Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | DGRW | WISDOMTREE TR | — | 66.0 | $6K | 0.00% | NEW | — | $95.62 | +4.3% |
| 362 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 152.0 | $6K | 0.00% | — | — | $38.96 | +4.0% |
| 363 | LSTA | LISATA THERAPEUTICS INC | Healthcare | 1,667.0 | $6K | 0.00% | — | — | $3.40 | -51.5% |
| 364 | VDC | VANGUARD WORLD FD | — | 25.0 | $6K | 0.00% | — | — | $225.48 | +1.3% |
| 365 | VCR | VANGUARD WORLD FD | — | 13.0 | $5K | 0.00% | — | — | $396.62 | -2.3% |
| 366 | DEM | WISDOMTREE TR | — | 93.0 | $5K | 0.00% | NEW | — | $53.78 | +6.2% |
| 367 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 17.0 | $5K | 0.00% | -12K | -99.9% | $293.18 | +2.8% |
| 368 | FANG | DIAMONDBACK ENERGY INC | Energy | 28.0 | $5K | 0.00% | +1.0 | +3.7% | $172.68 | +15.4% |
| 369 | VWO | VANGUARD INTL EQUITY INDEX F | — | 74.0 | $4K | 0.00% | NEW | — | $59.69 | +2.9% |
| 370 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 95.0 | $4K | 0.00% | — | — | $45.58 | +14.4% |
| 371 | RKLB | ROCKET LAB CORP | Industrials | 40.0 | $4K | 0.00% | — | — | $101.65 | -36.8% |
| 372 | EFV | ISHARES TR | — | 51.0 | $4K | 0.00% | NEW | — | $76.55 | +8.4% |
| 373 | BAI | BLACKROCK ETF TRUST | — | 74.0 | $4K | 0.00% | NEW | — | $52.72 | -15.4% |
| 374 | EFG | ISHARES TR | — | 31.0 | $4K | 0.00% | NEW | — | $124.42 | +0.1% |
| 375 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 35.0 | $4K | 0.00% | — | — | $109.77 | -4.4% |
| 376 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 83.0 | $4K | 0.00% | — | — | $46.19 | -3.9% |
| 377 | NFE | NEW FORTRESS ENERGY INC | Utilities | 10,000.0 | $4K | 0.00% | — | — | $0.36 | -24.5% |
| 378 | EWT | ISHARES INC | — | 33.0 | $4K | 0.00% | — | — | $108.61 | +3.3% |
| 379 | FTEC | FIDELITY COVINGTON TRUST | — | 12.0 | $4K | 0.00% | — | — | $293.92 | -1.6% |
| 380 | NEM | NEWMONT CORP | Basic Materials | 36.0 | $3K | 0.00% | NEW | — | $93.39 | +37.2% |
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%