Portfolio (Quarterly)
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Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | QQQM | INVESCO EXCH TRADED FD TR II | — | 200.0 | $51K | 0.03% | NEW | — | $252.92 | +13.2% |
| 142 | SD | SANDRIDGE ENERGY INC | Energy | 3,500.0 | $51K | 0.03% | NEW | — | $14.43 | -5.5% |
| 143 | VALE | VALE S A | Basic Materials | 3,800.0 | $50K | 0.03% | NEW | — | $13.03 | +8.9% |
| 144 | SCHD | SCHWAB STRATEGIC TR | — | 1,800.0 | $49K | 0.03% | NEW | — | $27.43 | +20.0% |
| 145 | GEV | GE VERNOVA INC | Utilities | 75.0 | $49K | 0.03% | NEW | — | $654.49 | +61.6% |
| 146 | LPG | DORIAN LPG LTD | Energy | 2,000.0 | $49K | 0.03% | NEW | — | $24.34 | +68.6% |
| 147 | CI | THE CIGNA GROUP | Healthcare | 173.0 | $48K | 0.03% | NEW | — | $275.23 | +2.3% |
| 148 | — | TORO CORP | — | 9,000.0 | $48K | 0.03% | NEW | — | $5.28 | — |
| 149 | EXK | ENDEAVOUR SILVER CORP | Basic Materials | 5,000.0 | $47K | 0.02% | NEW | — | $9.40 | -21.2% |
| 150 | SCHG | SCHWAB STRATEGIC TR | — | 1,436.0 | $47K | 0.02% | NEW | — | $32.62 | +4.8% |
| 151 | KIM | KIMCO RLTY CORP | Real Estate | 2,224.0 | $45K | 0.02% | NEW | — | $20.27 | +28.8% |
| 152 | TJX | TJX COS INC NEW | Consumer Cyclical | 292.0 | $45K | 0.02% | NEW | — | $153.61 | +0.5% |
| 153 | — | IRIDIUM COMMUNICATIONS INC | — | 2,500.0 | $43K | 0.02% | NEW | — | $17.38 | — |
| 154 | GMAB | GENMAB A/S | Healthcare | 1,400.0 | $43K | 0.02% | NEW | — | $30.80 | -6.8% |
| 155 | FEZ | SPDR INDEX SHS FDS | — | 665.0 | $43K | 0.02% | NEW | — | $64.39 | +5.2% |
| 156 | EOG | EOG RES INC | Energy | 406.0 | $43K | 0.02% | NEW | — | $105.01 | +33.2% |
| 157 | KE | KIMBALL ELECTRONICS INC | Industrials | 1,500.0 | $42K | 0.02% | NEW | — | $27.82 | -13.8% |
| 158 | REI | RING ENERGY INC | Energy | 47,200.0 | $41K | 0.02% | NEW | — | $0.87 | +41.4% |
| 159 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 499.0 | $41K | 0.02% | NEW | — | $82.02 | -23.1% |
| 160 | SLRC | SLR INVESTMENT CORP | Financial Services | 2,640.0 | $41K | 0.02% | NEW | — | $15.46 | -15.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.6%
Financial Services
24.0%
Industrials
14.3%
Energy
12.0%
Healthcare
11.7%
Communication Services
4.5%
Consumer Cyclical
3.0%
Basic Materials
2.0%
Consumer Defensive
1.4%
Real Estate
0.3%