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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 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFA iShares MSCI EAFE ETF 63,794.0 $6.1M 0.33% -64K -50.1% $96.03 +8.1%
82 NFG National Fuel Gas Co Energy 74,733.0 $6.0M 0.32% +2K +3.2% $80.06 -5.1%
83 VZ Verizon Communications Communication Services 146,301.0 $6.0M 0.32% +5K +3.2% $40.73 +14.7%
84 MUB iShares Natl Amt-Free Muni Bond ETF 55,162.0 $5.9M 0.32% +395.0 +0.7% $107.10 -0.1%
85 STLD Steel Dynamics, Inc. Basic Materials 34,601.0 $5.9M 0.31% -1K -3.9% $169.45 +59.4%
86 CVX Chevron Corp Energy 37,674.0 $5.7M 0.31% +991.0 +2.7% $152.41 +16.5%
87 TLT iShares 20 Year Treasury Bond ETF 65,744.0 $5.7M 0.31% -4K -5.7% $87.16 -1.0%
88 CAH Cardinal Health Inc Healthcare 27,759.0 $5.7M 0.30% -2K -6.9% $205.48 +10.1%
89 VNT Vontier Corp Technology 153,274.0 $5.7M 0.30% +22K +17.0% $37.18 -19.9%
90 SNX SYNNEX Corp. Technology 37,388.0 $5.6M 0.30% +457.0 +1.2% $150.24 +88.9%
91 FMB First Trust Managed Municipal ETF 108,922.0 $5.6M 0.30% +27K +33.4% $51.14 +0.1%
92 GD General Dynamics Corp Industrials 16,331.0 $5.5M 0.29% -740.0 -4.3% $336.66 +7.8%
93 PRU Prudential Financial Inc Financial Services 47,590.0 $5.4M 0.29% -2K -3.7% $112.88 -5.2%
94 TRV Travelers Companies Inc Financial Services 18,245.0 $5.3M 0.28% -185.0 -1.0% $290.05 +5.5%
95 XOM Exxon Mobil Corporation Energy 42,658.0 $5.1M 0.27% +612.0 +1.5% $120.33 +17.9%
96 Leidos Holdings Inc 28,409.0 $5.1M 0.27% +1K +4.8% $180.40
97 LRCX LAM Research Corporation Technology 29,273.0 $5.0M 0.27% -267.0 -0.9% $171.18 +118.6%
98 LOW Lowes Companies Inc Consumer Cyclical 20,599.0 $5.0M 0.27% -4K -16.2% $241.18 -9.9%
99 SYF Synchrony Financial Financial Services 57,941.0 $4.8M 0.26% +788.0 +1.4% $83.43 -11.2%
100 ACN Accenture Ltd Cl A Technology 17,854.0 $4.8M 0.26% -2K -8.4% $268.29 -41.8%
Page 5 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%