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CIK: 0001573913
Total reported value
$1.9B
$1.9B
293 檔
10.9%
As reported in its official Q1 2024 Form 13F filing, Foundry Partners, LLC's tracked investment portfolio stood at $1.9B with 293 total positions.
During Q1 2024, Foundry Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JPM, PRU, C) accounted for 10.9% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | +2.42% | NEW | |
| 2 | PRU | Prudential Financial Inc | Stock-Financials | 2.35% | +1.32% | NEW | |
| 3 | C | Citigroup Inc | Stock-Financials | 2.24% | +1.79% | NEW | |
| 4 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.97% | +1.07% | NEW | |
| 5 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.80% | +2.13% | NEW | |
| 6 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.77% | +0.95% | NEW | |
| 7 | URI | United Rentals Inc | Stock-Industrials | 1.69% | +1.23% | NEW | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 1.56% | +1.26% | NEW | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 1.56% | +2.13% | NEW | |
| 10 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.44% | +1.53% | NEW | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.41% | — | +3.43% | |
| 12 | SHEL | Shell Plc-adr | Stock-Energy | 1.41% | +1.77% | NEW | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | +1.12% | NEW | |
| 14 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.30% | +1.59% | NEW | |
| 15 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.22% | — | +144.28% | |
| 16 | MO | Altria Group Inc | Stock-Consumer Staples | 1.18% | +1.46% | NEW | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.16% | — | +4.75% | |
| 18 | ELV | Elevance Health Inc | Stock-Healthcare | 1.15% | +0.85% | NEW | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.14% | +1.02% | NEW | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.11% | — | -14.35% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +1.36% | NEW | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.05% | +1.60% | NEW | |
| 23 | ALV | Autoliv Inc | Stock-Consumer Disc | 1.03% | — | +16.17% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +1.34% | NEW | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 0.98% | +1.22% | NEW | |
| 26 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.98% | — | +20.67% | |
| 27 | UHS | Universal Health Services-b | Stock-Healthcare | 0.96% | — | -7.97% | |
| 28 | SNA | Snap-on Inc | Stock-Industrials | 0.95% | — | -10.27% | |
| 29 | EXE | Expand Energy CORP | Stock-Energy | 0.94% | — | +17.74% | |
| 30 | PSX | Phillips 66 | Stock-Energy | 0.93% | — | -3.91% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 0.93% | +0.78% | NEW | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | — | +3.27% | |
| 33 | AES | Aes CORP | Stock-Utilities | 0.90% | +0.89% | NEW | |
| 34 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.79% | +0.69% | NEW | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.78% | — | +3.27% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | +1.21% | NEW | |
| 37 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.75% | — | +47.68% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.73% | — | +1.41% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.60% | NEW | |
| 40 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.65% | — | +3.62% | |
| 41 | WSR | Whitestone Reit | Stock-Other | 0.64% | — | +17.64% | |
| 42 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.62% | — | +46.01% | |
| 43 | BIRD | Smartbird, Inc | Stock-Other | 0.60% | +0.63% | NEW | |
| 44 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.58% | — | +3.13% | |
| 45 | NFG | National Fuel Gas Co | Stock-Energy | 0.56% | — | +9.36% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.56% | — | +3.25% | |
| 47 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.55% | +1.03% | NEW | |
| 48 | SEM | Select Medical Holdings CORP | Stock-Other | 0.54% | — | +9.56% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.53% | +0.81% | NEW | |
| 50 | JBL | Jabil Inc | Stock-Tech | 0.52% | — | -11.05% |
According to official SEC Form 13F filings, Foundry Partners, LLC reported a total U.S. public equity portfolio value of $1.9B across 293 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Foundry Partners, LLC's top holdings by market value included JPM (2.6%)、PRU (2.4%)、C (2.2%). The largest single position, JPM, represented 2.6% of total portfolio value.
In Q1 2024, Foundry Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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