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James Walter

Founders Capital Management

Assets Managed
$231.122M
Holdings
420
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.84%(2Q avg: 9.6%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Capital Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 420 positions.

Assets under management

The assets under management (AUM) of Founders Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 231.122M in assets, with a quarterly growth rate of 12.84% and a 2-quarter average growth rate of 9.6%. The portfolio is managed by James Walter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLW
Corning Inc
Recent Activity
Decreased -1.44%
11.61%
$26.823M
105,013 shares@ $255.43 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.06%
8.91%
$20.572M
27,936 shares@ $736.4 avg price
AMAT
Applied Materials Inc
Recent Activity
Increased 0.69%
5.3%
$12.228M
16,913 shares@ $723.0 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.57%
5.22%
$12.043M
32,285 shares@ $373.02 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.81%
5.13%
$11.851M
46,663 shares@ $253.97 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.33%
4.91%
$11.343M
39,199 shares@ $289.36 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.37%
4.67%
$10.786M
32,950 shares@ $327.34 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.53%
4.49%
$10.365M
87,110 shares@ $118.99 avg price
RTX
Rtx Corp
Recent Activity
Increased 0.57%
4.23%
$9.767M
51,478 shares@ $189.73 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 3.51%
3.62%
$8.353M
61,095 shares@ $136.72 avg price

1-10 of 420