1y return+41.1%S&P 500 +20.9%
3y return+73.1%S&P 500 +68.5%
5y return+82.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $203 against $200 in the S&P 500.2
Founders Capital ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLWCorning Inc | $26.8M | 11.6% | −1.4% |
| QQQInvesco Qqq Tr | $20.6M | 8.9% | |
| AMATApplied Matls Inc | $12.2M | 5.3% | |
| MSFTMicrosoft Corp | $12.0M | 5.2% | |
| JNJJohnson & Johnson | $11.9M | 5.1% | |
| AAPLApple Inc | $11.3M | 4.9% | |
| JPMJpmorgan Chase & Co | $10.8M | 4.7% | |
| SPYGSpdr Series Trust | $10.4M | 4.5% | |
| RTXRtx Corporation | $9.8M | 4.2% | |
| Exxon Mobil CorpCUSIP 30231G102 | $8.4M | 3.6% | +3.5% |
| SPYState Str Spdr S&p 500 Etf T | $7.9M | 3.4% | +1.2% |
| GOOGAlphabet Inc | $7.9M | 3.4% | +1.0% |
| LMTLockheed Martin Corp | $7.7M | 3.3% | +1.0% |
| CVXChevron Corporation | $6.9M | 3.0% | +12.2% |
| ABBVAbbvie Inc | $6.3M | 2.7% | +1.6% |
| PAGPPlains Gp Hldgs L P | $6.3M | 2.7% | +1.1% |
| FNDASchwab Strategic Tr | $5.3M | 2.3% | +1.1% |
| MRKMerck & Co Inc | $5.0M | 2.1% | +5.0% |
| NOCNorthrop Grumman Corp | $2.5M | 1.1% | +3.4% |
| BITQBitwise Funds Trust | $2.4M | 1.1% | +1.1% |
| MCDMcdonalds Corp | $2.3M | 1.0% | +1.7% |
| CQPCheniere Energy Partners L P | $2.0M | 0.9% | +2.2% |
| SLBSlb Limited | $1.5M | 0.7% | +3.2% |
| ADBEAdobe Inc | $1.2M | 0.5% | −4.4% |
| AMZNAmazon Com Inc | $1.2M | 0.5% | +8.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2020 | +1053.1% | $462K |
| AMATApplied Matls Inc | December 31, 2020 | +737.7% | $12.2M |
| GLWCorning Inc | December 31, 2020 | +609.5% | $26.8M |
| VLOValero Energy Corp | December 31, 2020 | +360.4% | $685K |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $529K |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $7.9M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $8.4M |
| RTXRtx Corporation | December 31, 2020 | +165.3% | $9.8M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $10.8M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $6.3M |
Sold off last quarter
- VRTXVertex Pharmaceuticals Inc was $33K
- GROWU S Global Invs Inc was $17K
- SYKStryker Corporation was $17K
- UBERUber Technologies Inc was $11K
- EWGIshares Inc was $9,918
- SGMOQSangamo Therapeutics Inc was $1,481
- CTRACoterra Energy Inc was $1,401
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | +6.5% | −4.6% |
| December 31, 2025 | +3.6% | +2.4% |
| September 30, 2025 | +11.9% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +13.0% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Founders Capital Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1704300&type=13F-HR&dateb=&owner=include&count=40CIK 1704300
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1704300/000170430026000003/Filed July 21, 2026 · accession 0001704300-26-000003