Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 499.0 | $36K | 0.02% | — | — | $71.18 | -10.3% |
| 182 | VNQ | VANGUARD INDEX FDS | — | 400.0 | $35K | 0.02% | — | — | $88.70 | +9.3% |
| 183 | RFIL | RF INDS LTD | Industrials | 3,420.0 | $35K | 0.02% | +2K | +87.9% | $10.31 | +88.0% |
| 184 | PKX | POSCO HOLDINGS INC | Basic Materials | 600.0 | $35K | 0.02% | — | — | $58.49 | +22.1% |
| 185 | XLP | SELECT SECTOR SPDR TR | — | 427.0 | $35K | 0.02% | +3.0 | +0.7% | $82.00 | +3.1% |
| 186 | BGR | BLACKROCK ENERGY & RES TR | Financial Services | 2,000.0 | $35K | 0.02% | — | — | $17.31 | -10.2% |
| 187 | MP | MP MATERIALS CORP | Basic Materials | 700.0 | $34K | 0.02% | — | — | $48.26 | +35.1% |
| 188 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 75.0 | $33K | 0.02% | — | — | $446.55 | -2.1% |
| 189 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 3,900.0 | $33K | 0.02% | -1K | -22.0% | $8.45 | +51.8% |
| 190 | ORN | ORION GROUP HLDGS INC | Industrials | 3,000.0 | $33K | 0.02% | — | — | $10.90 | +29.0% |
| 191 | PFFA | ETFIS SER TR I | — | 1,600.0 | $33K | 0.02% | — | — | $20.36 | +5.0% |
| 192 | PB | PROSPERITY BANCSHARES INC | Financial Services | 483.0 | $32K | 0.02% | — | — | $67.18 | +2.6% |
| 193 | FSI | FLEXIBLE SOLUTIONS INTL INC | Basic Materials | 6,000.0 | $32K | 0.02% | +1K | +20.0% | $5.40 | +20.9% |
| 194 | VPV | INVESCO PA VALUE MUN INC TR | Financial Services | 3,000.0 | $32K | 0.01% | — | — | $10.57 | +3.2% |
| 195 | DOV | DOVER CORP | Industrials | 150.0 | $31K | 0.01% | — | — | $208.45 | +2.4% |
| 196 | XLI | SELECT SECTOR SPDR TR | — | 189.0 | $30K | 0.01% | +1.0 | +0.5% | $161.32 | +8.1% |
| 197 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 207.0 | $30K | 0.01% | — | — | $146.28 | -9.4% |
| 198 | IJR | ISHARES TR | — | 239.0 | $30K | 0.01% | — | — | $124.43 | +12.2% |
| 199 | PDS | PRECISION DRILLING CORP | Energy | 300.0 | $30K | 0.01% | — | — | $98.40 | -9.2% |
| 200 | DAKT | DAKTRONICS INC | Technology | 1,500.0 | $29K | 0.01% | — | — | $19.55 | +4.5% |
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
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%