FOUNDERS CAPITAL MANAGEMENT, LLC
CIK 1585828 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $670.1M
- 持仓
- 79
- 截至
- 2026年6月30日
按 13F 价值排名第 3159（共 9443） · 前 33.5%
投资组合价值同比（季度）：+10.1% 13F不披露现金
- 前十大持仓权重
- 70.36%
- 前二十五大持仓权重
- 89.98%
- 持仓高于 1%
- 21
- 有效持仓数量
- 11.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.33% 估计买入 $7589068 · 卖出 $2112856
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.8% 仍持有
- 新仓位
- 6
- 增加
- 11
- 减少
- 24
- 已结清
- 1
本页内容
与标普500指数的表现对比
年化：+23.4% · 标普500指数：+21.7%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：86.7% · 已排除期权：0.0%
行业细分
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%
其他/未映射
18.1%
完整投资组合 79 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. - Class C Capital Stock | $155884010 | 23.26% | 441185 | $29265821 | 下跌 ×6 | ||
| BRKB | $70354834 | 10.50% | 140600 | $3072279 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $52127420 | 7.78% | 92541 | $-799754 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $45524853 | 6.79% | 122044 | $404832 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $40077616 | 5.98% | 112146 | $8044582 | 上涨 ×1 | ||
| AXP American Express Company Common Stock | $25547008 | 3.81% | 75527 | $2673773 | 下跌 ×4 | ||
| FDX FedEx Corporation Common Stock | $21337931 | 3.18% | 68144 | $-2933955 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $21250020 | 3.17% | 73438 | $2471337 | 下跌 ×5 | ||
| SPY SPY | $20174621 | 3.01% | 27016 | $2593605 | 下跌 ×1 | ||
| CSX CSX Corporation - Common Stock | $19152974 | 2.86% | 402966 | $2516805 | 下跌 ×6 | ||
| UNP Union Pacific Corporation Common Stock | $13495824 | 2.01% | 49617 | $1457747 | |||
| UPS United Parcel Service, Inc. Common Stock | $12352825 | 1.84% | 114910 | $1052013 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $11409752 | 1.70% | 84267 | $-1622340 | 上涨 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $10775432 | 1.61% | 30553 | $361459 | 下跌 ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $10405811 | 1.55% | 128040 | $667989 | 下跌 ×6 | ||
| VONE Vanguard Russell 1000 ETF | $10230699 | 1.53% | 30204 | $1316895 | |||
| QQQ Invesco QQQ Trust, Series 1 | $10059224 | 1.50% | 13660 | $2172636 | 下跌 ×1 | ||
| GD General Dynamics Corporation Common Stock | $8022119 | 1.20% | 22646 | $181258 | 下跌 ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $7434831 | 1.11% | 77245 | $-38860 | 下跌 ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $7210897 | 1.08% | 14154 | $-1366001 | 下跌 ×6 | ||
| AMGN Amgen Inc. - Common Stock | $6815098 | 1.02% | 18820 | $178151 | 下跌 ×1 | ||
| CNI Canadian National Railway Company Common Stock | $6357281 | 0.95% | 53315 | $878098 | |||
| JNJ Johnson & Johnson Common Stock | $5815659 | 0.87% | 22899 | $218227 | |||
| ABBV AbbVie Inc. Common Stock | $5743180 | 0.86% | 22823 | $764181 | 下跌 ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $5349175 | 0.80% | 217889 | $-731000 | 上涨 ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $5228383 | 0.78% | 8385 | $-1109583 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $5221567 | 0.78% | 44454 | $1714189 | 下跌 ×2 | ||
| 未知发行人 (CUSIP: 314352105) | $5099270 | 0.76% | 33770 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $4731274 | 0.71% | 21458 | $-447984 | 下跌 ×6 | ||
| MTB M&T Bank Corporation Common Stock | $3432818 | 0.51% | 14423 | $233826 | 下跌 ×3 | ||
| QSR Restaurant Brands International Inc. Common Shares | $3032078 | 0.45% | 41816 | $-58124 | |||
| BACPRL | $2781227 | 0.42% | 2217 | $138347 | 下跌 ×3 | ||
| ABT Abbott Laboratories Common Stock | $2745883 | 0.41% | 30261 | $-299104 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $2430548 | 0.36% | 5609 | $1232129 | |||
| KHC The Kraft Heinz Company - Common Stock | $2411602 | 0.36% | 102100 | $140854 | 上涨 ×3 | ||
| CVX Chevron Corporation Common Stock | $2232124 | 0.33% | 13466 | $-557095 | 下跌 ×2 | ||
| SYK Stryker Corporation Common Stock | $2222141 | 0.33% | 7058 | $-97047 | |||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1900431 | 0.28% | 71284 | $-78117 | 下跌 ×1 | ||
| MHK Mohawk Industries, Inc. Common Stock | $1709297 | 0.26% | 14088 | $322193 | |||
| RTX RTX Corporation Common Stock | $1503800 | 0.22% | 7926 | $-25125 | |||
| INTC Intel Corporation - Common Stock | $1153344 | 0.17% | 8260 | $788830 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1030118 | 0.15% | 2157 | $301160 | |||
| MCK McKesson Corporation Common Stock | $927877 | 0.14% | 1228 | $-262858 | 下跌 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $899490 | 0.13% | 6134 | $13495 | |||
| WMT Walmart Inc. - Common Stock | $860096 | 0.13% | 7594 | $-83686 | |||
| WFCPRL | $857337 | 0.13% | 741 | $1482 | |||
| WBS Webster Financial Corporation Common Stock | $846657 | 0.13% | 11079 | $77553 | |||
| AMZN Amazon.com, Inc. - Common Stock | $753869 | 0.11% | 3163 | $95111 | |||
| BRKA | $748850 | 0.11% | 1 | $30710 | |||
| CAC Camden National Corporation - Common Stock | $704209 | 0.11% | 12988 | $87928 | |||
| MKL Markel Group Inc. Common Stock | $675741 | 0.10% | 346 | $13473 | |||
| CI The Cigna Group Common Stock | $634891 | 0.09% | 2303 | $20566 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $630210 | 0.09% | 1257 | $12357 | |||
| NYT New York Times Company (The) Common Stock | $559840 | 0.08% | 8000 | $-110000 | |||
| BAC Bank of America Corporation Common Stock | $543703 | 0.08% | 9542 | $69950 | 下跌 ×3 | ||
| CEF | $537071 | 0.08% | 13350 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $536712 | 0.08% | 1045 | $14567 | |||
| SAM Boston Beer Company, Inc. (The) Common Stock | $530205 | 0.08% | 2995 | $-159843 | |||
| FAST Fastenal Company - Common Stock | $500857 | 0.07% | 10428 | $16998 | |||
| CARR Carrier Global Corporation Common Stock | $484037 | 0.07% | 6599 | $112447 | |||
| NSC Norfolk Southern Corporation Common Stock | $445774 | 0.07% | 1417 | $39095 | |||
| WFC Wells Fargo & Company Common Stock | $413200 | 0.06% | 5000 | $15150 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $408149 | 0.06% | 982 | $142430 | |||
| CAT Caterpillar, Inc. Common Stock | $374845 | 0.06% | 352 | $125467 | |||
| ORCL Oracle Corporation Common Stock | $371358 | 0.06% | 2534 | $-354483 | 下跌 ×1 | ||
| CMI Cummins Inc. Common Stock | $370156 | 0.06% | 519 | $90924 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $346462 | 0.05% | 803 | 上涨 ×1 | |||
| KEY KeyCorp Common Stock | $342454 | 0.05% | 14857 | $44571 | |||
| V Visa Inc. | $336228 | 0.05% | 980 | $40033 | |||
| ADX Adams Diversified Equity Fund Inc. | $316099 | 0.05% | 12372 | $50150 | 上涨 ×6 | ||
| DRI Darden Restaurants, Inc. Common Stock | $309015 | 0.05% | 1500 | $14955 | |||
| DEO Diageo plc Common Stock | $306650 | 0.05% | 3815 | 上涨 ×1 | |||
| FBP First BanCorp. New Common Stock | $286770 | 0.04% | 11000 | $51810 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $271080 | 0.04% | 3496 | $-54048 | |||
| MDT Medtronic plc. Ordinary Shares | $249084 | 0.04% | 3184 | $-26810 | |||
| GE GE Aerospace Common Stock | $247036 | 0.04% | 661 | ||||
| OFG OFG Bancorp Common Stock | $245350 | 0.04% | 5000 | $43050 | |||
| MRNA Moderna, Inc. - Common Stock | $210090 | 0.03% | 3000 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $200981 | 0.03% | 614 | $-4637 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IJR | 2025年12月31日 | 10172 | $1208739 | 不再跟踪 |
| FLGPRU | 2025年9月30日 | 27576 | $1060573 | 不再跟踪 |
| PNC | 2026年3月31日 | 3890 | $811960 | 17.2% |
| AMP | 2026年3月31日 | 1000 | $490340 | 25.9% |
| COF | 2026年3月31日 | 1200 | $290832 | 19.3% |
| INTC | 2025年6月30日 | 10196 | $231551 | 310.4% |
| OTIS | 2026年3月31日 | 2537 | $221607 | -6.7% |
| HIG | 2026年6月30日 | 1566 | $211770 | 4.0% |
| GE | 2026年3月31日 | 661 | $203608 | 22.8% |
| GIS | 2025年12月31日 | 4000 | $201680 | -15.4% |