Filed: 4/8/2025ACC: 0001704300-25-000002
📋 What this filing means
FOUNDERS CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 370 equity positions with a total reported market value of $154.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
370
Positions
$154.55M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$111.37M72.1%
UNIT SER 1$14.24M9.2%
PRTFLO S&P500 GW$6.85M4.4%
TR UNIT$5.79M3.7%
FUNDAMENTAL US S$1.99M1.3%
CAP STK CL C$1.88M1.2%
COM STK$1.62M1.0%
Portfolio Concentration
Top 3$33.23M21.5%
4–10$47.89M31.0%
11–25$47.92M31.0%
Rest$25.52M16.5%
Top 3 weight
21.5%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
1.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole370
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings370
Rows:
INVESCO QQQ TR
SOLEShares30.36K
TypeSH
Market value$14.24M
9.21%
Sole
30.36K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.79K
TypeSH
Market value$10.43M
6.75%
Sole
27.79K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.54K
TypeSH
Market value$8.56M
5.54%
Sole
38.54K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares34.71K
TypeSH
Market value$8.51M
5.51%
Sole
34.71K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares54.65K
TypeSH
Market value$7.24M
4.68%
Sole
54.65K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares85.24K
TypeSH
Market value$6.85M
4.43%
Sole
85.24K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares57.56K
TypeSH
Market value$6.85M
4.43%
Sole
57.56K
Shared
0.00
None
0.00
CORNING INC
SOLEShares147.39K
TypeSH
Market value$6.75M
4.37%
Sole
147.39K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares35.23K
TypeSH
Market value$5.89M
3.81%
Sole
35.23K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares34.95K
TypeSH
Market value$5.80M
3.75%
Sole
34.95K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares10.35K
TypeSH
Market value$5.79M
3.75%
Sole
10.35K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares19.29K
TypeSH
Market value$5.69M
3.68%
Sole
19.29K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares25.32K
TypeSH
Market value$5.31M
3.43%
Sole
25.32K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares9.92K
TypeSH
Market value$4.43M
2.87%
Sole
9.92K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares36.84K
TypeSH
Market value$3.31M
2.14%
Sole
36.84K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares7.97K
TypeSH
Market value$3.06M
1.98%
Sole
7.97K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares8.98K
TypeSH
Market value$2.81M
1.82%
Sole
8.98K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares24.38K
TypeSH
Market value$2.67M
1.73%
Sole
24.38K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares16.91K
TypeSH
Market value$2.45M
1.59%
Sole
16.91K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares4.72K
TypeSH
Market value$2.42M
1.56%
Sole
4.72K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares10.10K
TypeSH
Market value$2.36M
1.52%
Sole
10.10K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares5.87K
TypeSH
Market value$2.15M
1.39%
Sole
5.87K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares72.48K
TypeSH
Market value$1.99M
1.28%
Sole
72.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.01K
TypeSH
Market value$1.88M
1.21%
Sole
12.01K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares38.79K
TypeSH
Market value$1.62M
1.05%
Sole
38.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.36K | SH | $14.24M 9.21% | 30.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.79K | SH | $10.43M 6.75% | 27.79K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.54K | SH | $8.56M 5.54% | 38.54K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 34.71K | SH | $8.51M 5.51% | 34.71K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 54.65K | SH | $7.24M 4.68% | 54.65K | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 85.24K | SH | $6.85M 4.43% | 85.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 57.56K | SH | $6.85M 4.43% | 57.56K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 147.39K | SH | $6.75M 4.37% | 147.39K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 35.23K | SH | $5.89M 3.81% | 35.23K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 34.95K | SH | $5.80M 3.75% | 34.95K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.35K | SH | $5.79M 3.75% | 10.35K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 19.29K | SH | $5.69M 3.68% | 19.29K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 25.32K | SH | $5.31M 3.43% | 25.32K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 9.92K | SH | $4.43M 2.87% | 9.92K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 36.84K | SH | $3.31M 2.14% | 36.84K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 7.97K | SH | $3.06M 1.98% | 7.97K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 8.98K | SH | $2.81M 1.82% | 8.98K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 24.38K | SH | $2.67M 1.73% | 24.38K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 16.91K | SH | $2.45M 1.59% | 16.91K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 4.72K | SH | $2.42M 1.56% | 4.72K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 10.10K | SH | $2.36M 1.52% | 10.10K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 5.87K | SH | $2.15M 1.39% | 5.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 72.48K | SH | $1.99M 1.28% | 72.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.01K | SH | $1.88M 1.21% | 12.01K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 38.79K | SH | $1.62M 1.05% | 38.79K | 0.00 | 0.00 |
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