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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 7,594.0 $944K 0.15% $124.28 -5.7%
42 PG PROCTER & GAMBLE CO Consumer Defensive 6,134.0 $886K 0.15% $144.44 +4.1%
43 WELLS FARGO & CO 741.0 $856K 0.14% $1155.00
44 WBS WEBSTER FINL CORP Financial Services 11,079.0 $769K 0.13% $69.42 +8.9%
45 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,157.0 $729K 0.12% $337.95 +36.7%
46 ORCL ORACLE CORP Technology 4,934.0 $726K 0.12% $147.11 +25.3%
47 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.12% $718140.00
48 SAM BOSTON BEER INC Consumer Defensive 2,995.0 $690K 0.11% $230.40 -23.6%
49 NYT NEW YORK TIMES CO MTN BE Communication Services 8,000.0 $670K 0.11% $83.73 -12.7%
50 MKL MARKEL GROUP INC Financial Services 346.0 $662K 0.11% $1914.07 -3.5%
51 AMZN AMAZON COM INC Consumer Cyclical 3,163.0 $659K 0.11% +20.0 +0.6% $208.27 +17.3%
52 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,257.0 $618K 0.10% $491.53 -5.5%
53 CAC CAMDEN NATL CORP Financial Services 12,988.0 $616K 0.10% $47.45 +8.5%
54 CI THE CIGNA GROUP Healthcare 2,303.0 $614K 0.10% -23.0 -1.0% $266.75 +4.7%
55 MA MASTERCARD INCORPORATED Financial Services 1,045.0 $522K 0.09% $499.66 -2.0%
56 FAST FASTENAL CO Industrials 10,428.0 $484K 0.08% $46.40 -1.1%
57 BAC BANK AMERICA CORP Financial Services 9,718.0 $474K 0.08% -72.0 -0.7% $48.75 +15.3%
58 NSC NORFOLK SOUTHN CORP Industrials 1,417.0 $407K 0.07% $287.00 +4.6%
59 WFC WELLS FARGO & CO Financial Services 5,000.0 $398K 0.07% -238K -98.0% $79.61 +3.3%
60 CARR CARRIER GLOBAL CORPORATION Industrials 6,599.0 $372K 0.06% +94.0 +1.4% $56.31 +27.5%
Page 3 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%