Founders Capital Management, LLC Top Holdings and 13F Report (2025) About Founders Capital Management, LLCInvestment ActivityFounders Capital Management, LLC has $543.70 million in total holdings as of March 31, 2025.Founders Capital Management, LLC owns shares of 76 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.55% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Founders Capital Management, LLC has purchased 73 new stocks and bought additional shares in 8 stocks.Founders Capital Management, LLC sold shares of 36 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $75,501,736Alphabet $71,299,777Meta Platforms $53,780,728Microsoft $46,300,978Wells Fargo & Company $20,882,491 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $407,774 Holding14040H105 - Capital One Financial $215,160 Holding46625H100 - JPMorgan Chase & Co. $200,410 Holding Largest Purchases this Quarter United Parcel Service 7,847 shares (about $863.09K)LAM RESEARCH CORP 5,609 shares (about $407.77K)Alphabet 2,596 shares (about $401.45K)Apple 1,802 shares (about $400.28K)McKesson 340 shares (about $228.82K) Largest Sales this Quarter Meta Platforms 2,538 shares (about $1.46M)Home Depot 1,023 shares (about $374.92K)SPDR S&P 500 ETF Trust 653 shares (about $365.28K)Wells Fargo & Company 3,630 shares (about $260.60K)Walt Disney 2,495 shares (about $246.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFounders Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$75,501,736$112,374 ▼-0.1%141,76613.9%FinanceGOOGAlphabet$71,299,777$115,610 ▼-0.2%456,37713.1%Computer and TechnologyMETAMeta Platforms$53,780,728$1,462,802 ▼-2.6%93,3119.9%Computer and TechnologyMSFTMicrosoft$46,300,978$176,809 ▼-0.4%123,3418.5%Computer and TechnologyWFCWells Fargo & Company$20,882,491$260,598 ▼-1.2%290,8833.8%FinanceAXPAmerican Express$20,715,505$73,720 ▼-0.4%76,9953.8%FinanceAAPLApple$18,680,022$400,278 ▲2.2%84,0953.4%Computer and TechnologyFDXFedEx$17,300,579$69,965 ▼-0.4%70,9683.2%TransportationGOOGLAlphabet$16,305,087$401,445 ▲2.5%105,4393.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,092,427$365,284 ▼-2.4%26,9802.8%FinanceHDHome Depot$13,145,996$374,919 ▼-2.8%35,8702.4%Retail/WholesaleCSXCSX$12,181,077$94,294 ▼-0.8%413,9002.2%TransportationPEPPepsiCo$11,533,385$52,479 ▲0.5%76,9202.1%Consumer StaplesUNPUnion Pacific$11,414,644$57,643 ▼-0.5%48,3182.1%TransportationUPSUnited Parcel Service$11,309,832$863,092 ▲8.3%102,8262.1%TransportationKOCoca-Cola$9,538,781$184,851 ▼-1.9%133,1861.8%Consumer StaplesDISWalt Disney$8,221,082$246,255 ▼-2.9%83,2941.5%Consumer DiscretionaryCMCSAComcast$8,182,058$89,372 ▲1.1%221,7361.5%Consumer DiscretionaryVONEVanguard Russell 1000$7,667,5870.0%30,2041.4%ETFGDGeneral Dynamics$6,863,837$179,358 ▼-2.5%25,1811.3%AerospaceLMTLockheed Martin$6,780,611$29,483 ▼-0.4%15,1791.2%AerospaceQQQInvesco QQQ$6,408,730$14,068 ▼-0.2%13,6671.2%FinanceAMGNAmgen$5,935,962$34,582 ▼-0.6%19,0531.1%MedicalLOWLowe's Companies$5,416,767$236,728 ▼-4.2%23,2251.0%Retail/WholesaleREGNRegeneron Pharmaceuticals$4,906,403$147,141 ▼-2.9%7,7360.9%MedicalABBVAbbVie$4,804,294$18,228 ▼-0.4%22,9300.9%MedicalABTAbbott Laboratories$4,063,998$34,224 ▼-0.8%30,6370.7%MedicalJNJJohnson & Johnson$3,874,022$33,168 ▼-0.8%23,3600.7%MedicalSYKStryker$3,251,2320.0%8,7340.6%MedicalBANK AMERICA CORP$2,909,881$20,988 ▼-0.7%2,3570.5%7.25%CNV PFD LCSCOCisco Systems$2,825,824$216,417 ▼-7.1%45,7920.5%Computer and TechnologyKHCKraft Heinz$2,808,628$1,187 ▼0.0%92,2980.5%Consumer StaplesQSRRestaurant Brands International$2,794,4820.0%41,9340.5%Retail/WholesaleMTBM&T Bank$2,673,2060.0%14,9550.5%FinanceIJRiShares Core S&P Small-Cap ETF$2,493,1580.0%23,8420.5%ETFCVXChevron$1,895,8980.0%11,3330.3%EnergyMHKMohawk Industries$1,608,568$37,109 ▼-2.3%14,0880.3%Consumer DiscretionaryORCLOracle$1,249,063$52,289 ▼-4.0%8,9340.2%Computer and TechnologyMCKMcKesson$1,212,728$228,817 ▲23.3%1,8020.2%MedicalFLAGSTAR FINANCIAL INC$1,106,433$1,864 ▼-0.2%29,6790.2%UNIT 05/07/2051WFC.PLWells Fargo & Co. Pfd. Series L$1,063,909$52,835 ▼-4.7%8860.2%FinanceRTXRTX$1,050,275$13,246 ▼-1.2%7,9290.2%AerospacePGProcter & Gamble$1,046,379$71,576 ▼-6.4%6,1400.2%Consumer StaplesUNHUnitedHealth Group$961,0810.0%1,8350.2%MedicalWBDWarner Bros. Discovery$811,5210.0%75,6310.1%Consumer DiscretionaryBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceCIThe Cigna Group$765,2540.0%2,3260.1%MedicalSAMBoston Beer$715,3260.0%2,9950.1%Consumer StaplesAMZNAmazon.com$711,382$124,240 ▲21.2%3,7390.1%Retail/WholesaleMKLMarkel Group$676,799$84,132 ▼-11.1%3620.1%Multi-Sector ConglomeratesMDTMedtronic$667,7500.0%7,4310.1%MedicalWMTWalmart$653,1580.0%7,4400.1%Retail/WholesaleWBSWebster Financial$571,1220.0%11,0790.1%FinanceMAMastercard$559,6310.0%1,0210.1%Business ServicesPNCThe PNC Financial Services Group$555,2570.0%3,1590.1%FinanceFBPFirst BanCorp.$498,4200.0%26,0000.1%FinanceAMPAmeriprise Financial$484,1100.0%1,0000.1%FinanceNSCNorfolk Southern$446,936$9,711 ▼-2.1%1,8870.1%TransportationBACBank of America$438,624$80,122 ▼-15.4%10,5110.1%FinanceLAM RESEARCH CORP$407,774$407,774 ▲New Holding5,6090.1%COM NEWOFGOFG Bancorp$400,2000.0%10,0000.1%FinanceNYTNew York Times$396,8000.0%8,0000.1%Consumer StaplesFASTFastenal$395,5050.0%5,1000.1%Retail/WholesaleCACCamden National$376,3710.0%9,3000.1%FinanceGISGeneral Mills$358,620$39,820 ▼-10.0%5,9980.1%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$349,0980.0%2,1030.1%Computer and TechnologyVVisa$348,7080.0%9950.1%Business ServicesCARRCarrier Global$320,1700.0%5,0500.1%Computer and TechnologyDRIDarden Restaurants$311,6400.0%1,5000.1%Retail/WholesaleOTISOtis Worldwide$261,8180.0%2,5370.0%ConstructionSHELShell$256,1870.0%3,4960.0%EnergyKEYKeyCorp$237,5630.0%14,8570.0%FinanceINTCIntel$231,551$9,992 ▼-4.1%10,1960.0%Computer and TechnologyADXAdams Diversified Equity Fund$215,572$4,482 ▲2.1%11,3520.0%FinanceCOFCapital One Financial$215,160$215,160 ▲New Holding1,2000.0%FinanceJPMJPMorgan Chase & Co.$200,410$200,410 ▲New Holding8170.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
