2026 Q2 Portfolio Activity
In 2026 Q2, FOUNDERS CAPITAL MANAGEMENT, LLC maintained a portfolio of 80 distinct positions. The most significant new addition was FEDEX FGHT HLDG CO INC, now representing 0.76% of the total fund value.
Position History
hover any row below to update
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Total Positions
80
Quarter
2026 Q2
Top Holding
GOOG (23.3%)
Top 10 Concentration
70.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 80
FOUNDERS CAPITAL MANAGEMENT, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 23.26% | 20.81% |
#1
Prev: #1
|
6.5 |
—
|
-209 | -0.0% |
P
S
|
441,185 | $155,884,010 |
$93.32
+273.2%
|
2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 10.50% | 11.06% |
#2
Prev: #2
|
6.0 |
—
|
194 | 0.1% |
P
S
|
140,600 | $70,354,834 |
$149.29
+227.9%
|
2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
META
META PLATFORMS ...
|
Communication Services | 7.78% | 8.70% |
#3
Prev: #3
|
4.6 |
—
|
32 | 0.0% |
P
S
|
92,541 | $52,127,420 |
$310.53
+108.5%
|
2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 6.79% | 7.42% |
#4
Prev: #4
|
3.7 |
—
|
154 | 0.1% |
P
S
|
122,044 | $45,524,853 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.98% | 5.27% |
#5
Prev: #5
|
3.4 |
—
|
750 | 0.7% |
P
S
|
112,146 | $40,077,616 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 3.81% | 3.76% |
#6
1
Prev: #7
|
2.0 |
—
|
-92 | -0.1% |
P
S
|
75,527 | $25,547,008 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FDX
FEDEX CORP
|
Industrials | 3.18% | 3.99% |
#7
1
Prev: #6
|
1.8 |
—
|
-1 | -0.0% |
P
S
|
68,144 | $21,337,931 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
APPLE INC
|
Technology | 3.17% | 3.09% |
#8
Prev: #8
|
1.8 |
—
|
-555 | -0.8% |
P
S
|
73,438 | $21,250,020 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 3.01% | 2.89% |
#9
Prev: #9
|
1.7 |
—
|
-18 | -0.1% |
P
S
|
27,016 | $20,174,621 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CSX
CSX CORP
|
Industrials | 2.86% | 2.73% |
#10
Prev: #10
|
1.6 |
—
|
-2,300 | -0.6% |
P
S
|
402,966 | $19,152,974 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UNP
UNION PAC CORP
|
Industrials | 2.01% | 1.98% |
#11
1
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
49,617 | $13,495,824 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.84% | 1.86% |
#12
1
Prev: #13
|
1.2 |
—
|
41 | 0.0% |
P
S
|
114,910 | $12,352,825 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.70% | 2.14% |
#13
2
Prev: #11
|
1.2 |
—
|
346 | 0.4% |
P
S
|
84,267 | $11,409,752 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.61% | 1.71% |
#14
Prev: #14
|
1.1 |
—
|
-1,111 | -3.5% |
P
S
|
30,553 | $10,775,432 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.55% | 1.60% |
#15
Prev: #15
|
1.1 |
—
|
-5 | -0.0% |
P
S
|
128,040 | $10,405,811 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 1.53% | 1.47% |
#16
Prev: #16
|
1.6 |
—
|
no change | no change |
P
S
|
30,204 | $10,230,699 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.50% | 1.30% |
#17
1
Prev: #18
|
1.1 |
—
|
-4 | -0.0% |
P
S
|
13,660 | $10,059,224 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.20% | 1.29% |
#18
1
Prev: #19
|
1.0 |
—
|
-199 | -0.9% |
P
S
|
22,646 | $8,022,119 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.11% | 1.23% |
#19
1
Prev: #20
|
0.9 |
—
|
-299 | -0.4% |
P
S
|
77,245 | $7,434,831 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.08% | 1.41% |
#20
3
Prev: #17
|
0.9 |
—
|
-37 | -0.3% |
P
S
|
14,154 | $7,210,897 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.02% | 1.09% |
#21
Prev: #21
|
0.9 |
—
|
-43 | -0.2% |
P
S
|
18,820 | $6,815,098 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 0.95% | 0.90% |
#22
3
Prev: #25
|
1.4 |
—
|
no change | no change |
P
S
|
53,315 | $6,357,281 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.87% | 0.92% |
#23
1
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
22,899 | $5,815,659 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.86% | 0.82% |
#24
3
Prev: #27
|
0.8 |
—
|
-70 | -0.3% |
P
S
|
22,823 | $5,743,180 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.80% | 1.00% |
#25
2
Prev: #23
|
0.8 |
—
|
6,110 | 2.9% |
P
S
|
217,889 | $5,349,175 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 0.78% | 1.04% |
#26
4
Prev: #22
|
0.8 |
—
|
182 | 2.2% |
P
S
|
8,385 | $5,228,383 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.78% | 0.58% |
#27
1
Prev: #28
|
0.8 |
—
|
-750 | -1.7% |
P
S
|
44,454 | $5,221,567 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
N/A
FEDEX FGHT HLDG...
|
|
Unknown | 0.76% | — |
#28
Prev: #—
|
3.8 |
—
|
33,770 | — |
NEW
|
33,770 | $5,099,270 | — | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.71% | 0.85% |
#29
3
Prev: #26
|
0.8 |
—
|
-462 | -2.1% |
P
S
|
21,458 | $4,731,274 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MTB
M & T BK CORP
|
Financial Services | 0.51% | 0.53% |
#30
1
Prev: #29
|
0.7 |
—
|
-1,052 | -6.8% |
P
S
|
14,423 | $3,432,818 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
QSR
RESTAURANT BRAN...
|
Consumer Cyclical | 0.45% | 0.51% |
#31
1
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
41,816 | $3,032,078 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BAC/PRL
BANK OF AMER CO...
|
Preferred | 0.42% | 0.43% |
#32
1
Prev: #33
|
0.7 |
—
|
-1 | -0.0% |
P
S
|
2,217 | $2,781,227 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.41% | 0.50% |
#33
2
Prev: #31
|
0.7 |
—
|
603 | 2.0% |
P
S
|
30,261 | $2,745,883 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.36% | 0.20% |
#34
5
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
5,609 | $2,430,548 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
KHC
KRAFT HEINZ CO
|
Consumer Defensive | 0.36% | 0.37% |
#35
Prev: #35
|
0.6 |
—
|
1,133 | 1.1% |
P
S
|
102,100 | $2,411,602 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.33% | 0.46% |
#36
4
Prev: #32
|
0.6 |
—
|
-15 | -0.1% |
P
S
|
13,466 | $2,232,124 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.33% | 0.38% |
#37
3
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
7,058 | $2,222,141 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 0.28% | 0.33% |
#38
2
Prev: #36
|
0.6 |
—
|
-768 | -1.1% |
P
S
|
71,284 | $1,900,431 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MHK
MOHAWK INDS INC
|
Consumer Cyclical | 0.26% | 0.23% |
#39
1
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
14,088 | $1,709,297 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.22% | 0.25% |
#40
3
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
7,926 | $1,503,800 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
INTC
INTEL CORP
|
Technology | 0.17% | 0.06% |
#41
20
Prev: #61
|
1.1 |
—
|
no change | no change |
P
S
|
8,260 | $1,153,344 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.15% | 0.12% |
#42
3
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
2,157 | $1,030,118 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.14% | 0.20% |
#43
3
Prev: #40
|
0.6 |
—
|
-148 | -10.8% |
P
S
|
1,228 | $927,877 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.13% | 0.15% |
#44
2
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
6,134 | $899,490 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.13% | 0.16% |
#45
4
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
7,594 | $860,096 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WFC/PRL
WELLS FARGO & C...
|
Preferred | 0.13% | 0.14% |
#46
3
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
741 | $857,337 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WBS
WEBSTER FINL CO...
|
Financial Services | 0.13% | 0.13% |
#47
3
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
11,079 | $846,657 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.11% | 0.11% |
#48
3
Prev: #51
|
1.0 |
—
|
no change | no change |
P
S
|
3,163 | $753,869 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.11% | 0.12% |
#49
2
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
1 | $748,850 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CAC
CAMDEN NATL COR...
|
Financial Services | 0.11% | 0.10% |
#50
3
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
12,988 | $704,209 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 80 holdings