Founders Capital Management, LLC Portfolio Holdings

Founders Capital Management, LLC

  • $640 Million
  • Q4 2025

Founders Capital Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $640 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $127M, Berkshire Hathaway Inc Class B with a value of $71.4M, Microsoft Corp with a value of $61.1M, Meta Platforms, Inc. with a value of $56.4M, and Alphabet Inc. with a value of $30.8M.

Examining the 13F form we can see an increase of $5.47M in the current position value, from $635M to 640M.

Below you can find more details about Founders Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $640 Million
Communication Services: $230 Million
Financial Services: $128 Million
Technology: $86.5 Million
Industrials: $77.8 Million
ETFs: $35.4 Million
Healthcare: $32.2 Million
Consumer Defensive: $26.2 Million
Consumer Cyclical: $21.9 Million
Other: $2.36 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$608,000 0.1% of portfolio
2,157
Q4 2025 Added 2.57%
$512B
$561,000 0.09% of portfolio
1,045
Q4 2025 Added 2.35%
$2.03B
$593,000 0.09% of portfolio
2,995
Q1 2022 Added 28.27%
$3.62B
$505,000 0.08% of portfolio
26,000
Q2 2023 New
$10.6B
$511,000 0.08% of portfolio
8,000
Q1 2020 New
$575M
$512,000 0.08% of portfolio
12,988
Q4 2025 Added 39.66%
$413B
$503,000 0.08% of portfolio
9,790
Q4 2025 Reduced 6.86%
$47B
$440,000 0.07% of portfolio
1,000
Q3 2024 Reduced 1.86%
$23.2B
$421,000 0.07% of portfolio
10,428
Q4 2025 Added 2.24%
$1.92B
$404,000 0.06% of portfolio
10,000
Q2 2023 New
$65.7B
$402,000 0.06% of portfolio
1,417
Q4 2025 Added 4.58%
$143B
$293,000 0.05% of portfolio
8,450
Q3 2025 New
$533B
$319,000 0.05% of portfolio
980
Q4 2025 Reduced 1.51%
$45.2B
$351,000 0.05% of portfolio
6,505
Q4 2025 Added 28.81%
$300B
$314,000 0.05% of portfolio
982
Q4 2025 Added 3.04%
$65.2B
$240,000 0.04% of portfolio
519
Q4 2025 Added 5.06%
$21.3B
$260,000 0.04% of portfolio
1,500
Q4 2022 New
$881B
$226,000 0.04% of portfolio
754
Q4 2025 Added 6.65%
$2.73B
$279,000 0.04% of portfolio
12,046
Q4 2025 Added 1.89%
$77.2B
$241,000 0.04% of portfolio
1,200
Q1 2025 New
$16.4B
$261,000 0.04% of portfolio
14,857
Q4 2024 Reduced 3.78%
$270B
$264,000 0.04% of portfolio
3,496
Q4 2024 Reduced 17.97%
$328B
$198,000 0.03% of portfolio
661
Q4 2025 New
$42.6B
$209,000 0.03% of portfolio
1,566
Q4 2025 Reduced 2.13%
$291B
$194,000 0.03% of portfolio
352
Q4 2025 New
Bank America Corp
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 2.62%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 5.96%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $640 Million
  • Prior Value $635 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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