Top 50 Foundry Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE | 2.42% | 186.5K | $45.7M | -19.67%(-45.65K) | โ | 2025-03-31 | |
| VZ | VERIZON COMM INC | 2.13% | 887.7K | $40.3M | -5.55%(-52.20K) | โ | 2025-03-31 | |
| DUK | DUKE ENERGY CORP | 2.13% | 329.9K | $40.2M | +20.30%(+55.67K) | โ | 2025-03-31 | |
| C | CITIGROUP INC | 1.79% | 475.7K | $33.8M | -28.26%(-187.42K) | โ | 2025-03-31 | |
| SHEL | SHELL PLC | 1.77% | 456.5K | $33.4M | -8.46%(-42.18K) | โ | 2025-03-31 | |
| BK | BANK OF NEW YORK MELLON | 1.6% | 361.0K | $30.3M | -5.44%(-20.78K) | โ | 2025-03-31 | |
| HIG | HARTFORD INSURANCE GROUP | 1.59% | 243.3K | $30.1M | +17.08%(+35.49K) | โ | 2025-03-31 | |
| SPG | SIMON PROPERTY GROUP INC | 1.53% | 173.6K | $28.8M | +4.44%(+7.37K) | โ | 2025-03-31 | |
| MO | ALTRIA GROUP | 1.46% | 458.5K | $27.5M | -5.30%(-25.68K) | โ | 2025-03-31 | |
| CMI | CUMMINS INC | 1.45% | 87.4K | $27.4M | +16.41%(+12.32K) | โ | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Foundry Partners, Llc reports $1.89B in US-listed equity holdings across 259 positions in its most recent 13F filing. Its largest disclosed positions are JPM (2.4%), VZ (2.1%) and DUK (2.1%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foundry Partners, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1573913). View Foundry Partners, Llcโs 13F filings on SEC