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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 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GPI Group 1 Automotive, Inc. Consumer Cyclical 8,924.0 $3.5M 0.19% -669.0 -7.0% $393.32 -22.4%
122 KLAC K L A Tencor Corp Technology 2,889.0 $3.5M 0.19% -52.0 -1.8% $1214.95 -80.4%
123 MRK Merck & Co Inc Healthcare 33,221.0 $3.5M 0.19% -1K -3.3% $105.26 +9.7%
124 MPC Marathon Petroleum Corporation Energy 21,457.0 $3.5M 0.19% $162.65 +50.4%
125 XLRE The Real Estate Select Sector SPDR Fund 85,424.0 $3.4M 0.18% -12K -12.0% $40.35 +9.0%
126 GOOGL Alphabet Inc Class A Communication Services 10,978.0 $3.4M 0.18% -304.0 -2.7% $312.99 +16.2%
127 DGX Quest Diagnostic Inc Healthcare 19,547.0 $3.4M 0.18% -5K -20.4% $173.53 +14.0%
128 INGR Ingredion Incorporated Consumer Defensive 30,582.0 $3.4M 0.18% -998.0 -3.2% $110.26 -10.4%
129 AIG American Intl Group Inc Financial Services 38,554.0 $3.3M 0.18% +4K +11.9% $85.54 -12.6%
130 VLO Valero Energy Corp New Energy 20,033.0 $3.3M 0.17% -697.0 -3.4% $162.78 +50.0%
131 CF CF Industries Holdings, Inc. Basic Materials 41,650.0 $3.2M 0.17% +3K +7.8% $77.33 +36.9%
132 TAP Molson Coors Brewing Clb Consumer Defensive 68,398.0 $3.2M 0.17% +15K +28.6% $46.68 -16.4%
133 RS Reliance Steel & Aluminum Co Basic Materials 10,826.0 $3.1M 0.17% -177.0 -1.6% $288.84 +39.9%
134 PFG Principal Financial Group Inc. Financial Services 34,980.0 $3.1M 0.17% -6K -14.5% $88.22 +24.9%
135 NVS Novartis A G Spon Adr Healthcare 22,055.0 $3.0M 0.16% +2K +11.5% $137.88 +9.4%
136 TMHC Taylor Morrison Home Corporation Consumer Cyclical 51,431.0 $3.0M 0.16% +5K +10.6% $58.87 +21.6%
137 MDT Medtronic PLC Healthcare 30,891.0 $3.0M 0.16% -4K -10.4% $96.05 -18.6%
138 UNP Union Pacific Industrials 12,814.0 $3.0M 0.16% +153.0 +1.2% $231.31 +11.6%
139 VBR Vanguard Small Cap Value ETF 13,629.0 $2.9M 0.15% -1K -9.6% $211.83 +11.9%
140 TGT Target Corporation Consumer Defensive 29,451.0 $2.9M 0.15% -4K -12.9% $97.76 +30.7%
Page 7 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%