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Portfolio (Quarterly) Guide ↗

Founders Capital Management

· CIK 0001704300
13F Portfolio $231M AUM 420 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 67 Added 24 Reduced 7 Exited
Page 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATLS INC Technology 16,913.0 $12.2M 5.29% +115.0 +0.7% $723.00 -37.1%
2 JNJ JOHNSON & JOHNSON Healthcare 46,663.0 $11.9M 5.13% +371.0 +0.8% $253.97 +8.4%
3 SPYG SPDR SERIES TRUST 87,110.0 $10.4M 4.49% +455.0 +0.5% $118.99 +2.3%
4 RTX RTX CORPORATION Industrials 51,478.0 $9.8M 4.23% +290.0 +0.6% $189.73 +5.8%
5 XOM EXXON MOBIL CORP Energy 61,095.0 $8.4M 3.61% +2K +3.5% $136.72 +16.6%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,604.0 $7.9M 3.43% +123.0 +1.2% $746.77 +3.1%
7 GOOG ALPHABET INC 22,388.0 $7.9M 3.42% +223.0 +1.0% $353.33
8 LMT LOCKHEED MARTIN CORP Industrials 15,133.0 $7.7M 3.34% +156.0 +1.0% $509.45 +3.1%
9 CVX CHEVRON CORPORATION Energy 41,922.0 $6.9M 3.01% +5K +12.2% $165.76 +25.8%
10 ABBV ABBVIE INC Healthcare 25,101.0 $6.3M 2.73% +406.0 +1.6% $251.64 +1.9%
11 PAGP PLAINS GP HLDGS L P Energy 258,172.0 $6.3M 2.71% +3K +1.1% $24.27 +14.9%
12 FNDA SCHWAB STRATEGIC TR 140,492.0 $5.3M 2.31% +1K +1.1% $38.06 -2.3%
13 MRK MERCK & CO INC Healthcare 38,583.0 $5.0M 2.15% +2K +5.0% $128.50 +17.0%
14 NOC NORTHROP GRUMMAN CORP Industrials 4,874.0 $2.5M 1.07% +161.0 +3.4% $509.31 +1.1%
15 BITWISE FUNDS TRUST 99,932.0 $2.4M 1.06% +1K +1.1% $24.50
16 MCD MCDONALDS CORP Consumer Cyclical 8,628.0 $2.3M 1.01% +144.0 +1.7% $270.30 -5.4%
17 CQP CHENIERE ENERGY PARTNERS L P Energy 32,676.0 $2.0M 0.86% +708.0 +2.2% $60.95 +12.8%
18 SLB SLB LIMITED Energy 32,815.0 $1.5M 0.66% +1K +3.2% $46.49 +23.7%
19 AMZN AMAZON COM INC Consumer Cyclical 5,077.0 $1.2M 0.52% +383.0 +8.2% $238.34 +8.5%
20 DIA STATE STR SPDR DOW JONES IND Financial Services 1,891.0 $988K 0.43% +131.0 +7.4% $522.53 +2.2%
Page 1 of 4  ·  67 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
Technology 34.6%
Financial Services 22.1%
Energy 14.0%
Healthcare 12.3%
Industrials 11.7%
Consumer Cyclical 2.8%
Consumer Defensive 1.2%
Communication Services 0.4%
Basic Materials 0.3%
Real Estate 0.3%