Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 2,900.0 | $75K | 0.03% | — | — | $26.00 | +9.9% |
| 122 | RFIL | RF INDS LTD | Industrials | 3,420.0 | $73K | 0.03% | — | — | $21.21 | -50.4% |
| 123 | XLF | SELECT SECTOR SPDR TR | — | 1,337.0 | $72K | 0.03% | — | — | $53.61 | +8.4% |
| 124 | NAD | NUVEEN QUALITY MUNCP INCOME | Financial Services | 5,900.0 | $72K | 0.03% | +900.0 | +18.0% | $12.12 | -5.4% |
| 125 | XLU | SELECT SECTOR SPDR TR | — | 1,570.0 | $71K | 0.03% | — | — | $45.34 | -5.0% |
| 126 | AMD | ADVANCED MICRO DEVICES INC | Technology | 120.0 | $70K | 0.03% | — | — | $580.91 | -17.8% |
| 127 | LPG | DORIAN LPG LTD | Energy | 2,000.0 | $70K | 0.03% | — | — | $34.78 | +58.7% |
| 128 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 379.0 | $69K | 0.03% | — | — | $180.91 | +0.9% |
| 129 | O | REALTY INCOME CORP | Real Estate | 1,100.0 | $68K | 0.03% | — | — | $61.96 | -1.1% |
| 130 | WFC | WELLS FARGO & CO | Financial Services | 813.0 | $67K | 0.03% | -1K | -55.2% | $82.63 | +8.9% |
| 131 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 139.0 | $66K | 0.03% | +90.0 | +183.7% | $477.57 | -10.2% |
| 132 | NBN | NORTHEAST BK PORTLAND ME | Financial Services | 500.0 | $66K | 0.03% | — | — | $132.53 | +0.2% |
| 133 | GILD | GILEAD SCIENCES INC | Healthcare | 512.0 | $65K | 0.03% | — | — | $126.34 | +19.5% |
| 134 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 5,500.0 | $65K | 0.03% | — | — | $11.74 | -6.0% |
| 135 | MHO | M/I HOMES INC | Consumer Cyclical | 400.0 | $64K | 0.03% | — | — | $160.79 | -7.8% |
| 136 | YUM | YUM BRANDS INC | Consumer Cyclical | 395.0 | $63K | 0.03% | — | — | $159.86 | -5.7% |
| 137 | XLV | SELECT SECTOR SPDR TR | — | 384.0 | $61K | 0.03% | — | — | $158.86 | +7.9% |
| 138 | MRVL | MARVELL TECHNOLOGY INC | Technology | 200.0 | $60K | 0.03% | — | — | $297.89 | -25.0% |
| 139 | MET | METLIFE INC | Financial Services | 700.0 | $59K | 0.03% | — | — | $84.61 | +15.4% |
| 140 | ROP | ROPER TECHNOLOGIES INC | Industrials | 170.0 | $58K | 0.03% | — | — | $338.39 | +20.4% |
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%