Skip to main content

Foundations Investment Advisors, LLC

Endowment

Position in CASY — Caseys General Stores Inc

CIK 1743404 PHOENIX, AZ

Position in CASY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$336,990
-$512,422 QoQ
Shares Held
424
-63.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#779
of 1,075 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CASY Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $1,107,308 across 3 Specialty Retail names. CASY ranks #3 (30.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CASY
Caseys General Stores Inc
This page
424 $336,990

All Filings in CASY

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $336,990 424
2026-03-31 $849,412 1,167
2025-12-31 $385,238 697
2025-03-31 $207,471 478