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CIK: 0001585828
Total reported value
$670.1M
$670.1M
76 檔
40.0%
The Q1 2025 SEC filing reveals that Founders Capital Management, LLC held a total portfolio value of $670.1M, covering 76 public equity positions.
In Q1 2025, Founders Capital Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.89% | -0.56% | -0.15% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 13.11% | +2.45% | -0.16% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.89% | -0.92% | -2.65% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.52% | -0.63% | -0.38% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 3.84% | -0.01% | -1.23% | |
| 6 | AXP | American Express Co | Stock-Financials | 3.81% | +0.05% | -0.35% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.44% | +0.08% | +2.19% | |
| 8 | FDX | Fedex CORP | Stock-Industrials | 3.18% | -0.81% | -0.40% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.00% | +0.71% | +2.52% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.78% | +0.12% | -2.36% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.42% | -0.10% | -2.77% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 2.24% | +0.13% | -0.77% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.12% | -0.44% | +0.46% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 2.10% | +0.03% | -0.50% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.08% | -0.02% | +8.26% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.75% | -0.05% | -1.90% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.51% | -0.12% | -2.91% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.50% | -0.20% | +1.10% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-Other | 1.41% | +0.06% | — | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.26% | -0.09% | -2.55% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.25% | -0.33% | -0.43% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | +0.20% | -0.22% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.09% | -0.07% | -0.58% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.14% | -4.19% | |
| 25 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.90% | -0.26% | -2.91% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.04% | -0.38% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.09% | -0.84% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.05% | -0.85% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.60% | -0.05% | — | |
| 30 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.54% | -0.01% | -0.72% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.20% | -7.11% | |
| 32 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.52% | -0.01% | -0.04% | |
| 33 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.51% | -0.06% | — | |
| 34 | MTB | M & T Bank CORP | Stock-Financials | 0.49% | -0.02% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | — | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.13% | — | |
| 37 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.30% | +0.03% | -2.25% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.06% | -4.02% | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.22% | -0.06% | +23.26% | |
| 40 | FLG 6 11-01-51Bond | Flagstar Bank NA | Bond | 0.20% | — | -0.17% | |
| 41 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.20% | -0.01% | -4.73% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.19% | -0.03% | -1.25% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | -6.40% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.02% | — | |
| 45 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.15% | -0.05% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.15% | -0.01% | — | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.14% | -0.01% | — | |
| 48 | SAM | Boston Beer Company Inc-a | Stock-Consumer Staples | 0.13% | -0.03% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | — | +21.16% | |
| 50 | MKL | Markel Group Inc | Stock-Financials | 0.12% | -0.01% | -11.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 6 | AXP | American Express Co | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | FDX | Fedex CORP | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | HD | Home Depot Inc | — | NEW | New buy |
| 12 | CSX | Csx CORP | — | NEW | New buy |
| 13 | PEP | Pepsico Inc | — | NEW | New buy |
| 14 | UNP | Union Pacific CORP | — | NEW | New buy |
| 15 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 16 | KO | Coca-cola Co/the | — | NEW | New buy |
| 17 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 18 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 19 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 20 | GD | General Dynamics CORP | — | NEW | New buy |
| 21 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 22 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 23 | AMGN | Amgen Inc | — | NEW | New buy |
| 24 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 25 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 26 | ABBV | Abbvie Inc | — | NEW | New buy |
| 27 | ABT | Abbott Laboratories | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | SYK | Stryker CORP | — | NEW | New buy |
| 30 | BAC 7.25 PERP LBond | Bank Of America CORP | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 33 | QSR | Restaurant Brands Intern | — | NEW | New buy |
| 34 | MTB | M & T Bank CORP | — | NEW | New buy |
| 35 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | MHK | Mohawk Industries Inc | — | NEW | New buy |
| 38 | ORCL | Oracle CORP | — | NEW | New buy |
| 39 | MCK | Mckesson CORP | — | NEW | New buy |
| 40 | FLG 6 11-01-51Bond | Flagstar Bank NA | — | NEW | New buy |
| 41 | WFC 7.5 PERP LBond | Wells Fargo & Company | — | NEW | New buy |
| 42 | RTX | Rtx CORP | — | NEW | New buy |
| 43 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 45 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 47 | CI | THE Cigna Group | — | NEW | New buy |
| 48 | SAM | Boston Beer Company Inc-a | — | NEW | New buy |
| 49 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 50 | MKL | Markel Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Founders Capital Management, LLC reported a total U.S. public equity portfolio value of $670.1M across 76 disclosed positions in Q1 2025.
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 BRK-B, GOOG, META) accounted for 40.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $75.5M
During Q1 2025, Founders Capital Management, LLC's top holdings by market value included BRK-B (13.9%)、GOOG (13.1%)、META (9.9%). The largest single position, BRK-B, represented 13.9% of total portfolio value.
In Q1 2025, Founders Capital Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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