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FOUNDERS CAPITAL MANAGEMENT, LLC13F | |
FOUNDERS CAPITAL MANAGEMENT, LLC | |
Last update 2024-10-15 | 77 Stocks (0 new) |
Value $577.00 Mil | Turnover 1 % |
Portfolio Report |
FOUNDERS CAPITAL MANAGEMENT, L... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOG | Alphabet Inc | 458,661 | 76683.460 | -1.59% | 13.300 | -0.24% | 0.000 | +6.84% | +21.93% | 2087029.120 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 142,394 | 65538.260 | -0.74% | 11.370 | -0.08% | 0.010 | +7.58% | +24.79% | 959232.641 | Insurance | |
META | Meta Platforms Inc | 97,732 | 55945.710 | -1.35% | 9.700 | -0.12% | 0.000 | +20.44% | +62.21% | 1445092.971 | Interactive Media | |
MSFT | Microsoft Corp | 123,612 | 53190.240 | -0.07% | 9.220 | -0.01% | 0.000 | +4.32% | +10.02% | 3059156.044 | Software | |
AXP | American Express Co | 78,730 | 21351.580 | -1.85% | 3.700 | -0.06% | 0.010 | +22.46% | +49.06% | 194384.523 | Credit Services | |
FDX | FedEx Corp | 71,895 | 19676.220 | -0.20% | 3.410 | -0.01% | 0.030 | -2.23% | +10.56% | 67291.568 | Transportation | |
AAPL | Apple Inc | 83,230 | 19392.590 | -1.67% | 3.360 | -0.05% | 0.000 | +6.90% | +16.50% | 3377630.649 | Hardware | |
GOOGL | Alphabet Inc | 102,164 | 16943.900 | +1.74% | 2.940 | +0.05% | 0.000 | +6.73% | +21.81% | 2087029.120 | Interactive Media | |
WFC | Wells Fargo & Co | 296,606 | 16755.270 | -0.96% | 2.910 | -0.03% | 0.010 | +23.87% | +32.85% | 213320.467 | Banks | |
HD | The Home Depot Inc | 38,722 | 15690.150 | -2.82% | 2.720 | -0.07% | 0.000 | +15.00% | +17.66% | 397406.747 | Retail - Cyclical |
FOUNDERS CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns
FOUNDERS CAPITAL MANAGEMENT, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
UPS | United Parcel Service Inc | 2024-09-30 | Add | +0.42% | 123.32 ($131.29) 147.38 | $133.84 | 1.94% | Add 54.4% | 50,293 | 17,720 | |
GOOG | Alphabet Inc | 2024-09-30 | Reduce | -0.24% | 149.54 ($169.25) 192.66 | $171.41 | 1.28% | Reduce -1.59% | 458,661 | -7,388 | |
CVX | Chevron Corp | 2024-09-30 | Add | +0.22% | 137.88 ($148.84) 161.97 | $153.41 | 3.07% | Add 506.55% | 10,190 | 8,510 | |
KMX | CarMax Inc | 2024-09-30 | Reduce | -0.17% | 71.21 ($79.07) 85.78 | $73.87 | -6.58% | Reduce -11% | 104,202 | -12,884 | |
INTC | Intel Corp | 2024-09-30 | Reduce | -0.16% | 18.89 ($24.97) 34.87 | $23.32 | -6.61% | Reduce -72.59% | 10,636 | -28,164 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce | -0.12% | 453.41 ($514.55) 572.44 | $572.43 | 11.25% | Reduce -1.35% | 97,732 | -1,338 | |
BRK.B | Berkshire Hathaway Inc | 2024-09-30 | Reduce | -0.08% | 405.19 ($442.18) 478.57 | $445.06 | 0.65% | Reduce -0.74% | 142,394 | -1,061 | |
CMCSA | Comcast Corp | 2024-09-30 | Add | +0.07% | 37.33 ($39.48) 41.77 | $42.56 | 7.80% | Add 4.8% | 225,315 | 10,320 | |
HD | The Home Depot Inc | 2024-09-30 | Reduce | -0.07% | 333.64 ($364.74) 405.2 | $400.09 | 9.69% | Reduce -2.82% | 38,722 | -1,123 | |
AXP | American Express Co | 2024-09-30 | Reduce | -0.06% | 225.92 ($249) 271.2 | $275.94 | 10.82% | Reduce -1.85% | 78,730 | -1,488 |
FOUNDERS CAPITAL MANAGEMENT, LLC Total Holding History ($B)
FOUNDERS CAPITAL MANAGEMENT, LLC's Asset Allocation
FOUNDERS CAPITAL MANAGEMENT, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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FOUNDERS CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2024-09-30
FOUNDERS CAPITAL MANAGEMENT, LLC's Yearly Returns
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FOUNDERS CAPITAL MANAGEMENT, LLC's Holdings Heat Map
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FOUNDERS CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart
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