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Portfolio (Quarterly) Guide ↗

FOUNDERS CAPITAL MANAGEMENT, LLC

· CIK 0001585828
13F Portfolio $670M AUM 79 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 6 Added 12 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FEDEX FGHT HLDG CO INC 33,770.0 $5.1M 0.76% NEW $151.00
2 CEF SPROTT ASSET MANAGEMENT LP Financial Services 13,350.0 $537K 0.08% NEW $40.23 +17.4%
3 DELL DELL TECHNOLOGIES INC Technology 803.0 $346K 0.05% NEW $431.46 +2.4%
4 DEO DIAGEO PLC Consumer Defensive 3,815.0 $307K 0.05% NEW $80.38 +17.7%
5 GE GE AEROSPACE Industrials 661.0 $247K 0.04% NEW $373.73 -6.8%
6 MRNA MODERNA INC Healthcare 3,000.0 $210K 0.03% NEW $70.03 +107.2%

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 25.3%
Industrials 21.7%
Technology 18.2%
Financial Services 15.4%
Healthcare 7.5%
Consumer Defensive 6.3%
Consumer Cyclical 5.0%
Energy 0.6%