Portfolio (Quarterly)
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Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | INCR | INTERCURE LTD | Healthcare | 7,000.0 | $6K | 0.00% | NEW | — | $0.91 | +0.7% |
| 342 | SWK | STANLEY BLACK & DECKER INC | Industrials | 83.0 | $6K | 0.00% | NEW | — | $74.28 | +21.4% |
| 343 | RIO | RIO TINTO PLC | Basic Materials | 77.0 | $6K | 0.00% | NEW | — | $80.03 | +12.7% |
| 344 | BHP | BHP GROUP LTD | Basic Materials | 101.0 | $6K | 0.00% | NEW | — | $60.37 | +33.6% |
| 345 | MAIN | MAIN STR CAP CORP | Financial Services | 100.0 | $6K | 0.00% | NEW | — | $60.39 | -8.3% |
| 346 | SGMO | SANGAMO THERAPEUTICS INC | Healthcare | 14,000.0 | $6K | 0.00% | NEW | — | $0.42 | -82.4% |
| 347 | IXC | ISHARES TR | — | 132.0 | $6K | 0.00% | NEW | — | $41.93 | +27.6% |
| 348 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 83.0 | $5K | 0.00% | NEW | — | $65.08 | -30.3% |
| 349 | VDC | VANGUARD WORLD FD | — | 25.0 | $5K | 0.00% | NEW | — | $211.24 | +9.0% |
| 350 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 95.0 | $5K | 0.00% | NEW | — | $53.95 | -10.2% |
| 351 | VCR | VANGUARD WORLD FD | — | 13.0 | $5K | 0.00% | NEW | — | $393.92 | -0.6% |
| 352 | FANG | DIAMONDBACK ENERGY INC | Energy | 27.0 | $4K | 0.00% | NEW | — | $152.07 | +28.6% |
| 353 | ENPH | ENPHASE ENERGY INC | Energy | 100.0 | $3K | 0.00% | NEW | — | $32.05 | +29.7% |
| 354 | EUFN | ISHARES TR | — | 84.0 | $3K | 0.00% | NEW | — | $37.10 | +8.2% |
| 355 | LSTA | LISATA THERAPEUTICS INC | Healthcare | 1,667.0 | $3K | 0.00% | NEW | — | $1.86 | +93.3% |
| 356 | RKLB | ROCKET LAB CORP | Industrials | 40.0 | $3K | 0.00% | NEW | — | $69.75 | -3.1% |
| 357 | FTEC | FIDELITY COVINGTON TRUST | — | 12.0 | $3K | 0.00% | NEW | — | $230.75 | +17.1% |
| 358 | XES | SPDR SERIES TRUST | — | 33.0 | $3K | 0.00% | NEW | — | $81.97 | +37.0% |
| 359 | IDOG | ALPS ETF TR | — | 69.0 | $3K | 0.00% | NEW | — | $38.57 | +9.7% |
| 360 | LQD | ISHARES TR | — | 23.0 | $3K | 0.00% | NEW | — | $112.39 | -4.3% |
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
26.6%
Financial Services
24.0%
Industrials
14.3%
Energy
12.0%
Healthcare
11.7%
Communication Services
4.5%
Consumer Cyclical
3.0%
Basic Materials
2.0%
Consumer Defensive
1.4%
Real Estate
0.3%