Foundations Investment Advisors, LLC
EndowmentTop Portfolio Positions
537 positions ·
$2,805,630,018 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
841,973 | $146,840,088 | 5.23% | |
| AAPL |
Apple Inc.
Technology
|
441,530 | $112,055,896 | 3.99% | |
| CIEN |
Ciena Corp
Technology
|
256,498 | $99,580,215 | 3.55% | |
| MSFT |
Microsoft Corp
Technology
|
240,314 | $88,957,031 | 3.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
134,594 | $87,531,859 | 3.12% | |
| GLD |
Spdr Gold Trust
|
200,352 | $86,209,461 | 3.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
266,936 | $76,760,113 | 2.74% | |
| C |
Citigroup Inc
Financial Services
|
617,615 | $70,043,715 | 2.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
119,311 | $68,863,921 | 2.45% | |
| VRT |
Vertiv Holdings Co
Industrials
|
266,048 | $66,666,306 | 2.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UVE
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $512,400 | 15,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $507,000 | 15,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $394,500 | 15,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $415,950 | 15,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $355,500 | 15,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $315,900 | 15,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $332,400 | 15,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $281,400 | 15,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $304,800 | 15,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $239,700 | 15,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $210,300 | 15,000 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $231,450 | 15,000 | Shares | Sole | 2023-07-19 | |
| No 13F history on record for this holder in this stock. | ||||||