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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 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AXP American Express Company Financial Services 1,626.0 $602K 0.03% -25.0 -1.5% $370.23 -8.0%
162 EA Electronic Arts Inc. Communication Services 2,938.0 $600K 0.03% -1K -32.5% $204.22 -0.6%
163 SYY Sysco Corporation Consumer Defensive 8,103.0 $597K 0.03% -150.0 -1.8% $73.68 +7.2%
164 TSM Taiwan Semiconductor Manufacturing Co. Technology 1,959.0 $595K 0.03% -60.0 -3.0% $303.73 +42.3%
165 GOVT iShares Trust - U.S. Treasury Bond ETF 25,802.0 $594K 0.03% -2K -7.7% $23.02 -1.4%
166 TSN Tyson Foods Inc Consumer Defensive 10,032.0 $588K 0.03% -3K -22.2% $58.61 -4.1%
167 CHRD Chord Energy Corporation Energy 6,297.0 $584K 0.03% -160.0 -2.5% $92.74 +36.9%
168 TFC Truist Financial Corp Financial Services 11,843.0 $583K 0.03% -409.0 -3.3% $49.23 -2.1%
169 OGE OGE Energy Corp Utilities 13,155.0 $562K 0.03% -1K -9.3% $42.72 +10.8%
170 MCHP Microchip Technology Inc Technology 8,749.0 $557K 0.03% -3K -24.1% $63.66 +47.8%
171 VSH Vishay Intertechnology Inc. Technology 37,552.0 $544K 0.03% -3K -7.3% $14.49 +317.0%
172 LKQ LKQ Corp. Consumer Cyclical 17,933.0 $542K 0.03% -16K -47.8% $30.22 -17.2%
173 KBH KB Home Consumer Cyclical 9,526.0 $537K 0.03% -400.0 -4.0% $56.37 -7.0%
174 UHS Universal Health Services Inc. Healthcare 2,440.0 $532K 0.03% -22.0 -0.9% $218.03 -35.2%
175 SCHE Schwab Emerging Mkts Equity ETF 15,930.0 $522K 0.03% -2K -9.9% $32.77 +10.9%
176 PRF Invesco FTSE RAFI US 1000 ETF 11,102.0 $521K 0.03% -323.0 -2.8% $46.93 +14.1%
177 WCC Wesco International Inc Industrials 2,089.0 $511K 0.03% -28.0 -1.3% $244.61 +45.7%
178 CAG ConAgra Brands, Inc. Consumer Defensive 27,558.0 $477K 0.03% -4K -13.4% $17.31 -24.0%
179 PH Parker-Hannifin Corporation Industrials 519.0 $456K 0.02% -9.0 -1.7% $878.61 +7.7%
180 SUB iShares Short-Term National Muni Bond ETF 4,199.0 $448K 0.02% -78.0 -1.8% $106.69 -0.2%
Page 9 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%