FP

Foundry Partners, LLC

13F
Foundry Partners, LLC
Last update 2025-05-05 259 Stocks (17 new)
Value $1.89 Bil Turnover 9 %
Countries:
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
+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 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
$46.29
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)

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

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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

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