Foundations Investment Advisors, LLC
EndowmentPosition in MSFT — Microsoft Corp
CIK 1743404
PHOENIX, AZ
Position in MSFT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$88,957,031
-$10,366,425 QoQ
Shares Held
240,314
+17.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $185,871,632 across 17 Software - Infrastructure names. MSFT ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
240,314 | $88,957,031 | |
| 2 | ORCL |
Oracle Corp
|
335,257 | $49,319,656 | |
| 3 | PANW |
Palo Alto Networks Inc
|
113,185 | $18,145,818 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
86,947 | $12,718,605 | |
| 5 | NET |
Cloudflare, Inc.
|
36,920 | $7,618,071 | |
| 6 | CRWV |
CoreWeave, Inc.
|
41,845 | $3,241,731 | |
| 7 | INFQ |
Infleqtion, Inc.
|
230,012 | $2,256,416 | |
| 8 | ZS |
Zscaler, Inc.
|
6,790 | $952,569 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,957,031 | 240,314 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $99,323,456 | 205,375 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $94,061,791 | 181,604 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $85,504,776 | 171,900 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,566,923 | 161,344 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $72,017,490 | 170,860 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $61,573,778 | 143,095 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $47,612,689 | 106,528 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $43,735,947 | 103,955 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,958,229 | 100,942 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $22,254,691 | 70,482 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $25,304,505 | 74,307 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $16,516,707 | 57,290 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $11,717,365 | 48,859 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $10,968,891 | 47,097 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $12,008,600 | 46,757 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $11,791,007 | 38,244 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $12,138,125 | 36,091 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,318,583 | 33,054 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $7,706,834 | 28,449 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,049,957 | 21,419 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $3,720,864 | 16,729 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,178,296 | 15,111 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $3,739,089 | 18,373 | 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. | ||||||