CIK: 885415
FOLGER NOLAN FLEMING DOUGLAS INC

Address: 725 15TH STREET N.W., WASHINGTON, DC 20005

α Alpha 0.7100↭ Flow 0.2200Pure Active159 holdings35 quarters

📊 Score Breakdown — Alpha: 0.7100 / Flow: 0.2200click to expand ▼

166holdings (Q4 2025)
$0.98B13F reported value
+2 NEW+59 INCREASED-66 DECREASED-7 EXITED32 UNCHANGED

Total (Q4 25): $975,209,932

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$0.98B+$0.12B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$0.98B+$0.02B+1.8%
Q3 25$0.96B+$0.06B+6.3%
Q2 25$0.90B+$0.01B+1.6%
Q1 25$0.89B$-0.07B-7.0%
Q4 24$0.95B$-0.06B-5.7%
Q3 24$1.01B+$0.03B+3.5%
Q2 24$0.98B$0.00B-0.2%
Q1 24$0.98B+$0.06B+6.8%
Q4 23$0.92B+$0.06B+6.8%
Q3 23$0.86B$-0.06B-6.5%
Q2 23$0.92B+$0.06B+7.1%
Q1 23$0.86B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025159$975,209,93213F-HR30-Jan-20260001214659-26-000970
Q3 2530-Sep-2025164$957,955,13013F-HR3-Nov-20250001214659-25-015753
Q2 2530-Jun-2025162$901,504,14813F-HR24-Jul-20250001214659-25-010886
Q1 2531-Mar-2025164$887,525,85013F-HR16-Apr-20250001214659-25-005979
Q4 2431-Dec-2024162$954,431,60913F-HR15-Jan-20250001214659-25-000607
Q3 2430-Sep-2024167$1,012,254,14313F-HR25-Oct-20240001214659-24-017930
Q2 2430-Jun-2024163$978,069,28713F-HR9-Jul-20240001214659-24-012123
Q1 2431-Mar-2024167$979,884,00013F-HR12-Apr-20240001214659-24-006681
Q4 2331-Dec-2023165$917,138,00013F-HR5-Feb-20240001214659-24-001879
Q3 2330-Sep-2023163$858,760,00013F-HR25-Oct-20230001214659-23-013865
Q2 2330-Jun-2023166$918,488,00013F-HR27-Jul-20230001214659-23-010058
Q1 2331-Mar-2023164$857,647,00013F-HR28-Apr-20230001214659-23-006118
Q4 2231-Dec-2022169$833,409,00013F-HR30-Jan-20230001214659-23-001241
Q3 2230-Sep-2022147$734,639,00013F-HR1-Nov-20220001214659-22-012903
Q2 2230-Jun-2022150$762,456,00013F-HR15-Jul-20220001214659-22-008879
Q1 2231-Mar-2022163$894,921,00013F-HR27-Apr-20220001214659-22-005878
Q4 2131-Dec-2021160$918,298,00013F-HR1-Feb-20220001214659-22-001556
Q3 2130-Sep-2021153$831,583,00013F-HR29-Oct-20210001214659-21-010913
Q2 2130-Jun-2021159$863,254,00013F-HR9-Aug-20210001214659-21-008279
Q1 2131-Mar-2021153$823,726,00013F-HR11-May-20210001214659-21-005149
Q4 2031-Dec-2020148$759,000,00013F-HR5-Feb-20210001214659-21-001406
Q3 2030-Sep-2020141$667,972,00013F-HR12-Nov-20200001214659-20-009363
Q2 2030-Jun-2020143$615,178,00013F-HR5-Aug-20200001214659-20-006789
Q1 2031-Mar-2020149$500,557,00013F-HR6-May-20200001214659-20-004107
Q4 1931-Dec-2019151$684,671,00013F-HR12-Feb-20200001214659-20-001226
Q3 1930-Sep-2019150$647,315,00013F-HR8-Nov-20190001214659-19-006964
Q2 1930-Jun-2019169$668,849,00013F-HR9-Aug-20190001214659-19-005104
Q1 1931-Mar-2019164$668,477,00013F-HR7-May-20190001214659-19-003242
Q4 1831-Dec-2018154$608,591,00013F-HR11-Feb-20190001214659-19-000975
Q4 1831-Dec-2018154$608,591,00013F-HR/A12-Feb-20190001214659-19-001017
Q3 1830-Sep-2018167$709,090,00013F-HR7-Nov-20180001214659-18-006942
Q2 1830-Jun-2018202$686,776,00013F-HR8-Aug-20180001214659-18-005288
Q1 1831-Mar-2018205$671,549,00013F-HR7-May-20180001214659-18-003368
Q4 1731-Dec-2017209$716,601,00013F-HR12-Feb-20180001214659-18-001092
Q1 1731-Mar-2017214$669,62013F-HR10-May-20170001214659-17-003166
Q4 1631-Dec-2016221$603,96413F-HR8-Feb-20170001214659-17-000841
Q3 1630-Sep-2016221$603,96413F-HR10-Nov-20160001214659-16-014512
Q2 1630-Jun-2016217$581,83313F-HR15-Aug-20160001214659-16-013206
Q1 1631-Mar-2016219$558,63513F-HR10-May-20160001214659-16-011380
Q4 1531-Dec-2015219$561,32013F-HR16-Feb-20160001214659-16-009555