Foundations Investment Advisors, LLC
EndowmentPosition in GBDC — GOLUB CAPITAL BDC, Inc.
CIK 1743404
PHOENIX, AZ
Position in GBDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,948
-$195,279 QoQ
Shares Held
12,496
-55.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 317 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $80,214,299 across 46 Asset Management names. GBDC ranks #37 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
185,437 | $21,820,371 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
276,021 | $8,327,553 | |
| 3 | ARCC |
Ares Capital Corp
|
305,610 | $5,662,953 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
474,847 | $5,123,598 | |
| 5 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
338,475 | $4,274,939 | |
| 6 | MFIC |
MidCap Financial Investment Corp
|
387,610 | $3,907,108 | |
| 7 | SII |
Sprott Inc.
|
33,318 | $3,743,277 | |
| 8 | TROW |
Price T Rowe Group Inc
|
28,431 | $3,232,320 |
All Filings in GBDC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,948 | 12,496 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $356,227 | 28,138 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $226,537 | 16,694 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $265,243 | 19,375 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $314,403 | 21,461 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $429,113 | 28,343 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $246,562 | 16,264 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $236,411 | 15,646 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $201,166 | 12,805 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $192,791 | 11,593 | Shares | Sole | 2024-05-13 | |
| 2021-12-31 | $515,989 | 33,419 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $526,093 | 33,276 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $522,768 | 33,902 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $587,168 | 40,162 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $693,340 | 49,034 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,257,495 | 94,977 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,590,924 | 136,560 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,174,569 | 173,134 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||