Portfolio (Quarterly)
Guide ↗
Founders Capital Management
· CIK 0001704300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | FCX | FREEPORT MCMORAN INC | Basic Materials | 700.0 | $41K | 0.02% | — | — | $58.78 | +8.2% |
| 162 | CI | THE CIGNA GROUP | Healthcare | 153.0 | $41K | 0.02% | -20.0 | -11.6% | $266.75 | +7.1% |
| 163 | VIS | VANGUARD WORLD FD | — | 130.0 | $41K | 0.02% | -50.0 | -27.8% | $312.22 | +9.6% |
| 164 | KRG | KITE REALTY GROUP TRUST | Real Estate | 1,600.0 | $39K | 0.02% | — | — | $24.55 | +12.1% |
| 165 | RCAT | RED CAT HLDGS INC | Technology | 3,000.0 | $39K | 0.02% | +1K | +50.0% | $13.09 | -18.5% |
| 166 | SLV | ISHARES SILVER TR | Financial Services | 575.0 | $39K | 0.02% | +150.0 | +35.3% | $68.14 | -0.9% |
| 167 | PSX | PHILLIPS 66 | Energy | 215.0 | $39K | 0.02% | — | — | $182.18 | -4.1% |
| 168 | T | AT&T INC | Communication Services | 1,350.0 | $39K | 0.02% | — | — | $28.99 | -14.1% |
| 169 | OXY | OCCIDENTAL PETE CORP | Energy | 600.0 | $39K | 0.02% | — | — | $65.00 | -12.5% |
| 170 | PBF | PBF ENERGY INC | Energy | 800.0 | $38K | 0.02% | — | — | $47.62 | -18.5% |
| 171 | PAI | WESTERN ASSET INVESTMENT GRA | Financial Services | 3,140.0 | $38K | 0.02% | — | — | $12.09 | +0.1% |
| 172 | SDY | SPDR SERIES TRUST | — | 260.0 | $38K | 0.02% | — | — | $145.94 | +2.8% |
| 173 | VST | VISTRA CORP | Utilities | 250.0 | $38K | 0.02% | — | — | $150.33 | +6.5% |
| 174 | GMAB | GENMAB A/S | Healthcare | 1,400.0 | $38K | 0.02% | — | — | $26.83 | -0.4% |
| 175 | EXK | ENDEAVOUR SILVER CORP | Basic Materials | 4,000.0 | $37K | 0.02% | -1K | -20.0% | $9.31 | +0.1% |
| 176 | GSL | GLOBAL SHIP LEASE INC | Industrials | 1,000.0 | $37K | 0.02% | — | — | $37.23 | -1.3% |
| 177 | DVN | DEVON ENERGY CORP NEW | Energy | 726.0 | $37K | 0.02% | +300.0 | +70.4% | $50.30 | -12.0% |
| 178 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 200.0 | $36K | 0.02% | — | — | $178.23 | -90.2% |
| 179 | QQQM | INVESCO EXCH TRADED FD TR II | — | 150.0 | $36K | 0.02% | -50.0 | -25.0% | $237.62 | +26.4% |
| 180 | KE | KIMBALL ELECTRONICS INC | Industrials | 1,500.0 | $36K | 0.02% | — | — | $23.69 | +12.1% |
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
25.2%
Financial Services
19.9%
Energy
17.1%
Industrials
14.9%
Healthcare
12.0%
Communication Services
3.9%
Consumer Cyclical
2.9%
Basic Materials
2.1%
Consumer Defensive
1.4%
Real Estate
0.3%