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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 4 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SANM Sanmina-SCI Corp Technology 25,890.0 $3.9M 0.21% -211.0 -0.8% $150.06 +61.8%
62 T A T & T Inc. Communication Services 152,169.0 $3.8M 0.20% -774.0 -0.5% $24.84 -9.7%
63 PXH Invesco FTSE RAFI Emerging Markets ETF 146,231.0 $3.8M 0.20% -3K -2.1% $25.81 +11.7%
64 NUE Nucor Corp Basic Materials 22,365.0 $3.6M 0.20% -269.0 -1.2% $163.11 +54.9%
65 OC Owens Corning Inc. Industrials 32,563.0 $3.6M 0.19% -3K -7.9% $111.91 +10.6%
66 NTAP Network Appliance Inc Technology 33,415.0 $3.6M 0.19% -2K -5.2% $107.08 +44.6%
67 HPQ HP Inc. Technology 160,172.0 $3.6M 0.19% -47K -22.8% $22.28 +4.0%
68 GPI Group 1 Automotive, Inc. Consumer Cyclical 8,924.0 $3.5M 0.19% -669.0 -7.0% $393.32 -22.4%
69 KLAC K L A Tencor Corp Technology 2,889.0 $3.5M 0.19% -52.0 -1.8% $1214.95 -80.4%
70 MRK Merck & Co Inc Healthcare 33,221.0 $3.5M 0.19% -1K -3.3% $105.26 +9.7%
71 XLRE The Real Estate Select Sector SPDR Fund 85,424.0 $3.4M 0.18% -12K -12.0% $40.35 +9.0%
72 GOOGL Alphabet Inc Class A Communication Services 10,978.0 $3.4M 0.18% -304.0 -2.7% $312.99 +16.2%
73 DGX Quest Diagnostic Inc Healthcare 19,547.0 $3.4M 0.18% -5K -20.4% $173.53 +14.0%
74 INGR Ingredion Incorporated Consumer Defensive 30,582.0 $3.4M 0.18% -998.0 -3.2% $110.26 -10.4%
75 VLO Valero Energy Corp New Energy 20,033.0 $3.3M 0.17% -697.0 -3.4% $162.78 +50.0%
76 RS Reliance Steel & Aluminum Co Basic Materials 10,826.0 $3.1M 0.17% -177.0 -1.6% $288.84 +39.9%
77 PFG Principal Financial Group Inc. Financial Services 34,980.0 $3.1M 0.17% -6K -14.5% $88.22 +24.9%
78 MDT Medtronic PLC Healthcare 30,891.0 $3.0M 0.16% -4K -10.4% $96.05 -18.6%
79 VBR Vanguard Small Cap Value ETF 13,629.0 $2.9M 0.15% -1K -9.6% $211.83 +11.9%
80 TGT Target Corporation Consumer Defensive 29,451.0 $2.9M 0.15% -4K -12.9% $97.76 +30.7%
Page 4 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%