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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | SE | SEA LTD | Consumer Cyclical | 100.0 | $10K | 0.00% | NEW | — | $95.83 | +17.0% |
| 342 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 112.0 | $9K | 0.00% | — | — | $83.85 | -19.7% |
| 343 | VOE | VANGUARD INDEX FDS | — | 46.0 | $9K | 0.00% | — | — | $197.61 | +5.5% |
| 344 | IGV | ISHARES TR | — | 100.0 | $9K | 0.00% | -100.0 | -50.0% | $90.60 | +15.4% |
| 345 | SOCL | GLOBAL X FDS | — | 200.0 | $9K | 0.00% | — | — | $43.81 | +3.0% |
| 346 | SAP | SAP SE | Technology | 56.0 | $9K | 0.00% | — | — | $154.11 | +39.6% |
| 347 | IYE | ISHARES TR | — | 144.0 | $8K | 0.00% | +1.0 | +0.7% | $56.48 | +19.9% |
| 348 | WLDN | WILLDAN GROUP INC | Industrials | 100.0 | $8K | 0.00% | — | — | $79.10 | +8.4% |
| 349 | SWK | STANLEY BLACK & DECKER INC | Industrials | 83.0 | $8K | 0.00% | — | — | $94.12 | +3.4% |
| 350 | MAIN | MAIN STR CAP CORP | Financial Services | 150.0 | $8K | 0.00% | +50.0 | +50.0% | $51.88 | +11.2% |
| 351 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 1,000.0 | $8K | 0.00% | — | — | $7.68 | -11.8% |
| 352 | ESGD | ISHARES TR | — | 73.0 | $8K | 0.00% | — | — | $102.81 | +4.4% |
| 353 | IXJ | ISHARES TR | — | 76.0 | $7K | 0.00% | — | — | $98.38 | +6.6% |
| 354 | AES | AES CORP | Utilities | 500.0 | $7K | 0.00% | — | — | $14.66 | +0.9% |
| 355 | RIO | RIO TINTO PLC | Basic Materials | 77.0 | $7K | 0.00% | — | — | $94.94 | +8.8% |
| 356 | MNDY | MONDAY COM LTD | Technology | 100.0 | $7K | 0.00% | — | — | $72.39 | +25.8% |
| 357 | — | COOPER COS INC | — | 100.0 | $7K | 0.00% | — | — | $71.71 | — |
| 358 | DYNF | BLACKROCK ETF TRUST | — | 102.0 | $7K | 0.00% | NEW | — | $68.01 | +3.0% |
| 359 | ARKQ | ARK ETF TR | — | 50.0 | $7K | 0.00% | NEW | — | $132.22 | -7.5% |
| 360 | IXC | ISHARES TR | — | 132.0 | $6K | 0.00% | — | — | $49.13 | +18.9% |
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%