Foundations Investment Advisors, LLC

Endowment

Position in ARCC — Ares Capital Corp

CIK 1743404 PHOENIX, AZ

Position in ARCC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$6,049,043

-$975,966 QoQ

Shares Held

335,685

-3.3% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Foundations Investment Advisors, LLC holds $60,907,518 across 39 Asset Management names. ARCC ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	148,197	$17,041,171
2	ARCC	Ares Capital Corp This page	335,685	$6,049,043
3	MFIC	MidCap Financial Investment Corp	433,541	$4,873,000
4	DNP	Dnp Select Income Fund Inc	453,666	$4,672,759
5	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	379,595	$4,615,875
6	CSWC	Capital Southwest Corp	135,453	$2,996,219
7	TROW	Price T Rowe Group Inc	23,585	$2,125,951
8	MAIN	Main Street Capital CORP	38,524	$2,040,230

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,049,043	335,685	-3.3%	Shares	Sole	2026-05-11
2025-12-31	$7,025,009	347,257	+21.1%	Shares	Sole	2026-02-10
2025-09-30	$5,853,628	286,802	+8.8%	Shares	Sole	2025-11-03
2025-06-30	$5,788,590	263,597	-14.7%	Shares	Sole	2025-08-08
2025-03-31	$6,851,295	309,174	+5.0%	Shares	Sole	2025-05-07
2024-12-31	$6,447,217	294,528	+23.3%	Shares	Sole	2025-01-22
2024-09-30	$5,003,968	238,967	+13.8%	Shares	Sole	2024-10-21
2024-06-30	$4,376,816	210,020	+6.6%	Shares	Sole	2024-08-02
2024-03-31	$4,103,163	197,078	+3.0%	Shares	Sole	2024-05-13
2023-12-31	$3,832,440	191,335	+10.7%	Shares	Sole	2024-02-08
2023-09-30	$3,364,844	172,822	+19.0%	Shares	Sole	2023-10-05
2023-06-30	$2,728,289	145,199	+24.3%	Shares	Sole	2023-07-19
2023-03-31	$2,133,406	116,771	-2.3%	Shares	Sole	2023-04-25
2022-12-31	$2,207,238	119,504	+27.9%	Shares	Sole	2023-01-11
2022-09-30	$1,577,554	93,457	+16.9%	Shares	Sole	2022-10-19
2022-06-30	$1,433,736	79,963	+88.1%	Shares	Sole	2022-07-08
2022-03-31	$890,375	42,500	+7.0%	Shares	Sole	2022-04-19
2021-12-31	$841,603	39,717	+9.4%	Shares	Sole	2022-01-21
2021-09-30	$738,324	36,317	-0.8%	Shares	Sole	2021-10-13
2021-06-30	$716,915	36,596	-1.7%	Shares	Sole	2021-07-14
2021-03-31	$696,704	37,237	-30.4%	Shares	Sole	2021-04-09
2020-12-31	$903,125	53,471	-38.9%	Shares	Sole	2021-01-13
2020-09-30	$1,220,959	87,524	-39.8%	Shares	Sole	2020-10-07
2020-06-30	$2,102,186	145,480	-7.0%	Shares	Sole	2020-07-08
2020-03-31	$1,686,649	156,461	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.