FOUNDERS CAPITAL MANAGEMENT, LLC
CIK 1585828 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $670.1M
- Posisi
- 79
- Per tanggal
- 30 Juni 2026
#3.160 dari 9.443 berdasarkan nilai 13F · top 33.5%
Nilai portofolio QoQ: +10.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,36%
- Bobot 25 kepemilikan teratas
- 89,98%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 11,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,33% Perkiraan pembelian $7.589.068 · penjualan $2.112.856
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 90,8% masih dipegang
- Posisi baru
- 6
- Meningkat
- 11
- Menurun
- 24
- Tertutup
- 1
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +23.4% · S&P 500: +21.7%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 86,7% · Opsi dikecualikan: 0,0%
Rincian sektor
Communication Services
39,3%
Technology
10,8%
Industrials
8,7%
Logistics & Transportation
5,0%
Healthcare
4,7%
Financial Services
3,9%
Consumer Staples
3,7%
Retail
2,6%
Financials
1,1%
Communications
0,8%
Consumer Discretionary
0,5%
Energy
0,4%
Consumer products
0,4%
Lainnya/Tidak terpetakan
18,1%
Portofolio lengkap 79 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. - Class C Capital Stock | $155.884.010 | 23,26% | 441.185 | $29.265.821 | Turun ×6 | ||
| BRKB | $70.354.834 | 10,50% | 140.600 | $3.072.279 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $52.127.420 | 7,78% | 92.541 | $-799.754 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $45.524.853 | 6,79% | 122.044 | $404.832 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $40.077.616 | 5,98% | 112.146 | $8.044.582 | Naik ×1 | ||
| AXP American Express Company Common Stock | $25.547.008 | 3,81% | 75.527 | $2.673.773 | Turun ×4 | ||
| FDX FedEx Corporation Common Stock | $21.337.931 | 3,18% | 68.144 | $-2.933.955 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $21.250.020 | 3,17% | 73.438 | $2.471.337 | Turun ×5 | ||
| SPY SPY | $20.174.621 | 3,01% | 27.016 | $2.593.605 | Turun ×1 | ||
| CSX CSX Corporation - Common Stock | $19.152.974 | 2,86% | 402.966 | $2.516.805 | Turun ×6 | ||
| UNP Union Pacific Corporation Common Stock | $13.495.824 | 2,01% | 49.617 | $1.457.747 | |||
| UPS United Parcel Service, Inc. Common Stock | $12.352.825 | 1,84% | 114.910 | $1.052.013 | Naik ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $11.409.752 | 1,70% | 84.267 | $-1.622.340 | Naik ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $10.775.432 | 1,61% | 30.553 | $361.459 | Turun ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $10.405.811 | 1,55% | 128.040 | $667.989 | Turun ×6 | ||
| VONE Vanguard Russell 1000 ETF | $10.230.699 | 1,53% | 30.204 | $1.316.895 | |||
| QQQ Invesco QQQ Trust, Series 1 | $10.059.224 | 1,50% | 13.660 | $2.172.636 | Turun ×1 | ||
| GD General Dynamics Corporation Common Stock | $8.022.119 | 1,20% | 22.646 | $181.258 | Turun ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $7.434.831 | 1,11% | 77.245 | $-38.860 | Turun ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $7.210.897 | 1,08% | 14.154 | $-1.366.001 | Turun ×6 | ||
| AMGN Amgen Inc. - Common Stock | $6.815.098 | 1,02% | 18.820 | $178.151 | Turun ×1 | ||
| CNI Canadian National Railway Company Common Stock | $6.357.281 | 0,95% | 53.315 | $878.098 | |||
| JNJ Johnson & Johnson Common Stock | $5.815.659 | 0,87% | 22.899 | $218.227 | |||
| ABBV AbbVie Inc. Common Stock | $5.743.180 | 0,86% | 22.823 | $764.181 | Turun ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $5.349.175 | 0,80% | 217.889 | $-731.000 | Naik ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $5.228.383 | 0,78% | 8.385 | $-1.109.583 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $5.221.567 | 0,78% | 44.454 | $1.714.189 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 314352105) | $5.099.270 | 0,76% | 33.770 | Naik ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $4.731.274 | 0,71% | 21.458 | $-447.984 | Turun ×6 | ||
| MTB M&T Bank Corporation Common Stock | $3.432.818 | 0,51% | 14.423 | $233.826 | Turun ×3 | ||
| QSR Restaurant Brands International Inc. Common Shares | $3.032.078 | 0,45% | 41.816 | $-58.124 | |||
| BACPRL | $2.781.227 | 0,42% | 2.217 | $138.347 | Turun ×3 | ||
| ABT Abbott Laboratories Common Stock | $2.745.883 | 0,41% | 30.261 | $-299.104 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $2.430.548 | 0,36% | 5.609 | $1.232.129 | |||
| KHC The Kraft Heinz Company - Common Stock | $2.411.602 | 0,36% | 102.100 | $140.854 | Naik ×3 | ||
| CVX Chevron Corporation Common Stock | $2.232.124 | 0,33% | 13.466 | $-557.095 | Turun ×2 | ||
| SYK Stryker Corporation Common Stock | $2.222.141 | 0,33% | 7.058 | $-97.047 | |||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1.900.431 | 0,28% | 71.284 | $-78.117 | Turun ×1 | ||
| MHK Mohawk Industries, Inc. Common Stock | $1.709.297 | 0,26% | 14.088 | $322.193 | |||
| RTX RTX Corporation Common Stock | $1.503.800 | 0,22% | 7.926 | $-25.125 | |||
| INTC Intel Corporation - Common Stock | $1.153.344 | 0,17% | 8.260 | $788.830 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.030.118 | 0,15% | 2.157 | $301.160 | |||
| MCK McKesson Corporation Common Stock | $927.877 | 0,14% | 1.228 | $-262.858 | Turun ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $899.490 | 0,13% | 6.134 | $13.495 | |||
| WMT Walmart Inc. - Common Stock | $860.096 | 0,13% | 7.594 | $-83.686 | |||
| WFCPRL | $857.337 | 0,13% | 741 | $1.482 | |||
| WBS Webster Financial Corporation Common Stock | $846.657 | 0,13% | 11.079 | $77.553 | |||
| AMZN Amazon.com, Inc. - Common Stock | $753.869 | 0,11% | 3.163 | $95.111 | |||
| BRKA | $748.850 | 0,11% | 1 | $30.710 | |||
| CAC Camden National Corporation - Common Stock | $704.209 | 0,11% | 12.988 | $87.928 | |||
| MKL Markel Group Inc. Common Stock | $675.741 | 0,10% | 346 | $13.473 | |||
| CI The Cigna Group Common Stock | $634.891 | 0,09% | 2.303 | $20.566 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $630.210 | 0,09% | 1.257 | $12.357 | |||
| NYT New York Times Company (The) Common Stock | $559.840 | 0,08% | 8.000 | $-110.000 | |||
| BAC Bank of America Corporation Common Stock | $543.703 | 0,08% | 9.542 | $69.950 | Turun ×3 | ||
| CEF | $537.071 | 0,08% | 13.350 | Naik ×1 | |||
| MA Mastercard Incorporated Common Stock | $536.712 | 0,08% | 1.045 | $14.567 | |||
| SAM Boston Beer Company, Inc. (The) Common Stock | $530.205 | 0,08% | 2.995 | $-159.843 | |||
| FAST Fastenal Company - Common Stock | $500.857 | 0,07% | 10.428 | $16.998 | |||
| CARR Carrier Global Corporation Common Stock | $484.037 | 0,07% | 6.599 | $112.447 | |||
| NSC Norfolk Southern Corporation Common Stock | $445.774 | 0,07% | 1.417 | $39.095 | |||
| WFC Wells Fargo & Company Common Stock | $413.200 | 0,06% | 5.000 | $15.150 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $408.149 | 0,06% | 982 | $142.430 | |||
| CAT Caterpillar, Inc. Common Stock | $374.845 | 0,06% | 352 | $125.467 | |||
| ORCL Oracle Corporation Common Stock | $371.358 | 0,06% | 2.534 | $-354.483 | Turun ×1 | ||
| CMI Cummins Inc. Common Stock | $370.156 | 0,06% | 519 | $90.924 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $346.462 | 0,05% | 803 | Naik ×1 | |||
| KEY KeyCorp Common Stock | $342.454 | 0,05% | 14.857 | $44.571 | |||
| V Visa Inc. | $336.228 | 0,05% | 980 | $40.033 | |||
| ADX Adams Diversified Equity Fund Inc. | $316.099 | 0,05% | 12.372 | $50.150 | Naik ×6 | ||
| DRI Darden Restaurants, Inc. Common Stock | $309.015 | 0,05% | 1.500 | $14.955 | |||
| DEO Diageo plc Common Stock | $306.650 | 0,05% | 3.815 | Naik ×1 | |||
| FBP First BanCorp. New Common Stock | $286.770 | 0,04% | 11.000 | $51.810 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $271.080 | 0,04% | 3.496 | $-54.048 | |||
| MDT Medtronic plc. Ordinary Shares | $249.084 | 0,04% | 3.184 | $-26.810 | |||
| GE GE Aerospace Common Stock | $247.036 | 0,04% | 661 | ||||
| OFG OFG Bancorp Common Stock | $245.350 | 0,04% | 5.000 | $43.050 | |||
| MRNA Moderna, Inc. - Common Stock | $210.090 | 0,03% | 3.000 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $200.981 | 0,03% | 614 | $-4.637 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GOOG | Dipangkas | -209 | +$29.3M |
| GOOGL | Beli lebih banyak | +750 | +$8.0M |
| BRKB | Beli lebih banyak | +194 | +$3.1M |
| FDX | Dipangkas | -1 | -$2.9M |
| AXP | Dipangkas | -92 | +$2.7M |
| SPY | Dipangkas | -18 | +$2.6M |
| CSX | Dipangkas | -2K | +$2.5M |
| AAPL | Dipangkas | -555 | +$2.5M |
| QQQ | Dipangkas | -4 | +$2.2M |
| CSCO | Dipangkas | -750 | +$1.7M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IJR | 31 Des. 2025 | 10.172 | $1.208.739 | Tidak lagi dilacak |
| FLGPRU | 30 Sep. 2025 | 27.576 | $1.060.573 | Tidak lagi dilacak |
| PNC | 31 Maret 2026 | 3.890 | $811.960 | 17,6% |
| AMP | 31 Maret 2026 | 1.000 | $490.340 | 25,3% |
| COF | 31 Maret 2026 | 1.200 | $290.832 | 17,1% |
| INTC | 30 Juni 2025 | 10.196 | $231.551 | 305,9% |
| OTIS | 31 Maret 2026 | 2.537 | $221.607 | -7,0% |
| HIG | 30 Juni 2026 | 1.566 | $211.770 | 3,6% |
| GE | 31 Maret 2026 | 661 | $203.608 | 24,4% |
| GIS | 31 Des. 2025 | 4.000 | $201.680 | -14,4% |