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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | KIM | KIMCO REALTY CORP | Real Estate | 2,224.0 | $50K | 0.02% | — | — | $22.47 | +8.7% |
| 142 | — | CAPITAL CLEAN ENERGY CARRIER | — | 2,500.0 | $50K | 0.02% | — | — | $19.87 | — |
| 143 | MET | METLIFE INC | Financial Services | 700.0 | $50K | 0.02% | +200.0 | +40.0% | $70.72 | +17.6% |
| 144 | MHO | M/I HOMES INC | Consumer Cyclical | 400.0 | $49K | 0.02% | — | — | $122.45 | +9.1% |
| 145 | TJX | TJX COS INC NEW | Consumer Cyclical | 292.0 | $47K | 0.02% | — | — | $159.70 | -1.7% |
| 146 | CPT | CAMDEN PPTY TR | Real Estate | 475.0 | $46K | 0.02% | -75.0 | -13.6% | $97.66 | +10.7% |
| 147 | XOP | SPDR SERIES TRUST | — | 252.0 | $46K | 0.02% | — | — | $181.83 | -10.2% |
| 148 | INTC | INTEL CORP | Technology | 1,025.0 | $45K | 0.02% | — | — | $44.13 | +175.9% |
| 149 | — | BAYTEX ENERGY CORP | — | 10,000.0 | $45K | 0.02% | — | — | $4.47 | — |
| 150 | DB | DEUTSCHE BK AG | Financial Services | 1,500.0 | $45K | 0.02% | -500.0 | -25.0% | $29.78 | +12.0% |
| 151 | CRM | SALESFORCE INC | Technology | 236.0 | $44K | 0.02% | — | — | $186.67 | -4.9% |
| 152 | IYM | ISHARES TR | — | 250.0 | $44K | 0.02% | — | — | $175.92 | +4.9% |
| 153 | CCJ | CAMECO CORP | Energy | 400.0 | $43K | 0.02% | +100.0 | +33.3% | $108.61 | -1.1% |
| 154 | LNG | CHENIERE ENERGY INC | Energy | 151.0 | $43K | 0.02% | — | — | $283.76 | -18.6% |
| 155 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 850.0 | $43K | 0.02% | -26.0 | -3.0% | $50.20 | -3.9% |
| 156 | AMLP | ALPS ETF TR | — | 808.0 | $43K | 0.02% | — | — | $52.64 | +0.1% |
| 157 | SCHG | SCHWAB STRATEGIC TR | — | 1,454.0 | $42K | 0.02% | +18.0 | +1.2% | $29.13 | +18.7% |
| 158 | TDW | TIDEWATER INC NEW | Energy | 500.0 | $42K | 0.02% | -100.0 | -16.7% | $83.55 | -10.1% |
| 159 | SONY | SONY GROUP CORP | Technology | 2,005.0 | $42K | 0.02% | — | — | $20.70 | +5.6% |
| 160 | FEZ | SPDR INDEX SHS FDS | — | 665.0 | $41K | 0.02% | — | — | $62.08 | +9.9% |
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%