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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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