Foundations Investment Advisors, LLC
EndowmentPosition in EXEL — Exelixis, Inc.
CIK 1743404
PHOENIX, AZ
Position in EXEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$590,238
-$220,897 QoQ
Shares Held
10,848
-42.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 751 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $3,198,266 across 7 Biotechnology names. EXEL ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAPR |
Capricor Therapeutics, Inc.
|
60,010 | $1,445,040 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,225 | $608,494 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
10,848 | $590,238 | |
| 4 | IBRX |
ImmunityBio, Inc.
|
32,376 | $283,451 | |
| 5 | BMRN |
Biomarin Pharmaceutical Inc
|
3,906 | $223,501 | |
| 6 | ALT |
Altimmune, Inc.
|
11,052 | $33,598 | |
| 7 | NNVC |
Nanoviricides, Inc.
|
10,105 | $13,944 |
All Filings in EXEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,238 | 10,848 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $811,135 | 18,912 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,016 | 5,362 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $321,850 | 7,793 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||