Foundations Investment Advisors, LLC

Endowment

Position in MFIC — MidCap Financial Investment Corp

CIK 1743404 PHOENIX, AZ

Position in MFIC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$4,873,000

-$691,919 QoQ

Shares Held

433,541

-10.9% QoQ

Ownership

0.526%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Foundations Investment Advisors, LLC holds $60,907,518 across 39 Asset Management names. MFIC ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	148,197	$17,041,171
2	ARCC	Ares Capital Corp	335,685	$6,049,043
3	MFIC	MidCap Financial Investment Corp This page	433,541	$4,873,000
4	DNP	Dnp Select Income Fund Inc	453,666	$4,672,759
5	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	379,595	$4,615,875
6	CSWC	Capital Southwest Corp	135,453	$2,996,219
7	TROW	Price T Rowe Group Inc	23,585	$2,125,951
8	MAIN	Main Street Capital CORP	38,524	$2,040,230

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,873,000	433,541	-10.9%	Shares	Sole	2026-05-11
2025-12-31	$5,564,919	486,444	+21.5%	Shares	Sole	2026-02-10
2025-09-30	$4,799,393	400,283	+7.7%	Shares	Sole	2025-11-03
2025-06-30	$4,692,468	371,828	-13.0%	Shares	Other	2025-08-08
2025-03-31	$5,496,106	427,380	+6.8%	Shares	Other	2025-05-07
2024-12-31	$5,396,458	400,034	+28.4%	Shares	Sole	2025-01-22
2024-09-30	$4,171,868	311,566	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.