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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 12 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,277.0 $25K 0.01% $19.69 -0.3%
222 TLS TELOS CORP MD Technology 6,000.0 $25K 0.01% +2K +50.0% $4.19 +14.1%
223 DOW DOW HLDGS INC Basic Materials 600.0 $25K 0.01% $41.65 -17.2%
224 SLYG SPDR SERIES TRUST 257.0 $25K 0.01% $96.79 +13.5%
225 AMD ADVANCED MICRO DEVICES INC Technology 120.0 $24K 0.01% NEW $203.43 +143.6%
226 CNQ CANADIAN NAT RES LTD MED TER Energy 500.0 $24K 0.01% +200.0 +66.7% $48.73 -6.1%
227 COF CAPITAL ONE FINL CORP Financial Services 132.0 $24K 0.01% $182.43 +3.5%
228 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1,000.0 $24K 0.01% $23.99 -8.9%
229 TPL TEXAS PACIFIC LAND CORPORATI Energy 50.0 $24K 0.01% $474.56 -14.4%
230 VSTS VESTIS CORPORATION Industrials 3,000.0 $24K 0.01% $7.86 +52.3%
231 CCNE CNB FINL CORP PA Financial Services 800.0 $23K 0.01% -482.0 -37.6% $28.96 +6.4%
232 F FORD MTR CO Consumer Cyclical 2,000.0 $23K 0.01% $11.54 +37.6%
233 LBRT LIBERTY ENERGY INC Energy 800.0 $23K 0.01% $28.80 +4.4%
234 UHS UNIVERSAL HLTH SVCS INC Healthcare 128.0 $23K 0.01% $178.97 -13.8%
235 TTD THE TRADE DESK INC Technology 1,000.0 $23K 0.01% NEW $22.69 -1.8%
236 AEP AMERICAN ELEC PWR CO INC Utilities 173.0 $23K 0.01% $131.08 -1.2%
237 GNK GENCO SHIPPING & TRADING LTD Industrials 1,000.0 $23K 0.01% $22.55 +3.4%
238 EXPAND ENERGY CORPORATION 200.0 $22K 0.01% $109.78
239 UNM UNUM GROUP Financial Services 300.0 $22K 0.01% $73.03 +14.2%
240 TROX TRONOX HOLDINGS PLC Basic Materials 2,200.0 $21K 0.01% $9.77 -20.1%
Page 12 of 20  ·  390 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%