FP

Foundry Partners, LLC

分散型投资策略高频交易型逆势操作型

申报总市值

US$18.9亿

申报季度: 2025-03-31 · 持股只数: 259

Foundry Partners, LLC在最新一期 13F 报告中披露了 259 项持股，申报期为 2025-03-31，总持股市值约为 US$18.9亿，季度换手率为 200.0%。

机构性格雪花图

集中度
3.44
持仓稳定性
100
动能／逆势
0
行业集中度
60.76
多样化
100
仓位均衡度
88.91

近期动向

  • 新建仓 JPM

  • 新建仓 VZ

  • 新建仓 DUK

  • 新建仓 C

  • 新建仓 SHEL

  • 新建仓 BNY

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JPMJpmorgan Chase & Co股票-金融2.42%+2.42%NEW
2VZVerizon Communications INC股票-通信服务2.13%+2.13%NEW
3DUKDuke Energy CORP股票-公用事业2.13%+2.13%NEW
4CCitigroup INC股票-金融1.79%+1.79%NEW
5SHELShell Plc-adr股票-能源1.77%+1.77%NEW
6BNYBank Of New York Mellon CORP股票-金融1.60%+1.60%NEW
7HIGHartford Insurance Group INC股票-金融1.59%+1.59%NEW
8SPGSimon Property Group INC股票-房地产1.53%+1.53%NEW
9MOAltria Group INC股票-非周期性消费1.46%+1.46%NEW
10CMICummins INC股票-工业1.45%+1.45%NEW
11IBMIntl Business Machines CORP股票-科技1.36%+1.36%NEW
12GSGoldman Sachs Group INC股票-金融1.34%+1.34%NEW
13PRUPrudential Financial INC股票-金融1.32%+1.32%NEW
14CATCaterpillar INC股票-工业1.26%+1.26%NEW
15BMYBristol-myers Squibb Co股票-医疗保健1.24%+1.24%NEW
16EBAYEbay INC股票-周期性消费1.24%+1.24%NEW
17URIUnited Rentals INC股票-工业1.23%+1.23%NEW
18KRKroger Co股票-非周期性消费1.22%+1.22%NEW
19MDTMedtronic plc股票-医疗保健1.21%+1.21%NEW
20CSCOCisco Systems INC股票-科技1.18%+1.18%NEW
21USBUS Bancorp股票-金融1.15%+1.15%NEW
22JNJJohnson & Johnson股票-医疗保健1.12%+1.12%NEW
23FOXAFox CORP - Class A股票-通信服务1.09%+1.09%NEW
24ABBVAbbvie INC股票-医疗保健1.08%+1.08%NEW
25AMPAmeriprise Financial INC股票-金融1.07%+1.07%NEW
26SYFSynchrony Financial股票-金融1.04%+1.04%NEW
27EOGEog Resources INC股票-能源1.03%+1.03%NEW
28DRIDarden Restaurants INC股票-周期性消费1.03%+1.03%NEW
29EMREmerson Electric Co股票-工业1.02%+1.02%NEW
30PFEPfizer INC股票-医疗保健1.00%+1.00%NEW
31DOCHealthpeak Properties INC股票-房地产1.00%+1.00%NEW
32DALDelta Air Lines INC股票-工业0.95%+0.95%NEW
33MOSMosaic Co/the股票-原材料0.94%+0.94%NEW
34CTRACoterra Energy INC股票-能源0.94%+0.94%NEW
35DGXQuest Diagnostics INC股票-医疗保健0.92%+0.92%NEW
36AESAes CORP股票-公用事业0.89%+0.89%NEW
37BKRBaker Hughes Co股票-能源0.87%+0.87%NEW
38ELVElevance Health INC股票-医疗保健0.85%+0.85%NEW
39RTXRtx CORP股票-工业0.81%+0.81%NEW
40WPCWp Carey INC股票-房地产0.78%+0.78%NEW
41CITHE Cigna Group股票-医疗保健0.78%+0.78%NEW
42TSNTyson Foods Inc-cl A股票-非周期性消费0.71%+0.71%NEW
43KOThe Coca-Cola Company股票-非周期性消费0.69%+0.69%NEW
44CASHPathward Financial INC股票-其他0.68%+0.68%NEW
45HWCHancock Whitney CORP股票-金融0.67%+0.67%NEW
46BIRDSmartbird, Inc股票-其他0.63%+0.63%NEW
47NEMNewmont CORP股票-原材料0.63%+0.63%NEW
48GSLGlobal Ship Lease, Inc.股票-其他0.62%+0.62%NEW
49QCOMQualcomm INC股票-科技0.60%+0.60%NEW
50CUZCousins Properties INC股票-房地产0.59%+0.59%NEW
1–50 of 259

本季持股变动

Foundry Partners, LLC 在 2025-03-31 最显著的持仓异动： 新建仓: Jpmorgan Chase & Co (JPM); 新建仓: Verizon Communications INC (VZ); 新建仓: Duke Energy CORP (DUK); 新建仓: Citigroup INC (C); 新建仓: Shell Plc-adr (SHEL).

Foundry Partners, LLC 于截至 2025-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JPMJpmorgan Chase & Co—NEW新建仓
2VZVerizon Communications INC—NEW新建仓
3DUKDuke Energy CORP—NEW新建仓
4CCitigroup INC—NEW新建仓
5SHELShell Plc-adr—NEW新建仓
6BNYBank Of New York Mellon CORP—NEW新建仓
7HIGHartford Insurance Group INC—NEW新建仓
8SPGSimon Property Group INC—NEW新建仓
9MOAltria Group INC—NEW新建仓
10CMICummins INC—NEW新建仓
11IBMIntl Business Machines CORP—NEW新建仓
12GSGoldman Sachs Group INC—NEW新建仓
13PRUPrudential Financial INC—NEW新建仓
14CATCaterpillar INC—NEW新建仓
15BMYBristol-myers Squibb Co—NEW新建仓
16EBAYEbay INC—NEW新建仓
17URIUnited Rentals INC—NEW新建仓
18KRKroger Co—NEW新建仓
19MDTMedtronic plc—NEW新建仓
20CSCOCisco Systems INC—NEW新建仓
21USBUS Bancorp—NEW新建仓
22JNJJohnson & Johnson—NEW新建仓
23FOXAFox CORP - Class A—NEW新建仓
24ABBVAbbvie INC—NEW新建仓
25AMPAmeriprise Financial INC—NEW新建仓
26SYFSynchrony Financial—NEW新建仓
27EOGEog Resources INC—NEW新建仓
28DRIDarden Restaurants INC—NEW新建仓
29EMREmerson Electric Co—NEW新建仓
30PFEPfizer INC—NEW新建仓
31DOCHealthpeak Properties INC—NEW新建仓
32DALDelta Air Lines INC—NEW新建仓
33MOSMosaic Co/the—NEW新建仓
34CTRACoterra Energy INC—NEW新建仓
35DGXQuest Diagnostics INC—NEW新建仓
36AESAes CORP—NEW新建仓
37BKRBaker Hughes Co—NEW新建仓
38ELVElevance Health INC—NEW新建仓
39RTXRtx CORP—NEW新建仓
40WPCWp Carey INC—NEW新建仓
41CITHE Cigna Group—NEW新建仓
42TSNTyson Foods Inc-cl A—NEW新建仓
43KOThe Coca-Cola Company—NEW新建仓
44CASHPathward Financial INC—NEW新建仓
45HWCHancock Whitney CORP—NEW新建仓
46BIRDSmartbird, Inc—NEW新建仓
47NEMNewmont CORP—NEW新建仓
48GSLGlobal Ship Lease, Inc.—NEW新建仓
49QCOMQualcomm INC—NEW新建仓
50CUZCousins Properties INC—NEW新建仓

FAQ

Foundry Partners, LLC 是什么机构？属于哪种投资人类型？
Foundry Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2025-03-31），该机构追踪的股票投资组合估值约为 US$18.9亿，分布在 259 个已申报仓位之中。
Foundry Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Foundry Partners, LLC 按市值排列的前几大持股为： 1. Jpmorgan Chase & Co (JPM) — US$4574.0万 (2.4%) 2. Verizon Communications INC (VZ) — US$4026.5万 (2.1%) 3. Duke Energy CORP (DUK) — US$4024.1万 (2.1%) 4. Citigroup INC (C) — US$3376.9万 (1.8%) 5. Shell Plc-adr (SHEL) — US$3344.9万 (1.8%)
Foundry Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Foundry Partners, LLC 主要以增持为主——新建仓 50 个仓位，并对 0 个既有持股进行加仓。 其中幅度最大的异动：新建仓: Jpmorgan Chase & Co (JPM); 新建仓: Verizon Communications INC (VZ); 新建仓: Duke Energy CORP (DUK); 新建仓: Citigroup INC (C); 新建仓: Shell Plc-adr (SHEL)
Foundry Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Foundry Partners, LLC 的主要板块分布如下： • Health Care: 28.1% • Financials: 25.7% • Information Technology: 17.2% • Communication Services: 10.3% • Industrials: 9.5% • Consumer Staples: 8.9%