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Portfolio (Quarterly) Guide ↗

Founders Capital Management

· CIK 0001704300
13F Portfolio $205M AUM 391 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 57 Added 61 Reduced 43 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SANDISK CORP 230.0 $146K 0.07% -120.0 -34.3% $635.34
22 WFC WELLS FARGO & CO Financial Services 1,813.0 $144K 0.07% -3K -61.4% $79.60 -4.4%
23 PLAB PHOTRONICS INC Technology 3,500.0 $141K 0.07% -500.0 -12.5% $40.41 +32.4%
24 GD GENERAL DYNAMICS CORP Industrials 410.0 $141K 0.07% -45.0 -9.9% $343.22 -0.1%
25 NWPX NWPX INFRASTRUCTURE INC Industrials 1,600.0 $125K 0.06% -200.0 -11.1% $77.86 +56.4%
26 CHRD CHORD ENERGY CORPORATION Energy 815.0 $116K 0.06% -960.0 -54.1% $142.18 -6.0%
27 PLPC PREFORMED LINE PRODS CO Industrials 400.0 $108K 0.05% -180.0 -31.0% $270.75 +40.4%
28 AXTI AXT INC Technology 1,900.0 $108K 0.05% -2K -45.7% $56.98 +115.5%
29 C CITIGROUP INC Financial Services 900.0 $102K 0.05% -100.0 -10.0% $113.41 +10.5%
30 IYW ISHARES TR 490.0 $89K 0.04% -144.0 -22.7% $181.42 +35.8%
31 BAC BANK AMERICA CORP Financial Services 1,731.0 $84K 0.04% -3K -61.3% $48.75 +4.8%
32 COHR COHERENT CORP Technology 350.0 $83K 0.04% -150.0 -30.0% $238.21 +59.6%
33 XLK SELECT SECTOR SPDR TR 613.0 $81K 0.04% -112.0 -15.4% $132.89 +38.8%
34 GILD GILEAD SCIENCES INC Healthcare 512.0 $71K 0.04% -300.0 -37.0% $139.37 -4.1%
35 O REALTY INCOME CORP Real Estate 1,100.0 $67K 0.03% -150.0 -12.0% $61.18 +1.7%
36 SHEL SHELL PLC Energy 662.0 $62K 0.03% -108.0 -14.0% $93.00 -9.8%
37 YUM YUM BRANDS INC Consumer Cyclical 395.0 $61K 0.03% -35.0 -8.1% $155.48 -2.2%
38 CPT CAMDEN PPTY TR Real Estate 475.0 $46K 0.02% -75.0 -13.6% $97.66 +10.7%
39 DB DEUTSCHE BK AG Financial Services 1,500.0 $45K 0.02% -500.0 -25.0% $29.78 +12.0%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 850.0 $43K 0.02% -26.0 -3.0% $50.20 -3.9%
Page 2 of 4  ·  61 positions

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 25.2%
Financial Services 19.9%
Energy 17.1%
Industrials 14.9%
Healthcare 12.0%
Communication Services 3.9%
Consumer Cyclical 2.9%
Basic Materials 2.1%
Consumer Defensive 1.4%
Real Estate 0.3%