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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 603.0 | $199K | 0.10% | NEW | — | $330.11 | +29.1% |
| 62 | NVDA | NVIDIA CORPORATION | Technology | 1,040.0 | $194K | 0.10% | NEW | — | $186.52 | +8.7% |
| 63 | XEL | XCEL ENERGY INC | Utilities | 2,500.0 | $185K | 0.10% | NEW | — | $73.86 | +6.6% |
| 64 | CHRD | CHORD ENERGY CORPORATION | Energy | 1,775.0 | $165K | 0.09% | NEW | — | $92.70 | +38.2% |
| 65 | VUG | VANGUARD INDEX FDS | — | 324.0 | $158K | 0.08% | NEW | — | $487.86 | -82.5% |
| 66 | GD | GENERAL DYNAMICS CORP | Industrials | 455.0 | $153K | 0.08% | NEW | — | $336.66 | +9.5% |
| 67 | IWB | ISHARES TR | — | 395.0 | $148K | 0.08% | NEW | — | $373.44 | +8.9% |
| 68 | DIS | DISNEY WALT CO | Communication Services | 1,270.0 | $144K | 0.07% | NEW | — | $113.77 | -14.2% |
| 69 | GLD | SPDR GOLD TR | Financial Services | 360.0 | $143K | 0.07% | NEW | — | $396.31 | -7.0% |
| 70 | SCI | SERVICE CORP INTL | Consumer Cyclical | 1,800.0 | $140K | 0.07% | NEW | — | $77.97 | +1.0% |
| 71 | AMGN | AMGEN INC | Healthcare | 409.0 | $134K | 0.07% | NEW | — | $327.31 | +11.9% |
| 72 | IVE | ISHARES TR | — | 607.0 | $129K | 0.07% | NEW | — | $212.07 | +9.0% |
| 73 | PLAB | PHOTRONICS INC | Technology | 4,000.0 | $128K | 0.07% | NEW | — | $32.00 | -9.8% |
| 74 | IYW | ISHARES TR | — | 634.0 | $127K | 0.07% | NEW | — | $199.68 | +19.8% |
| 75 | PLPC | PREFORMED LINE PRODS CO | Industrials | 580.0 | $120K | 0.06% | NEW | — | $206.71 | +58.4% |
| 76 | NFLX | NETFLIX INC | Communication Services | 1,250.0 | $117K | 0.06% | NEW | — | $93.76 | -26.5% |
| 77 | C | CITIGROUP INC | Financial Services | 1,000.0 | $117K | 0.06% | NEW | — | $116.69 | +10.9% |
| 78 | XLE | SELECT SECTOR SPDR TR | — | 2,559.0 | $114K | 0.06% | NEW | — | $44.70 | +29.0% |
| 79 | META | META PLATFORMS INC | Communication Services | 171.0 | $113K | 0.06% | NEW | — | $660.09 | -2.1% |
| 80 | NWPX | NWPX INFRASTRUCTURE INC | Industrials | 1,800.0 | $112K | 0.06% | NEW | — | $62.49 | +121.2% |
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%