Foundations Investment Advisors, LLC

Endowment

Position in OKLO — Oklo Inc.

CIK 1743404 PHOENIX, AZ

Back to OKLO Full portfolio

Position in OKLO

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

Position Value

$8,465,946

+$1,250,008 QoQ

Shares Held

161,780

+11.2% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#51

of 665 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $28,836,349 across 4 Utilities - Independent Power Producers names. OKLO ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	115,580	$18,334,454
2	OKLO	Oklo Inc. This page	161,780	$8,465,946
3	CEG	Constellation Energy Corp	6,740	$1,674,013
4	NRG	Nrg Energy, Inc.	2,478	$361,936

All Filings in OKLO

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,465,946	161,780	+11.2%	Shares	Sole	2026-08-14
2026-03-31	$7,215,938	145,512	+53.1%	Shares	Other	2026-05-11
2025-12-31	$6,821,576	95,061	+14.8%	Shares	Sole	2026-02-10
2025-09-30	$9,246,089	82,828	+13.5%	Shares	Sole	2025-11-03
2025-06-30	$4,087,045	72,996	+38.6%	Shares	Sole	2025-08-08
2025-03-31	$1,138,927	52,655	+13.5%	Shares	Sole	2025-05-07
2024-12-31	$985,220	46,407	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.