Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | OCUL | OCULAR THERAPEUTIX INC | Healthcare | 2,500.0 | $25K | 0.01% | — | — | $9.82 | +8.4% |
| 242 | CVS | CVS HEALTH CORP | Healthcare | 237.0 | $25K | 0.01% | — | — | $103.45 | -6.5% |
| 243 | USMV | ISHARES TR | — | 254.0 | $25K | 0.01% | NEW | — | $96.46 | +4.5% |
| 244 | IJH | ISHARES TR | — | 314.0 | $24K | 0.01% | — | — | $77.06 | -1.6% |
| 245 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 207.0 | $24K | 0.01% | — | — | $116.67 | +49.4% |
| 246 | CWEN | CLEARWAY ENERGY INC | Utilities | 700.0 | $24K | 0.01% | — | — | $34.18 | -6.9% |
| 247 | NOW | SERVICENOW INC | Technology | 241.0 | $24K | 0.01% | +141.0 | +141.0% | $99.28 | +42.3% |
| 248 | — | LANDBRIDGE COMPANY LLC | — | 300.0 | $24K | 0.01% | — | — | $79.24 | — |
| 249 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 173.0 | $24K | 0.01% | — | — | $136.81 | -9.0% |
| 250 | SIL | GLOBAL X FDS | — | 300.0 | $23K | 0.01% | — | — | $77.46 | +28.2% |
| 251 | BRT | BRT APARTMENTS CORP | Real Estate | 1,500.0 | $23K | 0.01% | — | — | $15.37 | -6.6% |
| 252 | PDS | PRECISION DRILLING CORP | Energy | 300.0 | $23K | 0.01% | — | — | $76.66 | +17.3% |
| 253 | SHBI | SHORE BANCSHARES INC | Financial Services | 1,000.0 | $23K | 0.01% | — | — | $22.95 | +3.0% |
| 254 | ABT | ABBOTT LABORATORIES | Healthcare | 250.0 | $23K | 0.01% | NEW | — | $90.74 | +19.4% |
| 255 | CPRT | COPART INC | Industrials | 800.0 | $23K | 0.01% | — | — | $28.19 | +19.6% |
| 256 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 700.0 | $22K | 0.01% | — | — | $31.86 | +35.9% |
| 257 | MO | ALTRIA GROUP INC | Consumer Defensive | 306.0 | $22K | 0.01% | — | — | $71.95 | -4.3% |
| 258 | HQH | ABRDN HEALTHCARE INVESTORS | Financial Services | 1,000.0 | $22K | 0.01% | — | — | $21.98 | +2.6% |
| 259 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 50.0 | $22K | 0.01% | — | — | $437.64 | -17.2% |
| 260 | NATR | NATURES SUNSHINE PRODS INC | Consumer Defensive | 1,000.0 | $22K | 0.01% | — | — | $21.80 | -35.7% |
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%