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Latest FOUNDERS CAPITAL MANAGEMENT, LLC Stock Portfolio

FOUNDERS CAPITAL MANAGEMENT, LLC Performance:
2025 Q4: 6.7%YTD: 20.64%2024: 20.47%
Performance for 2025 Q4 is 6.7%, and YTD is 20.64%, and 2024 is 20.47%.

About FOUNDERS CAPITAL MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, FOUNDERS CAPITAL MANAGEMENT, LLC reported an equity portfolio of $673.3 Millions as of 31 Dec, 2025.

The top stock holdings of FOUNDERS CAPITAL MANAGEMENT, LLC are GOOG, , META. The fund has invested 20.6% of it's portfolio in ALPHABET INC and 10.5% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off ISHARES TR (IJR) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), WELLS FARGO CO NEW (WFC) and AMAZON COM INC (AMZN). FOUNDERS CAPITAL MANAGEMENT, LLC opened new stock positions in GE AEROSPACE (GE) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to CANADIAN NATL RY CO, CAMDEN NATL CORP (CAC) and CARRIER GLOBAL CORPORATION (CARR).

FOUNDERS CAPITAL MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that FOUNDERS CAPITAL MANAGEMENT, LLC made a return of 6.7% in the last quarter. In trailing 12 months, it's portfolio return was 20.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge aerospace203,608
caterpillar inc201,650
New stocks bought by FOUNDERS CAPITAL MANAGEMENT, LLC

Additions

Ticker% Inc.
canadian natl ry co46.86
camden natl corp39.66
carrier global corporation28.81
jpmorgan chase & co.6.65
cummins inc5.06
norfolk southn corp4.58
unitedhealth group inc3.04
taiwan semiconductor mfg ltd2.57
Additions to existing portfolio by FOUNDERS CAPITAL MANAGEMENT, LLC

Reductions

Ticker% Reduced
oracle corp-44.77
wells fargo co new-14.77
amazon com inc-8.82
mckesson corp-7.43
bank america corp-6.86
wells fargo co new-5.96
stryker corporation-5.54
comcast corp new-5.06
FOUNDERS CAPITAL MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,208,740
general mls inc-201,680
FOUNDERS CAPITAL MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

FOUNDERS CAPITAL MANAGEMENT, LLC has about 36.8% of it's holdings in Communication Services sector.

Sector%
Communication Services36.8
Others17.9
Technology12.6
Industrials11.4
Financial Services9.1
Healthcare4.8
Consumer Defensive3.8
Consumer Cyclical3.3

Market Cap. Distribution

FOUNDERS CAPITAL MANAGEMENT, LLC has about 81.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP54.3
LARGE-CAP27
UNALLOCATED17.9

Stocks belong to which Index?

About 82% of the stocks held by FOUNDERS CAPITAL MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50082
Others17.8
Top 5 Winners (%)%
WBD
warner bros discovery inc
46.7 %
REGN
regeneron pharmaceuticals
37.1 %
GOOG
alphabet inc
28.7 %
GOOG
alphabet inc
28.7 %
LRCX
lam research corp
27.8 %
Top 5 Winners ($)$
GOOG
alphabet inc
31.3 M
GOOG
alphabet inc
7.8 M
FDX
fedex corp
3.7 M
AXP
american express co
2.9 M
WFC
wells fargo co new
2.5 M
Top 5 Losers (%)%
ORCL
oracle corp
-23.8 %
FAST
fastenal co
-18.0 %
MHK
mohawk inds inc
-15.2 %
HD
home depot inc
-14.7 %
CARR
carrier global corporation
-10.3 %
Top 5 Losers ($)$
META
meta platforms inc
-6.9 M
MSFT
microsoft corp
-4.2 M
HD
home depot inc
-2.0 M
ORCL
oracle corp
-0.6 M
CMCSA
comcast corp new
-0.3 M

FOUNDERS CAPITAL MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FOUNDERS CAPITAL MANAGEMENT, LLC

FOUNDERS CAPITAL MANAGEMENT, LLC has 77 stocks in it's portfolio. About 70.2% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for FOUNDERS CAPITAL MANAGEMENT, LLC last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions