SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Founders Capital Management

CIK 0001704300 · 4400 POST OAK PARKWAY, STE 2530, HOUSTON, TX, 77027 · 7138771188

Reported Value
$155M
Q1 2025
Positions
370
Filings on Record
29
2019–present window
Filed
Apr 8, 2025
original filing

Summary

Founders Capital Management reported $155M in U.S.-listed holdings across 370 positions for Q1 2025.

Its largest position, NDQ, represents 9.2% of the portfolio.

Compared with Q4 2024, the fund opened 16 new positions and exited 14.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+52.5%
share of reported value
Largest Position
+9.2%
Invesco Qqq Tr
New / Exited
16 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $94MQ4 ’18Q1 ’19: $107MQ2 ’19: $113MQ3 ’19: $125MQ4 ’19: $132MQ4 ’19Q1 ’20: $96MQ4 ’20: $141MQ2 ’21: $153MQ3 ’21: $146MQ3 ’21Q4 ’21: $156MQ1 ’22: $156MQ2 ’22: $127MQ3 ’22: $123MQ3 ’22Q1 ’23: $130,771Q3 ’23: $131MQ4 ’23: $138MQ1 ’24: $148MQ1 ’24Q2 ’24: $154MQ3 ’24: $164MQ4 ’24: $158MQ1 ’25: $155MQ1 ’25Q2 ’25: $167MQ3 ’25: $189MQ4 ’25: $193MQ1 ’26: $205MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 75.7%ETP: 21.7%MLP: 1.2%Other: 0.7%REIT: 0.3%Other: 0.4%
  • Common Stock · 75.7% · $117M
  • ETP · 21.7% · $33M
  • MLP · 1.2% · $2M
  • Other · 0.7% · $1M
  • REIT · 0.3% · $538,594
  • Other · 0.4% · $569,864

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CQPCHENIERE ENERGY PARTNERS LPNEW+21.8K21.8K+$1M$1M
PAGPEURPLAINS GP HLDGS L PNEW+66.4K66.4K+$1M$1M
GEVGE VERNOVA INCNEW+7575+$22,896$22,896
SNDKSANDISK CORPNEW+450450+$21,424$21,424
NRANRG ENERGY INCNEW+100100+$9,546$9,546
TLSTELOS CORP MDNEW+4.0K4.0K+$9,520$9,520
JOEST JOE CONEW+200200+$9,390$9,390
VALARIS LTDNEW+200200+$7,852$7,852

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

49 positions
#IssuerClass% PortfolioValueShares
1NDQINVESCO QQQ TRhistory →UNIT SER 19.21%$14M30.4K
2MSFTMICROSOFT CORPhistory →COM6.75%$10M27.8K
3AAPLAPPLE INChistory →COM5.54%$9M38.5K
4JPMJPMORGAN CHASE & CO.history →COM5.51%$9M34.7K
5RTXRTX CORPORATIONhistory →COM4.68%$7M54.7K
6SPDR SER TRPRTFLO S&P500 GW4.43%$7M85.2K
7EXMOCEXXON MOBIL CORPhistory →COM4.43%$7M57.6K
8GLWCORNING INChistory →COM4.37%$7M147.4K
9CHVCHEVRON CORP NEWhistory →COM3.81%$6M35.2K
10JNJJOHNSON & JOHNSONhistory →COM3.75%$6M35.0K
11SPDR S&P 500 ETF TRTR UNIT3.75%$6M10.3K
12APDAIR PRODS & CHEMS INChistory →COM3.68%$6M19.3K
13ABBVABBVIE INChistory →COM3.43%$5M25.3K
14LMTLOCKHEED MARTIN CORPhistory →COM2.87%$4M9.9K
15MRKMERCK & CO INChistory →COM2.14%$3M36.8K
16ADBEADOBE INChistory →COM1.98%$3M8.0K
17MCDMCDONALDS CORPhistory →COM1.82%$3M9.0K
18EMREMERSON ELEC COhistory →COM1.73%$3M24.4K
19AMATAPPLIED MATLS INChistory →COM1.59%$2M16.9K
20NOCNORTHROP GRUMMAN CORPhistory →COM1.56%$2M4.7K
21LOWLOWES COS INChistory →COM1.52%$2M10.1K
22HDHOME DEPOT INChistory →COM1.39%$2M5.9K
23GOOGALPHABET INCCAP STK CL C · CAP STK CL A1.37%$2M13.6K
24SCHWAB STRATEGIC TRFUNDAMENTAL US S1.28%$2M72.5K
25SLBSCHLUMBERGER LTDhistory →COM STK1.05%$2M38.8K
26CQPCHENIERE ENERGY PARTNERS LPCOM UNIT0.93%$1M21.8K
27PAGPEURPLAINS GP HLDGS L PLTD PARTNR INT A0.92%$1M66.4K
28PEPPEPSICO INCCOM0.87%$1M9.0K
29KOCOCA COLA COCOM0.50%$775,89510.8K
30BABOEING COCOM0.42%$651,0423.8K
31AMZNAMAZON COM INCCOM0.41%$637,7523.4K
32EXCHANGE TRADED CONCEPTS TRUBITWISE CRYPTO0.37%$570,05847.0K
33TXNTEXAS INSTRS INCCOM0.37%$568,9303.2K
34SPDR DOW JONES INDL AVERAGEUT SER 10.33%$517,4211.2K
35WMTWALMART INCCOM0.32%$501,1935.7K
36INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT0.30%$460,1512.7K
37COSTCOSTCO WHSL CORP NEWCOM0.28%$433,167458
38PFEPFIZER INCCOM0.27%$423,49816.7K
39PGPROCTER AND GAMBLE COCOM0.26%$399,1012.3K
40EPDENTERPRISE PRODS PARTNERS LCOM0.23%$362,58010.6K
41WFCWELLS FARGO CO NEWCOM0.23%$354,7774.9K
42VLOVALERO ENERGY CORPCOM0.22%$347,3442.6K
43BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.22%$343,514645
44OKEONEOK INC NEWCOM0.22%$341,7143.4K
45ORCLORACLE CORPCOM0.22%$341,5562.4K
46MAMASTERCARD INCORPORATEDCL A0.21%$323,391590
47SCHWSCHWAB CHARLES CORPCOM0.19%$288,0703.7K
48IBMINTERNATIONAL BUSINESS MACHSCOM0.19%$285,9591.1K
49PSAPUBLIC STORAGE OPER COCOM0.16%$254,397850

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$205M390Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$193M407Jan 15, 202613F-HRchanges · EDGAR ↗
Q3 2025$189M396Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$167M383Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$155M370Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$158M368Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$164M376Oct 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$154M370Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$148M356Apr 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$138M381Jan 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$131M402Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023Under review395Jul 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$130,771401Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review391Jan 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$123M397Oct 6, 202213F-HRchanges · EDGAR ↗
Q2 2022$127M403Jul 20, 202213F-HRchanges · EDGAR ↗
Q1 2022$156M317Apr 7, 202213F-HRchanges · EDGAR ↗
Q4 2021$156M317Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$146M313Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$153M309Jul 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$141M333Jan 12, 202113F-HRchanges · EDGAR ↗
Q1 2020$96M333Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$132M317Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$125M333Oct 10, 201913F-HRchanges · EDGAR ↗
Q2 2019$113M333Jul 11, 201913F-HRchanges · EDGAR ↗
Q1 2019$107M327Apr 17, 201913F-HRchanges · EDGAR ↗
Q4 2018$94M344Jan 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.