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Portfolio (Quarterly) Guide ↗

FOSTER & MOTLEY INC

· CIK 0001163902
13F Portfolio $1.9B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 393 New
Page 7 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE Pfizer Incorporated Healthcare 140,083.0 $3.6M 0.19% NEW $25.48 +1.1%
122 VLO Valero Energy Corp New Energy 20,730.0 $3.5M 0.19% NEW $170.28 +43.7%
123 CF CF Industries Holdings, Inc. Basic Materials 38,642.0 $3.5M 0.19% NEW $89.70 +39.6%
124 PFG Principal Financial Group Inc. Financial Services 40,923.0 $3.4M 0.18% NEW $82.91 +21.5%
125 MDT Medtronic PLC Healthcare 34,461.0 $3.3M 0.18% NEW $95.24 -19.2%
126 KLAC K L A Tencor Corp Technology 2,941.0 $3.2M 0.17% NEW $1078.54 +75.5%
127 CDW CDW Corporation Technology 19,812.0 $3.2M 0.17% NEW $159.30 -35.9%
128 VBR Vanguard Small Cap Value ETF 15,069.0 $3.1M 0.17% NEW $208.71 +8.9%
129 RS Reliance Steel & Aluminum Co Basic Materials 11,003.0 $3.1M 0.17% NEW $280.83 +31.0%
130 TMHC Taylor Morrison Home Corporation Consumer Cyclical 46,514.0 $3.1M 0.17% NEW $66.00 -13.7%
131 NUE Nucor Corp Basic Materials 22,634.0 $3.1M 0.17% NEW $135.42 +72.0%
132 EIX Edison International Utilities 55,293.0 $3.1M 0.17% NEW $55.29 +27.9%
133 KHC The Kraft Heinz Company Consumer Defensive 117,126.0 $3.0M 0.16% NEW $26.04 -10.5%
134 TGT Target Corporation Consumer Defensive 33,807.0 $3.0M 0.16% NEW $89.69 +37.2%
135 SANM Sanmina-SCI Corp Technology 26,101.0 $3.0M 0.16% NEW $115.09 +110.3%
136 UNP Union Pacific Industrials 12,661.0 $3.0M 0.16% NEW $236.40 +13.9%
137 MRK Merck & Co Inc Healthcare 34,365.0 $2.9M 0.15% NEW $83.92 +35.1%
138 INFY Infosys Limited Technology 176,188.0 $2.9M 0.15% NEW $16.27 -28.3%
139 GOOGL Alphabet Inc Class A Communication Services 11,282.0 $2.7M 0.15% NEW $243.13 +65.0%
140 AIG American Intl Group Inc Financial Services 34,466.0 $2.7M 0.15% NEW $78.54 -3.1%
Page 7 of 20  ·  393 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 29.1%
Financial Services 17.2%
Consumer Cyclical 11.0%
Healthcare 10.4%
Communication Services 9.3%
Industrials 8.6%
Consumer Defensive 5.8%
Energy 4.8%
Basic Materials 2.0%
Utilities 1.7%