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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 5,914.0 $1.2M 0.12% -140.0 -2.3% $194.91 -5.4%
82 INTC INTEL CORP COM Technology 30,476.0 $1.1M 0.12% $36.90 +263.1%
83 KIM KIMCO REALTY CORP REIT Real Estate 54,423.0 $1.1M 0.11% -3K -4.7% $20.27 +20.3%
84 VOO VANGUARD S&P ETF 1,758.0 $1.1M 0.11% -33.0 -1.8% $627.13 +9.7%
85 PNC PNC FINANCIAL SERVICES GROUP Financial Services 5,237.0 $1.1M 0.11% -74.0 -1.4% $208.73 +11.2%
86 MDLZ MONDELEZ INTL INC Consumer Defensive 20,084.0 $1.1M 0.11% +265.0 +1.3% $53.83 +11.7%
87 LMT LOCKHEED MARTIN Industrials 2,168.0 $1.0M 0.11% -20.0 -0.9% $483.67 +5.6%
88 BK BANK OF NEW YORK MELLON CORP Financial Services 8,747.0 $1.0M 0.10% -140.0 -1.6% $116.09 +22.7%
89 BROADCOM LTD 2,902.0 $1.0M 0.10% +545.0 +23.1% $346.10
90 TJX THE TJX COMPANIES Consumer Cyclical 6,024.0 $925K 0.10% -300.0 -4.7% $153.61 +6.6%
91 ALL ALLSTATE CORPORATION Financial Services 4,292.0 $893K 0.09% $208.15 +6.3%
92 ENB ENBRIDGE INC. Energy 18,616.0 $892K 0.09% +199.0 +1.1% $47.92 +13.8%
93 CSX C S X CORPORATION Industrials 24,151.0 $875K 0.09% $36.25 +25.9%
94 DHR DANAHER CORP Healthcare 3,720.0 $852K 0.09% -99.0 -2.6% $228.92 -22.6%
95 TRV THE TRAVELERS COS INC Financial Services 2,899.0 $841K 0.09% $290.06 +6.1%
96 SYY SYSCO CORPORATION Consumer Defensive 10,835.0 $798K 0.08% -428.0 -3.8% $73.69 +6.8%
97 VMC VULCAN MATERIALS CO Basic Materials 2,491.0 $710K 0.07% $285.22 +6.2%
98 SPY SPDR S&P 500 ETF Financial Services 1,003.0 $684K 0.07% $681.92 +9.5%
99 FRT FEDERAL REALTY INV TR S B I Real Estate 6,460.0 $651K 0.07% -250.0 -3.7% $100.80 +19.4%
100 UDR UDR INC Real Estate 17,450.0 $640K 0.07% -100.0 -0.6% $36.68 +2.4%
Page 5 of 8  ·  159 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%