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Abby McKelvy

Foundation Resource Management Inc

Assets Managed
$859.745M
Holdings
56
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
-3.23%(2Q avg: 7.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundation Resource Management Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Foundation Resource Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 859.745M in assets, with a quarterly growth rate of -3.23% and a 2-quarter average growth rate of 7.82%. The portfolio is managed by Abby McKelvy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XOM
Exxonmobil Holdings Corp
Recent Activity
New Position
6.7%
$57.536M
420,834 shares@ $136.72 avg price
TECK
Teck Resources Ltd-cls B
Recent Activity
Decreased -2.54%
6.16%
$52.915M
889,933 shares@ $59.46 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.63%
5.56%
$47.737M
95,399 shares@ $500.4 avg price
NEM
Newmont Corp
Recent Activity
Decreased -0.22%
5.43%
$46.662M
499,595 shares@ $93.41 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.19%
4.56%
$39.177M
236,345 shares@ $165.76 avg price
DG
Dollar General Corp
Recent Activity
Increased 1.04%
3.84%
$32.961M
286,343 shares@ $115.12 avg price
COP
Conocophillips
Recent Activity
Decreased -0.17%
3.47%
$29.808M
286,730 shares@ $103.97 avg price
ADBE
Adobe Inc
Recent Activity
Increased 70.78%
3.2%
$27.465M
133,964 shares@ $205.02 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Decreased -0.19%
3.18%
$27.295M
175,951 shares@ $155.14 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 0.32%
3.18%
$27.272M
644,119 shares@ $42.35 avg price

1-10 of 56