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Portfolio (Quarterly) Guide ↗

FOUNDERS CAPITAL MANAGEMENT, LLC

· CIK 0001585828
13F Portfolio $608M AUM 74 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 Added 18 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 121,890.0 $45.1M 7.42% +1K +1.2% $370.17 +2.5%
2 CNI CANADIAN NATL RY CO Industrials 53,315.0 $5.5M 0.90% +1K +2.6% $102.77 +10.4%
3 KHC KRAFT HEINZ CO Consumer Defensive 100,967.0 $2.3M 0.37% +3K +3.1% $22.49 +1.5%
4 AMZN AMAZON COM INC Consumer Cyclical 3,163.0 $659K 0.11% +20.0 +0.6% $208.27 +17.3%
5 CARR CARRIER GLOBAL CORPORATION Industrials 6,599.0 $372K 0.06% +94.0 +1.4% $56.31 +27.5%
6 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 12,149.0 $266K 0.04% +103.0 +0.9% $21.89 +15.5%

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
Communication Services 43.1%
Industrials 16.9%
Technology 13.3%
Financial Services 10.7%
Healthcare 6.0%
Consumer Defensive 5.2%
Consumer Cyclical 4.0%
Energy 0.6%