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CIK: 0001704300
Total reported value
$231.1M
$231.1M
370 檔
21.2%
The Q1 2025 SEC filing reveals that Founders Capital Management held a total portfolio value of $231.1M, covering 370 public equity positions.
In Q1 2025, Founders Capital Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 370 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.21% | +1.03% | -2.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.75% | -0.66% | +6.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.54% | +0.07% | -0.88% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.51% | -0.04% | -1.46% | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 4.68% | -0.59% | -0.05% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.43% | +0.34% | -0.36% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 4.43% | -1.28% | +2.33% | |
| 8 | GLW | Corning Inc | Stock-Tech | 4.37% | +4.54% | -0.65% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 3.81% | -0.76% | +1.96% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.75% | -0.39% | +0.29% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.75% | +0.10% | +0.01% | |
| 12 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.68% | -1.67% | +3.28% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 3.43% | +0.11% | -19.69% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.87% | -1.08% | +0.45% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.14% | -0.01% | -15.93% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 1.98% | -0.21% | -0.35% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.82% | -0.28% | -19.27% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.73% | -1.46% | -44.96% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.59% | +2.49% | +1177.27% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.56% | -0.50% | -2.30% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.52% | -0.03% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | -0.02% | +0.02% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.28% | +0.11% | +0.95% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.32% | +5.44% | |
| 25 | SLB | Slb LTD | Stock-Energy | 1.05% | -0.14% | +1.02% | |
| 26 | CQP | Cheniere Energy Partners LP | Stock-Other | 0.93% | -0.15% | — | |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.92% | -0.32% | — | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.05% | -4.62% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.01% | -29.25% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.42% | -0.01% | -2.68% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.04% | +0.60% | |
| 32 | ✓ | Exchange Traded Concepts Tru | Stock-Other | 0.37% | — | +0.68% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.06% | — | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.33% | +0.03% | -12.19% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | -1.45% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | — | -8.26% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.04% | -1.72% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.27% | -0.03% | -24.57% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.04% | -4.09% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.23% | -0.08% | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.04% | — | |
| 42 | VLO | Valero Energy CORP | Stock-Energy | 0.22% | -0.02% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.10% | — | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.22% | -0.02% | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.03% | — | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.03% | — | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.19% | -0.02% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.05% | — | |
| 49 | PSA | Public Storage | Stock-Real Estate | 0.16% | +0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | RTX | Rtx CORP | — | NEW | New buy |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 7 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 8 | GLW | Corning Inc | — | NEW | New buy |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 12 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 13 | ABBV | Abbvie Inc | — | NEW | New buy |
| 14 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 15 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 16 | ADBE | Adobe Inc | — | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 18 | EMR | Emerson Electric Co | — | NEW | New buy |
| 19 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 20 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 21 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 25 | SLB | Slb LTD | — | NEW | New buy |
| 26 | CQP | Cheniere Energy Partners LP | — | NEW | New buy |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | KO | Coca-cola Co/the | — | NEW | New buy |
| 30 | BA | Boeing Co/the | — | NEW | New buy |
| 31 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 32 | ✓ | Exchange Traded Concepts Tru | — | NEW | New buy |
| 33 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 35 | WMT | Walmart Inc | — | NEW | New buy |
| 36 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 37 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 38 | PFE | Pfizer Inc | — | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 40 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 42 | VLO | Valero Energy CORP | — | NEW | New buy |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 44 | OKE | Oneok Inc | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | NEW | New buy |
| 46 | MA | Mastercard Inc - A | — | NEW | New buy |
| 47 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 49 | PSA | Public Storage | — | NEW | New buy |
| 50 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Founders Capital Management reported a total U.S. public equity portfolio value of $231.1M across 370 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 QQQ, MSFT, AAPL) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQ
市值: $14.2M
During Q1 2025, Founders Capital Management's top holdings by market value included QQQ (9.2%)、MSFT (6.8%)、AAPL (5.5%). The largest single position, QQQ, represented 9.2% of total portfolio value.
In Q1 2025, Founders Capital Management 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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