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Portfolio (Quarterly) Guide ↗

Founders Capital Management

· CIK 0001704300
13F Portfolio $231M AUM 420 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 67 Added 24 Reduced 7 Exited
Page 16 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PXH INVESCO EXCH TRADED FD TR II 569.0 $16K 0.01% NEW $27.88 +8.7%
302 VTS VITESSE ENERGY INC Energy 1,000.0 $16K 0.01% +600.0 +150.0% $15.77 +12.7%
303 IBIT ISHARES BITCOIN TRUST ETF Financial Services 469.0 $16K 0.01% $33.29 +35.9%
304 PAYX PAYCHEX INC Industrials 157.0 $15K 0.01% $98.33 +23.8%
305 LUV SOUTHWEST AIRLS CO Industrials 300.0 $15K 0.01% +200.0 +200.0% $51.42 -22.9%
306 CGDG CAPITAL GROUP DIVIDEND GROWE 400.0 $15K 0.01% $37.51 +3.1%
307 NRG NRG ENERGY INC Utilities 101.0 $15K 0.01% $146.76 -18.9%
308 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 900.0 $14K 0.01% $15.93 +0.4%
309 YUMC YUM CHINA HLDGS INC Consumer Cyclical 350.0 $14K 0.01% $40.87 +6.7%
310 CYD CHINA YUCHAI INTL LTD Industrials 300.0 $14K 0.01% $47.41 -21.1%
311 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,000.0 $14K 0.01% +800.0 +400.0% $14.13 +16.8%
312 SLRC SLR INVESTMENT CORP Financial Services 1,140.0 $14K 0.01% $12.37 +1.6%
313 XLG INVESCO EXCHANGE TRADED FD T 230.0 $14K 0.01% $61.23 +3.0%
314 TROX TRONOX HOLDINGS PLC Basic Materials 2,200.0 $14K 0.01% $6.30 -23.7%
315 UFPI UFP INDUSTRIES INC Basic Materials 150.0 $14K 0.01% $90.74 -7.0%
316 CMI CUMMINS INC Industrials 19.0 $14K 0.01% $713.21 -21.4%
317 ALB ALBEMARLE CORP Basic Materials 100.0 $14K 0.01% $135.03 -6.5%
318 FTEK FUEL TECH INC Industrials 6,000.0 $13K 0.01% $2.21 -29.9%
319 PR PERMIAN RESOURCES CORP Energy 700.0 $13K 0.01% $18.41 +26.9%
320 IVV ISHARES TR 17.0 $13K 0.01% NEW $748.88 +3.3%
Page 16 of 21  ·  420 positions

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%