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Portfolio (Quarterly) Guide ↗

FOSTER & MOTLEY INC

· CIK 0001163902
13F Portfolio $1.9B AUM 387 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 98 Added 218 Reduced 18 Exited
Page 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMBS Janus Henderson Mortgage-Backed ETF 1,809,457.0 $82.7M 4.41% +88K +5.1% $45.69 -1.6%
2 EYLD Cambria Emerging Shareholder Yield ETF 1,078,407.0 $41.3M 2.20% +10K +0.9% $38.33 +24.5%
3 MSFT Microsoft Corp Technology 74,800.0 $36.2M 1.93% +5K +7.8% $483.62 -21.7%
4 JAAA Janus Henderson AAA CLO ETF 554,696.0 $28.1M 1.50% +38K +7.3% $50.58 +0.1%
5 VNQ Vanguard Reit Index ETF 287,636.0 $25.5M 1.36% +15K +5.6% $88.49 +8.0%
6 SCHP Schwab US TIPS ETF 903,600.0 $23.9M 1.28% +53K +6.2% $26.49 -0.3%
7 TPYP Tortoise North American Pipeline Fund 651,036.0 $23.0M 1.23% +8K +1.2% $35.29 +17.5%
8 BND Vanguard Total Bond Market ETF 296,362.0 $22.0M 1.17% +60K +25.3% $74.07 -1.3%
9 SPY SPDR S&P 500 ETF Financial Services 25,362.0 $17.3M 0.92% +1K +6.2% $681.93 +8.7%
10 VTEB Vanguard Tax-Exempt Bond Index ETF 312,165.0 $15.7M 0.84% +7K +2.3% $50.29 -0.0%
11 LRGF iShares Edge MSCI Multifactor USA ETF 211,452.0 $14.7M 0.78% +6K +2.7% $69.43 +8.0%
12 TNL Travel & Leisure Co. Consumer Cyclical 175,279.0 $12.4M 0.66% +18K +11.5% $70.53 +7.7%
13 SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF 372,918.0 $10.7M 0.57% +2K +0.7% $28.64 +17.3%
14 GM General Motors Company Consumer Cyclical 127,697.0 $10.4M 0.55% +2K +1.8% $81.32 -2.1%
15 MBB iShares MBS Bond ETF 103,372.0 $9.8M 0.53% +3K +3.1% $95.22 -1.1%
16 PG Procter & Gamble Consumer Defensive 66,497.0 $9.5M 0.51% +3K +5.3% $143.31 +5.1%
17 NXST Nexstar Media Group Communication Services 46,923.0 $9.5M 0.51% +2K +5.1% $203.06 -18.3%
18 EMB iShares JPMorgan USD Emerg Markets Bond ETF 98,188.0 $9.5M 0.50% +3K +3.0% $96.28 -0.0%
19 IWD iShares Russell 1000 Value ETF 44,676.0 $9.4M 0.50% +4K +10.0% $210.34 +14.3%
20 LEMB iShares Emerging Markets Local Currency Bond ETF 222,468.0 $9.2M 0.49% +24K +12.0% $41.57 +2.1%
Page 1 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 17.5%
Consumer Cyclical 10.9%
Healthcare 10.7%
Communication Services 9.8%
Industrials 8.3%
Consumer Defensive 5.7%
Energy 4.4%
Basic Materials 2.1%
Utilities 1.7%