Arkolith/Funds/Foundation Resource Management Inc

Foundation Resource Management Inc

CIK 1179232Endowment / foundation
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Foundation Resource Management Inc holds a diversified book of 56 stocks worth $859.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Exxon Mobil and trimmed Teck Resources Ltd-CLS B. Their largest long position is Exxon Mobil at 7% of the equity book. Cloning the disclosed picks since 2024 would be +47% (+23.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show FOUNDATION RESOURCE MANAGEMENT INC's latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
26
existing
Trimmed
20
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+46.8%
+23.5%/yr · since Oct '24
Their reported book
+47.1%
held from quarter-end
S&P 500
+36.3%
same window
$9K$10K$12K$13K$15KOct '24Feb '25Jul '25Nov '25Mar '26Aug '26
Foundation Resource Management Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Foundation Resource Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
45%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Materials
22%
Financials
14%
Energy
13%
Health Care
11%
Information Technology
8%
ETF / fund or unclassified
7%
Consumer Staples
7%
Industrials
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Foundation Resource Management Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY61 / 56$112.5B
BANK OF AMERICA CORP /DE/61 / 56$80.1B
ROYAL BANK OF CANADA61 / 56$43.1B
WELLS FARGO & COMPANY/MN61 / 56$33.3B
UBS Group AG61 / 56$32.7B
OSAIC HOLDINGS, INC.61 / 56$2.8B
BlackRock, Inc.60 / 56$519.7B
BNP PARIBAS FINANCIAL MARKETS60 / 56$10.1B

Ranked by how many of Foundation Resource Management Inc's top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

56 positions
#SecurityValueShares% PortLast moveHistory
1Exxon Mobil
COM
$57.5M420.8K
6.7%
New
New position
2Teck Resources Ltd CL B
COM
$52.9M889.9K
6.2%
−2.5%
Reduced · −23K sh
3Berkshire Hathaway CL B
COM
$47.7M95.4K
5.6%
−1.6%
Reduced · −2K sh
4Newmont Goldcorp
COM
$46.7M499.6K
5.4%
−0.2%
Reduced · −1K sh
5Chevron
COM
$39.2M236.3K
4.6%
+0.2%
Added · +448 sh
6Dollar General Corp
COM
$33.0M286.3K
3.8%
+1.0%
Added · +3K sh
7ConocoPhillips
COM
$29.8M286.7K
3.5%
−0.2%
Reduced · −506 sh
8Adobe Sys
COM
$27.5M134.0K
3.2%
+71%
Added · +56K sh
9Agnico Eagle Mines Ltd
COM
$27.3M176.0K
3.2%
−0.2%
Reduced · −344 sh
10Verizon Communications Inc Com
COM
$27.3M644.1K
3.2%
+0.3%
Added · +2K sh
11Merck And Co. Inc.
COM
$26.0M202.7K
3.0%
+0.2%
Added · +481 sh
12HP Inc
COM
$24.3M1.11M
2.8%
+0.1%
Added · +2K sh
13Pfizer Inc Com
COM
$22.5M936.1K
2.6%
+0.4%
Added · +4K sh
14Ambev Sa Spon ADR
COM
$22.2M7.09M
2.6%
−0.3%
Reduced · −21K sh
15Federated Hermes, Inc
COM
$21.0M380.1K
2.4%
−1.8%
Reduced · −7K sh
16Diageo PLC New
COM
$19.4M241.6K
2.3%
+0.6%
Added · +1K sh
17Franklin Resources Inc Com
COM
$19.4M583.1K
2.3%
−0.4%
Reduced · −2K sh
18Park Aerospace Corp
COM
$19.2M502.7K
2.2%
−0.7%
Reduced · −3K sh
19Intel Corp.
COM
$18.7M133.8K
2.2%
−71%
Reduced · −325K sh
20Comcast
COM
$16.8M682.4K
1.9%
+1.6%
Added · +11K sh
21LKQ Corp
COM
$15.9M603.4K
1.8%
+1.0%
Added · +6K sh
22Permian Basin Royalty Trust
COM
$15.7M626.3K
1.8%
−0.6%
Reduced · −4K sh
23Mosaic
COM
$14.7M694.9K
1.7%
+1.6%
Added · +11K sh
24Barrick Gold Corp
COM
$14.2M386.6K
1.7%
−0.1%
Reduced · −318 sh
25LOEWS
COM
$14.2M125.4K
1.7%
−1.8%
Reduced · −2K sh
26Freeport-McMoran Inc.
COM
$13.0M206.1K
1.5%
−1.7%
Reduced · −4K sh
27Gilead Sciences Inc
COM
$12.9M102.1K
1.5%
−0.8%
Reduced · −850 sh
28Builders Firstsource Inc
COM
$12.7M142.1K
1.5%
New
New position
29Cenovus Energy, Inc.
COM
$12.6M507.3K
1.5%
+0.3%
Added · +2K sh
30Tsakos Energy Navigation Ltd
COM
$11.9M336.4K
1.4%
−1.8%
Reduced · −6K sh
31Nutrien Ltd
COM
$11.8M187.4K
1.4%
+0.6%
Added · +1K sh
32Sanofi
COM
$11.7M274.5K
1.4%
+0.5%
Added · +1K sh
33Phillips 66
COM
$10.4M61.3K
1.2%
−0.8%
Reduced · −471 sh
34Bristol Myers Squibb
COM
$9.9M171.7K
1.2%
+3.5%
Added · +6K sh
35Tejon Ranch Co
COM
$9.6M514.0K
1.1%
+0.3%
Added · +2K sh
36Apache Corp
COM
$8.6M262.9K
1.0%
+0.9%
Added · +2K sh
37Novo-Nordisk ADR
COM
$8.5M177.8K
1.0%
+2.1%
Added · +4K sh
38Campbell Soup Co
COM
$8.1M364.0K
0.9%
+2.1%
Added · +7K sh
39Kraft Heinz Company
COM
$7.7M326.8K
0.9%
+0.8%
Added · +3K sh
40CNH Industrial NV
COM
$7.7M684.3K
0.9%
~0%
Reduced · −2 sh
41Devon Energy
COM
$6.3M152.1K
0.7%
+2.9%
Added · +4K sh
42Cameco Corp
COM
$5.7M55.6K
0.7%
−0.8%
Reduced · −457 sh
43Ovintiv Inc
COM
$5.5M104.1K
0.6%
+0.6%
Added · +653 sh
44Berkshire Hathaway HLD A
COM
$3.7M5
0.4%
Held
45Wal-Mart Stores
COM
$2.0M18.1K
0.2%
+3.1%
Added · +553 sh
46Marathon Petroleum Corp
COM
$1.3M4.9K
0.1%
Held
47Transocean, Ltd
COM
$828K169.3K
0.1%
Held
48Imperial Oil Ltd
COM
$778K6.9K
0.1%
Held
49The Travelers Cos., Inc.
COM
$764K2.3K
0.1%
Held
50Chubb Ltd Inc
COM
$725K2.1K
0.1%
Held
Showing 50 of 56 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202656$859.7M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202655$888.5M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202652$747.5M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202551$696.0M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202550$646.7M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202550$634.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202552$598.7M13F-HR
Q3 2024Sep 30, 2024Oct 10, 202452$646.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.