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CIK: 0001585828
Total reported value
$670.1M
$670.1M
73 檔
42.2%
In Q4 2024, Founders Capital Management, LLC's U.S. equity holdings reached a combined market value of $670.1M, distributed across 73 disclosed stock positions.
In Q4 2024, Founders Capital Management, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 15.26% | +2.45% | -0.34% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.28% | -0.56% | -0.29% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.84% | -0.92% | -1.93% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.15% | -0.63% | +0.16% | |
| 5 | AXP | American Express Co | Stock-Financials | 4.02% | +0.05% | -1.86% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 3.63% | -0.01% | -0.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.61% | +0.08% | -1.13% | |
| 8 | FDX | Fedex CORP | Stock-Industrials | 3.52% | -0.81% | -0.89% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.41% | +0.71% | +0.66% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.84% | +0.12% | +4.38% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.52% | -0.10% | -4.72% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 2.36% | +0.13% | -0.79% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.10% | -0.02% | +88.85% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.04% | -0.44% | -0.67% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.94% | +0.03% | -0.28% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.68% | -0.12% | -1.28% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.48% | -0.05% | -0.48% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.44% | -0.20% | -2.66% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-Other | 1.41% | +0.06% | — | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.30% | -0.33% | -0.61% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.20% | +1.35% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 1.19% | -0.09% | -2.70% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.05% | -0.14% | -1.38% | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.00% | -0.26% | +3.05% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.07% | -4.34% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.04% | -1.61% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.09% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.05% | -0.08% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.05% | -10.50% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.20% | +1.43% | |
| 31 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.51% | -0.01% | -2.59% | |
| 32 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.50% | -0.01% | +10.40% | |
| 33 | MTB | M & T Bank CORP | Stock-Financials | 0.49% | -0.02% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | — | — | |
| 35 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.48% | -0.06% | — | |
| 36 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.30% | +0.03% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.13% | +11.22% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.06% | — | |
| 39 | FLG 6 11-01-51Bond | Flagstar Bank NA | Bond | 0.20% | — | -6.98% | |
| 40 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.19% | -0.01% | -6.16% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | -1.93% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.03% | -4.06% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | +0.02% | -5.36% | |
| 44 | SAM | Boston Beer Company Inc-a | Stock-Consumer Staples | 0.16% | -0.03% | — | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.15% | -0.06% | +28.58% | |
| 46 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.14% | -0.05% | +0.19% | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.12% | -0.01% | -0.73% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.12% | -0.01% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2% | -0.34% | Trim |
| 2 | UPS | United Parcel Service-cl B | +0.9% | +88.85% | Add |
| 3 | WFC | Wells Fargo & Co | +0.7% | -0.71% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.66% | Add |
| 5 | AXP | American Express Co | +0.3% | -1.86% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -1.13% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.2% | -1.28% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.38% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -1.93% | Trim |
| 10 | FDX | Fedex CORP | +0.1% | -0.89% | Trim |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.35% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +1.43% | Add |
| 13 | MCK | Mckesson CORP | +0.1% | +28.58% | Add |
| 14 | VONE | Vanguard Russell 1000 | +0.1% | — | Unchanged |
| 15 | WBD | Warner Bros Discovery Inc | 0% | +0.19% | Add |
| 16 | MTB | M & T Bank CORP | 0% | — | Unchanged |
| 17 | CVX | Chevron CORP | 0% | +11.22% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 19 | WBS | Webster Financial CORP | 0% | — | Unchanged |
| 20 | WMT | Walmart Inc | 0% | — | Unchanged |
| 21 | FLG 6 11-01-51Bond | Flagstar Bank NA | 0% | -6.98% | Trim |
| 22 | KHC | Kraft Heinz Co/the | 0% | +10.40% | Add |
| 23 | RTX | Rtx CORP | 0% | -4.06% | Trim |
| 24 | MDT | Medtronic plc | 0% | +0.20% | Add |
| 25 | BAC 7.25 PERP LBond | Bank Of America CORP | 0% | -2.59% | Trim |
| 26 | MRNA | Moderna Inc | 0% | EXIT | Sold out |
| 27 | CI | THE Cigna Group | 0% | — | Unchanged |
| 28 | WFC 7.5 PERP LBond | Wells Fargo & Company | 0% | -6.16% | Trim |
| 29 | QSR | Restaurant Brands Intern | 0% | — | Unchanged |
| 30 | UNH | Unitedhealth Group Inc | 0% | -5.36% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.08% | Trim |
| 32 | SYK | Stryker CORP | -0.1% | -10.50% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | +0.16% | Add |
| 34 | ABBV | Abbvie Inc | -0.1% | -1.61% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.29% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -1.38% | Trim |
| 37 | MHK | Mohawk Industries Inc | -0.1% | — | Unchanged |
| 38 | UNP | Union Pacific CORP | -0.1% | -0.28% | Trim |
| 39 | CSX | Csx CORP | -0.2% | -0.79% | Trim |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -2.66% | Trim |
| 41 | HD | Home Depot Inc | -0.2% | -4.72% | Trim |
| 42 | GD | General Dynamics CORP | -0.2% | -2.70% | Trim |
| 43 | KO | Coca-cola Co/the | -0.2% | -0.48% | Trim |
| 44 | PEP | Pepsico Inc | -0.2% | -0.67% | Trim |
| 45 | AMGN | Amgen Inc | -0.2% | -4.34% | Trim |
| 46 | LMT | Lockheed Martin CORP | -0.3% | -0.61% | Trim |
| 47 | QRVO | Qorvo Inc | -0.3% | EXIT | Sold out |
| 48 | REGN | Regeneron Pharmaceuticals | -0.4% | +3.05% | Add |
| 49 | SWK | Stanley Black & Decker Inc | -1% | EXIT | Sold out |
| 50 | KMX | Carmax Inc | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Founders Capital Management, LLC reported a total U.S. public equity portfolio value of $670.1M across 73 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, BRK-B, META) accounted for 42.2% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
KMX
前期市值: $8.1M
During Q4 2024, Founders Capital Management, LLC's top holdings by market value included GOOG (15.3%)、BRK-B (11.3%)、META (9.8%). The largest single position, GOOG, represented 15.3% of total portfolio value.
In Q4 2024, Founders Capital Management, LLC made 42 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 26 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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