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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 7 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EHC Encompass Health Corp Healthcare 12,531.0 $1.3M 0.07% -868.0 -6.5% $106.14 -7.8%
122 CVS C V S Caremark Corp. Healthcare 16,587.0 $1.3M 0.07% -2K -12.8% $79.34 +25.0%
123 LH Lab Cp Of Amer Hldg New Healthcare 5,227.0 $1.3M 0.07% -833.0 -13.8% $250.81 +3.5%
124 SLVM Sylvamo Corporation Basic Materials 26,817.0 $1.3M 0.07% -5K -15.6% $48.14 -17.8%
125 EXPD Expeditors International of Washington Inc. Industrials 8,410.0 $1.3M 0.07% -2K -15.7% $148.99 +7.8%
126 UNH UnitedHealth Group Inc. Healthcare 3,766.0 $1.2M 0.07% -489.0 -11.5% $330.06 +21.0%
127 Entergy Corp New 12,770.0 $1.2M 0.06% -208.0 -1.6% $92.40
128 AZO AutoZone Inc Consumer Cyclical 347.0 $1.2M 0.06% -112.0 -24.4% $3391.93 -9.8%
129 BDX Becton Dickinson & Co Healthcare 5,989.0 $1.2M 0.06% -342.0 -5.4% $194.02 -27.0%
130 ADP Automatic Data Processing, Inc. Industrials 4,477.0 $1.2M 0.06% -35.0 -0.8% $257.32 -15.0%
131 CI CIGNA Corp Healthcare 4,184.0 $1.2M 0.06% -1K -20.7% $275.33 +3.5%
132 LYB LyondellBasell Industrials NV Basic Materials 26,400.0 $1.1M 0.06% -10K -27.4% $43.30 +42.8%
133 RGA Reinsurance Group of America Financial Services 5,359.0 $1.1M 0.06% -1K -16.8% $203.40 +4.1%
134 Everest Group Ltd 3,056.0 $1.0M 0.06% -480.0 -13.6% $339.33
135 EFAV iShares MSCI EAFE Min Volatility ETF 11,575.0 $998K 0.05% -543.0 -4.5% $86.22 +1.6%
136 IDCC Interdigital Comm Corp Technology 3,053.0 $972K 0.05% -278.0 -8.3% $318.38 -10.1%
137 DOLE Dole plc Consumer Defensive 64,607.0 $968K 0.05% -7K -10.0% $14.98 -6.2%
138 LEN Lennar Corp Cl A Consumer Cyclical 9,033.0 $929K 0.05% -5K -36.3% $102.85 -15.9%
139 ITW Illinois Tool Works Industrials 3,720.0 $916K 0.05% -40.0 -1.1% $246.24 +6.4%
140 PGR Progressive Corp. Financial Services 4,007.0 $912K 0.05% -22.0 -0.6% $227.60 -10.2%
Page 7 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%