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CIK: 0001704300
Total reported value
$231.1M
$231.1M
368 檔
22.8%
In Q4 2024, Founders Capital Management's U.S. equity holdings reached a combined market value of $231.1M, distributed across 368 disclosed stock positions.
In Q4 2024, Founders Capital Management adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 1 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% | +1.03% | -0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.99% | -0.66% | -1.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.16% | +0.07% | -1.69% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.34% | -0.04% | -2.14% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.76% | +0.34% | +0.97% | |
| 6 | GLW | Corning Inc | Stock-Tech | 4.46% | +4.54% | -3.27% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 4.01% | -0.59% | -3.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.84% | +0.10% | -1.62% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 3.83% | -1.28% | -5.12% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 3.55% | +0.11% | -3.34% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 3.48% | -1.46% | -3.22% | |
| 12 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.43% | -1.67% | -4.20% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.19% | -0.39% | -1.86% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 3.17% | -0.76% | -6.62% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.04% | -1.08% | -2.63% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.76% | -0.01% | -3.23% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.25% | -0.21% | -0.55% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.04% | -0.28% | -1.80% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.58% | -0.03% | -7.01% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.02% | -5.04% | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.44% | -0.50% | -5.09% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.32% | +1.02% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.35% | +0.11% | +103.22% | |
| 24 | SLB | Slb LTD | Stock-Energy | 0.93% | -0.14% | -12.54% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.05% | -1.82% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.01% | -10.04% | |
| 27 | ✓ | Exchange Traded Concepts Tru | Stock-Other | 0.50% | — | +2.28% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.04% | +0.73% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.44% | -0.01% | -12.44% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | +0.03% | +0.72% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.06% | — | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | -0.03% | -12.55% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.05% | +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% | -0.04% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.04% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.03% | — | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.25% | — | -29.69% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.04% | — | |
| 40 | OKE | Oneok Inc | Stock-Energy | 0.22% | -0.02% | — | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.21% | -0.08% | +0.01% | |
| 42 | VLO | Valero Energy CORP | Stock-Energy | 0.20% | -0.02% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.03% | -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% | +0.10% | — | |
| 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% | -0.05% | — | |
| 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% | — | -0.20% |
| # | 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 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 12 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 13 | WMT | Walmart Inc | +0.1% | +0.10% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.84% | Add |
| 15 | UAL | United Airlines Holdings Inc | 0% | — | Unchanged |
| 16 | OKE | Oneok Inc | 0% | — | Unchanged |
| 17 | MSFT | Microsoft CORP | 0% | -1.59% | Trim |
| 18 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 19 | MA | Mastercard Inc - A | 0% | -14.49% | Trim |
| 20 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 21 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 22 | AMAT | Applied Materials Inc | 0% | +0.15% | Add |
| 23 | LIT | Global X Lithium & Battery T | 0% | -24.50% | Trim |
| 24 | CSCO | Cisco Systems Inc | 0% | -38.08% | Trim |
| 25 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 26 | INDA | Ishares Msci India ETF | 0% | EXIT | Sold out |
| 27 | PSA | Public Storage | 0% | — | Unchanged |
| 28 | CPT | Camden Property Trust | 0% | -42.11% | Trim |
| 29 | FANG | Diamondback Energy Inc | 0% | -89.24% | Trim |
| 30 | O | Realty Income CORP | -0.1% | -42.98% | Trim |
| 31 | MCD | Mcdonald's CORP | -0.1% | -1.80% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | -5.04% | Trim |
| 33 | PEP | Pepsico Inc | -0.1% | -1.82% | Trim |
| 34 | PFE | Pfizer Inc | -0.1% | -12.55% | Trim |
| 35 | KIM | Kimco Realty CORP | -0.1% | -63.78% | Trim |
| 36 | APD | Air Products & Chemicals Inc | -0.1% | -4.20% | Trim |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -29.69% | Trim |
| 38 | KO | Coca-cola Co/the | -0.1% | -10.04% | Trim |
| 39 | RTX | Rtx CORP | -0.2% | -3.05% | Trim |
| 40 | CVX | Chevron CORP | -0.2% | -6.62% | Trim |
| 41 | SLB | Slb LTD | -0.2% | -12.54% | Trim |
| 42 | NOC | Northrop Grumman CORP | -0.2% | -5.09% | Trim |
| 43 | LOW | Lowe's Cos Inc | -0.2% | -7.01% | Trim |
| 44 | DVN | Devon Energy CORP | -0.2% | -99.75% | Trim |
| 45 | ADBE | Adobe Inc | -0.3% | -0.55% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.3% | -1.86% | Trim |
| 47 | ABBV | Abbvie Inc | -0.4% | -3.34% | Trim |
| 48 | MRK | Merck & Co. Inc. | -0.4% | -3.23% | Trim |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -5.12% | Trim |
| 50 | LMT | Lockheed Martin CORP | -0.6% | -2.63% | Trim |
According to official SEC Form 13F filings, Founders Capital Management reported a total U.S. public equity portfolio value of $231.1M 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 22.8% of total reported equity market value during Q4 2024.
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 41 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 33 holdings, and fully liquidating 1 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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