Foundations Investment Advisors, LLC
EndowmentPosition in FPS — Forgent Power Solutions, Inc.
CIK 1743404
PHOENIX, AZ
Position in FPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$363,816
+$111,451 QoQ
Shares Held
6,513
-24.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 365 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $105,581,896 across 9 Electrical Equipment & Parts names. FPS ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
300,489 | $100,609,723 | |
| 2 | AMPX |
Amprius Technologies, Inc.
|
119,465 | $1,655,784 | |
| 3 | BE |
Bloom Energy Corp
|
3,951 | $1,195,967 | |
| 4 | LTBR |
LIGHTBRIDGE Corp
|
70,384 | $618,675 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
This page
|
6,513 | $363,816 | |
| 6 | HUBB |
Hubbell Inc
|
638 | $333,801 | |
| 7 | NVT |
nVent Electric plc
|
1,876 | $318,188 | |
| 8 | POWL |
Powell Industries Inc
|
903 | $258,583 |
All Filings in FPS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,816 | 6,513 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $252,365 | 8,622 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||