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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 9 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CEG Constellation Energy Co Utilities 5,670.0 $2.0M 0.11% -519.0 -8.4% $353.26 -21.5%
162 USB US Bancorp Financial Services 37,391.0 $2.0M 0.11% -2K -4.0% $53.36 +8.0%
163 SPHY SPDR Portfolio High Yield Bond ETF 83,603.0 $2.0M 0.11% +11K +15.7% $23.67 -1.0%
164 HMC Honda Motor Co Adr Consumer Cyclical 65,403.0 $1.9M 0.10% -9K -12.2% $29.48 -10.8%
165 RTX RTX Corp. Industrials 10,416.0 $1.9M 0.10% -966.0 -8.5% $183.37 +1.5%
166 CNM Core & Main, Inc. Industrials 36,599.0 $1.9M 0.10% -3K -7.3% $51.97 -4.6%
167 MS Morgan Stanley Financial Services 10,591.0 $1.9M 0.10% -968.0 -8.4% $177.51 +27.0%
168 ARW Arrow Electronics, Inc. Technology 16,701.0 $1.8M 0.10% -195.0 -1.1% $110.17 +108.9%
169 THC Tenet Healthcare Corp Healthcare 9,215.0 $1.8M 0.10% +756.0 +8.9% $198.70 -11.7%
170 MCD McDonald's Corp. Consumer Cyclical 5,934.0 $1.8M 0.10% $305.70 -8.3%
171 EQNR Equinor ASA Energy 76,032.0 $1.8M 0.10% +1K +2.0% $23.63 +35.7%
172 PATK Patrick Industries Inc. Consumer Cyclical 16,561.0 $1.8M 0.10% -939.0 -5.4% $108.45 -18.7%
173 LOGI Logitech International S.A. Technology 17,742.0 $1.8M 0.10% -214.0 -1.2% $100.21 +7.3%
174 GSK GlaxoSmithKline plc Healthcare 35,837.0 $1.8M 0.09% +5K +17.2% $49.03 +3.7%
175 MAS Masco Corporation Industrials 27,168.0 $1.7M 0.09% $63.46 +19.5%
176 PSMT PriceSmart, Inc. Consumer Defensive 13,790.0 $1.7M 0.09% -2K -11.3% $122.70 +47.1%
177 GILD Gilead Sciences Inc Healthcare 13,778.0 $1.7M 0.09% -301.0 -2.1% $122.73 +0.3%
178 TD Toronto-Dominion Bank Financial Services 17,903.0 $1.7M 0.09% -813.0 -4.3% $94.17 +27.1%
179 SU Suncor Energy Inc Energy 37,709.0 $1.7M 0.09% -311.0 -0.8% $44.37 +23.9%
180 COF Capital One Financial Corp Financial Services 6,720.0 $1.6M 0.09% -1K -16.4% $242.41 -16.4%
Page 9 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%