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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | COHR | COHERENT CORP | Technology | 350.0 | $83K | 0.04% | -150.0 | -30.0% | $238.21 | +18.3% |
| 102 | — | IRIDIUM COMMUNICATIONS INC | — | 3,000.0 | $83K | 0.04% | +500.0 | +20.0% | $27.74 | — |
| 103 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 550.0 | $82K | 0.04% | — | — | $149.52 | +47.0% |
| 104 | XLK | SELECT SECTOR SPDR TR | — | 613.0 | $81K | 0.04% | -112.0 | -15.4% | $132.89 | +40.9% |
| 105 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 1,100.0 | $80K | 0.04% | — | — | $72.88 | +43.4% |
| 106 | IVOV | VANGUARD ADMIRAL FDS INC | — | 770.0 | $79K | 0.04% | — | — | $101.95 | +12.2% |
| 107 | VTV | VANGUARD INDEX FDS | — | 400.0 | $78K | 0.04% | +100.0 | +33.3% | $196.20 | +15.4% |
| 108 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 4,970.0 | $78K | 0.04% | +3K | +148.5% | $15.65 | +8.8% |
| 109 | VOO | VANGUARD INDEX FDS | — | 128.0 | $76K | 0.04% | — | — | $597.55 | +18.5% |
| 110 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 2,900.0 | $76K | 0.04% | — | — | $26.35 | +8.5% |
| 111 | AXP | AMERICAN EXPRESS CO | Financial Services | 250.0 | $76K | 0.04% | — | — | $302.48 | +7.8% |
| 112 | LIT | GLOBAL X FDS | — | 1,015.0 | $75K | 0.04% | — | — | $74.35 | -0.2% |
| 113 | VIG | VANGUARD SPECIALIZED FUNDS | — | 350.0 | $75K | 0.04% | — | — | $215.06 | +12.5% |
| 114 | XLU | SELECT SECTOR SPDR TR | — | 1,570.0 | $72K | 0.04% | — | — | $45.89 | -6.1% |
| 115 | GILD | GILEAD SCIENCES INC | Healthcare | 512.0 | $71K | 0.04% | -300.0 | -37.0% | $139.37 | +8.3% |
| 116 | RELL | RICHARDSON ELECTRS LTD | Technology | 6,500.0 | $71K | 0.04% | — | — | $10.95 | +58.3% |
| 117 | VHT | VANGUARD WORLD FD | — | 259.0 | $71K | 0.03% | — | — | $272.33 | +18.1% |
| 118 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 1,540.0 | $70K | 0.03% | — | — | $45.26 | +41.8% |
| 119 | LPG | DORIAN LPG LTD | Energy | 2,000.0 | $68K | 0.03% | — | — | $34.20 | +61.4% |
| 120 | PRU | PRUDENTIAL FINL INC | Financial Services | 700.0 | $68K | 0.03% | — | — | $97.69 | +24.9% |
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
26.4%
Financial Services
20.8%
Energy
17.1%
Industrials
15.5%
Healthcare
12.5%
Consumer Cyclical
3.1%
Basic Materials
2.2%
Consumer Defensive
1.4%
Communication Services
0.5%
Real Estate
0.3%