Foundations Investment Advisors, LLC

Endowment

Position in MSFT — Microsoft Corp

CIK 1743404 PHOENIX, AZ

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$100,618,785

+$11,661,754 QoQ

Shares Held

269,741

+12.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#739

of 6,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $231,433,867 across 19 Software - Infrastructure names. MSFT ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	269,741	$100,618,785
2	ORCL	Oracle Corp	343,560	$50,348,717
3	PANW	Palo Alto Networks Inc	116,335	$39,672,561
4	PLTR	Palantir Technologies Inc.	94,437	$11,017,963
5	NET	Cloudflare, Inc.	37,115	$9,103,566
6	INFQ	Infleqtion, Inc.	445,956	$5,940,132
7	CRWV	CoreWeave, Inc.	49,359	$4,913,194
8	CRWD	CrowdStrike Holdings, Inc.	25,072	$4,783,360

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,618,785	269,741	+12.2%	Shares	Other	2026-08-14
2026-03-31	$88,957,031	240,314	+17.0%	Shares	Other	2026-05-11
2025-12-31	$99,323,456	205,375	+13.1%	Shares	Other	2026-02-10
2025-09-30	$94,061,791	181,604	+5.6%	Shares	Sole	2025-11-03
2025-06-30	$85,504,776	171,900	+6.5%	Shares	Sole	2025-08-08
2025-03-31	$60,566,923	161,344	-5.6%	Shares	Sole	2025-05-07
2024-12-31	$72,017,490	170,860	+19.4%	Shares	Sole	2025-01-22
2024-09-30	$61,573,778	143,095	+34.3%	Shares	Sole	2024-10-21
2024-06-30	$47,612,689	106,528	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$43,735,947	103,955	+3.0%	Shares	Sole	2024-05-13
2023-12-31	$37,958,229	100,942	+43.2%	Shares	Sole	2024-02-08
2023-09-30	$22,254,691	70,482	-5.1%	Shares	Sole	2023-10-05
2023-06-30	$25,304,505	74,307	+29.7%	Shares	Sole	2023-07-19
2023-03-31	$16,516,707	57,290	+17.3%	Shares	Sole	2023-04-25
2022-12-31	$11,717,365	48,859	+3.7%	Shares	Sole	2023-01-11
2022-09-30	$10,968,891	47,097	+0.7%	Shares	Sole	2022-10-19
2022-06-30	$12,008,600	46,757	+22.3%	Shares	Sole	2022-07-08
2022-03-31	$11,791,007	38,244	+6.0%	Shares	Sole	2022-04-19
2021-12-31	$12,138,125	36,091	+9.2%	Shares	Sole	2022-01-21
2021-09-30	$9,318,583	33,054	+16.2%	Shares	Sole	2021-10-13
2021-06-30	$7,706,834	28,449	+32.8%	Shares	Sole	2021-07-14
2021-03-31	$5,049,957	21,419	+28.0%	Shares	Sole	2021-04-09
2020-12-31	$3,720,864	16,729	+10.7%	Shares	Sole	2021-01-13
2020-09-30	$3,178,296	15,111	-17.8%	Shares	Sole	2020-10-07
2020-06-30	$3,739,089	18,373	+14.3%	Shares	Sole	2020-07-08
2020-03-31	$2,535,503	16,077	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.