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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WCN WASTE CONNECTIONS INC Industrials 1,800.0 $316K 0.03% $175.63 -12.3%
142 WEC WEC ENERGY GROUP Utilities 2,931.0 $309K 0.03% $105.46 +6.4%
143 SJM SMUCKER J.M. CO Consumer Defensive 3,006.0 $294K 0.03% -50.0 -1.6% $97.81 +13.3%
144 YUM YUM BRANDS INC Consumer Cyclical 1,836.0 $278K 0.03% $151.28 +0.5%
145 QCOM QUALCOMM INC Technology 1,603.0 $274K 0.03% $171.05 +32.2%
146 MTD METTLER-TOLEDO INTL INC Healthcare 195.0 $272K 0.03% $1394.19 -17.9%
147 TRMB TRIMBLE NAVIGATION Technology 3,400.0 $266K 0.03% $78.35 -37.3%
148 EFA ISHARES MSCI EAFE INDEX 2,680.0 $257K 0.03% $96.03 +8.7%
149 XLU SELECT SECTOR SPDR TR UTILITIE 6,000.0 $256K 0.03% +3K +100.0% $42.69 +4.8%
150 NFG NATIONAL FUEL GAS CO Energy 3,048.0 $244K 0.03% $80.06 -5.2%
151 APD AIR PRODUCTS & CHEMICALS Basic Materials 984.0 $243K 0.03% $247.02 +13.4%
152 AVAV AEROVIRONMENT INC. Industrials 1,000.0 $242K 0.03% $241.89 -29.9%
153 BHRB BURKE HERBERT CORP Financial Services 3,790.0 $236K 0.02% -246.0 -6.1% $62.31 +5.1%
154 IWF ISHARES RUSSELL 1000 GROWTH IN 488.0 $231K 0.02% $473.30 -74.0%
155 DTE DTE ENERGY Utilities 1,738.0 $224K 0.02% $128.98 +14.4%
156 SOLS SOLSTICE ADVANCED MATERIALS Basic Materials 4,363.0 $212K 0.02% NEW $48.58 +76.1%
157 MO ALTRIA GROUP Consumer Defensive 3,652.0 $211K 0.02% $57.66 +19.9%
158 VV VANGUARD LARGE CAP ETF 653.0 $206K 0.02% $314.80 +9.6%
159 VESTAS WIND SYS UK ADR 19,355.0 $174K 0.02% $8.97
Page 8 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%