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Abby McKelvy

Foundation Resource Management Inc

Assets Managed
$888.522M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
18.88%(2Q avg: 13.14%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundation Resource Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 888.522M in assets, with a quarterly growth rate of 18.88% and a 2-quarter average growth rate of 13.14%. The portfolio is managed by Abby McKelvy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.13%
8.06%
$71.571M
421,849 shares@ $169.66 avg price
NEM
Newmont Corp
Recent Activity
Decreased -12.42%
6.11%
$54.204M
500,734 shares@ $108.26 avg price
CVX
Chevron Corp
Recent Activity
Increased 1.05%
5.5%
$48.807M
235,897 shares@ $206.9 avg price
TECK
Teck Resources Ltd-cls B
Recent Activity
Decreased -0.83%
5.32%
$47.259M
913,219 shares@ $51.75 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.53%
5.24%
$46.473M
96,981 shares@ $479.2 avg price
COP
Conocophillips
Recent Activity
Increased 0.57%
4.27%
$37.915M
287,236 shares@ $132.01 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Decreased -16.67%
4.03%
$35.784M
176,295 shares@ $202.98 avg price
DG
Dollar General Corp
Recent Activity
Decreased -0.53%
3.79%
$33.65M
283,418 shares@ $118.73 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 2.65%
3.63%
$32.232M
642,070 shares@ $50.2 avg price
PFE
Pfizer Inc
Recent Activity
Increased 3.55%
2.95%
$26.184M
932,485 shares@ $28.09 avg price

1-10 of 55