Foundations Investment Advisors, LLC
EndowmentPosition in SMR — NUSCALE POWER Corp
CIK 1743404
PHOENIX, AZ
Position in SMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$512,202
+$91,741 QoQ
Shares Held
51,067
+31.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#160
of 518 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $36,425,546 across 13 Specialty Industrial Machinery names. SMR ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
134,066 | $19,191,547 | |
| 2 | GEV |
GE Vernova Inc.
|
4,624 | $5,432,552 | |
| 3 | CMI |
Cummins Inc
|
6,240 | $4,450,430 | |
| 4 | ETN |
Eaton Corp plc
|
5,270 | $2,245,652 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,884 | $1,922,890 | |
| 6 | NDSN |
Nordson Corp
|
1,818 | $548,472 | |
| 7 | SMR |
NUSCALE POWER Corp
This page
|
51,067 | $512,202 | |
| 8 | IR |
Ingersoll Rand Inc.
|
6,087 | $499,073 |
All Filings in SMR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,202 | 51,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $420,461 | 38,788 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $215,072 | 15,178 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $855,792 | 23,772 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,347,413 | 34,060 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||