FP

Foundry Partners, LLC

13F
Foundry Partners, LLC
Last update 2025-05-05 259 Stocks (17 new)
Value $1.89 Bil Turnover 9 %
Countries:
Top Holdings: JPM(2.42%)VZ(2.13%)DUK(2.13%)C(1.79%)SHEL(1.77%)
Summary Stock Picks Current Portfolio
Foundry Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
JPM
VZ
DUK
C
SHEL
BK
HIG
SPG
MO
CMI
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM
JPMorgan Chase & Co
186,466
45,740.1
-19.67%
2.420
-0.55%
0.010
+22.27%
+26.20%
818,523.0
Banks
VZ
Verizon Communications Inc
887,684
40,265.3
-5.55%
2.130
-0.10%
0.020
+2.55%
+13.52%
182,163.3
Telecommunication Services
DUK
Duke Energy Corp
329,922
40,240.6
+20.30%
2.130
+0.36%
0.040
-0.02%
+13.04%
92,952.2
Utilities - Regulated
C
Citigroup Inc
475,688
33,769.1
-28.26%
1.790
-0.66%
0.030
+42.86%
+39.29%
177,830.9
Banks
SHEL
Shell PLC
456,454
33,448.9
-8.46%
1.770
-0.13%
0.020
+12.40%
+17.96%
208,847.3
Oil & Gas
BK
Bank of New York Mellon Corp
360,999
30,277.0
-5.44%
1.600
-0.08%
0.050
+27.50%
+32.17%
70,781.5
Banks
HIG
The Hartford Insurance Group Inc
243,299
30,103.4
+17.08%
1.590
+0.23%
0.090
+3.72%
+13.55%
34,995.8
Insurance
SPG
Simon Property Group Inc
173,571
28,826.7
+4.44%
1.530
+0.07%
0.050
+7.44%
-1.34%
54,072.3
REITs
MO
Altria Group Inc
458,533
27,521.2
-5.30%
1.460
-0.07%
0.030
+3.24%
+18.01%
100,359.6
Tobacco Products
CMI
Cummins Inc
87,375
27,386.8
+16.41%
1.450
+0.20%
0.060
+23.75%
+4.85%
49,828.7
Industrial Products

Foundry Partners, LLC's Historical Top Holdings Breakdowns

Foundry Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USB
U.S. Bancorp
2025-03-31
New Buy
New Buy
+1.15%
●
40.92 ($46.14) 50.9
$46.40
0.56%
New holding
514,985
514,985
DIS
The Walt Disney Co
2025-03-31
Sold Out
Sold Out
-0.94%
●
96.87 ($107.47) 114
$123.11
14.55%
Sold Out
0
-167,919
UHS
Universal Health Services Inc
2025-03-31
Reduce
Reduce
-0.70%
●
163.99 ($182.38) 193.27
$161.71
-11.33%
Reduce -93.98%
5,022
-78,383
PKG
Packaging Corp of America
2025-03-31
Sold Out
Sold Out
-0.70%
●
192.03 ($213.4) 242.13
$208.04
-2.51%
Sold Out
0
-61,800
C
Citigroup Inc
2025-03-31
Reduce
Reduce
-0.66%
●
67.23 ($76.25) 84.63
$96.26
26.24%
Reduce -28.26%
475,688
-187,418
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.55%
●
225.19 ($254.94) 279.95
$297.09
16.53%
Reduce -19.67%
186,466
-45,651
JAZZ
Jazz Pharmaceuticals PLC
2025-03-31
Add
Add
+0.54%
●
120.07 ($130.46) 144.17
$118.36
-9.28%
Add 1597.35%
86,429
81,337
NUE
Nucor Corp
2025-03-31
New Buy
New Buy
+0.54%
●
114.48 ($128.84) 142.52
$142.80
10.84%
New holding
84,935
84,935
AMAT
Applied Materials Inc
2025-03-31
Sold Out
Sold Out
-0.51%
●
145.06 ($168.16) 195.51
$187.35
11.41%
Sold Out
0
-62,580
LEN
Lennar Corp
2025-03-31
Sold Out
Sold Out
-0.50%
●
113.93 ($123.84) 137.82
$116.09
-6.25%
Sold Out
0
-73,544

Foundry Partners, LLC Total Holding History ($B)

To

Foundry Partners, LLC's Asset Allocation

To

Foundry Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Foundry Partners, LLC's Hypothetical Growth since 2025-03-31

Foundry Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Foundry Partners, LLC's Holdings Heat Map

Size field:

Foundry Partners, LLC's Holdings Bubble Chart

Foundry Partners, LLC News

  • 1

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