Foundations Investment Advisors, LLC

Endowment

Position in SHW — Sherwin Williams Co

CIK 1743404 PHOENIX, AZ

Position in SHW

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

Position Value

$617,365

+$66,661 QoQ

Shares Held

1,793

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,021

of 1,733 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $3,616,695 across 8 Specialty Chemicals names. SHW ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	1,657	$859,882
2	SHW	Sherwin Williams Co This page	1,793	$617,365
3	APD	Air Products & Chemicals, Inc.	1,596	$467,915
4	BCPC	Balchem Corp	2,449	$413,758
5	LWLG	Lightwave Logic, Inc.	43,626	$412,701
6	RPM	Rpm International Inc/De/	2,733	$303,772
7	SOLS	Solstice Advanced Materials Inc.	3,097	$274,394
8	ECL	Ecolab Inc.	958	$266,908

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,365	1,793	+4.4%	Shares	Sole	2026-08-14
2026-03-31	$550,704	1,718	-0.8%	Shares	Sole	2026-05-11
2025-12-31	$561,219	1,732	-2.0%	Shares	Sole	2026-02-10
2025-09-30	$612,187	1,768	-15.2%	Shares	Sole	2025-11-03
2025-06-30	$715,562	2,084	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$724,220	2,074	+4.9%	Shares	Sole	2025-05-07
2024-12-31	$672,041	1,977	+2.9%	Shares	Sole	2025-01-22
2024-09-30	$733,569	1,922	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$572,985	1,920	+85.1%	Shares	Sole	2024-08-02
2024-03-31	$360,181	1,037	-2.2%	Shares	Sole	2024-05-13
2023-12-31	$330,614	1,060	+18.8%	Shares	Sole	2024-02-08
2023-09-30	$227,504	892	-1.9%	Shares	Sole	2023-10-05
2023-06-30	$241,357	909	-0.5%	Shares	Sole	2023-07-19
2022-12-31	$216,919	914	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.