Portfolio (Quarterly)
Guide ↗
FOUNDERS CAPITAL MANAGEMENT, LLC
· CIK 0001585828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | Communication Services | 443,136.0 | $139.1M | 20.65% | NEW | — | $313.80 | +17.1% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 140,267.0 | $70.5M | 10.47% | NEW | — | $502.65 | — |
| 3 | META | META PLATFORMS INC | Communication Services | 92,509.0 | $61.1M | 9.07% | NEW | — | $660.09 | -12.6% |
| 4 | MSFT | MICROSOFT CORP | Technology | 120,429.0 | $58.2M | 8.65% | NEW | — | $483.62 | -21.5% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 111,407.0 | $34.9M | 5.18% | NEW | — | $313.00 | +17.6% |
| 6 | AXP | AMERICAN EXPRESS CO | Financial Services | 75,831.0 | $28.1M | 4.17% | NEW | — | $369.95 | -8.6% |
| 7 | WFC | WELLS FARGO CO NEW | Financial Services | 243,442.0 | $22.7M | 3.37% | NEW | — | $93.20 | -11.8% |
| 8 | AAPL | APPLE INC | Technology | 74,316.0 | $20.2M | 3.00% | NEW | — | $271.86 | +9.6% |
| 9 | FDX | FEDEX CORP | Industrials | 68,318.0 | $19.7M | 2.93% | NEW | — | $288.86 | +12.9% |
| 10 | SPY | SPDR S&P 500 ETF TR | Financial Services | 27,004.0 | $18.4M | 2.73% | NEW | — | $681.93 | +9.5% |
| 11 | CSX | CSX CORP | Industrials | 406,194.0 | $14.7M | 2.19% | NEW | — | $36.25 | +25.9% |
| 12 | PEP | PEPSICO INC | Consumer Defensive | 83,879.0 | $12.0M | 1.79% | NEW | — | $143.52 | -1.0% |
| 13 | UPS | UNITED PARCEL SERVICE INC | Industrials | 117,723.0 | $11.7M | 1.73% | NEW | — | $99.19 | +5.7% |
| 14 | UNP | UNION PAC CORP | Industrials | 49,617.0 | $11.5M | 1.71% | NEW | — | $231.32 | +11.0% |
| 15 | HD | HOME DEPOT INC | Consumer Cyclical | 32,222.0 | $11.1M | 1.65% | NEW | — | $344.10 | -2.9% |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | — | 30,204.0 | $9.3M | 1.39% | NEW | — | $309.04 | +9.2% |
| 17 | KO | COCA COLA CO | Consumer Defensive | 129,380.0 | $9.0M | 1.34% | NEW | — | $69.91 | +13.6% |
| 18 | DIS | DISNEY WALT CO | Communication Services | 78,106.0 | $8.9M | 1.32% | NEW | — | $113.77 | -8.7% |
| 19 | QQQ | INVESCO QQQ TR | Financial Services | 13,660.0 | $8.4M | 1.25% | NEW | — | $614.31 | +20.6% |
| 20 | GD | GENERAL DYNAMICS CORP | Industrials | 24,082.0 | $8.1M | 1.20% | NEW | — | $336.66 | +4.0% |
① 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
42.9%
Financial Services
14.9%
Technology
14.4%
Industrials
13.8%
Healthcare
5.5%
Consumer Defensive
4.4%
Consumer Cyclical
3.7%
Energy
0.4%