Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | IWF | ISHARES TR | — | 36.0 | $15K | 0.01% | — | — | $426.39 | -71.2% |
| 282 | RHI | ROBERT HALF INC. | Industrials | 600.0 | $15K | 0.01% | NEW | — | $25.40 | +48.0% |
| 283 | ENPH | ENPHASE ENERGY INC | Energy | 400.0 | $15K | 0.01% | +300.0 | +300.0% | $37.81 | -1.2% |
| 284 | CBT | CABOT CORP | Basic Materials | 200.0 | $15K | 0.01% | — | — | $75.31 | +5.8% |
| 285 | HACK | AMPLIFY ETF TR | — | 200.0 | $15K | 0.01% | — | — | $75.09 | +46.1% |
| 286 | PR | PERMIAN RESOURCES CORP | Energy | 700.0 | $15K | 0.01% | — | — | $21.32 | +10.9% |
| 287 | CPRX | CATALYST PHARMACEUTICALS INC | Healthcare | 600.0 | $15K | 0.01% | — | — | $24.76 | +27.2% |
| 288 | NRG | NRG ENERGY INC | Utilities | 101.0 | $15K | 0.01% | — | — | $146.31 | -22.1% |
| 289 | OGI | ORGANIGRAM GLOBAL INC | Healthcare | 11,000.0 | $15K | 0.01% | — | — | $1.34 | -20.5% |
| 290 | PAYX | PAYCHEX INC | Industrials | 157.0 | $14K | 0.01% | — | — | $92.12 | +25.1% |
| 291 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 400.0 | $14K | 0.01% | NEW | — | $35.90 | +6.8% |
| 292 | IEMG | ISHARES INC | — | 200.0 | $14K | 0.01% | +100.0 | +100.0% | $69.75 | +18.7% |
| 293 | UFPI | UFP INDUSTRIES INC | Basic Materials | 150.0 | $14K | 0.01% | NEW | — | $92.12 | -12.7% |
| 294 | BE | BLOOM ENERGY CORP | Industrials | 100.0 | $14K | 0.01% | NEW | — | $135.49 | +103.7% |
| 295 | SNX | TD SYNNEX CORPORATION | Technology | 80.0 | $13K | 0.01% | NEW | — | $168.71 | +58.2% |
| 296 | APOG | APOGEE ENTERPRISES INC | Industrials | 400.0 | $13K | 0.01% | NEW | — | $33.54 | +13.1% |
| 297 | LINE | LINEAGE INC | Real Estate | 400.0 | $13K | 0.01% | — | — | $32.76 | +14.4% |
| 298 | PSEC | PROSPECT CAP CORP | Financial Services | 5,000.0 | $13K | 0.01% | +1K | +25.0% | $2.61 | -15.3% |
| 299 | BCAT | BLACKROCK CAP ALLOCATION TER | Financial Services | 900.0 | $13K | 0.01% | — | — | $14.13 | +3.2% |
| 300 | APH | AMPHENOL CORP | Technology | 100.0 | $13K | 0.01% | — | — | $126.58 | -33.8% |
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
26.4%
Financial Services
20.8%
Energy
17.1%
Industrials
15.5%
Healthcare
12.5%
Consumer Cyclical
3.1%
Basic Materials
2.2%
Consumer Defensive
1.4%
Communication Services
0.5%
Real Estate
0.3%