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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
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 18,820.0 $6.8M 1.02% $362.12 +21.3%
22 CNI CANADIAN NATL RY CO Industrials 53,315.0 $6.4M 0.95% $119.24 +8.9%
23 JNJ JOHNSON & JOHNSON Healthcare 22,899.0 $5.8M 0.87% $253.97 +6.4%
24 ABBV ABBVIE INC Healthcare 22,823.0 $5.7M 0.86% $251.64 +5.3%
25 CMCSA COMCAST CORP NEW Communication Services 217,889.0 $5.3M 0.80% +6K +2.9% $24.55 +9.4%
26 REGN REGENERON PHARMACEUTICALS Healthcare 8,385.0 $5.2M 0.78% +182.0 +2.2% $623.54 +33.8%
27 CSCO CISCO SYS INC Technology 44,454.0 $5.2M 0.78% -750.0 -1.7% $117.46 -5.5%
28 FEDEX FGHT HLDG CO INC 33,770.0 $5.1M 0.76% NEW $151.00
29 LOW LOWES COS INC Consumer Cyclical 21,458.0 $4.7M 0.71% -462.0 -2.1% $220.49 -2.0%
30 MTB M & T BK CORP Financial Services 14,423.0 $3.4M 0.51% -1K -6.8% $238.01 +1.0%
31 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 41,816.0 $3.0M 0.45% $72.51 +11.5%
32 BANK OF AMER CORP 2,217.0 $2.8M 0.41% $1254.50
33 ABT ABBOTT LABORATORIES Healthcare 30,261.0 $2.7M 0.41% +603.0 +2.0% $90.74 +28.5%
34 LRCX LAM RESEARCH CORP Technology 5,609.0 $2.4M 0.36% $433.33 -27.5%
35 KHC KRAFT HEINZ CO Consumer Defensive 102,100.0 $2.4M 0.36% +1K +1.1% $23.62 +8.3%
36 CVX CHEVRON CORPORATION Energy 13,466.0 $2.2M 0.33% $165.76 +23.8%
37 SYK STRYKER CORPORATION Healthcare 7,058.0 $2.2M 0.33% $314.84 +4.6%
38 WBD WARNER BROS DISCOVERY INC Communication Services 71,284.0 $1.9M 0.28% -768.0 -1.1% $26.66 +7.1%
39 MHK MOHAWK INDS INC Consumer Cyclical 14,088.0 $1.7M 0.26% $121.33 +12.3%
40 RTX RTX CORPORATION Industrials 7,926.0 $1.5M 0.22% $189.73 +10.6%
Page 2 of 4  ·  79 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 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%