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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | VST | VISTRA CORP | Utilities | 250.0 | $40K | 0.02% | NEW | — | $161.33 | +0.4% |
| 162 | MET | METLIFE INC | Financial Services | 500.0 | $39K | 0.02% | NEW | — | $78.94 | +4.3% |
| 163 | PAI | WESTERN ASSET INVESTMENT GRA | Financial Services | 3,140.0 | $39K | 0.02% | NEW | — | $12.48 | -2.5% |
| 164 | IYM | ISHARES TR | — | 250.0 | $38K | 0.02% | NEW | — | $153.96 | +20.4% |
| 165 | KRG | KITE RLTY GROUP TR | Real Estate | 1,600.0 | $38K | 0.02% | NEW | — | $23.97 | +14.8% |
| 166 | AMLP | ALPS ETF TR | — | 808.0 | $38K | 0.02% | NEW | — | $47.02 | +11.8% |
| 167 | INTC | INTEL CORP | Technology | 1,025.0 | $38K | 0.02% | NEW | — | $36.90 | +229.4% |
| 168 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 200.0 | $37K | 0.02% | NEW | — | $186.43 | -90.6% |
| 169 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 207.0 | $37K | 0.02% | NEW | — | $177.75 | -21.3% |
| 170 | SDY | SPDR SERIES TRUST | — | 260.0 | $36K | 0.02% | NEW | — | $139.16 | +8.1% |
| 171 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 876.0 | $36K | 0.02% | NEW | — | $40.73 | +17.8% |
| 172 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 700.0 | $36K | 0.02% | NEW | — | $50.79 | +28.5% |
| 173 | VNQ | VANGUARD INDEX FDS | — | 400.0 | $35K | 0.02% | NEW | — | $88.49 | +9.7% |
| 174 | MP | MP MATERIALS CORP | Basic Materials | 700.0 | $35K | 0.02% | NEW | — | $50.52 | +33.4% |
| 175 | GSL | GLOBAL SHIP LEASE INC NEW | Industrials | 1,000.0 | $35K | 0.02% | NEW | — | $35.04 | +4.7% |
| 176 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 2,000.0 | $35K | 0.02% | NEW | — | $17.35 | -7.4% |
| 177 | PFFA | ETFIS SER TR I | — | 1,600.0 | $34K | 0.02% | NEW | — | $21.55 | -0.8% |
| 178 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 75.0 | $34K | 0.02% | NEW | — | $453.36 | -1.9% |
| 179 | FSI | FLEXIBLE SOLUTIONS INTL INC | Basic Materials | 5,000.0 | $34K | 0.02% | NEW | — | $6.72 | -3.6% |
| 180 | CCNE | CNB FINL CORP PA | Financial Services | 1,282.0 | $34K | 0.02% | NEW | — | $26.17 | +16.9% |
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%