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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | RHI | ROBERT HALF INC. | Industrials | 600.0 | $18K | 0.01% | — | — | $30.70 | +38.7% |
| 282 | APOG | APOGEE ENTERPRISES INC | Industrials | 400.0 | $18K | 0.01% | — | — | $45.74 | -12.6% |
| 283 | — | PAGAYA TECHNOLOGIES LTD | — | 1,000.0 | $18K | 0.01% | NEW | — | $18.25 | — |
| 284 | — | EXPAND ENERGY CORPORATION | — | 200.0 | $18K | 0.01% | — | — | $91.19 | — |
| 285 | CBT | CABOT CORP | Basic Materials | 200.0 | $18K | 0.01% | — | — | $90.82 | -10.3% |
| 286 | KMI | KINDER MORGAN INC DEL | Energy | 562.0 | $18K | 0.01% | — | — | $31.97 | -1.8% |
| 287 | CNI | CANADIAN NATL RY CO | Industrials | 150.0 | $18K | 0.01% | — | — | $119.24 | +3.5% |
| 288 | IWF | ISHARES TR | — | 144.0 | $18K | 0.01% | +108.0 | +300.0% | $124.17 | -0.6% |
| 289 | APH | AMPHENOL CORP | Technology | 100.0 | $18K | 0.01% | — | — | $176.93 | -53.2% |
| 290 | FENY | FIDELITY COVINGTON TRUST | — | 593.0 | $18K | 0.01% | — | — | $29.56 | +20.2% |
| 291 | HLX | HELIX ENERGY SOLUTIONS GRP I | Energy | 2,000.0 | $17K | 0.01% | — | — | $8.74 | +21.3% |
| 292 | LINE | LINEAGE INC | Real Estate | 400.0 | $17K | 0.01% | — | — | $43.25 | -11.7% |
| 293 | NBR | NABORS INDUSTRIES LTD | Energy | 200.0 | $17K | 0.01% | — | — | $84.01 | +8.1% |
| 294 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 700.0 | $17K | 0.01% | NEW | — | $23.98 | +10.4% |
| 295 | IEMG | ISHARES INC | — | 200.0 | $17K | 0.01% | — | — | $82.84 | +1.0% |
| 296 | DHT | DHT HOLDINGS INC | Energy | 1,000.0 | $17K | 0.01% | — | — | $16.53 | +26.3% |
| 297 | PAX | PATRIA INVESTMENTS LIMITED | Financial Services | 1,500.0 | $16K | 0.01% | NEW | — | $10.98 | +1.5% |
| 298 | DOW | DOW HLDGS INC | Basic Materials | 600.0 | $16K | 0.01% | — | — | $27.36 | +7.6% |
| 299 | OBE | OBSIDIAN ENERGY LTD | Energy | 2,000.0 | $16K | 0.01% | NEW | — | $8.13 | +45.4% |
| 300 | RBRK | RUBRIK INC. | Technology | 200.0 | $16K | 0.01% | — | — | $80.28 | +16.7% |
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%