Founders Capital Management Top Holdings and 13F Report (2025)

About Founders Capital Management

Investment Activity

Founders Capital Management has $154.55 million in total holdings as of March 31, 2025.
Founders Capital Management owns shares of 370 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 4.25% of the portfolio was purchased this quarter.
About 4.51% of the portfolio was sold this quarter.
This quarter, Founders Capital Management has purchased 368 new stocks and bought additional shares in 44 stocks.
Founders Capital Management sold shares of 40 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Invesco QQQ: $14,236,981
Microsoft: $10,430,416
Apple: $8,560,670
JPMorgan Chase & Co.: $8,513,499
RTX: $7,239,197

Largest New Holdings this Quarter

16411Q101 - CHENIERE ENERGY PARTNERS LP: $1,440,993 Holding
72651A207 - Plains GP: $1,418,411 Holding
36828A101 - GE VERNOVA INC: $22,896 Holding
80004C200 - SANDISK CORP: $21,424 Holding
629377508 - NRG Energy: $9,546 Holding

Largest Purchases this Quarter

Applied Materials: 15,587 shares (about $2.26M)
CHENIERE ENERGY PARTNERS LP: 21,820 shares (about $1.44M)
Plains GP: 66,405 shares (about $1.42M)
Microsoft: 1,599 shares (about $600.24K)
Air Products and Chemicals: 612 shares (about $180.49K)

Largest Sales this Quarter

Emerson Electric: 19,919 shares (about $2.18M)
AbbVie: 6,208 shares (about $1.30M)
McDonald's: 2,144 shares (about $669.74K)
Merck & Co., Inc.: 6,979 shares (about $626.43K)
Invesco QQQ: 757 shares (about $354.97K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$14,236,981	$354,975 ▼	-2.4%	30,361	9.2%	Finance
MSFT Microsoft	$10,430,416	$600,239 ▲	6.1%	27,786	6.7%	Computer and Technology
AAPL Apple	$8,560,670	$75,746 ▼	-0.9%	38,539	5.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$8,513,499	$126,331 ▼	-1.5%	34,706	5.5%	Finance
RTX RTX	$7,239,197	$3,311 ▼	0.0%	54,652	4.7%	Aerospace
SPYG SPDR Portfolio S&P 500 Growth ETF	$6,850,806	$24,593 ▼	-0.4%	85,241	4.4%	ETF
XOM Exxon Mobil	$6,845,487	$155,679 ▲	2.3%	57,559	4.4%	Energy
GLW Corning	$6,747,463	$44,315 ▼	-0.7%	147,389	4.4%	Computer and Technology
CVX Chevron	$5,893,244	$113,087 ▲	2.0%	35,228	3.8%	Energy
JNJ Johnson & Johnson	$5,796,078	$16,750 ▲	0.3%	34,950	3.8%	Medical
SPY SPDR S&P 500 ETF Trust	$5,788,944	$559 ▲	0.0%	10,349	3.7%	Finance
APD Air Products and Chemicals	$5,689,298	$180,491 ▲	3.3%	19,291	3.7%	Basic Materials
ABBV AbbVie	$5,305,256	$1,300,700 ▼	-19.7%	25,321	3.4%	Medical
LMT Lockheed Martin	$4,431,189	$19,654 ▲	0.4%	9,920	2.9%	Aerospace
MRK Merck & Co., Inc.	$3,306,845	$626,434 ▼	-15.9%	36,841	2.1%	Medical
ADBE Adobe	$3,055,195	$10,739 ▼	-0.4%	7,966	2.0%	Computer and Technology
MCD McDonald's	$2,806,393	$669,736 ▼	-19.3%	8,984	1.8%	Retail/Wholesale
EMR Emerson Electric	$2,673,475	$2,183,930 ▼	-45.0%	24,384	1.7%	Industrials
AMAT Applied Materials	$2,454,065	$2,261,931 ▲	1,177.3%	16,911	1.6%	Computer and Technology
NOC Northrop Grumman	$2,416,168	$56,833 ▼	-2.3%	4,719	1.6%	Aerospace
LOW Lowe's Companies	$2,355,986		0.0%	10,102	1.5%	Retail/Wholesale
HD Home Depot	$2,149,647	$366 ▲	0.0%	5,866	1.4%	Retail/Wholesale
FNDA Schwab Fundamental U.S. Small Company Index ETF	$1,985,200	$18,653 ▲	0.9%	72,479	1.3%	ETF
GOOG Alphabet	$1,876,479	$96,863 ▲	5.4%	12,011	1.2%	Computer and Technology
SLB Schlumberger	$1,621,297	$16,344 ▲	1.0%	38,787	1.0%	Energy
CHENIERE ENERGY PARTNERS LP	$1,440,993	$1,440,993 ▲	New Holding	21,820	0.9%	COM UNIT
PAGP Plains GP	$1,418,411	$1,418,411 ▲	New Holding	66,405	0.9%	Energy
PEP PepsiCo	$1,347,957	$65,224 ▼	-4.6%	8,990	0.9%	Consumer Staples
KO Coca-Cola	$775,895	$320,699 ▼	-29.2%	10,834	0.5%	Consumer Staples
BA Boeing	$651,042	$17,909 ▼	-2.7%	3,817	0.4%	Aerospace
AMZN Amazon.com	$637,752	$3,805 ▲	0.6%	3,352	0.4%	Retail/Wholesale
BITQ Bitwise Crypto Industry Innovators ETF	$570,058	$3,873 ▲	0.7%	46,957	0.4%	ETF
TXN Texas Instruments	$568,930		0.0%	3,166	0.4%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$517,421	$71,817 ▼	-12.2%	1,232	0.3%	Finance
WMT Walmart	$501,193	$7,374 ▼	-1.5%	5,709	0.3%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$460,151	$41,407 ▼	-8.3%	2,656	0.3%	ETF
COST Costco Wholesale	$433,167	$7,566 ▼	-1.7%	458	0.3%	Retail/Wholesale
PFE Pfizer	$423,498	$137,948 ▼	-24.6%	16,713	0.3%	Medical
PG Procter & Gamble	$399,101	$17,041 ▼	-4.1%	2,342	0.3%	Consumer Staples
EPD Enterprise Products Partners	$362,580		0.0%	10,620	0.2%	Energy
WFC Wells Fargo & Company	$354,777		0.0%	4,942	0.2%	Finance
VLO Valero Energy	$347,344		0.0%	2,630	0.2%	Energy
BRK.B Berkshire Hathaway	$343,514		0.0%	645	0.2%	Finance
OKE ONEOK	$341,714		0.0%	3,444	0.2%	Energy
ORCL Oracle	$341,556		0.0%	2,443	0.2%	Computer and Technology
MA Mastercard	$323,391		0.0%	590	0.2%	Business Services
SCHW Charles Schwab	$288,070		0.0%	3,680	0.2%	Finance
IBM International Business Machines	$285,959		0.0%	1,150	0.2%	Computer and Technology
PSA Public Storage	$254,397		0.0%	850	0.2%	Finance
GOOGL Alphabet	$245,104		0.0%	1,585	0.2%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$229,941	$645 ▲	0.3%	1,783	0.1%	ETF
V Visa	$210,276	$6,659 ▼	-3.1%	600	0.1%	Business Services
HES Hess	$207,649		0.0%	1,300	0.1%	Energy
BAC Bank of America	$206,127	$42 ▲	0.0%	4,940	0.1%	Finance
IWB iShares Russell 1000 ETF	$189,565		0.0%	618	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$185,149		0.0%	984	0.1%	ETF
UNH UnitedHealth Group	$183,313	$13,618 ▼	-6.9%	350	0.1%	Medical
XEL Xcel Energy	$176,975		0.0%	2,500	0.1%	Utilities
HEI HEICO	$165,391		0.0%	619	0.1%	Aerospace
GS The Goldman Sachs Group	$164,980		0.0%	302	0.1%	Finance
SCI Service Co. International	$151,418		0.0%	1,888	0.1%	Consumer Staples
TSLA Tesla	$137,873		0.0%	532	0.1%	Auto/Tires/Trucks
AMGN Amgen	$127,424		0.0%	409	0.1%	Medical
DIS Walt Disney	$127,126	$6,909 ▼	-5.2%	1,288	0.1%	Consumer Discretionary
VUG Vanguard Growth ETF	$120,146		0.0%	324	0.1%	ETF
IYW iShares U.S. Technology ETF	$119,936	$13,342 ▼	-10.0%	854	0.1%	Manufacturing
XLE Energy Select Sector SPDR Fund	$119,085	$93 ▲	0.1%	1,274	0.1%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$118,805		0.0%	1,590	0.1%	ETF
ROP Roper Technologies	$117,916		0.0%	200	0.1%	Computer and Technology
NFLX Netflix	$116,566	$23,313 ▲	25.0%	125	0.1%	Consumer Discretionary
IVE iShares S&P 500 Value ETF	$115,682		0.0%	607	0.1%	ETF
GILD Gilead Sciences	$113,395		0.0%	1,012	0.1%	Medical
AR Antero Resources	$113,232		0.0%	2,800	0.1%	Energy
NVDA NVIDIA	$107,301	$4,335 ▼	-3.9%	990	0.1%	Computer and Technology
X United States Steel	$105,650	$42,260 ▼	-28.6%	2,500	0.1%	Basic Materials
GD General Dynamics	$104,943		0.0%	385	0.1%	Aerospace
GLD SPDR Gold Shares	$103,730		0.0%	360	0.1%	Finance
IHI iShares U.S. Medical Devices ETF	$101,783	$60 ▲	0.1%	1,691	0.1%	ETF
C Citigroup	$99,386		0.0%	1,400	0.1%	Finance
VB Vanguard Small-Cap ETF	$98,901		0.0%	446	0.1%	ETF
ENB Enbridge	$98,457		0.0%	2,222	0.1%	Energy
COP ConocoPhillips	$97,922		0.0%	932	0.1%	Energy
IJK iShares S&P Mid-Cap 400 Growth ETF	$93,773		0.0%	1,126	0.1%	ETF
TIP iShares TIPS Bond ETF	$93,644		0.0%	843	0.1%	ETF
PPIH Perma-Pipe International	$89,496		0.0%	7,200	0.1%	Industrials
UAL United Airlines	$87,694		0.0%	1,270	0.1%	Transportation
CSCO Cisco Systems	$87,372		0.0%	1,416	0.1%	Computer and Technology
MU Micron Technology	$86,890		0.0%	1,000	0.1%	Computer and Technology
PLAB Photronics	$83,040		0.0%	4,000	0.1%	Computer and Technology
PLPC Preformed Line Products	$81,252		0.0%	580	0.1%	Computer and Technology
PAG Penske Automotive Group	$79,189		0.0%	550	0.1%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$78,362		0.0%	303	0.1%	ETF
PRU Prudential Financial	$78,176		0.0%	700	0.1%	Finance
ET Energy Transfer	$77,929	$6,525 ▼	-7.7%	4,192	0.1%	Energy
KMI Kinder Morgan	$74,914	$628 ▲	0.8%	2,626	0.0%	Energy
IJH iShares Core S&P Mid-Cap ETF	$74,618	$58 ▲	0.1%	1,279	0.0%	ETF
XLK Technology Select Sector SPDR Fund	$74,539		0.0%	361	0.0%	ETF
FRD Friedman Industries	$74,450		0.0%	5,000	0.0%	Industrials
NWPX Northwest Pipe	$74,340		0.0%	1,800	0.0%	Industrials
BMY Bristol-Myers Squibb	$73,188		0.0%	1,200	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Founders Capital Management Top Holdings and 13F Report (2025)

About Founders Capital Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Founders Capital Management Top Holdings and 13F Report (2025)

About Founders Capital Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFounders Capital Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools