Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TXN | TEXAS INSTRS INC | Technology | 1,971.0 | $383K | 0.19% | -1K | -37.2% | $194.14 | +63.0% |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 798.0 | $382K | 0.19% | — | — | $479.20 | — |
| 43 | ORCL | ORACLE CORP | Technology | 2,443.0 | $359K | 0.17% | — | — | $147.11 | +29.5% |
| 44 | PFE | PFIZER INC | Healthcare | 12,564.0 | $353K | 0.17% | +312.0 | +2.5% | $28.08 | -6.6% |
| 45 | AVGO | BROADCOM INC | Technology | 1,121.0 | $347K | 0.17% | +79.0 | +7.6% | $309.51 | +36.8% |
| 46 | SCHW | SCHWAB CHARLES CORP | Financial Services | 3,582.0 | $337K | 0.16% | — | — | $93.98 | -8.6% |
| 47 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,127.0 | $307K | 0.15% | — | — | $144.43 | +2.2% |
| 48 | OKE | ONEOK INC NEW | Energy | 3,369.0 | $305K | 0.15% | -75.0 | -2.2% | $90.39 | -1.8% |
| 49 | MA | MASTERCARD INCORPORATED | Financial Services | 590.0 | $295K | 0.14% | — | — | $499.66 | -1.0% |
| 50 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,201.0 | $291K | 0.14% | — | — | $242.31 | +5.7% |
| 51 | VYM | VANGUARD WHITEHALL FDS | — | 1,813.0 | $268K | 0.13% | — | — | $148.10 | +7.0% |
| 52 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 302.0 | $255K | 0.12% | — | — | $845.99 | +17.7% |
| 53 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 850.0 | $230K | 0.11% | — | — | $270.88 | +13.3% |
| 54 | WDC | WESTERN DIGITAL CORP | Technology | 850.0 | $230K | 0.11% | -400.0 | -32.0% | $270.49 | +96.9% |
| 55 | IWD | ISHARES TR | — | 1,007.0 | $215K | 0.10% | — | — | $213.71 | +11.3% |
| 56 | TSLA | TESLA INC | Consumer Cyclical | 557.0 | $207K | 0.10% | +25.0 | +4.7% | $371.75 | +18.2% |
| 57 | MU | MICRON TECHNOLOGY INC | Technology | 600.0 | $203K | 0.10% | -200.0 | -25.0% | $337.84 | +172.0% |
| 58 | NVDA | NVIDIA CORPORATION | Technology | 1,095.0 | $191K | 0.09% | +55.0 | +5.3% | $174.41 | +21.8% |
| 59 | V | VISA INC | Financial Services | 600.0 | $181K | 0.09% | — | — | $302.24 | +8.8% |
| 60 | XEL | XCEL ENERGY INC | Utilities | 2,000.0 | $159K | 0.08% | -500.0 | -20.0% | $79.44 | +1.5% |
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%