Founders-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "QSR",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "ADX",
  "LOW",
  "COF",
  null,
  "GD",
  "GIS",
  "HD",
  "UNP",
  "META",
  null,
  "LRCX",
  "MA",
  "MDT",
  "MSFT",
  "AMP",
  "FAST",
  "IJR",
  "ORCL",
  "KHC",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "INTC",
  "LMT",
  "PG",
  "AMGN",
  "NYT",
  "REGN",
  "SHEL",
  "RTX",
  "SYK",
  "CI",
  "UPS",
  "OFG",
  "TSM",
  "DRI",
  "AMZN",
  "VONE",
  "V",
  "WBD",
  "WMT",
  null,
  "WBS",
  "WFC",
  "FBP",
  "MTB",
  "NSC",
  "MHK",
  "KEY",
  "MKL",
  "OTIS",
  "MCK",
  "FDX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "SAM",
  "CAC",
  "CARR",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CSX",
  "QQQ",
  "DIS",
  "GOOG",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 76
Total Value: 543696020
Accession Number: 0001172661-25-001496
Form Type: 13F-HR
CIK: founders-capital-management
Manager Name: Founders-Capital-Management

Data Enrichment

96% identified

73 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $543.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:141.8K

Value:$75.5M

% of Portfolio:13.9% ($75.5M/$543.7M)

Alphabet Inc.

GOOG|02079K107

Shares:456.4K

Value:$71.3M

% of Portfolio:13.1% ($71.3M/$543.7M)

Meta Platforms, Inc.

META|30303M102

Shares:93.3K

Value:$53.8M

% of Portfolio:9.9% ($53.8M/$543.7M)

MICROSOFT CORP

MSFT|594918104

Shares:123.3K

Value:$46.3M

% of Portfolio:8.5% ($46.3M/$543.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:290.9K

Value:$20.9M

% of Portfolio:3.8% ($20.9M/$543.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:77.0K

Value:$20.7M

% of Portfolio:3.8% ($20.7M/$543.7M)

Apple Inc.

AAPL|037833100

Shares:84.1K

Value:$18.7M

% of Portfolio:3.4% ($18.7M/$543.7M)

FEDEX CORP

FDX|31428X106

Shares:71.0K

Value:$17.3M

% of Portfolio:3.2% ($17.3M/$543.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:105.4K

Value:$16.3M

% of Portfolio:3.0% ($16.3M/$543.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:27.0K

Value:$15.1M

% of Portfolio:2.8% ($15.1M/$543.7M)

HOME DEPOT, INC.

HD|437076102

Shares:35.9K

Value:$13.1M

% of Portfolio:2.4% ($13.1M/$543.7M)

CSX CORP

CSX|126408103

Shares:413.9K

Value:$12.2M

% of Portfolio:2.2% ($12.2M/$543.7M)

PEPSICO INC

PEP|713448108

Shares:76.9K

Value:$11.5M

% of Portfolio:2.1% ($11.5M/$543.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:48.3K

Value:$11.4M

% of Portfolio:2.1% ($11.4M/$543.7M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:102.8K

Value:$11.3M

% of Portfolio:2.1% ($11.3M/$543.7M)

COCA COLA CO

KO|191216100

Shares:133.2K

Value:$9.5M

% of Portfolio:1.8% ($9.5M/$543.7M)

Walt Disney Co

DIS|254687106

Shares:83.3K

Value:$8.2M

% of Portfolio:1.5% ($8.2M/$543.7M)

COMCAST CORP

CMCSA|20030N101

Shares:221.7K

Value:$8.2M

% of Portfolio:1.5% ($8.2M/$543.7M)

92206C730

VONE|92206C730

Shares:30.2K

Value:$7.7M

% of Portfolio:1.4% ($7.7M/$543.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:25.2K

Value:$6.9M

% of Portfolio:1.3% ($6.9M/$543.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	141.8K	QoQ -0.14% (-211) YoY -1.19% (-1.7K)	All Managers (Combined)	$75.5M	13.9% ($75.5M/$543.7M)	QoQ +17.32% (-$11.1M) YoY +25.13% (-$15.2M)
Alphabet Inc.(GOOGcusip02079K107)	456.4K	QoQ -0.16% (-740) YoY -1.92% (-9.0K)	All Managers (Combined)	$71.3M	13.1% ($71.3M/$543.7M)	QoQ -18.09% (-$15.8M) YoY +0.63% (-$447.9K)
Meta Platforms, Inc.(METAcusip30303M102)	93.3K	QoQ -2.64% (-2.5K) YoY -6.08% (-6.0K)	All Managers (Combined)	$53.8M	9.9% ($53.8M/$543.7M)	QoQ -4.16% (-$2.3M) YoY +11.47% (-$5.5M)
MICROSOFT CORP(MSFTcusip594918104)	123.3K	QoQ -0.38% (-471) YoY -0.40% (-506)	All Managers (Combined)	$46.3M	8.5% ($46.3M/$543.7M)	QoQ -11.27% (-$5.9M) YoY -11.13% (-$5.8M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	290.9K	QoQ -1.23% (-3.6K) YoY -3.65% (-11.0K)	All Managers (Combined)	$20.9M	3.8% ($20.9M/$543.7M)	QoQ +0.94% (-$195.9K) YoY +19.33% (-$3.4M)
AMERICAN EXPRESS CO(AXPcusip025816109)	77.0K	QoQ -0.35% (-274) YoY -4.31% (-3.5K)	All Managers (Combined)	$20.7M	3.8% ($20.7M/$543.7M)	QoQ -9.66% (-$2.2M) YoY +13.06% (-$2.4M)
Apple Inc.(AAPLcusip037833100)	84.1K	QoQ +2.18% (-1.8K) YoY -0.62% (-533)	All Managers (Combined)	$18.7M	3.4% ($18.7M/$543.7M)	QoQ -9.35% (-$1.9M) YoY +28.72% (-$4.2M)
FEDEX CORP(FDXcusip31428X106)	71.0K	QoQ -0.40% (-287) YoY -1.88% (-1.4K)	All Managers (Combined)	$17.3M	3.2% ($17.3M/$543.7M)	QoQ -13.69% (-$2.7M) YoY -17.44% (-$3.7M)
Alphabet Inc.(GOOGLcusip02079K305)	105.4K	QoQ +2.52% (-2.6K) YoY +5.94% (+5.9K)	All Managers (Combined)	$16.3M	3.0% ($16.3M/$543.7M)	QoQ -16.24% (-$3.2M) YoY +8.54% (+$1.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	27.0K	QoQ -2.36% (-653) YoY +5.22% (+1.3K)	All Managers (Combined)	$15.1M	2.8% ($15.1M/$543.7M)	QoQ -6.80% (-$1.1M) YoY +12.53% (+$1.7M)
HOME DEPOT, INC.(HDcusip437076102)	35.9K	QoQ -2.77% (-1.0K) YoY -10.48% (-4.2K)	All Managers (Combined)	$13.1M	2.4% ($13.1M/$543.7M)	QoQ -8.39% (-$1.2M) YoY -14.47% (-$2.2M)
CSX CORP(CSXcusip126408103)	413.9K	QoQ -0.76% (-3.2K) YoY -2.99% (-12.8K)	All Managers (Combined)	$12.2M	2.2% ($12.2M/$543.7M)	QoQ -9.50% (-$1.3M) YoY -22.98% (-$3.6M)
PEPSICO INC(PEPcusip713448108)	76.9K	QoQ +0.45% (-350) YoY -1.46% (-1.1K)	All Managers (Combined)	$11.5M	2.1% ($11.5M/$543.7M)	QoQ -0.94% (-$109.8K) YoY -15.58% (-$2.1M)
UNION PACIFIC CORP(UNPcusip907818108)	48.3K	QoQ -0.50% (-244) YoY -0.99% (-484)	All Managers (Combined)	$11.4M	2.1% ($11.4M/$543.7M)	QoQ +3.07% (-$340.6K) YoY -4.89% (-$587.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	102.8K	QoQ +8.26% (-7.8K) YoY +3711.19% (+100.1K)	All Managers (Combined)	$11.3M	2.1% ($11.3M/$543.7M)	QoQ -5.56% (-$667.0K) YoY +2720.37% (+$10.9M)
COCA COLA CO(KOcusip191216100)	133.2K	QoQ -1.90% (-2.6K) YoY -4.11% (-5.7K)	All Managers (Combined)	$9.5M	1.8% ($9.5M/$543.7M)	QoQ +12.84% (-$1.1M) YoY +12.24% (-$1.0M)
Walt Disney Co(DIScusip254687106)	83.3K	QoQ -2.90% (-2.5K) YoY -9.09% (-8.3K)	All Managers (Combined)	$8.2M	1.5% ($8.2M/$543.7M)	QoQ -13.93% (-$1.3M) YoY -26.67% (-$3.0M)
COMCAST CORP(CMCSAcusip20030N101)	221.7K	QoQ +1.10% (-2.4K) YoY +15.95% (-30.5K)	All Managers (Combined)	$8.2M	1.5% ($8.2M/$543.7M)	QoQ -0.59% (-$48.8K) YoY -1.29% (-$107.6K)
(VONEcusip92206C730)	30.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.7M	1.4% ($7.7M/$543.7M)	QoQ -4.82% (-$388.4K) YoY +6.52% (+$469.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	25.2K	QoQ -2.54% (-658) YoY -5.94% (-1.6K)	All Managers (Combined)	$6.9M	1.3% ($6.9M/$543.7M)	QoQ +0.81% (-$55.5K) YoY -9.24% (-$699.5K)