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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD SMALL CAP ETF 25,249.0 $6.5M 0.67% -583.0 -2.3% $257.95 +14.9%
22 BDX BECTON DICKINSON Healthcare 28,668.0 $5.6M 0.57% -867.0 -2.9% $194.07 -25.8%
23 HON HONEYWELL INTERNATIONAL INC Industrials 27,288.0 $5.3M 0.55% -179.0 -0.7% $195.09 +17.4%
24 FDX FEDEX CORP Industrials 18,238.0 $5.3M 0.54% -168.0 -0.9% $288.86 +12.9%
25 ADBE ADOBE SYSTEMS INCORPORATED Technology 14,305.0 $5.0M 0.51% -157.0 -1.1% $349.99 -44.2%
26 BERKSHIRE HATHAWAY INC DEL CLA 7,736.0 $3.9M 0.40% -237.0 -3.0% $502.65
27 IBM INTERNATIONAL BUSINESS MACHINE Technology 11,434.0 $3.4M 0.35% -180.0 -1.6% $296.21 -15.9%
28 GE GENERAL ELECTRIC COMPANY Industrials 9,818.0 $3.0M 0.31% -74.0 -0.8% $308.03 +16.1%
29 CRM SALESFORCE.COM INC Technology 10,271.0 $2.7M 0.28% -195.0 -1.9% $264.91 -42.7%
30 HD HOME DEPOT Consumer Cyclical 5,304.0 $1.8M 0.19% -142.0 -2.6% $344.10 -2.9%
31 GEV GE VERNOVA INC Utilities 2,421.0 $1.6M 0.16% -25.0 -1.0% $653.57 +69.8%
32 VNQ VANGUARD REIT ETF 15,262.0 $1.4M 0.14% -451.0 -2.9% $88.49 +8.0%
33 VZ VERIZON COMMUNICATIONS Communication Services 28,912.0 $1.2M 0.12% -1K -3.9% $40.73 +11.4%
34 ORCL ORACLE CORP Technology 5,914.0 $1.2M 0.12% -140.0 -2.3% $194.91 -5.4%
35 KIM KIMCO REALTY CORP REIT Real Estate 54,423.0 $1.1M 0.11% -3K -4.7% $20.27 +20.3%
36 VOO VANGUARD S&P ETF 1,758.0 $1.1M 0.11% -33.0 -1.8% $627.13 +9.7%
37 PNC PNC FINANCIAL SERVICES GROUP Financial Services 5,237.0 $1.1M 0.11% -74.0 -1.4% $208.73 +11.2%
38 LMT LOCKHEED MARTIN Industrials 2,168.0 $1.0M 0.11% -20.0 -0.9% $483.67 +5.6%
39 BK BANK OF NEW YORK MELLON CORP Financial Services 8,747.0 $1.0M 0.10% -140.0 -1.6% $116.09 +22.2%
40 TJX THE TJX COMPANIES Consumer Cyclical 6,024.0 $925K 0.10% -300.0 -4.7% $153.61 +6.6%
Page 2 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%