Founders Capital Management, LLC Portfolio Holdings

Founders Capital Management, LLC

  • $582 Million
  • Q2 2025

Founders Capital Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $582 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $80.1M, Meta Platforms, Inc. with a value of $69.1M, Berkshire Hathaway Inc Class B with a value of $68.6M, Microsoft Corp with a value of $61.1M, and American Express CO with a value of $24.7M.

Examining the 13F form we can see an increase of $44.6M in the current position value, from $537M to 582M.

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

Portfolio value $582 Million
Communication Services: $188 Million
Financial Services: $127 Million
Technology: $82.3 Million
Industrials: $72.1 Million
ETFs: $33.7 Million
Healthcare: $28 Million
Consumer Defensive: $25.4 Million
Consumer Cyclical: $23 Million
Other: $2.17 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60B
$15.8 Million 2.72% of portfolio
69,600
Q2 2025 Reduced 1.93%
$75.3B
$13.5 Million 2.31% of portfolio
412,453
Q2 2025 Reduced 0.35%
$135B
$11.5 Million 1.97% of portfolio
49,868
Q2 2025 Added 3.21%
$63.8B
$11.2 Million 1.93% of portfolio
111,405
Q2 2025 Added 8.34%
$141B
$7.98 Million 1.37% of portfolio
223,625
Q2 2025 Added 0.85%
$86.2B
$7.22 Million 1.24% of portfolio
24,768
Q2 2025 Reduced 1.64%
$113B
$6.92 Million 1.19% of portfolio
14,942
Q2 2025 Reduced 1.56%
$152B
$5.31 Million 0.91% of portfolio
19,008
Q2 2025 Reduced 0.24%
$152B
$5 Million 0.86% of portfolio
22,533
Q2 2025 Reduced 2.98%
$59.7B
$4.34 Million 0.75% of portfolio
8,274
Q2 2025 Added 6.95%
$63.6B
$3.34 Million 0.57% of portfolio
32,056
Q2 2025 New
$33B
$3.03 Million 0.52% of portfolio
15,628
Q2 2025 Added 4.5%
$142B
$2.96 Million 0.51% of portfolio
7,472
Q2 2025 Reduced 14.45%
$19.8B
$2.77 Million 0.48% of portfolio
41,816
Q2 2025 Reduced 0.28%
$33.5B
$2.48 Million 0.43% of portfolio
95,971
Q2 2025 Added 3.98%
$94.7B
$1.28 Million 0.22% of portfolio
1,742
Q2 2025 Reduced 3.33%
$77.3B
$731,000 0.13% of portfolio
3,923
Q2 2025 Added 24.18%
$85.6B
$768,000 0.13% of portfolio
2,326
Q2 2022 Added 1.31%
$26.1B
$691,000 0.12% of portfolio
346
Q2 2025 Reduced 4.42%
$122B
$647,000 0.11% of portfolio
7,431
Q4 2024 Added 0.2%
$10.2B
$604,000 0.1% of portfolio
11,079
Q2 2024 Reduced 3.64%
$187B
$509,000 0.09% of portfolio
1,257
Q2 2025 New
$55.2B
$533,000 0.09% of portfolio
1,000
Q3 2024 Reduced 1.86%
$27.8B
$428,000 0.07% of portfolio
10,200
Q2 2025 Added 100.0%
$64.4B
$435,000 0.07% of portfolio
1,702
Q2 2025 Reduced 9.8%
$55B
$369,000 0.06% of portfolio
5,050
Q3 2024 Reduced 3.81%
$25.1B
$326,000 0.06% of portfolio
1,500
Q4 2022 New
$83.2B
$255,000 0.04% of portfolio
1,200
Q1 2025 New
$16.7B
$258,000 0.04% of portfolio
14,857
Q4 2024 Reduced 3.78%
$29.2B
$207,000 0.04% of portfolio
4,000
Q2 2025 Reduced 33.31%
$36.7B
$251,000 0.04% of portfolio
2,537
Q3 2024 Reduced 2.87%
$41B
$202,000 0.03% of portfolio
1,600
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $582 Million
  • Prior Value $537 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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