Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 79.0 | $18K | 0.01% | — | — | $230.89 | +29.1% |
| 262 | WS | WORTHINGTON STL INC | Basic Materials | 600.0 | $18K | 0.01% | NEW | — | $30.35 | +19.2% |
| 263 | USAR | USA RARE EARTH INC | Basic Materials | 1,200.0 | $18K | 0.01% | +400.0 | +50.0% | $15.13 | +16.4% |
| 264 | ARRY | ARRAY TECHNOLOGIES INC | Energy | 2,500.0 | $18K | 0.01% | +1K | +66.7% | $7.23 | -36.4% |
| 265 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 469.0 | $18K | 0.01% | — | — | $38.42 | +17.7% |
| 266 | ALB | ALBEMARLE CORP | Basic Materials | 100.0 | $18K | 0.01% | — | — | $179.53 | -29.7% |
| 267 | HQH | ABRDN HEALTHCARE INVESTORS | Financial Services | 1,000.0 | $18K | 0.01% | — | — | $17.79 | +26.8% |
| 268 | UPS | UNITED PARCEL SVCS INC | Industrials | 180.0 | $18K | 0.01% | -90.0 | -33.3% | $98.38 | +4.0% |
| 269 | KELYA | KELLY SVCS INC | Industrials | 2,000.0 | $18K | 0.01% | — | — | $8.85 | +90.5% |
| 270 | GROW | U S GLOBAL INVS INC | Financial Services | 7,000.0 | $17K | 0.01% | — | — | $2.48 | +20.2% |
| 271 | NBR | NABORS INDUSTRIES LTD | Energy | 200.0 | $17K | 0.01% | — | — | $86.06 | +5.6% |
| 272 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 350.0 | $17K | 0.01% | — | — | $48.78 | -10.6% |
| 273 | CVS | CVS HEALTH CORP | Healthcare | 237.0 | $17K | 0.01% | — | — | $71.82 | +34.7% |
| 274 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 49.0 | $17K | 0.01% | +25.0 | +104.2% | $337.96 | +26.9% |
| 275 | SYK | STRYKER CORPORATION | Healthcare | 50.0 | $17K | 0.01% | — | — | $330.14 | -8.2% |
| 276 | WES | WESTERN MIDSTREAM PARTNERS L | Energy | 400.0 | $16K | 0.01% | — | — | $41.17 | +20.3% |
| 277 | SLRC | SLR INVESTMENT CORP | Financial Services | 1,140.0 | $16K | 0.01% | -2K | -56.8% | $14.31 | -12.2% |
| 278 | IGV | ISHARES TR | — | 200.0 | $16K | 0.01% | +100.0 | +100.0% | $80.05 | +30.6% |
| 279 | VLN | VALENS SEMICONDUCTOR LTD | Technology | 14,000.0 | $16K | 0.01% | NEW | — | $1.13 | +51.3% |
| 280 | CNI | CANADIAN NATL RY CO | Industrials | 150.0 | $15K | 0.01% | — | — | $102.77 | +20.0% |
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
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%