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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | SPH | SUBURBAN PROPANE PARTNERS L | Utilities | 1,277.0 | $25K | 0.01% | — | — | $19.69 | -11.0% |
| 222 | TLS | TELOS CORP MD | Technology | 6,000.0 | $25K | 0.01% | +2K | +50.0% | $4.19 | +14.6% |
| 223 | DOW | DOW HLDGS INC | Basic Materials | 600.0 | $25K | 0.01% | — | — | $41.65 | -29.3% |
| 224 | SLYG | SPDR SERIES TRUST | — | 257.0 | $25K | 0.01% | — | — | $96.79 | +17.5% |
| 225 | AMD | ADVANCED MICRO DEVICES INC | Technology | 120.0 | $24K | 0.01% | NEW | — | $203.43 | +134.8% |
| 226 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 500.0 | $24K | 0.01% | +200.0 | +66.7% | $48.73 | +3.6% |
| 227 | COF | CAPITAL ONE FINL CORP | Financial Services | 132.0 | $24K | 0.01% | — | — | $182.43 | +20.4% |
| 228 | NATR | NATURES SUNSHINE PRODS INC | Consumer Defensive | 1,000.0 | $24K | 0.01% | — | — | $23.99 | -41.6% |
| 229 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 50.0 | $24K | 0.01% | — | — | $474.56 | -23.6% |
| 230 | VSTS | VESTIS CORPORATION | Industrials | 3,000.0 | $24K | 0.01% | — | — | $7.86 | +68.7% |
| 231 | CCNE | CNB FINL CORP PA | Financial Services | 800.0 | $23K | 0.01% | -482.0 | -37.6% | $28.96 | +20.5% |
| 232 | F | FORD MTR CO | Consumer Cyclical | 2,000.0 | $23K | 0.01% | — | — | $11.54 | +26.7% |
| 233 | LBRT | LIBERTY ENERGY INC | Energy | 800.0 | $23K | 0.01% | — | — | $28.80 | -28.5% |
| 234 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 128.0 | $23K | 0.01% | — | — | $178.97 | -5.2% |
| 235 | TTD | THE TRADE DESK INC | Technology | 1,000.0 | $23K | 0.01% | NEW | — | $22.69 | -36.4% |
| 236 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 173.0 | $23K | 0.01% | — | — | $131.08 | -5.0% |
| 237 | GNK | GENCO SHIPPING & TRADING LTD | Industrials | 1,000.0 | $23K | 0.01% | — | — | $22.55 | +22.6% |
| 238 | — | EXPAND ENERGY CORPORATION | — | 200.0 | $22K | 0.01% | — | — | $109.78 | — |
| 239 | UNM | UNUM GROUP | Financial Services | 300.0 | $22K | 0.01% | — | — | $73.03 | +31.2% |
| 240 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 2,200.0 | $21K | 0.01% | — | — | $9.77 | -50.8% |
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
26.4%
Financial Services
20.8%
Energy
17.1%
Industrials
15.5%
Healthcare
12.5%
Consumer Cyclical
3.1%
Basic Materials
2.2%
Consumer Defensive
1.4%
Communication Services
0.5%
Real Estate
0.3%