Foundations Investment Advisors, LLC
EndowmentPosition in EXEL — Exelixis, Inc.
CIK 1743404
PHOENIX, AZ
Position in EXEL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$811,135
+$576,119 QoQ
Shares Held
18,912
+252.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $3,744,351 across 9 Biotechnology names. EXEL ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAPR |
Capricor Therapeutics, Inc.
|
54,004 | $1,641,721 | |
| 2 | EXEL |
Exelixis, Inc.
This page
|
18,912 | $811,135 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,164 | $519,772 | |
| 4 | IBRX |
ImmunityBio, Inc.
|
32,259 | $247,426 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
293 | $226,383 | |
| 6 | BMRN |
Biomarin Pharmaceutical Inc
|
3,901 | $220,367 | |
| 7 | ACHV |
Achieve Life Sciences, Inc.
|
11,702 | $34,403 | |
| 8 | ALT |
Altimmune, Inc.
|
11,052 | $34,040 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||