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CIK: 0001585828
Total reported value
$670.1M
$670.1M
74 檔
48.4%
In Q1 2026, Founders Capital Management, LLC's U.S. equity holdings reached a combined market value of $670.1M, distributed across 74 disclosed stock positions.
In Q1 2026, Founders Capital Management, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 5 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 | 20.81% | +2.45% | -0.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.06% | -0.56% | +0.10% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.70% | -0.92% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.42% | -0.63% | +1.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.27% | +0.71% | -0.01% | |
| 6 | FDX | Fedex CORP | Stock-Industrials | 3.99% | -0.81% | -0.25% | |
| 7 | AXP | American Express Co | Stock-Financials | 3.76% | +0.05% | -0.28% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.08% | -0.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | +0.12% | +0.11% | |
| 10 | CSX | Csx CORP | Stock-Industrials | 2.73% | +0.13% | -0.23% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.14% | -0.44% | +0.05% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 1.98% | +0.03% | — | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.86% | -0.02% | -2.42% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.71% | -0.10% | -1.73% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.60% | -0.05% | -1.03% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.47% | +0.06% | — | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.41% | -0.33% | -1.42% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.20% | +0.03% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.29% | -0.09% | -5.14% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.12% | -0.72% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.09% | -0.07% | — | |
| 22 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.04% | -0.26% | — | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.00% | -0.20% | -0.01% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.05% | -0.31% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.90% | +0.05% | +2.62% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.14% | -0.51% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.04% | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.20% | -0.20% | |
| 29 | MTB | M & T Bank CORP | Stock-Financials | 0.53% | -0.02% | -0.24% | |
| 30 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.51% | -0.06% | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.09% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.13% | -0.49% | |
| 33 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.43% | -0.01% | -0.67% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.38% | -0.05% | — | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.37% | -0.01% | +3.06% | |
| 36 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.33% | -0.05% | — | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.03% | -0.56% | |
| 38 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.23% | +0.03% | — | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.20% | +0.16% | — | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.20% | -0.06% | -13.08% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.03% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.02% | — | |
| 43 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.14% | -0.01% | — | |
| 44 | WBS | Webster Financial CORP | Stock-Financials | 0.13% | — | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.12% | +0.03% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.06% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.12% | -0.01% | — | |
| 48 | SAM | Boston Beer Company Inc-a | Stock-Consumer Staples | 0.11% | -0.03% | — | |
| 49 | NYT | New York Times Co-a | Stock-Comm Services | 0.11% | -0.03% | — | |
| 50 | MKL | Markel Group Inc | Stock-Financials | 0.11% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +1.1% | -0.25% | Trim |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +0.10% | Add |
| 3 | CSX | Csx CORP | +0.5% | -0.23% | Trim |
| 4 | LMT | Lockheed Martin CORP | +0.4% | -1.42% | Trim |
| 5 | PEP | Pepsico Inc | +0.4% | +0.05% | Add |
| 6 | UNP | Union Pacific CORP | +0.3% | — | Unchanged |
| 7 | KO | Coca-cola Co/the | +0.3% | -1.03% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.31% | Trim |
| 9 | AMGN | Amgen Inc | +0.2% | — | Unchanged |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.39% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.11% | Add |
| 12 | CVX | Chevron CORP | +0.2% | -0.49% | Trim |
| 13 | CNI | Canadian Natl Railway Co | +0.1% | +2.62% | Add |
| 14 | UPS | United Parcel Service-cl B | +0.1% | -2.42% | Trim |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.01% | Trim |
| 17 | AAPL | Apple Inc | +0.1% | -0.43% | Trim |
| 18 | GD | General Dynamics CORP | +0.1% | -5.14% | Trim |
| 19 | QSR | Restaurant Brands Intern | +0.1% | — | Unchanged |
| 20 | VONE | Vanguard Russell 1000 | +0.1% | — | Unchanged |
| 21 | MTB | M & T Bank CORP | +0.1% | -0.24% | Trim |
| 22 | HD | Home Depot Inc | +0.1% | -1.73% | Trim |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | -0.01% | Trim |
| 24 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 25 | LOW | Lowe's Cos Inc | +0.1% | -0.51% | Trim |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.20% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.03% | Add |
| 28 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 29 | NYT | New York Times Co-a | 0% | — | Unchanged |
| 30 | WMT | Walmart Inc | 0% | — | Unchanged |
| 31 | WBS | Webster Financial CORP | 0% | — | Unchanged |
| 32 | RTX | Rtx CORP | 0% | -0.56% | Trim |
| 33 | SAM | Boston Beer Company Inc-a | 0% | — | Unchanged |
| 34 | KHC | Kraft Heinz Co/the | 0% | +3.06% | Add |
| 35 | WBD | Warner Bros Discovery Inc | 0% | — | Unchanged |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 37 | FAST | Fastenal Co | 0% | — | Unchanged |
| 38 | CAC | Camden National CORP | 0% | — | Unchanged |
| 39 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 40 | SYK | Stryker CORP | 0% | — | Unchanged |
| 41 | BAC 7.25 PERP LBond | Bank Of America CORP | 0% | -0.67% | Trim |
| 42 | MCK | Mckesson CORP | 0% | -13.08% | Trim |
| 43 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 44 | INTC | Intel CORP | 0% | -2.25% | Trim |
| 45 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 46 | WFC 7.5 PERP LBond | Wells Fargo & Company | 0% | — | Unchanged |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 48 | CARR | Carrier Global CORP | 0% | +1.45% | Add |
| 49 | DRI | Darden Restaurants Inc | 0% | — | Unchanged |
| 50 | CMI | Cummins Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Founders Capital Management, LLC reported a total U.S. public equity portfolio value of $670.1M across 74 disclosed positions in Q1 2026.
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 48.4% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
PNC
前期市值: $812.0K
During Q1 2026, Founders Capital Management, LLC's top holdings by market value included GOOG (20.8%)、BRK-B (11.1%)、META (8.7%). The largest single position, GOOG, represented 20.8% of total portfolio value.
In Q1 2026, Founders Capital Management, LLC made 44 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 29 holdings, and fully liquidating 5 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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