Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | HYG | ISHARES TR | — | 31.0 | $3K | 0.00% | NEW | — | $80.77 | -0.8% |
| 362 | VAW | VANGUARD WORLD FD | — | 12.0 | $2K | 0.00% | NEW | — | $207.58 | +11.8% |
| 363 | LEU | CENTRUS ENERGY CORP | Energy | 10.0 | $2K | 0.00% | NEW | — | $242.80 | -25.8% |
| 364 | MDT | MEDTRONIC PLC | Healthcare | 25.0 | $2K | 0.00% | NEW | — | $96.08 | -20.9% |
| 365 | JNK | SPDR SERIES TRUST | — | 24.0 | $2K | 0.00% | NEW | — | $98.50 | -2.0% |
| 366 | EWU | ISHARES TR | — | 48.0 | $2K | 0.00% | NEW | — | $43.98 | +7.4% |
| 367 | EWT | ISHARES INC | — | 33.0 | $2K | 0.00% | NEW | — | $63.52 | +62.1% |
| 368 | EEMA | ISHARES INC | — | 22.0 | $2K | 0.00% | NEW | — | $94.00 | +25.0% |
| 369 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 20.0 | $2K | 0.00% | NEW | — | $100.80 | +20.1% |
| 370 | EWI | ISHARES INC | — | 37.0 | $2K | 0.00% | NEW | — | $54.32 | +8.7% |
| 371 | EWC | ISHARES INC | — | 37.0 | $2K | 0.00% | NEW | — | $53.92 | +8.1% |
| 372 | SLYV | SPDR SERIES TRUST | — | 22.0 | $2K | 0.00% | NEW | — | $89.14 | +17.7% |
| 373 | BGSF | BGSF INC | Industrials | 375.0 | $2K | 0.00% | NEW | — | $4.63 | +13.8% |
| 374 | GCOW | PACER FDS TR | — | 42.0 | $2K | 0.00% | NEW | — | $41.21 | +12.0% |
| 375 | RELY | REMITLY GLOBAL INC | Technology | 125.0 | $2K | 0.00% | NEW | — | $13.80 | +45.8% |
| 376 | EWP | ISHARES INC | — | 28.0 | $2K | 0.00% | NEW | — | $53.89 | +7.2% |
| 377 | — | OCCIDENTAL PETE CORP | — | 75.0 | $1K | 0.00% | NEW | — | $19.27 | — |
| 378 | ALRM | ALARM COM HLDGS INC | Technology | 25.0 | $1K | 0.00% | NEW | — | $51.04 | -14.0% |
| 379 | BEP | BROOKFIELD RENEWABLE PARTNER | Utilities | 47.0 | $1K | 0.00% | NEW | — | $26.98 | +35.4% |
| 380 | APLD | APPLIED DIGITAL CORP | Technology | 50.0 | $1K | 0.00% | NEW | — | $24.52 | +99.8% |
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
4.6%
Consumer Cyclical
3.0%
Basic Materials
2.0%
Consumer Defensive
1.4%
Real Estate
0.3%