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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CAT | CATERPILLAR INC | Industrials | 214.0 | $228K | 0.10% | +34.0 | +18.9% | $1064.90 | -23.6% |
| 62 | PGX | INVESCO EXCH TRADED FD TR II | — | 20,345.0 | $221K | 0.10% | NEW | — | $10.84 | -3.2% |
| 63 | V | VISA INC | Financial Services | 600.0 | $206K | 0.09% | — | — | $343.09 | +9.3% |
| 64 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 700.0 | $197K | 0.09% | -501.0 | -41.7% | $281.21 | -16.5% |
| 65 | VUG | VANGUARD INDEX FDS | — | 1,944.0 | $167K | 0.07% | +2K | +500.0% | $86.14 | +2.7% |
| 66 | — | IRIDIUM COMMUNICATIONS INC | — | 3,000.0 | $165K | 0.07% | — | — | $54.85 | — |
| 67 | PLPC | PREFORMED LINE PRODS CO | Industrials | 400.0 | $164K | 0.07% | — | — | $410.56 | -2.9% |
| 68 | IWB | ISHARES TR | — | 395.0 | $162K | 0.07% | — | — | $409.50 | +2.9% |
| 69 | FRD | FRIEDMAN INDS INC | Basic Materials | 5,000.0 | $161K | 0.07% | — | — | $32.18 | +41.7% |
| 70 | XEL | XCEL ENERGY INC | Utilities | 2,000.0 | $161K | 0.07% | — | — | $80.30 | -5.7% |
| 71 | CSCO | CISCO SYS INC | Technology | 1,326.0 | $156K | 0.07% | — | — | $117.49 | -7.1% |
| 72 | AMGN | AMGEN INC | Healthcare | 409.0 | $148K | 0.06% | — | — | $362.12 | +20.7% |
| 73 | GD | GENERAL DYNAMICS CORP | Industrials | 410.0 | $145K | 0.06% | — | — | $354.24 | +1.5% |
| 74 | IVE | ISHARES TR | — | 638.0 | $145K | 0.06% | +31.0 | +5.1% | $227.06 | +4.3% |
| 75 | INTC | INTEL CORP | Technology | 1,025.0 | $143K | 0.06% | — | — | $139.63 | -31.4% |
| 76 | SCI | SERVICE CORP INTL | Consumer Cyclical | 1,800.0 | $137K | 0.06% | — | — | $75.96 | +8.2% |
| 77 | PLAB | PHOTRONICS INC | Technology | 4,200.0 | $137K | 0.06% | +700.0 | +20.0% | $32.53 | -10.5% |
| 78 | XLE | SELECT SECTOR SPDR TR | — | 2,565.0 | $136K | 0.06% | — | — | $53.10 | +20.6% |
| 79 | XLK | SELECT SECTOR SPDR TR | — | 713.0 | $136K | 0.06% | +100.0 | +16.3% | $190.56 | -1.7% |
| 80 | GLD | SPDR GOLD TR | Financial Services | 360.0 | $133K | 0.06% | — | — | $368.38 | +10.4% |
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%