FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC
•CIK: 885415•Filing: Q4 2025
**FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC** manages $975M across a diversified portfolio of 159 positions. The firm maintains significant exposure to technology leaders, highlighted by a $133.4M holding in VGT and $43.9M in MSFT. Other top concentrations include AAPL ($40.1M), GOOG ($36.0M), and Q ($33.2M). This allocation suggests a conviction in established mega-cap growth names alongside sector-specific plays.
Total AUM
$975.2M
QoQ Performance
+1.8%
Positions
158
Top 10 Concentration
46.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VGT
CTVA
VGT13.7%
CTVA7.0%
MSFT4.5%
AAPL4.1%
GOOG3.7%
Q3.4%
DU3.3%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.1%
Technology17.4%
Consumer8.2%
Financial7.2%
Healthcare6.5%
Industrial5.8%
Consumer Staples1.8%
Utilities1.7%
🚪 Exited Positionssold since Q3 2025
—
CASCADE INC COM
SOLD
$360.4K
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑26 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023