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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPRT | COPART INC | Industrials | 800.0 | $27K | 0.01% | NEW | — | $33.20 | -1.1% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 120.0 | $24K | 0.01% | NEW | — | $203.43 | +143.6% |
| 3 | TTD | THE TRADE DESK INC | Technology | 1,000.0 | $23K | 0.01% | NEW | — | $22.69 | -1.8% |
| 4 | MRVL | MARVELL TECHNOLOGY INC | Technology | 200.0 | $20K | 0.01% | NEW | — | $99.05 | +100.6% |
| 5 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 200.0 | $19K | 0.01% | NEW | — | $93.87 | +135.7% |
| 6 | WS | WORTHINGTON STL INC | Basic Materials | 600.0 | $18K | 0.01% | NEW | — | $30.35 | +39.3% |
| 7 | VLN | VALENS SEMICONDUCTOR LTD | Technology | 14,000.0 | $16K | 0.01% | NEW | — | $1.13 | +178.8% |
| 8 | RHI | ROBERT HALF INC. | Industrials | 600.0 | $15K | 0.01% | NEW | — | $25.40 | +6.8% |
| 9 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 400.0 | $14K | 0.01% | NEW | — | $35.90 | +4.4% |
| 10 | UFPI | UFP INDUSTRIES INC | Basic Materials | 150.0 | $14K | 0.01% | NEW | — | $92.12 | -10.2% |
| 11 | BE | BLOOM ENERGY CORP | Industrials | 100.0 | $14K | 0.01% | NEW | — | $135.49 | +116.8% |
| 12 | SNX | TD SYNNEX CORPORATION | Technology | 80.0 | $13K | 0.01% | NEW | — | $168.71 | +46.3% |
| 13 | APOG | APOGEE ENTERPRISES INC | Industrials | 400.0 | $13K | 0.01% | NEW | — | $33.54 | +12.1% |
| 14 | CYD | CHINA YUCHAI INTL LTD | Industrials | 300.0 | $12K | 0.01% | NEW | — | $38.50 | +55.1% |
| 15 | ROAD | CONSTRUCTION PARTNERS INC | Industrials | 100.0 | $11K | 0.01% | NEW | — | $111.12 | +4.7% |
| 16 | PATH | UIPATH INC | Technology | 1,000.0 | $11K | 0.01% | NEW | — | $11.10 | +0.5% |
| 17 | UBER | UBER TECHNOLOGIES INC | Technology | 150.0 | $11K | 0.01% | NEW | — | $71.93 | -1.7% |
| 18 | NOW | SERVICENOW INC | Technology | 100.0 | $10K | 0.01% | NEW | — | $104.55 | -2.3% |
| 19 | RBRK | RUBRIK INC. | Technology | 200.0 | $10K | 0.01% | NEW | — | $48.97 | +34.4% |
| 20 | SES | SES AI CORPORATION | Consumer Cyclical | 10,000.0 | $10K | 0.01% | NEW | — | $0.96 | +32.0% |
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%