Foundations Investment Advisors, LLC
EndowmentPosition in ALLE — Allegion plc
CIK 1743404
PHOENIX, AZ
Position in ALLE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,156
+$1,358 QoQ
Shares Held
1,503
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 729 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLE Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $281,526 across 2 Security & Protection Services names. ALLE ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLE |
Allegion plc
This page
|
1,503 | $211,156 | |
| 2 | EVLV |
Evolv Technologies Holdings, Inc.
|
12,133 | $70,370 |
All Filings in ALLE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,156 | 1,503 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $209,798 | 1,444 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||