Sign In
test

Patrick A. Terrion

Founders Capital Management, Llc

Assets Managed
$670.057M
Holdings
79
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.15%(2Q avg: 0.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Capital Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Founders Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 670.057M in assets, with a quarterly growth rate of 10.15% and a 2-quarter average growth rate of 0.25%. The portfolio is managed by Patrick A. Terrion, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.04%
23.27%
$155.884M
441,185 shares@ $353.34 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.14%
10.5%
$70.355M
140,600 shares@ $500.39 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 0.04%
7.78%
$52.127M
92,541 shares@ $563.3 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.13%
6.8%
$45.525M
122,044 shares@ $373.03 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.68%
5.99%
$40.078M
112,146 shares@ $357.37 avg price
AXP
American Express Co
Recent Activity
Decreased -0.12%
3.82%
$25.547M
75,527 shares@ $338.26 avg price
FDX
Fedex Corp
Recent Activity
Decreased 0%
3.19%
$21.338M
68,144 shares@ $313.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.75%
3.18%
$21.25M
73,438 shares@ $289.37 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.06%
3.02%
$20.175M
27,016 shares@ $746.77 avg price
CSX
Csx Corp
Recent Activity
Decreased -0.56%
2.86%
$19.153M
402,966 shares@ $47.54 avg price

1-10 of 79