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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 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT Wal-Mart Stores Inc Consumer Defensive 73,247.0 $8.2M 0.43% -4K -4.7% $111.40 +8.6%
62 PCAR PACCAR Inc Industrials 73,462.0 $8.0M 0.43% -5K -6.7% $109.51 +7.1%
63 PHM PulteGroup Inc Consumer Cyclical 66,901.0 $7.8M 0.42% -5K -6.8% $117.26 +3.9%
64 HPE Hewlett Packard Enterprise Comp Technology 324,438.0 $7.8M 0.42% -31K -8.7% $24.02 +100.7%
65 DHI D R Horton Co Consumer Cyclical 53,890.0 $7.8M 0.41% -2K -3.6% $144.03 +5.9%
66 FNDX Schwab Fundamental US Large Company ETF 281,888.0 $7.7M 0.41% +5K +1.8% $27.21 +13.6%
67 GLW Corning Inc Technology 87,401.0 $7.7M 0.41% -13K -12.6% $87.56 +100.3%
68 QCOM Qualcomm Inc Technology 44,311.0 $7.6M 0.40% +4K +10.1% $171.04 +24.5%
69 NOC Northrop Grumman Corp Industrials 12,757.0 $7.3M 0.39% -287.0 -2.2% $570.20 -3.5%
70 AVT Avnet, Inc. Technology 148,819.0 $7.2M 0.38% -2K -1.1% $48.08 +86.8%
71 BYD Boyd Gaming Corp Consumer Cyclical 82,611.0 $7.0M 0.38% +14K +19.8% $85.24 -1.6%
72 SNA Snap On Inc Industrials 19,443.0 $6.7M 0.36% -808.0 -4.0% $344.60 +10.6%
73 TEL TE Connectivity Ltd. Technology 29,371.0 $6.7M 0.36% -3K -7.9% $227.50 -6.7%
74 DELL Dell Inc. Technology 51,888.0 $6.5M 0.35% +717.0 +1.4% $125.89 +233.1%
75 ALSN Allison Transmission Holdings, INc. Consumer Cyclical 66,650.0 $6.5M 0.35% -3K -4.3% $97.90 +21.4%
76 CTSH Cognizant Technology Solutions Corp. Technology 77,756.0 $6.5M 0.34% -2K -2.9% $83.00 -41.2%
77 MUNI PIMCO Intermediate Muni Bond Strgy ETF 123,094.0 $6.5M 0.34% +33K +36.7% $52.41 +0.0%
78 AVGO Broadcom Limited Technology 18,535.0 $6.4M 0.34% -1K -6.0% $346.10 +13.5%
79 MET Metlife Inc Financial Services 80,892.0 $6.4M 0.34% +4K +5.1% $78.94 +8.7%
80 UGI UGI Corporation New Utilities 165,187.0 $6.2M 0.33% +20K +13.9% $37.43 -10.2%
Page 4 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%