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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 17 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CGNX COGNEX CORP Technology 175.0 $13K 0.01% $72.42 -14.0%
322 DSI ISHARES TR 89.0 $13K 0.01% $142.39 +3.5%
323 JOE ST JOE CO Real Estate 200.0 $13K 0.01% $62.63 +5.6%
324 CEG CONSTELLATION ENERGY CORP Utilities 50.0 $12K 0.01% +20.0 +66.7% $249.14 +20.0%
325 OPRA OPERA LTD Communication Services 600.0 $12K 0.01% $19.83 -5.3%
326 ROAD CONSTRUCTION PARTNERS INC Industrials 100.0 $12K 0.01% $118.77 -11.9%
327 VKTX VIKING THERAPEUTICS INC Healthcare 300.0 $12K 0.01% $39.01 -10.6%
328 PSIX POWER SOLUTIONS INTL INC Industrials 300.0 $12K 0.01% NEW $38.89 +4.1%
329 SPH SUBURBAN PROPANE PARTNERS L Utilities 677.0 $12K 0.01% -600.0 -47.0% $17.10 +2.5%
330 PSEC PROSPECT CAP CORP Financial Services 5,000.0 $12K 0.01% $2.31 -3.5%
331 OGI ORGANIGRAM GLOBAL INC Healthcare 11,000.0 $11K 0.01% $1.02 +13.2%
332 IYF ISHARES TR 87.0 $11K 0.01% $127.51 +8.2%
333 FSLY FASTLY INC Technology 600.0 $11K 0.01% NEW $18.36 +12.1%
334 OSS ONE STOP SYS INC Technology 600.0 $11K 0.01% NEW $18.18 -45.2%
335 PATH UIPATH INC Technology 1,000.0 $11K 0.01% $10.87 +39.7%
336 KBDC KAYNE ANDERSON BDC INC Financial Services 800.0 $11K 0.01% $13.53 -0.6%
337 APP APPLOVIN CORP Technology 20.0 $10K 0.00% NEW $515.25 -37.8%
338 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 38.0 $10K 0.00% $263.26 +37.8%
339 TFC TRUIST FINL CORP Financial Services 200.0 $10K 0.00% NEW $49.82 +3.7%
340 SES SES AI CORPORATION Consumer Cyclical 10,000.0 $10K 0.00% $0.96 -47.6%
Page 17 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%