Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | CRM | SALESFORCE INC | Technology | 236.0 | $63K | 0.03% | NEW | — | $264.91 | -33.0% |
| 122 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 2,900.0 | $62K | 0.03% | NEW | — | $21.23 | +18.9% |
| 123 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 379.0 | $61K | 0.03% | NEW | — | $160.40 | +13.5% |
| 124 | CPT | CAMDEN PPTY TR | Real Estate | 550.0 | $61K | 0.03% | NEW | — | $110.08 | -1.8% |
| 125 | NAD | NUVEEN QUALITY MUNCP INCOME | Financial Services | 5,000.0 | $60K | 0.03% | NEW | — | $12.02 | -1.7% |
| 126 | XLV | SELECT SECTOR SPDR TR | — | 384.0 | $59K | 0.03% | NEW | — | $154.90 | -3.9% |
| 127 | PBR | PETROLEO BRASILEIRO SA PETRO | Energy | 5,000.0 | $59K | 0.03% | NEW | — | $11.85 | +60.0% |
| 128 | IAU | ISHARES GOLD TR | Financial Services | 710.0 | $58K | 0.03% | NEW | — | $81.17 | +3.2% |
| 129 | VTV | VANGUARD INDEX FDS | — | 300.0 | $57K | 0.03% | NEW | — | $190.99 | +10.9% |
| 130 | AXTI | AXT INC | Technology | 3,500.0 | $57K | 0.03% | NEW | — | $16.35 | +650.9% |
| 131 | SHEL | SHELL PLC | Energy | 770.0 | $57K | 0.03% | NEW | — | $73.48 | +14.1% |
| 132 | IGSB | ISHARES TR | — | 1,040.0 | $55K | 0.03% | NEW | — | $52.88 | -0.9% |
| 133 | VIS | VANGUARD WORLD FD | — | 180.0 | $54K | 0.03% | NEW | — | $298.38 | +14.7% |
| 134 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 1,100.0 | $53K | 0.03% | NEW | — | $48.55 | +65.6% |
| 135 | — | CAPITAL CLEAN ENERGY CARRIER | — | 2,500.0 | $52K | 0.03% | NEW | — | $20.87 | — |
| 136 | NBN | NORTHEAST BK PORTLAND ME | Financial Services | 500.0 | $52K | 0.03% | NEW | — | $103.93 | +20.3% |
| 137 | — | CADENCE BANK | — | 1,200.0 | $51K | 0.03% | NEW | — | $42.84 | — |
| 138 | SONY | SONY GROUP CORP | Technology | 2,005.0 | $51K | 0.03% | NEW | — | $25.60 | -14.6% |
| 139 | MHO | M/I HOMES INC | Consumer Cyclical | 400.0 | $51K | 0.03% | NEW | — | $127.95 | +4.4% |
| 140 | EGY | VAALCO ENERGY INC | Energy | 14,000.0 | $51K | 0.03% | NEW | — | $3.64 | +45.9% |
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
26.6%
Financial Services
24.0%
Industrials
14.3%
Energy
12.0%
Healthcare
11.7%
Communication Services
4.6%
Consumer Cyclical
3.0%
Basic Materials
2.0%
Consumer Defensive
1.4%
Real Estate
0.3%