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CIK: 0001704300
Total reported value
$220.3M
$220.3M
368 檔
23.9%
In Q4 2024, Founders Capital Management's U.S. equity holdings reached a combined market value of $220.3M, distributed across 368 disclosed stock positions.
In Q4 2024, Founders Capital Management adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 16 holdings to manage risk exposure.
Showing top 200 holdings (of 368 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.07% | +0.34% | -0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.99% | +2.28% | -1.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.16% | +0.95% | -1.69% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.34% | +0.27% | -2.14% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.76% | +0.38% | +0.97% | |
| 6 | GLW | Corning Inc | Stock-Tech | 4.46% | -4.29% | -3.27% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 4.01% | +0.17% | -3.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.84% | +0.41% | -1.62% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 3.83% | -3.61% | EXIT | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 3.55% | +0.24% | -3.34% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 3.48% | +0.02% | -3.22% | |
| 12 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.43% | — | EXIT | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.19% | +0.51% | -1.86% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 3.17% | +0.88% | -6.62% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.04% | +0.89% | -2.63% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.76% | +0.38% | -3.23% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.25% | -0.04% | -0.55% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.04% | -0.34% | -1.80% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.58% | -0.02% | -7.01% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.03% | -5.04% | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.44% | +0.02% | -5.09% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.05% | +1.02% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.35% | -0.06% | +103.22% | |
| 24 | SLB | Slb LTD | Stock-Energy | 0.93% | +0.09% | -12.54% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.02% | -1.82% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | +0.03% | -10.04% | |
| 27 | ✓ | Exchange Traded Concepts Tru | Stock-Other | 0.50% | — | +2.28% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.07% | +0.73% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.44% | -0.06% | -12.44% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | — | +0.72% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | -0.01% | — | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | +0.03% | -12.55% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.01% | +0.10% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | — | +13.84% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | +0.01% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.26% | — | — | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.25% | — | -29.69% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.03% | EXIT | |
| 40 | OKE | Oneok Inc | Stock-Energy | 0.22% | -0.13% | EXIT | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.21% | +0.21% | +0.01% | |
| 42 | VLO | Valero Energy CORP | Stock-Energy | 0.20% | +0.25% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | +0.01% | -14.49% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | -5.93% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | +0.01% | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.17% | +0.02% | — | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.16% | -0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.09% | EXIT | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.14% | +0.01% | +0.28% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.14% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -0.26% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | -2.14% | Trim |
| 3 | AAPL | Apple Inc | +0.6% | -1.69% | Trim |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +0.97% | Add |
| 5 | EMR | Emerson Electric Co | +0.4% | -3.22% | Trim |
| 6 | GLW | Corning Inc | +0.2% | -3.27% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.02% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.62% | Trim |
| 9 | ✓ | Exchange Traded Concepts Tru | +0.1% | +2.28% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.73% | Add |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +103.22% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 13 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 14 | WMT | Walmart Inc | +0.1% | +0.10% | Add |
| 15 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.84% | Add |
| 16 | UAL | United Airlines Holdings Inc | 0% | — | Unchanged |
| 17 | OKE | Oneok Inc | 0% | — | Unchanged |
| 18 | BA | Boeing Co/the | 0% | -12.44% | Trim |
| 19 | MSFT | Microsoft CORP | 0% | -1.59% | Trim |
| 20 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 21 | VST | Vistra CORP | 0% | NEW | New buy |
| 22 | NDAQ | Nasdaq Inc | 0% | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 24 | KMI | Kinder Morgan, Inc. | 0% | +25.01% | Add |
| 25 | EPD | Enterprise Products Partners | 0% | +0.01% | Add |
| 26 | AAP | Advance Auto Parts Inc | 0% | NEW | New buy |
| 27 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 28 | DIS | Walt Disney Co/the | 0% | +1.27% | Add |
| 29 | ET | Energy Transfer LP | 0% | +8.37% | Add |
| 30 | COP | Conocophillips | 0% | +37.46% | Add |
| 31 | BAC | Bank Of America CORP | 0% | -0.20% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -5.93% | Trim |
| 33 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 34 | NVDA | Nvidia CORP | 0% | +4.04% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +0.72% | Add |
| 37 | EXE | Expand Energy CORP | 0% | NEW | New buy |
| 38 | AR | Antero Resources CORP | 0% | — | Unchanged |
| 39 | PPIH | Perma-pipe International Hol | 0% | — | Unchanged |
| 40 | OGIEUR | Organigram Holdings Inc | 0% | NEW | New buy |
| 41 | BTE | Baytex Energy CORP | 0% | +100.00% | Add |
| 42 | C | Citigroup Inc | 0% | — | Unchanged |
| 43 | SIL | Global X Silver Miners ETF | 0% | NEW | New buy |
| 44 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 45 | ARRY | Array Technologies Inc | 0% | NEW | New buy |
| 46 | RELL | Richardson Elec LTD | 0% | -0.38% | Trim |
| 47 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 48 | UNM | Unum Group | 0% | — | Unchanged |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 50 | UFCS | United Fire Group Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Founders Capital Management reported a total U.S. public equity portfolio value of $220.3M across 368 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 QQQ, MSFT, AAPL) accounted for 23.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
VST
市值: $27.6K
Top Position Liquidated / Trimmed
INDA
前期市值: $29.3K
During Q4 2024, Founders Capital Management's top holdings by market value included QQQ (10.1%)、MSFT (7.0%)、AAPL (6.2%). The largest single position, QQQ, represented 10.1% of total portfolio value.
In Q4 2024, Founders Capital Management made 93 total portfolio adjustments, initiating 11 new buys, adding to 25 positions, trimming 41 holdings, and fully liquidating 16 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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