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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 16 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JOE ST JOE CO Real Estate 200.0 $13K 0.01% $62.80 +1.7%
302 XLG INVESCO EXCHANGE TRADED FD T 230.0 $13K 0.01% $54.55 +16.8%
303 OGN ORGANON & CO Healthcare 2,000.0 $12K 0.01% $5.99 +123.4%
304 CYD CHINA YUCHAI INTL LTD Industrials 300.0 $12K 0.01% NEW $38.50 +55.1%
305 ROAD CONSTRUCTION PARTNERS INC Industrials 100.0 $11K 0.01% NEW $111.12 +4.7%
306 PATH UIPATH INC Technology 1,000.0 $11K 0.01% NEW $11.10 +0.5%
307 KBDC KAYNE ANDERSON BDC INC Financial Services 800.0 $11K 0.01% $13.72 +8.2%
308 UBER UBER TECHNOLOGIES INC Technology 150.0 $11K 0.01% NEW $71.93 -1.7%
309 DSI ISHARES TR 89.0 $11K 0.01% $121.19 +17.0%
310 NOW SERVICENOW INC Technology 100.0 $10K 0.01% NEW $104.55 -2.3%
311 IYF ISHARES TR 87.0 $10K 0.01% $117.66 +4.1%
312 CMI CUMMINS INC Industrials 19.0 $10K 0.01% $538.00 +24.1%
313 EWG ISHARES INC 250.0 $10K 0.01% $39.67 +10.1%
314 RBRK RUBRIK INC. Technology 200.0 $10K 0.01% NEW $48.97 +34.4%
315 VKTX VIKING THERAPEUTICS INC Healthcare 300.0 $10K 0.01% $32.54 -2.7%
316 SES SES AI CORPORATION Consumer Cyclical 10,000.0 $10K 0.01% NEW $0.96 +32.0%
317 SAP SAP SE Technology 56.0 $10K 0.01% -75.0 -57.2% $171.21 +1.7%
318 SEZL SEZZLE INC Financial Services 150.0 $9K 0.01% NEW $63.29 +83.4%
319 IYE ISHARES TR 143.0 $9K 0.01% +1.0 +0.7% $64.74 -6.7%
320 SOCL GLOBAL X FDS 200.0 $9K 0.00% $43.30 +5.0%
Page 16 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%