Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | DOV | DOVER CORP | Industrials | 150.0 | $34K | 0.01% | — | — | $224.28 | -14.0% |
| 202 | TDW | TIDEWATER INC NEW | Energy | 500.0 | $33K | 0.01% | — | — | $66.63 | +41.5% |
| 203 | EXK | ENDEAVOUR SILVER CORP | Basic Materials | 4,000.0 | $33K | 0.01% | — | — | $8.28 | +34.3% |
| 204 | GM | GENERAL MTRS CO | Consumer Cyclical | 426.0 | $33K | 0.01% | +48.0 | +12.7% | $77.08 | +13.9% |
| 205 | MDYG | SPDR SERIES TRUST | — | 289.0 | $32K | 0.01% | — | — | $111.94 | -3.2% |
| 206 | RCAT | RED CAT HLDGS INC | Technology | 3,000.0 | $32K | 0.01% | — | — | $10.65 | -21.4% |
| 207 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 499.0 | $32K | 0.01% | — | — | $64.01 | +7.6% |
| 208 | VLN | VALENS SEMICONDUCTOR LTD | Technology | 14,000.0 | $32K | 0.01% | — | — | $2.26 | -24.3% |
| 209 | PKX | POSCO HOLDINGS INC | Basic Materials | 600.0 | $31K | 0.01% | — | — | $51.38 | +22.1% |
| 210 | SLV | ISHARES SILVER TR | Financial Services | 575.0 | $31K | 0.01% | — | — | $53.47 | +11.9% |
| 211 | SLYG | SPDR SERIES TRUST | — | 258.0 | $31K | 0.01% | — | — | $119.11 | -4.5% |
| 212 | SHY | ISHARES TR | — | 370.0 | $30K | 0.01% | NEW | — | $82.11 | -0.5% |
| 213 | NL | NLI HOLDINGS INC | Industrials | 5,000.0 | $30K | 0.01% | — | — | $5.95 | +14.1% |
| 214 | BGR | BLACKROCK ENERGY & RES TR | Financial Services | 2,000.0 | $30K | 0.01% | — | — | $14.82 | +16.1% |
| 215 | DAKT | DAKTRONICS INC | Technology | 1,500.0 | $29K | 0.01% | — | — | $19.56 | -1.1% |
| 216 | OXY | OCCIDENTAL PETE CORP | Energy | 600.0 | $29K | 0.01% | — | — | $48.57 | +23.6% |
| 217 | IJS | ISHARES TR | — | 207.0 | $28K | 0.01% | NEW | — | $136.68 | +0.6% |
| 218 | AOR | ISHARES TR | — | 406.0 | $28K | 0.01% | — | — | $69.50 | +0.8% |
| 219 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 3,000.0 | $28K | 0.01% | -900.0 | -23.1% | $9.39 | +33.1% |
| 220 | T | AT&T INC | Communication Services | 1,350.0 | $28K | 0.01% | — | — | $20.70 | +24.0% |
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
34.6%
Financial Services
22.1%
Energy
14.0%
Healthcare
12.3%
Industrials
11.7%
Consumer Cyclical
2.8%
Consumer Defensive
1.2%
Communication Services
0.4%
Basic Materials
0.3%
Real Estate
0.3%