FOSTER & MOTLEY INC

CIK
1163902
City
CINCINNATI
State / Country
OH

Top Portfolio Positions

301 positions · $994,503,880 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
246,026 $62,438,938 6.28%
MSFT
Microsoft Corp
Technology
80,287 $29,719,838 2.99%
SPY
Spdr S&P 500 ETF Trust
28,550 $18,567,207 1.87%
KR
Kroger Co
Consumer Defensive
229,772 $16,626,301 1.67%
JBL
Jabil Inc
Technology
57,583 $15,295,772 1.54%
JPM
Jpmorgan Chase & Co
Financial Services
50,264 $14,785,658 1.49%
META
Meta Platforms, Inc.
Communication Services
24,942 $14,270,066 1.43%
HIG
Hartford Insurance Group, Inc.
Financial Services
104,461 $14,126,261 1.42%
HCA
HCA Healthcare, Inc.
Healthcare
28,566 $13,518,573 1.36%
CSCO
Cisco Systems, Inc.
Technology
169,639 $13,162,290 1.32%

Portfolio Trend

25 quarters · across all stocks

Holdings in DSL

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $597,404 55,162
2025-12-31 $658,235 58,406
2025-09-30 $731,372 59,558
2025-06-30 $710,556 58,052
2025-03-31 $740,749 58,743
2024-12-31 $771,056 61,341
2024-09-30 $818,453 63,055
2024-06-30 $839,841 67,080
2024-03-31 $887,107 69,851
2023-12-31 $810,948 66,254
2023-09-30 $891,270 76,047
2023-06-30 $917,820 77,063
2023-03-31 $854,614 75,164
2022-12-31 $714,939 64,467
2022-09-30 $732,942 67,865
2022-06-30 $707,227 58,304
2022-03-31 $846,908 58,327
2021-12-31 $786,333 48,780
2021-09-30 $1,198,764 67,498
2021-06-30 $1,592,878 88,053
2021-03-31 $1,609,847 88,648
2020-12-31 $1,537,778 92,749
2020-09-30 $1,361,523 84,989
2020-06-30 $530,341 34,505
2020-03-31 $267,507 20,053