13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001585828
Total reported value
$670.1M
$670.1M
79 檔
54.3%
The Q4 2025 SEC filing reveals that Founders Capital Management, LLC held a total portfolio value of $670.1M, covering 79 public equity positions.
In Q4 2025, Founders Capital Management, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 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 | 20.65% | +2.45% | -0.94% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.47% | -0.56% | -0.09% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.07% | -0.92% | -0.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.65% | -0.63% | -0.89% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.18% | +0.71% | -0.22% | |
| 6 | AXP | American Express Co | Stock-Financials | 4.17% | +0.05% | -1.73% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 3.37% | -0.01% | -14.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.08% | -0.42% | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 2.93% | -0.81% | -1.77% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.73% | +0.12% | +0.73% | |
| 11 | CSX | Csx CORP | Stock-Industrials | 2.19% | +0.13% | -0.42% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.79% | -0.44% | +0.34% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.73% | -0.02% | +2.47% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.70% | +0.03% | -0.50% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | -0.10% | -4.80% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.39% | +0.06% | — | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.34% | -0.05% | -2.12% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.32% | -0.12% | -0.42% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.25% | +0.20% | -0.05% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.20% | -0.09% | -1.82% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.03% | -0.33% | -1.99% | |
| 22 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.94% | -0.26% | -0.89% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | -0.20% | -5.06% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.07% | -0.75% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | -0.14% | -0.69% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.04% | +0.14% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.76% | +0.05% | +46.86% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.05% | -0.14% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.09% | -2.39% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.20% | +0.33% | |
| 31 | MTB | M & T Bank CORP | Stock-Financials | 0.46% | -0.02% | -0.74% | |
| 32 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.42% | -0.06% | — | |
| 33 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.42% | -0.01% | -2.62% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.05% | -5.54% | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.35% | -0.01% | +2.43% | |
| 36 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.31% | -0.05% | -3.84% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.13% | +0.97% | |
| 38 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.23% | +0.03% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.03% | +0.53% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.19% | -0.06% | -7.43% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.14% | -0.06% | -44.77% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.14% | +0.16% | — | |
| 43 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.13% | -0.01% | -5.96% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.02% | -0.10% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.03% | +2.07% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.12% | — | -0.84% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.11% | -0.01% | — | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.11% | -0.01% | — | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.11% | -0.01% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | -8.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3.6% | -0.94% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.22% | Trim |
| 3 | FDX | Fedex CORP | +0.4% | -1.77% | Trim |
| 4 | CNI | Canadian Natl Railway Co | +0.2% | +46.86% | Add |
| 5 | UPS | United Parcel Service-cl B | +0.2% | +2.47% | Add |
| 6 | REGN | Regeneron Pharmaceuticals | +0.2% | -0.89% | Trim |
| 7 | AXP | American Express Co | +0.2% | -1.73% | Trim |
| 8 | AMGN | Amgen Inc | +0.1% | -0.75% | Trim |
| 9 | WBD | Warner Bros Discovery Inc | +0.1% | -3.84% | Trim |
| 10 | JNJ | Johnson & Johnson | 0% | -0.14% | Trim |
| 11 | CSCO | Cisco Systems Inc | 0% | +0.33% | Add |
| 12 | AAPL | Apple Inc | 0% | -0.42% | Trim |
| 13 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 14 | CAC | Camden National CORP | 0% | +39.66% | Add |
| 15 | RTX | Rtx CORP | 0% | +0.53% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 17 | NYT | New York Times Co-a | 0% | — | Unchanged |
| 18 | MKL | Markel Group Inc | 0% | — | Unchanged |
| 19 | WMT | Walmart Inc | 0% | +2.07% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.57% | Add |
| 21 | QSR | Restaurant Brands Intern | — | — | Unchanged |
| 22 | FAST | Fastenal Co | 0% | +2.24% | Add |
| 23 | WFC 7.5 PERP LBond | Wells Fargo & Company | 0% | -5.96% | Trim |
| 24 | KO | Coca-cola Co/the | 0% | -2.12% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.05% | Trim |
| 26 | VONE | Vanguard Russell 1000 | 0% | — | Unchanged |
| 27 | BAC 7.25 PERP LBond | Bank Of America CORP | 0% | -2.62% | Trim |
| 28 | KHC | Kraft Heinz Co/the | 0% | +2.43% | Add |
| 29 | PEP | Pepsico Inc | -0.1% | +0.34% | Add |
| 30 | MHK | Mohawk Industries Inc | -0.1% | — | Unchanged |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.73% | Add |
| 32 | SYK | Stryker CORP | -0.1% | -5.54% | Trim |
| 33 | LOW | Lowe's Cos Inc | -0.1% | -0.69% | Trim |
| 34 | CSX | Csx CORP | -0.1% | -0.42% | Trim |
| 35 | DIS | Walt Disney Co/the | -0.1% | -0.42% | Trim |
| 36 | ABT | Abbott Laboratories | -0.1% | -2.39% | Trim |
| 37 | GD | General Dynamics CORP | -0.1% | -1.82% | Trim |
| 38 | LMT | Lockheed Martin CORP | -0.1% | -1.99% | Trim |
| 39 | UNP | Union Pacific CORP | -0.1% | -0.50% | Trim |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -5.06% | Trim |
| 41 | ORCL | Oracle CORP | -0.3% | -44.77% | Trim |
| 42 | WFC | Wells Fargo & Co | -0.4% | -14.77% | Trim |
| 43 | HD | Home Depot Inc | -0.5% | -4.80% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.09% | Trim |
| 45 | MSFT | Microsoft CORP | -1.2% | -0.89% | Trim |
| 46 | META | Meta Platforms Inc-class A | -1.6% | -0.17% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 48 | GE | General Electric | — | NEW | New buy |
| 49 | GIS | General Mills Inc | — | EXIT | Sold out |
| 50 | CAT | Caterpillar 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 79 disclosed positions in Q4 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 GOOG, BRK-B, META) accounted for 54.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GE
市值: $203.6K
Top Position Liquidated / Trimmed
IJR
前期市值: $1.2M
During Q4 2025, Founders Capital Management, LLC's top holdings by market value included GOOG (20.6%)、BRK-B (10.5%)、META (9.1%). The largest single position, GOOG, represented 20.6% of total portfolio value.
In Q4 2025, Founders Capital Management, LLC made 43 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 28 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.