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CIK: 0001704300
Total reported value
$220.3M
$220.3M
420 檔
37.9%
As reported in its official Q2 2026 Form 13F filing, Founders Capital Management's tracked investment portfolio stood at $220.3M with 420 total positions.
In Q2 2026, Founders Capital Management displayed an active expansion posture, initiating 27 new positions and adding to 59 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | Stock-Tech | 11.61% | -4.29% | -1.44% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.90% | +0.34% | +0.06% | |
| 3 | AMAT | Applied Materials Inc | Stock-Tech | 5.29% | -1.36% | +0.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.21% | +2.28% | -0.57% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.13% | +0.51% | +0.80% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.91% | +0.95% | +0.32% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.67% | +0.27% | +0.37% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.48% | +0.38% | +0.53% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 4.23% | +0.17% | +0.57% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 3.61% | -3.61% | EXIT | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.43% | +0.41% | +1.17% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.42% | +0.05% | +1.01% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.34% | +0.89% | +1.04% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 3.01% | +0.88% | +12.20% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.73% | +0.24% | +1.64% | |
| 16 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 2.71% | +0.39% | +1.08% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.31% | -0.06% | +1.07% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.15% | +0.38% | +4.98% | |
| 19 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.07% | +0.02% | +3.42% | |
| 20 | BITQ | Bitwise Crypto Indu Inno ETF | ETF-Crypto | 1.06% | +0.12% | +1.14% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.34% | +1.70% | |
| 22 | CQP | Cheniere Energy Partners LP | Stock-Other | 0.86% | +0.10% | +2.21% | |
| 23 | SLB | Slb LTD | Stock-Energy | 0.66% | +0.09% | +3.20% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.53% | -0.04% | -4.35% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.07% | +8.16% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | +0.21% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.43% | — | +7.44% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.37% | -0.06% | — | |
| 29 | BITW | Bitwise 10 Crypto Index ETF | ETF-Crypto | 0.33% | +0.87% | +4.09% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.03% | +1.68% | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.30% | +0.25% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | +0.01% | +68.92% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.27% | -0.02% | +9.71% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.25% | -0.01% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | — | -8.64% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.23% | -0.01% | -23.67% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | — | +0.08% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.20% | -0.02% | +4.59% | |
| 39 | WDC | Western Digital CORP | Stock-Tech | 0.20% | -0.06% | -14.82% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.03% | -3.70% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.01% | -0.91% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | — | +5.80% | |
| 43 | SNDK | Sandisk CORP | Stock-Tech | 0.19% | -0.04% | -16.96% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | +0.01% | -0.22% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.14% | +0.02% | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.14% | +0.03% | +7.24% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.13% | -0.01% | — | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.13% | +0.02% | -91.75% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.13% | -0.13% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +4.5% | -1.44% | Trim |
| 2 | AMAT | Applied Materials Inc | +2.5% | +0.68% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1% | +0.06% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +0.53% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.01% | Add |
| 6 | BITQ | Bitwise Crypto Indu Inno ETF | +0.2% | +1.14% | Add |
| 7 | MU | Micron Technology Inc | +0.1% | -23.67% | Trim |
| 8 | SNDK | Sandisk CORP | +0.1% | -16.96% | Trim |
| 9 | ABBV | Abbvie Inc | +0.1% | +1.64% | Add |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +1.07% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.17% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +68.92% | Add |
| 13 | UPS | United Parcel Service-cl B | +0.1% | +1187.78% | Add |
| 14 | PGX | Invesco Preferred ETF | +0.1% | NEW | New buy |
| 15 | WDC | Western Digital CORP | +0.1% | -14.82% | Trim |
| 16 | AAPL | Apple Inc | +0.1% | +0.32% | Add |
| 17 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | 0% | +8.16% | Add |
| 19 | NWPX | Nwpx Infrastructure Inc | 0% | — | Unchanged |
| 20 | CAT | Caterpillar Inc | 0% | +18.89% | Add |
| 21 | INTC | Intel CORP | 0% | — | Unchanged |
| 22 | PRF | Invesco Rafi US 1000 ETF | 0% | NEW | New buy |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +7.44% | Add |
| 24 | IRDM | Iridium Communications Inc | 0% | — | Unchanged |
| 25 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 26 | QUAL | Ishares Msci USA Quality Fac | 0% | NEW | New buy |
| 27 | FRD | Friedman Industries | 0% | — | Unchanged |
| 28 | AVGO | Broadcom Inc | 0% | +5.80% | Add |
| 29 | PLPC | Preformed Line Products Co | 0% | — | Unchanged |
| 30 | XLK | Ss Technology Select Sector | 0% | +16.31% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 32 | RELL | Richardson Elec LTD | 0% | — | Unchanged |
| 33 | SCHG | Schwab US Large-cap Growth | 0% | +88.93% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | +183.67% | Add |
| 35 | COHR | Coherent CORP | 0% | -5.71% | Trim |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 37 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 38 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
| 39 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | NEW | New buy |
| 40 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 41 | NVDA | Nvidia CORP | 0% | +9.13% | Add |
| 42 | BE | Bloom Energy Corp- A | 0% | +85.00% | Add |
| 43 | PSA | Public Storage | 0% | — | Unchanged |
| 44 | RFIL | Rf Industries LTD | 0% | — | Unchanged |
| 45 | CRDO | Credo Technology Group Holding Ltd | 0% | — | Unchanged |
| 46 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | 0% | NEW | New buy |
| 48 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 49 | IVOG | Vanguard S&p Mid-cap 400 Gro | 0% | +14.86% | Add |
| 50 | IJS | Ishares S&p Small-cap 600 Va | 0% | NEW | New buy |
According to official SEC Form 13F filings, Founders Capital Management reported a total U.S. public equity portfolio value of $220.3M across 420 disclosed positions in Q2 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 GLW, QQQ, AMAT) accounted for 37.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
PGX
市值: $220.5K
Top Position Liquidated / Trimmed
VRTX
前期市值: $33.5K
During Q2 2026, Founders Capital Management's top holdings by market value included GLW (11.6%)、QQQ (8.9%)、AMAT (5.3%). The largest single position, GLW, represented 11.6% of total portfolio value.
In Q2 2026, Founders Capital Management made 115 total portfolio adjustments, initiating 27 new buys, adding to 59 positions, trimming 24 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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