Foundations Investment Advisors, LLC
EndowmentPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1743404
PHOENIX, AZ
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,427
-$32,013 QoQ
Shares Held
1,814
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#701
of 1,003 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $30,865,642 across 11 Information Technology Services names. BR ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
94,933 | $26,696,106 | |
| 2 | CIFR |
Cipher Digital Inc.
|
27,290 | $668,605 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
6,269 | $645,518 | |
| 4 | APLD |
Applied Digital Corp.
|
14,788 | $551,592 | |
| 5 | SAIC |
Science Applications International Corp
|
4,416 | $487,569 | |
| 6 | CACI |
Caci International Inc /De/
|
782 | $362,269 | |
| 7 | EPAM |
EPAM Systems, Inc.
|
4,482 | $355,646 | |
| 8 | TSSI |
TSS, Inc.
|
27,504 | $338,299 |
All Filings in BR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,427 | 1,814 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $280,440 | 1,726 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $387,646 | 1,737 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $333,676 | 1,401 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $307,189 | 1,264 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $332,170 | 1,370 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $345,465 | 1,528 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $317,384 | 1,476 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $251,372 | 1,276 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $262,015 | 1,279 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $268,915 | 1,307 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $226,498 | 1,265 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $242,316 | 1,463 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $237,589 | 1,621 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||