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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 15 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TFC Truist Financial Corp Financial Services 11,843.0 $583K 0.03% -409.0 -3.3% $49.23 -2.1%
282 F Ford Motor Company Consumer Cyclical 43,464.0 $570K 0.03% $13.11 +6.4%
283 OGE OGE Energy Corp Utilities 13,155.0 $562K 0.03% -1K -9.3% $42.72 +10.8%
284 MCHP Microchip Technology Inc Technology 8,749.0 $557K 0.03% -3K -24.1% $63.66 +47.8%
285 ST Sensata Technologies Holding NV Technology 16,466.0 $548K 0.03% NEW $33.28 +48.6%
286 VSH Vishay Intertechnology Inc. Technology 37,552.0 $544K 0.03% -3K -7.3% $14.49 +317.0%
287 LKQ LKQ Corp. Consumer Cyclical 17,933.0 $542K 0.03% -16K -47.8% $30.22 -17.2%
288 SYK Stryker Corp Healthcare 1,534.0 $539K 0.03% $351.37 -14.3%
289 CINF Cincinnati Financial Cp Financial Services 3,291.0 $538K 0.03% $163.48 +4.9%
290 KBH KB Home Consumer Cyclical 9,526.0 $537K 0.03% -400.0 -4.0% $56.37 -7.0%
291 QQQ Invesco QQQ ETF Financial Services 866.0 $532K 0.03% $614.32 +17.6%
292 UHS Universal Health Services Inc. Healthcare 2,440.0 $532K 0.03% -22.0 -0.9% $218.03 -35.2%
293 SCHE Schwab Emerging Mkts Equity ETF 15,930.0 $522K 0.03% -2K -9.9% $32.77 +10.9%
294 PRF Invesco FTSE RAFI US 1000 ETF 11,102.0 $521K 0.03% -323.0 -2.8% $46.93 +14.1%
295 WCC Wesco International Inc Industrials 2,089.0 $511K 0.03% -28.0 -1.3% $244.61 +45.7%
296 STT State Street Corp Financial Services 3,786.0 $488K 0.03% $128.90 +32.7%
297 CAG ConAgra Brands, Inc. Consumer Defensive 27,558.0 $477K 0.03% -4K -13.4% $17.31 -24.0%
298 FDX FedEx Corp. Industrials 1,631.0 $471K 0.03% +345.0 +26.8% $288.78 +12.9%
299 TXT Textron, Inc. Industrials 5,381.0 $469K 0.03% NEW $87.16 +6.3%
300 IJJ iShares S&P Mid-Cap 400 Value ETF 3,540.0 $466K 0.03% $131.64 +9.1%
Page 15 of 20  ·  387 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%