Institutional Fund
Founders Capital Management, LLC
Hartford, CTCIK 15858285 filings on record
Portfolio Value
$608.36M
Q1 2026
Holdings
74
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-9.6%
from $673.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc20.8%
- Berkshire Hathaway Inc Del11.1%
- Meta Platforms Inc8.7%
- Microsoft Corp7.4%
- Alphabet Inc5.3%
- Fedex Corp4.0%
- Other42.8%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 441.4K | $126.62M | 20.8% | −1.7K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 140.4K | $67.28M | 11.1% | +139 | Added |
| 3 | Meta Platforms Inc | 92.5K | $52.93M | 8.7% | 0 | Held |
| 4 | Microsoft Corp | 121.9K | $45.12M | 7.4% | +1.5K | Added |
| 5 | Alphabet Inc | 111.4K | $32.03M | 5.3% | −11 | Reduced |
| 6 | Fedex Corp | 68.1K | $24.27M | 4.0% | −173 | Reduced |
| 7 | American Express Co | 75.6K | $22.87M | 3.8% | −212 | Reduced |
| 8 | Apple Inc | 74.0K | $18.78M | 3.1% | −323 | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 27.0K | $17.58M | 2.9% | +30 | Added |
| 10 | Csx Corp | 405.3K | $16.64M | 2.7% | −928 | Reduced |
64 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio