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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1179232/holdings"
Use Arkolith to show FOUNDATION RESOURCE MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Foundation Resource Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 61 / 56 | $112.5B |
| BANK OF AMERICA CORP /DE/ | 61 / 56 | $80.1B |
| ROYAL BANK OF CANADA | 61 / 56 | $43.1B |
| WELLS FARGO & COMPANY/MN | 61 / 56 | $33.3B |
| UBS Group AG | 61 / 56 | $32.7B |
| OSAIC HOLDINGS, INC. | 61 / 56 | $2.8B |
| BlackRock, Inc. | 60 / 56 | $519.7B |
| BNP PARIBAS FINANCIAL MARKETS | 60 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil COM | $57.5M | 420.8K | 6.7% | ▲New New position | |
| 2 | Teck Resources Ltd CL B COM | $52.9M | 889.9K | 6.2% | ▼−2.5% Reduced · −23K sh | |
| 3 | Berkshire Hathaway CL B COM | $47.7M | 95.4K | 5.6% | ▼−1.6% Reduced · −2K sh | |
| 4 | Newmont Goldcorp COM | $46.7M | 499.6K | 5.4% | ▼−0.2% Reduced · −1K sh | |
| 5 | Chevron COM | $39.2M | 236.3K | 4.6% | ▲+0.2% Added · +448 sh | |
| 6 | Dollar General Corp COM | $33.0M | 286.3K | 3.8% | ▲+1.0% Added · +3K sh | |
| 7 | ConocoPhillips COM | $29.8M | 286.7K | 3.5% | ▼−0.2% Reduced · −506 sh | |
| 8 | Adobe Sys COM | $27.5M | 134.0K | 3.2% | ▲+71% Added · +56K sh | |
| 9 | Agnico Eagle Mines Ltd COM | $27.3M | 176.0K | 3.2% | ▼−0.2% Reduced · −344 sh | |
| 10 | Verizon Communications Inc Com COM | $27.3M | 644.1K | 3.2% | ▲+0.3% Added · +2K sh | |
| 11 | Merck And Co. Inc. COM | $26.0M | 202.7K | 3.0% | ▲+0.2% Added · +481 sh | |
| 12 | HP Inc COM | $24.3M | 1.11M | 2.8% | ▲+0.1% Added · +2K sh | |
| 13 | Pfizer Inc Com COM | $22.5M | 936.1K | 2.6% | ▲+0.4% Added · +4K sh | |
| 14 | Ambev Sa Spon ADR COM | $22.2M | 7.09M | 2.6% | ▼−0.3% Reduced · −21K sh | |
| 15 | Federated Hermes, Inc COM | $21.0M | 380.1K | 2.4% | ▼−1.8% Reduced · −7K sh | |
| 16 | Diageo PLC New COM | $19.4M | 241.6K | 2.3% | ▲+0.6% Added · +1K sh | |
| 17 | Franklin Resources Inc Com COM | $19.4M | 583.1K | 2.3% | ▼−0.4% Reduced · −2K sh | |
| 18 | Park Aerospace Corp COM | $19.2M | 502.7K | 2.2% | ▼−0.7% Reduced · −3K sh | |
| 19 | Intel Corp. COM | $18.7M | 133.8K | 2.2% | ▼−71% Reduced · −325K sh | |
| 20 | Comcast COM | $16.8M | 682.4K | 1.9% | ▲+1.6% Added · +11K sh | |
| 21 | LKQ Corp COM | $15.9M | 603.4K | 1.8% | ▲+1.0% Added · +6K sh | |
| 22 | Permian Basin Royalty Trust COM | $15.7M | 626.3K | 1.8% | ▼−0.6% Reduced · −4K sh | |
| 23 | Mosaic COM | $14.7M | 694.9K | 1.7% | ▲+1.6% Added · +11K sh | |
| 24 | Barrick Gold Corp COM | $14.2M | 386.6K | 1.7% | ▼−0.1% Reduced · −318 sh | |
| 25 | LOEWS COM | $14.2M | 125.4K | 1.7% | ▼−1.8% Reduced · −2K sh | |
| 26 | Freeport-McMoran Inc. COM | $13.0M | 206.1K | 1.5% | ▼−1.7% Reduced · −4K sh | |
| 27 | Gilead Sciences Inc COM | $12.9M | 102.1K | 1.5% | ▼−0.8% Reduced · −850 sh | |
| 28 | Builders Firstsource Inc COM | $12.7M | 142.1K | 1.5% | ▲New New position | |
| 29 | Cenovus Energy, Inc. COM | $12.6M | 507.3K | 1.5% | ▲+0.3% Added · +2K sh | |
| 30 | Tsakos Energy Navigation Ltd COM | $11.9M | 336.4K | 1.4% | ▼−1.8% Reduced · −6K sh | |
| 31 | Nutrien Ltd COM | $11.8M | 187.4K | 1.4% | ▲+0.6% Added · +1K sh | |
| 32 | Sanofi COM | $11.7M | 274.5K | 1.4% | ▲+0.5% Added · +1K sh | |
| 33 | Phillips 66 COM | $10.4M | 61.3K | 1.2% | ▼−0.8% Reduced · −471 sh | |
| 34 | Bristol Myers Squibb COM | $9.9M | 171.7K | 1.2% | ▲+3.5% Added · +6K sh | |
| 35 | Tejon Ranch Co COM | $9.6M | 514.0K | 1.1% | ▲+0.3% Added · +2K sh | |
| 36 | Apache Corp COM | $8.6M | 262.9K | 1.0% | ▲+0.9% Added · +2K sh | |
| 37 | Novo-Nordisk ADR COM | $8.5M | 177.8K | 1.0% | ▲+2.1% Added · +4K sh | |
| 38 | Campbell Soup Co COM | $8.1M | 364.0K | 0.9% | ▲+2.1% Added · +7K sh | |
| 39 | Kraft Heinz Company COM | $7.7M | 326.8K | 0.9% | ▲+0.8% Added · +3K sh | |
| 40 | CNH Industrial NV COM | $7.7M | 684.3K | 0.9% | ▼~0% Reduced · −2 sh | |
| 41 | Devon Energy COM | $6.3M | 152.1K | 0.7% | ▲+2.9% Added · +4K sh | |
| 42 | Cameco Corp COM | $5.7M | 55.6K | 0.7% | ▼−0.8% Reduced · −457 sh | |
| 43 | Ovintiv Inc COM | $5.5M | 104.1K | 0.6% | ▲+0.6% Added · +653 sh | |
| 44 | Berkshire Hathaway HLD A COM | $3.7M | 5 | 0.4% | —Held | |
| 45 | Wal-Mart Stores COM | $2.0M | 18.1K | 0.2% | ▲+3.1% Added · +553 sh | |
| 46 | Marathon Petroleum Corp COM | $1.3M | 4.9K | 0.1% | —Held | |
| 47 | Transocean, Ltd COM | $828K | 169.3K | 0.1% | —Held | |
| 48 | Imperial Oil Ltd COM | $778K | 6.9K | 0.1% | —Held | |
| 49 | The Travelers Cos., Inc. COM | $764K | 2.3K | 0.1% | —Held | |
| 50 | Chubb Ltd Inc COM | $725K | 2.1K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 56 | $859.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 55 | $888.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 52 | $747.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 51 | $696.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 50 | $646.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 50 | $634.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 52 | $598.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 52 | $646.9M | 13F-HR |
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.