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Portfolio (Quarterly) Guide ↗

Founders Capital Management

· CIK 0001704300
13F Portfolio $205M AUM 391 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 57 Added 61 Reduced 43 Exited
Page 2 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOC NORTHROP GRUMMAN CORP Industrials 4,713.0 $3.2M 1.57% $682.24 -19.0%
22 MCD MCDONALDS CORP Consumer Cyclical 8,484.0 $2.6M 1.29% -50.0 -0.6% $310.80 -9.5%
23 CQP CHENIERE ENERGY PARTNERS L P Energy 31,968.0 $2.1M 1.01% +1K +3.7% $64.63 -5.0%
24 BITWISE FUNDS TRUST 98,803.0 $1.9M 0.91% +7K +7.2% $18.86
25 SLB SLB LIMITED Energy 31,797.0 $1.6M 0.80% -7K -18.6% $51.39 +10.4%
26 ADBE ADOBE INC Technology 6,247.0 $1.5M 0.74% -318.0 -4.8% $243.08 -1.6%
27 EPD ENTERPRISE PRODS PARTNERS L Energy 31,603.0 $1.2M 0.58% -249.0 -0.8% $37.84 +0.4%
28 AMZN AMAZON COM INC Consumer Cyclical 4,694.0 $978K 0.48% +988.0 +26.7% $208.27 +30.2%
29 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 19,604.0 $874K 0.43% +3K +21.2% $44.61 +7.1%
30 DIA STATE STR SPDR DOW JONES IND Financial Services 1,760.0 $815K 0.40% +62.0 +3.6% $463.17 +9.6%
31 BA BOEING CO Industrials 3,948.0 $786K 0.38% $199.01 +12.9%
32 KO COCA COLA CO Consumer Defensive 8,563.0 $651K 0.32% -200.0 -2.3% $76.05 +7.8%
33 VLO VALERO ENERGY CORP Energy 2,630.0 $650K 0.32% $247.08 -2.2%
34 LOW LOWES COS INC Consumer Cyclical 2,627.0 $621K 0.30% +761.0 +40.8% $236.24 -7.7%
35 PEP PEPSICO INC Consumer Defensive 3,331.0 $517K 0.25% -259.0 -7.2% $155.29 -4.7%
36 WMT WALMART INC Consumer Defensive 4,048.0 $503K 0.25% $124.28 -4.5%
37 RSP INVESCO EXCHANGE TRADED FD T 2,462.0 $473K 0.23% $191.96 +8.2%
38 GOOGL ALPHABET INC Communication Services 1,620.0 $466K 0.23% +35.0 +2.2% $287.56 +36.1%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 458.0 $456K 0.22% $996.43 +1.1%
40 HD HOME DEPOT INC Consumer Cyclical 1,350.0 $444K 0.22% $328.89 -3.3%
Page 2 of 20  ·  390 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 25.2%
Financial Services 19.9%
Energy 17.1%
Industrials 14.9%
Healthcare 12.0%
Communication Services 3.9%
Consumer Cyclical 2.9%
Basic Materials 2.1%
Consumer Defensive 1.4%
Real Estate 0.3%