Foundry Partners, LLC
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$1.6B
Holdings
118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$POR
PORTLAND GEN ELEC CO
Held since at least Q1 2024
8.1%
02
$XEL
XCEL ENERGY INC
Held since at least Q1 2024
7.9%
03
$ETR
ENTERGY CORP NEW
Q1 2026: Exited (was 2 shares)
6.3%
04
$DTE
DTE ENERGY CO
Held since at least Q1 2024
3.9%
05
$NI
NISOURCE INC
Held since at least Q1 2024
3.8%
06
$AEE
AMEREN CORP
Q1 2026: Increased +100.0% (127 → 254 shares)
3.6%
07
$TBN
TAMBORAN RES CORP
Held since at least Q1 2024
3.5%
08
$EQT
EQT CORP
Q4 2025: New position (60 shares)
2.8%
09
$EVRG
EVERGY INC
Held since at least Q1 2024
2.7%
10
$ADNT
ADIENT PLC
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.