FOSTER & MOTLEY INC Q1 2026 Filing

Filed April 21, 2026

Portfolio Value

$1.9B

Holdings

395

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (395 positions)

StockValue
NDQInvesco QQQ ETF
$496K
AXPAmerican Express Company
$490K
COPConocoPhillips
$471K
STTState Street Corp
$470K
IJJiShares S&P Mid-Cap 400 Value ETF
$469K
AVGEAvantis All Equity Markets ETF
$468K
NTRNutrien Ltd.
$465K
PHParker-Hannifin Corporation
$465K
JPUSJPMorgan Diversified Return U.S. Equity ETF
$461K
SCHESchwab Emerging Mkts Equity ETF
$460K
STXSeagate Technology PLC F
$452K
OSKOshkosh Truck Corp
$450K
NEMNewmont Mining Corp
$450K
HSICHenry Schein, Inc.
$449K
APTVAptiv PLC
$446K
IJHiShares Core S&P Mid-Cap ETF
$445K
EDConsolidated Edison
$444K
FLEXFlextronics Intl Ltd
$441K
COSTCostco Whsl Corp New
$440K
UHSUniversal Health Services Inc.
$437K
VTRSViatris Inc
$433K
CAGConAgra Brands, Inc.
$427K
WFCWells Fargo & Company
$425K
VALValaris Limited
$424K
IJRiShares S&P Small-Cap ETF
$422K
KBHKB Home
$413K
TRVCCitigroup Inc
$413K
CHTRCharter Communications
$402K
SLViShares Silver Trust
$399K
CTRACoterra Energy Inc.
$391K
SUBiShares Short-Term National Muni Bond ETF
$389K
IWFiShares Russell 1000 Growth ETF
$380K
IWBiShares Russell 1000 ETF
$370K
CROXCrocs Inc
$367K
BAHBooz Allen Hamilton Holdings Corporation
$366K
MUSAMurphy USA, Inc
$363K
CARRCarrier Global Corp
$353K
SAHSonic Automotive Inc
$352K
IEMGiShares Core MSCI Emerging Markets ETF
$347K
STNGScorpio Tankers, Inc.
$344K
DOVDover Corporation
$342K
ABTAbbott Laboratories
$341K
VEAVanguard FTSE Developed Markets ETF
$341K
IRMIron Mountain Incorporated
$335K
IAU*iShares Gold Trust ETF
$326K
ROSTRoss Stores, Inc
$326K
VGTVanguard Information Technology ETF
$319K
SPYMSPDR Portfolio S&P
$317K
NXPINXP Semiconductors NV
$305K
PPGPPG Industries Inc
$302K
GIIIG-III Apparel Group, Ltd.
$301K
SPMBSPDR Portfolio Mortgage Backed Bond ETF
$299K
VOVanguard Mid Cap ETF
$296K
PNCPNC Financial Services
$290K
FNDBSchwab Fundamental US Broad Mkt ETF
$285K
SONSonoco Products Co
$285K
KOCoca Cola Company
$284K
AEPAmerican Electric Power Co., Inc
$282K
FANGDiamondback Energy, Inc.
$282K
PEGPub Svc Enterprise Group
$279K
IWMiShares Russell 2000 ETF
$277K
DISDisney Walt Hldg Co
$276K
DFAWDimensional World Equity ETF
$273K
ZBHZimmer Biomet Holdings, Inc.
$272K
VXUSVanguard Total International Stock ETF
$270K
IWSiShares Russell Mid-cap Value ETF
$270K
SCHDSchwab U.S. Dividend Equity ETF
$269K
MLNVanEck Long Muni ETF
$265K
IJSiShares S&P Small-Cap 600 Value ETF
$265K
RSGRepublic Services, Inc
$263K
GQ9SPDR Gold Shares
$257K
DINOHF Sinclair Corp
$253K
DFEMDimensional Emerging Markets
$253K
GNMAiShares GNMA Bond ETF
$250K
OTISOtis Worldwide Corp
$248K
TTTrane Technologies plc
$244K
SMSM Energy Company
$242K
PLTRPalantir Technologies, Inc.
$238K
CNRCanadian Natl RR Co.
$237K
DLNWisdomTree LargeCap Dividend ETF
$236K
4I1Philip Morris International Inc
$235K
KMBKimberly-Clark Corp
$231K
DUKDuke Energy Corp
$228K
CRBGCorebridge Financial, Inc.
$224K
ANDEThe Andersons Inc.
$223K
OEFiShares S&P 100 ETF
$221K
HOLXHologic Inc
$214K
FRELFidelity MSCI Real Estate Index ETF
$214K
HYMBSPDR Nuveen S&P High Yield Muni Bond ETF
$211K
EVREvercore Partners Inc.
$209K
WATWaters Corp.
$209K
GPKGraphic Packaging Holding Company
$156K
SSPThe E.W. Scripps Company
$126K
SPRYARS Pharmaceuticals Inc
$119K
OGNOrganon & Co. Common Stock
$82K
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