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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
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 18,863.0 $6.6M 1.09% $351.85 -4.1%
22 REGN REGENERON PHARMACEUTICALS Healthcare 8,203.0 $6.3M 1.04% $772.64 -21.1%
23 CMCSA COMCAST CORP NEW Communication Services 211,779.0 $6.1M 1.00% $28.71 -21.9%
24 JNJ JOHNSON & JOHNSON Healthcare 22,899.0 $5.6M 0.92% $244.44 -6.6%
25 CNI CANADIAN NATL RY CO Industrials 53,315.0 $5.5M 0.90% +1K +2.6% $102.77 +10.4%
26 LOW LOWES COS INC Consumer Cyclical 21,920.0 $5.2M 0.85% -113.0 -0.5% $236.28 -6.0%
27 ABBV ABBVIE INC Healthcare 22,893.0 $5.0M 0.82% $217.49 -0.5%
28 CSCO CISCO SYS INC Technology 45,204.0 $3.5M 0.58% $77.59 +54.1%
29 MTB M & T BK CORP Financial Services 15,475.0 $3.2M 0.53% $206.72 +8.9%
30 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 41,816.0 $3.1M 0.51% $73.90 -0.6%
31 ABT ABBOTT LABORATORIES Healthcare 29,658.0 $3.0M 0.50% $102.67 -13.9%
32 CVX CHEVRON CORPORATION Energy 13,481.0 $2.8M 0.46% $206.90 -16.1%
33 BANK AMERICA CORP 2,218.0 $2.6M 0.43% -15.0 -0.7% $1191.56
34 SYK STRYKER CORPORATION Healthcare 7,058.0 $2.3M 0.38% $328.59 -6.3%
35 KHC KRAFT HEINZ CO Consumer Defensive 100,967.0 $2.3M 0.37% +3K +3.1% $22.49 +1.5%
36 WBD WARNER BROS DISCOVERY INC Communication Services 72,052.0 $2.0M 0.33% $27.46 -4.6%
37 RTX RTX CORPORATION Industrials 7,926.0 $1.5M 0.25% -45.0 -0.6% $192.90 -3.8%
38 MHK MOHAWK INDS INC Consumer Cyclical 14,088.0 $1.4M 0.23% $98.46 +14.1%
39 LRCX LAM RESEARCH CORP Technology 5,609.0 $1.2M 0.20% $213.66 +82.1%
40 MCK MCKESSON CORP Healthcare 1,376.0 $1.2M 0.20% -207.0 -13.1% $865.36 -13.3%
Page 2 of 4  ·  74 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
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%