepsico Inc Consumer Defensive	Added	83,921	+42	$13,032,092	+8.3%	47.29%
KO	Coca Cola Co Consumer Defensive	Reduced	128,045	-1,335	$9,737,822	+7.7%	35.33%
KHC	Kraft Heinz Co Consumer Defensive	Added	100,967	+3,000	$2,270,747	−4.4%	8.24%
WMT	Walmart Inc. Consumer Defensive	Held	7,594	0	$943,782	+11.6%	3.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,134	0	$885,994	+0.8%	3.21%
SAM	Boston Beer Co Inc Consumer Defensive	Held	2,995	0	$690,048	+18.1%	2.50%