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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 5 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INFY Infosys Limited Technology 158,112.0 $2.8M 0.15% -18K -10.3% $17.82 -34.4%
82 TPR Tapestry Inc Consumer Cyclical 21,422.0 $2.7M 0.15% -1K -6.2% $127.77 +14.2%
83 KHC The Kraft Heinz Company Consumer Defensive 112,257.0 $2.7M 0.14% -5K -4.2% $24.25 -4.3%
84 EIX Edison International Utilities 45,053.0 $2.7M 0.14% -10K -18.5% $60.02 +18.1%
85 TMO Thermo Fisher Scientific Inc. Healthcare 4,642.0 $2.7M 0.14% -279.0 -5.7% $579.49 -20.3%
86 TJX TJX Cos Inc Consumer Cyclical 16,469.0 $2.5M 0.14% -150.0 -0.9% $153.62 +6.8%
87 RF Regions Financial Cp New Financial Services 91,791.0 $2.5M 0.13% -5K -5.0% $27.11 +5.7%
88 NRG NRG Energy, Inc Utilities 14,623.0 $2.3M 0.12% -266.0 -1.8% $159.27 -17.0%
89 VONE Vanguard Russell 1000 ETF 7,491.0 $2.3M 0.12% -378.0 -4.8% $309.04 +8.4%
90 SAIC Science Applications International Corp Technology 22,966.0 $2.3M 0.12% -2K -9.3% $100.67 +6.0%
91 FNF Fidelity National Finl. Financial Services 42,217.0 $2.3M 0.12% -2K -3.9% $54.60 -14.2%
92 ORI Old Republic International Corporation Financial Services 49,867.0 $2.3M 0.12% -2K -3.2% $45.64 -15.1%
93 CDW CDW Corporation Technology 15,819.0 $2.2M 0.12% -4K -20.1% $136.23 -7.0%
94 BMY Bristol-Myers Squibb Co Healthcare 39,643.0 $2.1M 0.11% -13K -24.4% $53.93 +2.5%
95 BBY Best Buy Inc Consumer Cyclical 31,698.0 $2.1M 0.11% -4K -11.0% $66.94 +9.2%
96 Cencora, Inc. 5,977.0 $2.0M 0.11% -1K -16.4% $337.79
97 CEG Constellation Energy Co Utilities 5,670.0 $2.0M 0.11% -519.0 -8.4% $353.26 -24.4%
98 USB US Bancorp Financial Services 37,391.0 $2.0M 0.11% -2K -4.0% $53.36 +8.5%
99 HMC Honda Motor Co Adr Consumer Cyclical 65,403.0 $1.9M 0.10% -9K -12.2% $29.48 -11.2%
100 RTX RTX Corp. Industrials 10,416.0 $1.9M 0.10% -966.0 -8.5% $183.37 +5.0%
Page 5 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%