Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | VALE | VALE S A | Basic Materials | 3,800.0 | $57K | 0.03% | — | — | $15.04 | +1.5% |
| 142 | VPV | INVESCO PA VALUE MUN INC TR | Financial Services | 5,000.0 | $57K | 0.02% | +2K | +66.7% | $11.32 | -1.5% |
| 143 | KIM | KIMCO REALTY CORP | Real Estate | 2,224.0 | $56K | 0.02% | — | — | $25.35 | -6.9% |
| 144 | CMRE | COSTAMARE INC | Industrials | 4,000.0 | $56K | 0.02% | — | — | $14.02 | +10.9% |
| 145 | BE | BLOOM ENERGY CORP | Industrials | 185.0 | $56K | 0.02% | +85.0 | +85.0% | $302.70 | -16.5% |
| 146 | VST | VISTRA CORP | Utilities | 350.0 | $56K | 0.02% | +100.0 | +40.0% | $158.63 | -5.9% |
| 147 | GDX | VANECK ETF TRUST | — | 735.0 | $55K | 0.02% | — | — | $75.45 | +31.6% |
| 148 | IGSB | ISHARES TR | — | 1,040.0 | $55K | 0.02% | — | — | $52.41 | -1.1% |
| 149 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 200.0 | $54K | 0.02% | — | — | $271.95 | -37.3% |
| 150 | CPT | CAMDEN PPTY TR | Real Estate | 475.0 | $54K | 0.02% | — | — | $114.49 | -7.7% |
| 151 | — | CAPITAL CLEAN ENERGY CARRIER | — | 2,500.0 | $53K | 0.02% | — | — | $21.35 | — |
| 152 | EOG | EOG RES INC | Energy | 406.0 | $53K | 0.02% | — | — | $129.73 | +11.9% |
| 153 | ASML | ASML HLDG NV | Technology | 26.0 | $52K | 0.02% | +4.0 | +18.2% | $1989.42 | -13.8% |
| 154 | SHEL | SHELL PLC | Energy | 662.0 | $51K | 0.02% | — | — | $77.54 | +19.9% |
| 155 | DB | DEUTSCHE BK AG | Financial Services | 1,500.0 | $51K | 0.02% | — | — | $33.76 | +22.4% |
| 156 | ORN | ORION GROUP HLDGS INC | Industrials | 3,000.0 | $50K | 0.02% | — | — | $16.82 | -44.8% |
| 157 | SD | SANDRIDGE ENERGY INC | Energy | 3,500.0 | $48K | 0.02% | — | — | $13.70 | +4.6% |
| 158 | VIG | VANGUARD SPECIALIZED FUNDS | — | 200.0 | $47K | 0.02% | -150.0 | -42.9% | $236.62 | +2.3% |
| 159 | VIS | VANGUARD WORLD FD | — | 130.0 | $47K | 0.02% | — | — | $360.38 | -6.6% |
| 160 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 61.0 | $47K | 0.02% | NEW | — | $190.79 | +11.7% |
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%