Founders Capital Management, LLC: A Look Into Their Q4 2022 vs. Q1 2023 13F Holdings

The latest data from Founders Capital Management, LLC's Q4 2022 vs. Q1 2023 13F filings show interesting changes in their holdings. Despite the market fluctuations, Founders Capital Management LLC has managed to keep a diverse portfolio, investing in a variety of companies that belong to different sectors.

Among the companies that the firm increased their stakes in were Alphabet Inc (GOOG), Microsft Corp (MSFT), Meta Platforms Inc (META), and FedEx Corp (FDX). These additions align with the current trends and present smart investments in the technology and transportation sectors.

Interestingly, the firm has decreased its holdings in companies like Wells Fargo Co (WFC), Procter and Gamble Co (PG), and Johnson & Johnson (JNJ). The fund reduced their investments in these companies, signaling a reconsideration of its investment strategy.

The fluctuation in the firm's holdings is not entirely unexpected as the global crisis brought upon by the pandemic has notably impacted the market and the way investors make decisions.

Here are some insights into the firms' Q4 2022 vs. Q1 2023 13F filings and the changes in their holdings.

Alphabet Inc (GOOG)

Founders Capital Management, LLC increased its holdings in Alphabet Inc from 482,009 shares in Q4 2022 to 479,560 shares in Q1 2023. With a 16.6% increase in stock value, the firm's investment in Alphabet Inc seems to have paid off. This addition indicates the company's faith in Alphabet Inc's long-term growth prospects and stability.

Berkshire Hathaway Inc Del (BRK-B)

The company reduced its holdings in Berkshire Hathaway Inc Del from 151,712 shares in Q4 2022 to 149,966 shares in Q1 2023, a 1.2% decrease. Berkshire Hathaway Inc Del is a multinational conglomerate holding company, which owns subsidiaries in diverse industries such as energy, insurance, and manufacturing. The reduction in the company's holdings is likely not indicative of decreased faith in this long-term investment.

Microsoft Corp (MSFT)

Founders Capital Management, LLC also increased its holdings in Microsoft Corp from 125,878 shares in Q4 2022 to 126,836 shares in Q1 2023, a 21.1% increase in stock value. The company has placed its confidence in the technology giant, in line with the current and future trends of the market.

Meta Platforms Inc (META)

The firm increased its ownership in Meta Platforms, formerly known as Facebook Inc, from 101,994 shares in Q4 2022 to 101,955 shares in Q1 2023, a 76.1% rise in stock value. Meta is a parent company to Facebook, Instagram, Messenger, and WhatsApp and is a top online advertising platform with a user base of millions around the globe. Founders Capital Management LLC's keen interest in Meta suggests that they believe in the long-term growth prospects for the company.

FedEx Corp (FDX)

The company has increased its stake in FedEx from 75,296 shares in Q4 2022 to 74,318 shares in Q1 2023, a 30.2% increase in stock value. FedEx is a multinational delivery services giant and has seen increased demand during the pandemic, which makes it a logical investment choice. The increase in investment reveals the firm's confidence in the growth of the transportation sector.

Conclusion

Founders Capital Management, LLC's Q4 2022 vs. Q1 2023 13F filings indicate the firm's shrewd management of its portfolio against the backdrop of economic uncertainty. Despite the pandemic's impact, the firm has invested in undervalued stocks while reducing its holdings in overvalued ones.

The firm's success can be attributed to its intelligent investment strategies while staying true to its investment philosophy. The firm is committed to holding long-term positions in a well-diversified portfolio, and we can expect continued stable growth in their investment holdings. Founders Capital Management LLC continues its contribution to providing smart and transparent investment solutions to its clients.