Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SEZL | SEZZLE INC | Financial Services | 150.0 | $9K | 0.01% | NEW | — | $63.29 | +83.4% |
| 22 | CGNX | COGNEX CORP | Technology | 175.0 | $9K | 0.00% | NEW | — | $48.99 | +36.2% |
| 23 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 38.0 | $8K | 0.00% | NEW | — | $209.08 | +20.7% |
| 24 | WLDN | WILLDAN GROUP INC | Industrials | 100.0 | $8K | 0.00% | NEW | — | $76.56 | +21.7% |
| 25 | MNDY | MONDAY COM LTD | Technology | 100.0 | $7K | 0.00% | NEW | — | $69.11 | +10.6% |
| 26 | VOX | VANGUARD WORLD FD | — | 10.0 | $2K | 0.00% | NEW | — | $179.80 | +10.6% |
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%