Foundry Partners, LLC
CIK 1573913 · Holdings on Sep 30, 2023 · First reported Nov 9, 2023
Top ten holdings
Q3 2023- JPM2.71%
- PRU2.42%
- DUK1.90%
- CVX1.89%
- AMP1.88%
- SHEL1.58%
- JNJ1.55%
- CMCSA1.49%
- C1.45%
- MO1.44%
Share classes counted separately18.31%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JPMJPMORGAN CHASE & CO View history and evidence | $43.46M | 2.71% | 299.67K shares | — | ↗▾ | |
| 02 | PRUPRUDENTIAL FINANCIAL INC View history and evidence | $38.79M | 2.42% | 408.79K shares | — | ↗▾ | |
| 03 | DUKDUKE ENERGY CORP View history and evidence | $30.50M | 1.90% | 345.55K shares | — | ↗▾ | |
| 04 | CVXCHEVRON CORP View history and evidence | $30.35M | 1.89% | 179.97K shares | — | ↗▾ | |
| 05 | AMPAMERIPRISE FINANCIAL INC View history and evidence | $30.17M | 1.88% | 91.51K shares | — | ↗▾ | |
| 06 | SHELSHELL PLC-ADRADR View history and evidence | $25.35M | 1.58% | 393.72K shares | — | ↗▾ | |
| 07 | JNJJOHNSON & JOHNSON View history and evidence | $24.86M | 1.55% | 159.60K shares | — | ↗▾ | |
| 08 | CMCSACOMCAST CORP-CLASS A View history and evidence | $23.87M | 1.49% | 538.27K shares | — | ↗▾ | |
| 09 | CCITIGROUP INC View history and evidence | $23.21M | 1.45% | 564.35K shares | — | ↗▾ | |
| 10 | MOALTRIA GROUP INC View history and evidence | $23.18M | 1.44% | 551.21K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 48
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| T AT&T INC | Non-derivative | — | — | SEC filing ↗ | |
| JNP JUNIPER NETWORKS INC | Non-derivative | — | — | SEC filing ↗ | |
| SLB SLB LTD | Non-derivative | — | — | SEC filing ↗ |
3 / 48 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1573913 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1605833800
}Research all 289 reported holdings.
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