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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 2 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 8,628.0 $2.3M 1.01% +144.0 +1.7% $270.30 -5.4%
22 CQP CHENIERE ENERGY PARTNERS L P Energy 32,676.0 $2.0M 0.86% +708.0 +2.2% $60.95 +12.8%
23 SLB SLB LIMITED Energy 32,815.0 $1.5M 0.66% +1K +3.2% $46.49 +23.7%
24 ADBE ADOBE INC Technology 5,975.0 $1.2M 0.53% -272.0 -4.3% $205.02 +30.0%
25 AMZN AMAZON COM INC Consumer Cyclical 5,077.0 $1.2M 0.52% +383.0 +8.2% $238.34 +8.5%
26 EPD ENTERPRISE PRODS PARTNERS L 31,603.0 $1.2M 0.50% $36.76
27 DIA STATE STR SPDR DOW JONES IND Financial Services 1,891.0 $988K 0.43% +131.0 +7.4% $522.53 +2.2%
28 BA BOEING CO Industrials 3,948.0 $855K 0.37% $216.45 -1.9%
29 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 20,406.0 $767K 0.33% +802.0 +4.1% $37.58 +38.2%
30 KO COCA COLA CO Consumer Defensive 8,707.0 $708K 0.31% +144.0 +1.7% $81.27 +8.4%
31 VLO VALERO ENERGY CORP Energy 2,630.0 $685K 0.30% $260.44 +42.3%
32 BERKSHIRE HATHAWAY INC DEL 1,348.0 $675K 0.29% +550.0 +68.9% $500.39
33 LOW LOWES COS INC Consumer Cyclical 2,882.0 $635K 0.28% +255.0 +9.7% $220.46 -7.3%
34 TXN TEXAS INSTRS INC Technology 1,971.0 $587K 0.25% $298.07 -13.3%
35 GOOGL ALPHABET INC Communication Services 1,480.0 $529K 0.23% -140.0 -8.6% $357.37 -5.3%
36 MU MICRON TECHNOLOGY INC Technology 458.0 $529K 0.23% -142.0 -23.7% $1154.29 -11.9%
37 RSP INVESCO EXCHANGE TRADED FD T 2,464.0 $524K 0.23% $212.76 +2.9%
38 PEP PEPSICO INC Consumer Defensive 3,484.0 $472K 0.20% +153.0 +4.6% $135.40 +1.6%
39 WDC WESTERN DIGITAL CORP Technology 724.0 $462K 0.20% -126.0 -14.8% $638.72 -26.8%
40 HD HOME DEPOT INC Consumer Cyclical 1,300.0 $458K 0.20% -50.0 -3.7% $352.68 -9.0%
Page 2 of 21  ·  420 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%