Filed: 7/18/2025ACC: 0001704300-25-000003
📋 What this filing means
FOUNDERS CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 383 equity positions with a total reported market value of $166.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
383
Positions
$166.84M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$115.51M69.2%
UNIT SER 1$16.88M10.1%
PRTFLO S&P500 GW$8.34M5.0%
TR UNIT$6.59M3.9%
CAP STK CL C$3.94M2.4%
FUNDAMENTAL US S$2.03M1.2%
BITWISE CRYPTO$1.70M1.0%
Portfolio Concentration
Top 3$40.58M24.3%
4–10$52.49M31.5%
11–25$49.04M29.4%
Rest$24.72M14.8%
Top 3 weight
24.3%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
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)
Sole383
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings383
Rows:
INVESCO QQQ TR
SOLEShares30.60K
TypeSH
Market value$16.88M
10.12%
Sole
30.60K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.64K
TypeSH
Market value$13.75M
8.24%
Sole
27.64K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares34.34K
TypeSH
Market value$9.95M
5.97%
Sole
34.34K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares87.44K
TypeSH
Market value$8.34M
5.00%
Sole
87.44K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares54.42K
TypeSH
Market value$7.95M
4.76%
Sole
54.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.42K
TypeSH
Market value$7.88M
4.72%
Sole
38.42K
Shared
0.00
None
0.00
CORNING INC
SOLEShares147.65K
TypeSH
Market value$7.76M
4.65%
Sole
147.65K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares47.33K
TypeSH
Market value$7.23M
4.33%
Sole
47.33K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares14.57K
TypeSH
Market value$6.75M
4.04%
Sole
14.57K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares10.66K
TypeSH
Market value$6.59M
3.95%
Sole
10.66K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares57.64K
TypeSH
Market value$6.21M
3.72%
Sole
57.64K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares19.20K
TypeSH
Market value$5.42M
3.25%
Sole
19.20K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares35.47K
TypeSH
Market value$5.08M
3.04%
Sole
35.47K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares25.17K
TypeSH
Market value$4.67M
2.80%
Sole
25.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.22K
TypeSH
Market value$3.94M
2.36%
Sole
22.22K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares24.41K
TypeSH
Market value$3.25M
1.95%
Sole
24.41K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares8.18K
TypeSH
Market value$3.16M
1.90%
Sole
8.18K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares16.77K
TypeSH
Market value$3.07M
1.84%
Sole
16.77K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares36.94K
TypeSH
Market value$2.92M
1.75%
Sole
36.94K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares8.86K
TypeSH
Market value$2.59M
1.55%
Sole
8.86K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares4.72K
TypeSH
Market value$2.36M
1.42%
Sole
4.72K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares70.94K
TypeSH
Market value$2.03M
1.22%
Sole
70.94K
Shared
0.00
None
0.00
EXCHANGE TRADED CONCEPTS TRU
SOLEShares86.40K
TypeSH
Market value$1.70M
1.02%
Sole
86.40K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares38.91K
TypeSH
Market value$1.32M
0.79%
Sole
38.91K
Shared
0.00
None
0.00
PLAINS GP HLDGS L P
SOLEShares67.20K
TypeSH
Market value$1.31M
0.78%
Sole
67.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.60K | SH | $16.88M 10.12% | 30.60K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.64K | SH | $13.75M 8.24% | 27.64K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 34.34K | SH | $9.95M 5.97% | 34.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 87.44K | SH | $8.34M 5.00% | 87.44K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 54.42K | SH | $7.95M 4.76% | 54.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.42K | SH | $7.88M 4.72% | 38.42K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 147.65K | SH | $7.76M 4.65% | 147.65K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 47.33K | SH | $7.23M 4.33% | 47.33K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 14.57K | SH | $6.75M 4.04% | 14.57K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.66K | SH | $6.59M 3.95% | 10.66K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 57.64K | SH | $6.21M 3.72% | 57.64K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 19.20K | SH | $5.42M 3.25% | 19.20K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 35.47K | SH | $5.08M 3.04% | 35.47K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 25.17K | SH | $4.67M 2.80% | 25.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 22.22K | SH | $3.94M 2.36% | 22.22K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 24.41K | SH | $3.25M 1.95% | 24.41K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 8.18K | SH | $3.16M 1.90% | 8.18K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 16.77K | SH | $3.07M 1.84% | 16.77K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 36.94K | SH | $2.92M 1.75% | 36.94K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 8.86K | SH | $2.59M 1.55% | 8.86K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 4.72K | SH | $2.36M 1.42% | 4.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 70.94K | SH | $2.03M 1.22% | 70.94K | 0.00 | 0.00 |
EXCHANGE TRADED CONCEPTS TRUSOLE | BITWISE CRYPTO | 86.40K | SH | $1.70M 1.02% | 86.40K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 38.91K | SH | $1.32M 0.79% | 38.91K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 67.20K | SH | $1.31M 0.78% | 67.20K | 0.00 | 0.00 |
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