13F Insight
DOSSIER · 13F-HR · Q2 2026

FOUNDERS CAPITAL MANAGEMENT, LLC

$670M in tracked AUM across 79 positions as of Q2 2026.

FC
CIK 0001585828 · last filed Jun 30, 2026
Total AUM
$670M
as of Q2 2026
Holdings
79
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Founders Capital Management, LLC (SEC 13F)
Portfolio Overview

Founders Capital Management, LLC reported a significant expansion in assets under management (AUM) for the period ending December 31, 2025. The total portfolio value surged by 139.5%, rising from approximately $281.08 million to $673.33 million. This dramatic increase in capital base coincides with a substantial restructuring of the portfolio's composition. The number of holdings increased ...

Key Holdings

The portfolio is heavily top-heavy, with the first five positions constituting nearly 50% of the total assets.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$156M441K23.3%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$70M141K10.5%03
META
META PLATFORMS INC
$52M93K7.8%04
MSFT
MICROSOFT CORP
$46M122K6.8%05
GOOGL
ALPHABET INC
$40M112K6.0%06
AXP
AMERICAN EXPRESS CO
$26M76K3.8%07
FDX
FEDEX CORP
$21M68K3.2%08
AAPL
APPLE INC
$21M73K3.2%09
SPY
STATE STR SPDR S&P 500 ETF T
$20M27K3.0%10
CSX
CSX CORP
$19M403K2.9%

Filing history

2026Q2Jun 30
$670M▲ 10.1%
79 positionsView →2026Q1Mar 31
$608M▼ 9.6%
74 positionsView →2025Q4Dec 31
$673M▲ 5.3%
79 positionsView →2025Q3Sep 30
$639M▲ 8.9%
79 positionsView →2025Q2Jun 30
$587M▲ 8.0%
78 positionsLocked2025Q1Mar 31
$544M▼ 4.7%
76 positionsLocked2024Q4Dec 31
$570M▼ 1.1%
73 positionsLocked2024Q3Sep 30
$577M▲ 3.6%
77 positionsLocked2024Q2Jun 30
$557M▲ 3.0%
77 positionsLocked2024Q1Mar 31
$541M▲ 10.8%
78 positionsLocked2023Q4Dec 31
$488M▲ 10.7%
78 positionsLocked2023Q3Sep 30
$441M▼ 1.9%
75 positionsLocked
Showing 12 of 49