Founders Capital Management — 13F Holdings

2026 Q2  ·  427 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Founders Capital Management maintained a portfolio of 427 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 0.10% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 68.9%. Conversely, Founders Capital Management completely exited their position in AIR PRODUCTS AND CHEMICALS I.
Position History hover any row below to update
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Founders Capital Management Wellesley, MA Registered Investment Advisor AUM $221M
PCA Score Concentration Risk
Risk ENB
Total Positions
427
Quarter
2026 Q2
Top Holding
GLW (11.6%)
Top 10 Concentration
58.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 427

Founders Capital Management Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLW
CORNING INC
Technology 11.61% 7.07% #1 1
Prev: #2
6.5
-1,536 -1.4%
P
S
105,013 $26,823,375 2017 Q1 13F Filing 2026-06-30 2026-07-21
QQQ
INVESCO QQQ TR
ETF 8.90% 7.87% #2 1
Prev: #1
5.6
16 0.1%
P
S
27,936 $20,571,894 2017 Q1 13F Filing 2026-06-30 2026-07-21
AMAT
APPLIED MATLS I...
Technology 5.29% 2.80% #3 12
Prev: #15
3.6
115 0.7%
P
S
16,913 $12,228,092 2017 Q1 13F Filing 2026-06-30 2026-07-21
MSFT
MICROSOFT CORP
Technology 5.21% 5.87% #4 1
Prev: #3
3.1
-186 -0.6%
P
S
32,285 $12,042,860 2017 Q1 13F Filing 2026-06-30 2026-07-21
JNJ
JOHNSON & JOHNS...
Healthcare 5.13% 5.52% #5 1
Prev: #4
3.1
371 0.8%
P
S
46,663 $11,850,957 2017 Q1 13F Filing 2026-06-30 2026-07-21
AAPL
APPLE INC
Technology 4.91% 4.84% #6
Prev: #6
2.5
126 0.3%
P
S
39,199 $11,342,554 2017 Q1 13F Filing 2026-06-30 2026-07-21
JPM
JPMORGAN CHASE ...
Financial Services 4.67% 4.71% #7 1
Prev: #8
2.4
120 0.4%
P
S
32,950 $10,785,538 2017 Q1 13F Filing 2026-06-30 2026-07-21
SPYG
SPDR SERIES TRU...
Unknown 4.48% 4.14% #8 2
Prev: #10
2.3
455 0.5%
P
S
87,110 $10,365,205 2020 Q4 13F Filing 2026-06-30 2026-07-21
RTX
RTX CORPORATION
Industrials 4.23% 4.82% #9 2
Prev: #7
2.2
290 0.6%
P
S
51,478 $9,766,911 2020 Q4 13F Filing 2026-06-30 2026-07-21
XOM
EXXON MOBIL COR...
Energy 3.61% 4.89% #10 5
Prev: #5
1.9
2,070 3.5%
P
S
61,095 $8,352,901 2017 Q1 13F Filing 2026-06-30 2026-07-21
SPY
STATE STR SPDR ...
ETF 3.43% 3.33% #11 1
Prev: #12
1.9
123 1.2%
P
S
10,604 $7,918,704 2017 Q1 13F Filing 2026-06-30 2026-07-21
GOOG
ALPHABET INC
Communication Services 3.42% 3.10% #12 1
Prev: #13
1.9
223 1.0%
P
S
22,388 $7,910,352 2017 Q1 13F Filing 2026-06-30 2026-07-21
LMT
LOCKHEED MARTIN...
Industrials 3.34% 4.42% #13 4
Prev: #9
1.8
156 1.0%
P
S
15,133 $7,709,467 2017 Q1 13F Filing 2026-06-30 2026-07-21
CVX
CHEVRON CORPORA...
Energy 3.01% 3.77% #14 3
Prev: #11
3.2
4,558 12.2%
P
S
41,922 $6,948,988 2017 Q1 13F Filing 2026-06-30 2026-07-21
ABBV
ABBVIE INC
Healthcare 2.73% 2.62% #15 1
Prev: #16
1.6
406 1.6%
P
S
25,101 $6,316,416 2017 Q1 13F Filing 2026-06-30 2026-07-21
PAGP
PLAINS GP HLDGS...
Bond/Debt 2.71% 3.03% #16 2
Prev: #14
1.6
2,748 1.1%
P
S
258,172 $6,265,834 2025 Q1 13F Filing 2026-06-30 2026-07-21
FNDA
SCHWAB STRATEGI...
Bond/Debt 2.31% 2.20% #17
Prev: #17
1.4
1,482 1.1%
P
S
140,492 $5,347,126 2024 Q2 13F Filing 2026-06-30 2026-07-21
MRK
MERCK & CO INC
Healthcare 2.15% 2.16% #18
Prev: #18
1.4
1,831 5.0%
P
S
38,583 $4,957,916 2017 Q1 13F Filing 2026-06-30 2026-07-21
NOC
NORTHROP GRUMMA...
Industrials 1.07% 1.57% #19 2
Prev: #21
0.9
161 3.4%
P
S
4,874 $2,482,370 2021 Q2 13F Filing 2026-06-30 2026-07-21
BITQ
BITWISE FUNDS T...
ETF 1.06% 0.91% #20 4
Prev: #24
0.9
1,129 1.1%
P
S
99,932 $2,448,334 2024 Q3 13F Filing 2026-06-30 2026-07-21
MCD
MCDONALDS CORP
Consumer Cyclical 1.01% 1.29% #21 1
Prev: #22
0.9
144 1.7%
P
S
8,628 $2,332,149 2017 Q1 13F Filing 2026-06-30 2026-07-21
CQP
CHENIERE ENERGY...
Energy 0.86% 1.01% #22 1
Prev: #23
0.8
708 2.2%
P
S
32,676 $1,991,602 2017 Q1 13F Filing 2026-06-30 2026-07-21
SLB
SLB LIMITED
Energy 0.66% 0.80% #23 2
Prev: #25
0.8
1,018 3.2%
P
S
32,815 $1,525,580 2017 Q1 13F Filing 2026-06-30 2026-07-21
ADBE
ADOBE INC
Technology 0.53% 0.74% #24 2
Prev: #26
0.7
-272 -4.4%
P
S
5,975 $1,224,995 2018 Q1 13F Filing 2026-06-30 2026-07-21
AMZN
AMAZON COM INC
Consumer Cyclical 0.52% 0.48% #25 3
Prev: #28
2.2
383 8.2%
P
S
5,077 $1,210,052 2017 Q1 13F Filing 2026-06-30 2026-07-21
EPD
ENTERPRISE PROD...
Energy 0.50% 0.58% #26 1
Prev: #27
1.2
no change no change
P
S
31,603 $1,161,711 2017 Q1 13F Filing 2026-06-30 2026-07-21
DIA
STATE STR SPDR ...
ETF 0.43% 0.40% #27 3
Prev: #30
2.2
131 7.4%
P
S
1,891 $988,099 2017 Q1 13F Filing 2026-06-30 2026-07-21
BA
BOEING CO
Industrials 0.37% 0.38% #28 3
Prev: #31
1.1
no change no change
P
S
3,948 $854,549 2017 Q1 13F Filing 2026-06-30 2026-07-21
BITW
BITWISE 10 CRYP...
ETF 0.33% 0.43% #29
Prev: #29
0.6
802 4.1%
P
S
20,406 $766,857 2025 Q4 13F Filing 2026-06-30 2026-07-21
KO
COCA COLA CO
Consumer Defensive 0.31% 0.32% #30 2
Prev: #32
0.6
144 1.7%
P
S
8,707 $707,588 2017 Q1 13F Filing 2026-06-30 2026-07-21
VLO
VALERO ENERGY C...
Energy 0.30% 0.32% #31 2
Prev: #33
1.1
no change no change
P
S
2,630 $684,957 2020 Q1 13F Filing 2026-06-30 2026-07-21
BRK/B
BERKSHIRE HATHA...
Financial Services 0.29% 0.19% #32 10
Prev: #42
3.1
550 68.9%
P
S
1,348 $674,526 2023 Q3 13F Filing 2026-06-30 2026-07-21
LOW
LOWES COS INC
Consumer Cyclical 0.27% 0.30% #33 1
Prev: #34
2.1
255 9.7%
P
S
2,882 $635,354 2017 Q1 13F Filing 2026-06-30 2026-07-21
TXN
TEXAS INSTRS IN...
Technology 0.25% 0.19% #34 7
Prev: #41
1.1
no change no change
P
S
1,971 $587,496 2017 Q1 13F Filing 2026-06-30 2026-07-21
GOOGL
ALPHABET INC
Communication Services 0.23% 0.23% #35 3
Prev: #38
0.6
-140 -8.6%
P
S
1,480 $528,908 2017 Q1 13F Filing 2026-06-30 2026-07-21
MU
MICRON TECHNOLO...
Technology 0.23% 0.10% #36 21
Prev: #57
0.1
-142 -23.7%
P
S
458 $528,665 2017 Q3 13F Filing 2026-06-30 2026-07-21
RSP
INVESCO EXCHANG...
Unknown 0.23% 0.23% #37
Prev: #37
0.6
2 0.1%
P
S
2,464 $524,250 2018 Q2 13F Filing 2026-06-30 2026-07-21
PEP
PEPSICO INC
Consumer Defensive 0.20% 0.25% #38 3
Prev: #35
0.6
153 4.6%
P
S
3,484 $471,734 2017 Q1 13F Filing 2026-06-30 2026-07-21
WDC
WESTERN DIGITAL...
Technology 0.20% 0.11% #39 15
Prev: #54
0.6
-126 -14.8%
P
S
724 $462,433 2017 Q1 13F Filing 2026-06-30 2026-07-21
HD
HOME DEPOT INC
Consumer Cyclical 0.20% 0.22% #40
Prev: #40
0.6
-50 -3.7%
P
S
1,300 $458,484 2017 Q1 13F Filing 2026-06-30 2026-07-21
WMT
WALMART INC
Consumer Defensive 0.20% 0.25% #41 5
Prev: #36
0.6
-37 -0.9%
P
S
4,011 $454,286 2017 Q1 13F Filing 2026-06-30 2026-07-21
AVGO
BROADCOM INC
Technology 0.19% 0.17% #42 3
Prev: #45
2.1
65 5.8%
P
S
1,186 $448,018 2017 Q1 13F Filing 2026-06-30 2026-07-21
SNDK
SANDISK CORP
Technology 0.19% 0.07% #43 22
Prev: #65
0.6
-39 -17.0%
P
S
191 $434,282 2025 Q1 13F Filing 2026-06-30 2026-07-21
COST
COSTCO WHOLESAL...
Consumer Defensive 0.18% 0.22% #44 5
Prev: #39
0.6
-1 -0.2%
P
S
457 $427,510 2017 Q1 13F Filing 2026-06-30 2026-07-21
ORCL
ORACLE CORP
Technology 0.15% 0.18% #45 2
Prev: #43
1.1
no change no change
P
S
2,443 $358,022 2017 Q1 13F Filing 2026-06-30 2026-07-21
SCHW
SCHWAB CHARLES ...
Financial Services 0.14% 0.16% #46
Prev: #46
1.1
no change no change
P
S
3,582 $330,511 2017 Q1 13F Filing 2026-06-30 2026-07-21
PFE
PFIZER INC
Healthcare 0.14% 0.17% #47 3
Prev: #44
2.1
909 7.2%
P
S
13,473 $324,430 2017 Q1 13F Filing 2026-06-30 2026-07-21
GS
GOLDMAN SACHS G...
Financial Services 0.13% 0.12% #48 4
Prev: #52
1.1
no change no change
P
S
302 $305,434 2017 Q1 13F Filing 2026-06-30 2026-07-21
EMR
EMERSON ELEC CO
Industrials 0.13% 1.59% #49 29
Prev: #20
0.1
-22,835 -91.7%
P
S
2,054 $293,959 2017 Q1 13F Filing 2026-06-30 2026-07-21
OKE
ONEOK INC NEW
Energy 0.13% 0.15% #50 2
Prev: #48
1.1
no change no change
P
S
3,369 $292,901 2023 Q3 13F Filing 2026-06-30 2026-07-21
Showing 1-50 of 427 holdings

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