FOUNDERS CAPITAL MANAGEMENT, LLC
SEC Form 13F institutional filer · CIK 0001585828
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.59B
Top-10 concentration
71.5%
FOUNDERS CAPITAL MANAGEMENT, LLC — $593M AUM allocation strategy
FOUNDERS CAPITAL MANAGEMENT, LLC files SEC Form 13F and reports $593M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 36.9%, followed by Financials 15.2% and Industrials 13.6%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
FOUNDERS CAPITAL MANAGEMENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$593M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KHC +3K sh · −$105K+$MSFT +1.46K sh · −$13.1M+$BRK.B +139 sh · −$3.22M
Biggest trims (shares)
−$WFC −238K sh · −$22.3M−$MDT −4.33K sh · −$445K−$UPS −2.85K sh · −$376K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$PNC ($812K last qtr)$AMP ($490K last qtr)$COF ($291K last qtr)$OTIS ($222K last qtr)$GE ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services35.7%—
- Multi-Sector Holdings11.3%—
- Systems Software7.6%—
- Air Freight & Logistics6.0%—
- Rail Transportation4.8%—
- Consumer Finance3.9%—
- Soft Drinks & Non-alcoholic Beverages3.9%—
- Technology Hardware, Storage & Peripherals3.2%—
- Other holdings23.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 441K | $127M | -1.74K | 21.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 140K | $67.3M | +139 | 11.3% |
| $META | Meta Platforms Inc | 92.5K | $52.9M | +0 | 8.9% |
| $MSFT | Microsoft Corporation | 122K | $45.1M | +1.46K | 7.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 111K | $32M | -11 | 5.4% |
| $FDX | FedEx Corporation | 68.1K | $24.3M | -173 | 4.1% |
| $AXP | American Express Company | 75.6K | $22.9M | -212 | 3.9% |
| $AAPL | Apple Inc | 74K | $18.8M | -323 | 3.2% |
| $CSX | CSX Corporation | 405K | $16.6M | -928 | 2.8% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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