FOSTER & MOTLEY INC
Top Portfolio Positions
302 positions ·
$995,395,192 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
246,026 | $62,438,938 | 6.27% | |
| 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 TM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,901,490 | 38,340 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,263,572 | 38,604 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,450,216 | 38,988 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,834,415 | 39,675 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,024,834 | 39,794 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,905,252 | 40,621 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,483,690 | 41,909 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,745,454 | 42,667 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,966,956 | 43,575 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,279,423 | 45,149 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,181,860 | 45,518 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,372,638 | 45,864 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,721,348 | 47,437 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,855,906 | 50,197 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,947,714 | 53,325 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,867,858 | 57,520 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $10,251,178 | 56,872 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $10,216,330 | 55,134 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $9,708,349 | 54,618 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,714,285 | 55,561 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $8,952,694 | 57,367 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,413,554 | 54,432 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,398,441 | 48,312 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,239,037 | 49,662 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,585,208 | 38,226 | Shares | Sole | 2020-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||