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CIK: 0001573913
Total reported value
$1.9B
$1.9B
283 檔
10.7%
During the Q2 2024 filing period, Foundry Partners, LLC (CIK: 0001573913) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 283 reported positions.
During Q2 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, C, SHEL) accounted for 10.7% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.69% | +2.42% | NEW | |
| 2 | C | Citigroup Inc | Stock-Financials | 2.43% | +1.79% | NEW | |
| 3 | SHEL | Shell Plc-adr | Stock-Energy | 1.96% | +1.77% | NEW | |
| 4 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.92% | +2.13% | NEW | |
| 5 | PRU | Prudential Financial Inc | Stock-Financials | 1.80% | +1.32% | NEW | |
| 6 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.77% | +0.95% | NEW | |
| 7 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.67% | +1.53% | NEW | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 1.66% | +2.13% | NEW | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | +1.12% | NEW | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.56% | +1.26% | NEW | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.55% | — | +9.61% | |
| 12 | MO | Altria Group Inc | Stock-Consumer Staples | 1.39% | +1.46% | NEW | |
| 13 | URI | United Rentals Inc | Stock-Industrials | 1.38% | +1.23% | NEW | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 1.35% | +0.85% | NEW | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.24% | +1.60% | NEW | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | +1.36% | NEW | |
| 17 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.21% | +1.24% | NEW | |
| 18 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.14% | +1.59% | NEW | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.14% | +1.21% | NEW | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.13% | +1.45% | NEW | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 1.12% | — | -12.51% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.11% | +1.02% | NEW | |
| 23 | EOG | Eog Resources Inc | Stock-Energy | 1.10% | +1.03% | NEW | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | +1.34% | NEW | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.03% | +1.07% | NEW | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +1.08% | NEW | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 0.95% | +1.22% | NEW | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | — | +9.61% | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.85% | +0.78% | NEW | |
| 30 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.84% | — | -26.49% | |
| 31 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.83% | +0.69% | NEW | |
| 32 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.82% | — | +20.11% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.60% | NEW | |
| 34 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.81% | +0.71% | NEW | |
| 35 | PSX | Phillips 66 | Stock-Energy | 0.80% | — | -0.76% | |
| 36 | SYF | Synchrony Financial | Stock-Financials | 0.78% | +1.04% | NEW | |
| 37 | NTAP | Netapp Inc | Stock-Tech | 0.76% | — | — | |
| 38 | AES | Aes CORP | Stock-Utilities | 0.74% | +0.89% | NEW | |
| 39 | WPC | Wp Carey Inc | Stock-Real Estate | 0.72% | +0.78% | NEW | |
| 40 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.71% | — | +18.72% | |
| 41 | UHS | Universal Health Services-b | Stock-Healthcare | 0.69% | — | -28.90% | |
| 42 | WSR | Whitestone Reit | Stock-Other | 0.69% | — | +2.42% | |
| 43 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.69% | +1.03% | NEW | |
| 44 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.63% | +1.09% | NEW | |
| 45 | NFG | National Fuel Gas Co | Stock-Energy | 0.60% | — | +5.30% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.59% | +0.63% | NEW | |
| 47 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.58% | +1.00% | NEW | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.58% | — | -29.68% | |
| 49 | BIRD | Smartbird, Inc | Stock-Other | 0.58% | +0.63% | NEW | |
| 50 | ALV | Autoliv Inc | Stock-Consumer Disc | 0.57% | — | -37.51% |
According to official SEC Form 13F filings, Foundry Partners, LLC reported a total U.S. public equity portfolio value of $1.9B across 283 disclosed positions in Q2 2024.
During Q2 2024, Foundry Partners, LLC's top holdings by market value included JPM (2.7%)、C (2.4%)、SHEL (2.0%). The largest single position, JPM, represented 2.7% of total portfolio value.
In Q2 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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