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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 2 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ Johnson & Johnson Healthcare 47,262.0 $9.8M 0.52% -952.0 -2.0% $206.95 +13.2%
22 IBM Intl Business Machines Technology 32,614.0 $9.7M 0.52% -825.0 -2.5% $296.19 -11.4%
23 AMP Ameriprise Financial, Inc. Financial Services 19,553.0 $9.6M 0.51% -1K -6.0% $490.36 -3.8%
24 UNM Unum Group Financial Services 123,275.0 $9.6M 0.51% -2K -1.8% $77.50 +18.2%
25 AFL AFLAC Inc Financial Services 84,589.0 $9.3M 0.50% -7K -7.7% $110.27 +5.4%
26 CAT Caterpillar Inc Industrials 15,527.0 $8.9M 0.47% -2K -12.4% $572.87 +66.9%
27 V Visa, Inc. Financial Services 24,304.0 $8.5M 0.46% -1K -4.7% $350.68 -5.0%
28 EQH Equitable Holdings, Inc. Financial Services 177,366.0 $8.5M 0.45% -6K -3.3% $47.65 -4.5%
29 TM Toyota Motor Corporation Consumer Cyclical 38,604.0 $8.3M 0.44% -384.0 -1.0% $214.07 -19.3%
30 URI United Rentals, Inc. Industrials 10,117.0 $8.2M 0.44% -519.0 -4.9% $809.33 +29.6%
31 WMT Wal-Mart Stores Inc Consumer Defensive 73,247.0 $8.2M 0.43% -4K -4.7% $111.40 +8.6%
32 PCAR PACCAR Inc Industrials 73,462.0 $8.0M 0.43% -5K -6.7% $109.51 +7.1%
33 PHM PulteGroup Inc Consumer Cyclical 66,901.0 $7.8M 0.42% -5K -6.8% $117.26 +3.9%
34 HPE Hewlett Packard Enterprise Comp Technology 324,438.0 $7.8M 0.42% -31K -8.7% $24.02 +100.7%
35 DHI D R Horton Co Consumer Cyclical 53,890.0 $7.8M 0.41% -2K -3.6% $144.03 +5.9%
36 GLW Corning Inc Technology 87,401.0 $7.7M 0.41% -13K -12.6% $87.56 +100.3%
37 NOC Northrop Grumman Corp Industrials 12,757.0 $7.3M 0.39% -287.0 -2.2% $570.20 -3.5%
38 AVT Avnet, Inc. Technology 148,819.0 $7.2M 0.38% -2K -1.1% $48.08 +86.8%
39 SNA Snap On Inc Industrials 19,443.0 $6.7M 0.36% -808.0 -4.0% $344.60 +10.6%
40 TEL TE Connectivity Ltd. Technology 29,371.0 $6.7M 0.36% -3K -7.9% $227.50 -6.7%
Page 2 of 11  ·  218 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%