FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC — 13F Holdings & Portfolio

CIK 885415 · latest 13F-HR filed 2026-04-23

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC manages $1.12B in 13F-reported U.S. long-equity assets across 175 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VGT (10.87%), CTVA (7.59%), Q (4.19%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 22 new positions, exited 6, added to 70, and trimmed 46.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.12B

Long-equity book

Holdings

175

Distinct positions

Period

2026-03-31

Filed 2026-04-23

Q/Q Activity

+22 / −6 / ↑70 / ↓46

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP COM$23.8M +244.3%
  • INTERNATIONAL BUSINESS MACHS COM$17.8M +525.2%
  • DOW HLDGS INC COM$17.7M +78.7%
  • CORTEVA INC COM$17.1M +25.2%
  • QNITY ELECTRONICS INC COMMON STOCK$13.8M +41.5%
Show all 70

Top Trims

  • VANGUARD INFORMATION TECHNOLOGY ETF-$11.7M -8.7%
  • MICROSOFT CORP COM-$5.0M -11.3%
  • ALPHABET INC CAP STK CL C-$2.8M -7.9%
  • VISA INC COM CL A-$2.6M -13.2%
  • AMAZON COM INC COM-$1.9M -8.6%
Show all 46

New Positions

  • DUPONT DE NEMOURS INC COM$37.3M
  • INTERCONTINENTAL EXCHANGE INC COM$10.2M
  • INVESCO QQQ TRUST SERIES I$3.5M
  • BROADCOM INC COM$1.2M
  • WATERS CORP COM$1.0M
Show all 22

Exited Positions

  • DU PONT (E.I.) DE NEMOURS & CO$32.7M
  • POWERSHARES QQQ TR ETF SERIES$3.8M
  • BROADCOM LTD$1.0M
  • AEROVIRONMENT INC.$241.9K
  • VANGUARD LARGE CAP ETF$205.6K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INFORMATION TECHNOLOGY ETF VGT 92204A702 $121.7M 10.87% 174,429 SH
2 CORTEVA INC COM CTVA 22052L104 $84.9M 7.59% 1,014,488 SH
3 QNITY ELECTRONICS INC COMMON STOCK Q 74743L100 $46.9M 4.19% 406,906 SH
4 DOW HLDGS INC COM DOW 260557103 $40.2M 3.59% 965,424 SH
5 APPLE INC COM AAPL 037833100 $39.3M 3.51% 154,732 SH
6 MICROSOFT CORP COM MSFT 594918104 $38.9M 3.48% 105,156 SH
7 DUPONT DE NEMOURS INC COM DD 26614N102 $37.3M 3.33% 813,696 SH
8 EXXON MOBIL CORP COM XOM 30231G102 $33.6M 3.00% 198,084 SH
9 ALPHABET INC CAP STK CL C GOOG 02079K107 $33.2M 2.96% 115,713 SH
10 JOHNSON & JOHNSON COM JNJ 478160104 $25.4M 2.27% 104,039 SH
11 JPMORGAN CHASE & CO COM JPM 46625H100 $24.3M 2.17% 82,455 SH
12 PROCTER & GAMBLE CO COM PG 742718109 $24.2M 2.16% 167,656 SH
13 CATERPILLAR INC COM CAT 149123101 $21.3M 1.91% 30,134 SH
14 INTERNATIONAL BUSINESS MACHS COM IBM 459200101 $21.2M 1.89% 87,364 SH
15 AMAZON COM INC COM AMZN 023135106 $19.8M 1.77% 95,110 SH
16 LOWES COS INC COM LOW 548661107 $18.7M 1.67% 79,057 SH
17 MARRIOTT INTL INC NEW CL A MAR 571903202 $18.6M 1.66% 56,961 SH
18 RTX CORPORATION COM RTX 75513E101 $18.4M 1.65% 95,506 SH
19 MCDONALDS CORP COM MCD 580135101 $17.1M 1.53% 54,947 SH
20 VISA INC COM CL A V 92826C839 $16.9M 1.51% 55,895 SH
21 ILLINOIS TOOL WKS INC COM ITW 452308109 $15.9M 1.42% 60,936 SH
22 PEPSICO INC COM PEP 713448108 $15.5M 1.38% 99,764 SH
23 MERCK & CO INC COM MRK 58933Y105 $15.4M 1.38% 128,401 SH
24 CHEMOURS CO COM CC 163851108 $14.4M 1.29% 654,281 SH
25 CHURCH & DWIGHT CO INC COM CHD 171340102 $12.5M 1.11% 133,509 SH
26 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $11.5M 1.03% 35,954 SH
27 NVIDIA CORPORATION COM NVDA 67066G104 $11.5M 1.03% 66,097 SH
28 NEXTERA ENERGY INC COM NEE 65339F101 $11.5M 1.03% 123,629 SH
29 ABBOTT LABORATORIES COM ABT 002824100 $10.6M 0.94% 103,015 SH
30 ISHARES BIOTECHNOLOGY ETF IBB 464287556 $10.4M 0.93% 61,497 SH
31 INTERCONTINENTAL EXCHANGE INC COM ICE 45866F104 $10.2M 0.91% 64,678 SH
32 CISCO SYS INC COM CSCO 17275R102 $9.9M 0.88% 127,320 SH
33 CHEVRON CORPORATION COM CVX 166764100 $9.6M 0.86% 46,444 SH
34 ISHARES RUSSELL MIDCAP ETF IWR 464287499 $9.4M 0.84% 97,130 SH
35 VANGUARD MID-CAP ETF VO 922908629 $8.9M 0.79% 30,907 SH
36 ESSENTIAL UTILS INC COM WTRG 29670G102 $8.6M 0.77% 213,511 SH
37 UNITEDHEALTH GROUP INC COM UNH 91324P102 $8.2M 0.73% 30,121 SH
38 PRICE T ROWE GROUP INC COM TROW 74144T108 $8.1M 0.73% 90,161 SH
39 META PLATFORMS INC CL A META 30303M102 $8.0M 0.71% 13,952 SH
40 DISNEY WALT CO COM DIS 254687106 $7.9M 0.71% 82,144 SH
41 UNION PAC CORP COM UNP 907818108 $7.9M 0.70% 32,511 SH
42 INTERNATIONAL FLAVORS&FRAGRANC COM IFF 459506101 $7.6M 0.68% 105,247 SH
43 VANGUARD SMALL-CAP ETF VB 922908751 $6.5M 0.58% 24,698 SH
44 ISHARES RUSSELL 2000 ETF IWM 464287655 $6.4M 0.58% 26,008 SH
45 FEDEX CORP COM FDX 31428X106 $6.4M 0.58% 18,108 SH
46 AMERICAN EXPRESS CO COM AXP 025816109 $6.4M 0.58% 21,294 SH
47 BANK OF AMER CORP COM BAC 060505104 $6.2M 0.55% 126,620 SH
48 PNC FINL SVCS GROUP INC COM PNC 693475105 $6.0M 0.53% 28,696 SH
49 GE AEROSPACE COM NEW GE 369604301 $5.7M 0.51% 20,142 SH
50 WELLS FARGO & CO COM WFC 949746101 $5.7M 0.51% 71,456 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-23 $1.12B 175 0001214659-26-005016
2025-12-31 2026-01-30 $975.2M 159 0001214659-26-000970