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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 8 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INFY Infosys Limited Technology 158,112.0 $2.8M 0.15% -18K -10.3% $17.82 -41.1%
142 TPR Tapestry Inc Consumer Cyclical 21,422.0 $2.7M 0.15% -1K -6.2% $127.77 +12.6%
143 KHC The Kraft Heinz Company Consumer Defensive 112,257.0 $2.7M 0.14% -5K -4.2% $24.25 -5.9%
144 EIX Edison International Utilities 45,053.0 $2.7M 0.14% -10K -18.5% $60.02 +19.3%
145 TMO Thermo Fisher Scientific Inc. Healthcare 4,642.0 $2.7M 0.14% -279.0 -5.7% $579.49 -19.5%
146 CRUS Cirrus Logic Inc Technology 21,428.0 $2.5M 0.14% +12K +139.6% $118.49 +38.3%
147 TJX TJX Cos Inc Consumer Cyclical 16,469.0 $2.5M 0.14% -150.0 -0.9% $153.62 +6.3%
148 RF Regions Financial Cp New Financial Services 91,791.0 $2.5M 0.13% -5K -5.0% $27.11 +5.6%
149 VWO Vanguard Emerging Markets Stock ETF 44,706.0 $2.4M 0.13% +5K +12.3% $53.75 +12.9%
150 NRG NRG Energy, Inc Utilities 14,623.0 $2.3M 0.12% -266.0 -1.8% $159.27 -14.9%
151 VONE Vanguard Russell 1000 ETF 7,491.0 $2.3M 0.12% -378.0 -4.8% $309.04 +9.2%
152 SAIC Science Applications International Corp Technology 22,966.0 $2.3M 0.12% -2K -9.3% $100.67 +1.3%
153 FNF Fidelity National Finl. Financial Services 42,217.0 $2.3M 0.12% -2K -3.9% $54.60 -14.6%
154 ORI Old Republic International Corporation Financial Services 49,867.0 $2.3M 0.12% -2K -3.2% $45.64 -15.8%
155 CDW CDW Corporation Technology 15,819.0 $2.2M 0.12% -4K -20.1% $136.23 -5.6%
156 Total SA 32,822.0 $2.1M 0.11% NEW $65.41
157 BMY Bristol-Myers Squibb Co Healthcare 39,643.0 $2.1M 0.11% -13K -24.4% $53.93 -0.1%
158 BBY Best Buy Inc Consumer Cyclical 31,698.0 $2.1M 0.11% -4K -11.0% $66.94 +11.5%
159 PAAA PGIM AAA CLO ETF 39,840.0 $2.0M 0.11% +20K +98.1% $51.26 +0.3%
160 Cencora, Inc. 5,977.0 $2.0M 0.11% -1K -16.4% $337.79
Page 8 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%