Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | F | FORD MTR CO | Consumer Cyclical | 2,000.0 | $28K | 0.01% | — | — | $13.90 | +5.2% |
| 222 | LNTH | LANTHEUS HLDGS INC | Healthcare | 250.0 | $28K | 0.01% | — | — | $110.94 | -9.0% |
| 223 | TLS | TELOS CORP MD | Technology | 6,000.0 | $28K | 0.01% | — | — | $4.60 | +4.3% |
| 224 | MMT | ABERDEEN MULTI-MARKET INCOME | Financial Services | 6,270.0 | $28K | 0.01% | — | — | $4.40 | +1.1% |
| 225 | TTD | THE TRADE DESK INC | Technology | 1,500.0 | $27K | 0.01% | +500.0 | +50.0% | $18.08 | -20.2% |
| 226 | OGN | ORGANON & CO | Healthcare | 2,000.0 | $27K | 0.01% | — | — | $13.54 | +1.8% |
| 227 | CCNE | CNB FINL CORP PA | Financial Services | 800.0 | $27K | 0.01% | — | — | $33.71 | +3.6% |
| 228 | — | SEANERGY MARITIME HLDGS CORP | — | 2,000.0 | $27K | 0.01% | — | — | $13.43 | — |
| 229 | UNM | UNUM GROUP | Financial Services | 300.0 | $27K | 0.01% | — | — | $89.40 | +7.2% |
| 230 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 200.0 | $27K | 0.01% | — | — | $132.52 | +4.4% |
| 231 | COF | CAPITAL ONE FINL CORP | Financial Services | 132.0 | $26K | 0.01% | — | — | $200.62 | +9.5% |
| 232 | WES | WESTERN MIDSTREAM PARTNERS L | Energy | 600.0 | $26K | 0.01% | +200.0 | +50.0% | $43.76 | +13.2% |
| 233 | HACK | AMPLIFY ETF TR | — | 250.0 | $26K | 0.01% | +50.0 | +25.0% | $104.93 | +5.5% |
| 234 | USAR | USA RARE EARTH INC | Basic Materials | 1,200.0 | $26K | 0.01% | — | — | $21.58 | -18.4% |
| 235 | VGT | VANGUARD WORLD FD | — | 216.0 | $26K | 0.01% | +189.0 | +700.0% | $119.52 | +1.5% |
| 236 | SEZL | SEZZLE INC | Financial Services | 150.0 | $26K | 0.01% | — | — | $171.63 | -29.7% |
| 237 | ERII | ENERGY RECOVERY INC | Industrials | 2,800.0 | $25K | 0.01% | — | — | $9.02 | -15.4% |
| 238 | GNK | GENCO SHIPPING & TRADING LTD | Industrials | 1,000.0 | $25K | 0.01% | — | — | $24.78 | +11.6% |
| 239 | ENPH | ENPHASE ENERGY INC | Energy | 500.0 | $25K | 0.01% | +100.0 | +25.0% | $49.24 | -26.1% |
| 240 | KELYA | KELLY SVCS INC | Industrials | 2,000.0 | $25K | 0.01% | — | — | $12.28 | +37.3% |
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%