FP
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Foundry Partners, LLC13F | |
| Foundry Partners, LLC | |
| Last update 2025-05-05 | 259 Stocks (17 new) |
| Value $1.89 Bil | Turnover 9 % |
Foundry Partners, LLC Top Holdings of 2025-03-31
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| 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 | +23.79% | +25.81% | 815,993.3 | Banks | |
VZ | Verizon Communications Inc | 887,684 | 40,265.3 | -5.55% | 2.130 | -0.10% | 0.020 | +1.95% | +12.56% | 180,624.4 | Telecommunication Services | |
DUK | Duke Energy Corp | 329,922 | 40,240.6 | +20.30% | 2.130 | +0.36% | 0.040 | -0.68% | +12.97% | 92,890.0 | Utilities - Regulated | |
C | Citigroup Inc | 475,688 | 33,769.1 | -28.26% | 1.790 | -0.66% | 0.030 | +45.94% | +38.41% | 176,708.0 | Banks | |
SHEL | Shell PLC | 456,454 | 33,448.9 | -8.46% | 1.770 | -0.13% | 0.020 | +14.00% | +18.65% | 210,059.8 | Oil & Gas | |
BK | Bank of New York Mellon Corp | 360,999 | 30,277.0 | -5.44% | 1.600 | -0.08% | 0.050 | +28.17% | +31.20% | 70,263.2 | Banks | |
HIG | The Hartford Insurance Group Inc | 243,299 | 30,103.4 | +17.08% | 1.590 | +0.23% | 0.090 | +3.93% | +13.59% | 35,010.0 | Insurance | |
SPG | Simon Property Group Inc | 173,571 | 28,826.7 | +4.44% | 1.530 | +0.07% | 0.050 | +9.55% | -1.28% | 54,101.7 | REITs | |
MO | Altria Group Inc | 458,533 | 27,521.2 | -5.30% | 1.460 | -0.07% | 0.030 | +3.84% | +18.38% | 100,679.7 | Tobacco Products | |
CMI | Cummins Inc | 87,375 | 27,386.8 | +16.41% | 1.450 | +0.20% | 0.060 | +28.33% | +4.93% | 49,864.5 | Industrial Products |
Foundry Partners, LLC's Historical Top Holdings Breakdowns
Foundry Partners, LLC's Top Stock Picks
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| 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 | $46.29 | 0.33% | 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 | $122.94 | 14.39% | Sold Out | 0 | -167,919 | |
UHS | Universal Health Services Inc | 2025-03-31 | Reduce Reduce | -0.70% | 163.99 ($182.38) 193.27 | $164.82 | -9.63% | 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 | $206.32 | -3.32% | Sold Out | 0 | -61,800 | |
C | Citigroup Inc | 2025-03-31 | Reduce Reduce | -0.66% | 67.23 ($76.25) 84.63 | $95.99 | 25.89% | Reduce -28.26% | 475,688 | -187,418 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.55% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Reduce -19.67% | 186,466 | -45,651 | |
JAZZ | Jazz Pharmaceuticals PLC | 2025-03-31 | Add Add | +0.54% | 120.07 ($130.46) 144.17 | $117.34 | -10.06% | 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 | $145.00 | 12.54% | 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 | $187.01 | 11.21% | Sold Out | 0 | -62,580 | |
LEN | Lennar Corp | 2025-03-31 | Sold Out Sold Out | -0.50% | 113.93 ($123.84) 137.82 | $117.26 | -5.31% | Sold Out | 0 | -73,544 |
Foundry Partners, LLC Total Holding History ($B)
Foundry Partners, LLC's Asset Allocation
Foundry Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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Foundry Partners, LLC's Holdings Bubble Chart
Foundry Partners, LLC News
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