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Portfolio (Quarterly) Guide ↗

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

· CIK 0000885415
13F Portfolio $975M AUM 159 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 15 Added 59 Reduced 7 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD INFORMATION TECHNOLOG 176,919.0 $133.4M 13.68% -1K -0.6% $753.78 -84.1%
2 AAPL APPLE INC Technology 147,410.0 $40.1M 4.11% -834.0 -0.6% $271.86 +9.6%
3 GOOG ALPHABET INC NON-VOTING CL C Communication Services 114,820.0 $36.0M 3.69% -1K -1.2% $313.80 +17.1%
4 LOW LOWES COS Consumer Cyclical 75,466.0 $18.2M 1.87% -475.0 -0.6% $241.16 -7.9%
5 MAR MARRIOTT INTERNATIONAL, NEW IN Consumer Cyclical 57,195.0 $17.7M 1.82% -288.0 -0.5% $310.24 +27.7%
6 CAT CATERPILLAR INCORPORATED Industrials 28,638.0 $16.4M 1.68% -168.0 -0.6% $572.87 +72.1%
7 RTX RTX CORP. Industrials 89,173.0 $16.4M 1.68% -948.0 -1.1% $183.40 +1.2%
8 ITW ILLINOIS TOOL WORKS INC. Industrials 58,369.0 $14.4M 1.47% -365.0 -0.6% $246.30 +7.2%
9 ABT ABBOTT LABORATORIES Healthcare 97,378.0 $12.2M 1.25% -512.0 -0.5% $125.29 -29.5%
10 VTI VANGUARD TOTAL STOCK MARKET 35,323.0 $11.8M 1.21% -570.0 -1.6% $335.27 +10.4%
11 CHD CHURCH & DWIGHT CO INC Consumer Defensive 127,820.0 $10.7M 1.10% -1K -0.8% $83.85 +14.1%
12 IBB ISHARES NASDAQ BIOTECH INDEX 61,745.0 $10.4M 1.07% -595.0 -0.9% $168.77 +2.9%
13 UNH UNITED HEALTHCARE CORP Healthcare 30,264.0 $10.0M 1.02% -291.0 -0.9% $330.11 +21.5%
14 NEE NEXTERA ENERGY Utilities 118,210.0 $9.5M 0.97% -668.0 -0.6% $80.28 +8.1%
15 DIS WALT DISNEY COMPANY Communication Services 80,991.0 $9.2M 0.94% -551.0 -0.7% $113.77 -8.7%
16 VO VANGUARD MID CAP ETF 31,342.0 $9.1M 0.93% -558.0 -1.8% $290.22 -72.4%
17 TROW T ROWE PRICE GROUP INC. Financial Services 87,972.0 $9.0M 0.92% -1K -1.3% $102.38 +5.1%
18 AXP AMERICAN EXPRESS INC Financial Services 21,138.0 $7.8M 0.80% -107.0 -0.5% $369.95 -8.6%
19 WTRG ESSENTIAL UTILITIES INC Utilities 203,103.0 $7.8M 0.80% -4K -1.8% $38.36 -4.3%
20 UNP UNION PACIFIC CORP Industrials 30,235.0 $7.0M 0.72% -229.0 -0.8% $231.32 +11.0%
Page 1 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.2%
Basic Materials 14.5%
Financial Services 11.2%
Industrials 10.5%
Consumer Cyclical 10.5%
Healthcare 9.5%
Communication Services 8.1%
Consumer Defensive 7.5%
Utilities 4.2%
Energy 2.6%