FOSTER & MOTLEY INC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,172,892
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 405 | 2,172,892 | 13F-HR | FOSTER & MOTLEY INC |
| Q1 2026 | 4/21/2026 | 395 | 1,938,164 | 13F-HR | FOSTER & MOTLEY INC |
| Q4 2025 | 1/15/2026 | 387 | 1,875,191 | 13F-HR | FOSTER & MOTLEY INC |
| Q3 2025 | 10/23/2025 | 393 | 1,855,350 | 13F-HR | FOSTER & MOTLEY INC |
| Q2 2025 | 7/29/2025 | 386 | 1,731,017 | 13F-HR | FOSTER & MOTLEY INC |
| Q2 2014 | 7/25/2014 | 162 | 433,187 | 13F-HR | FOSTER & MOTLEY INC |
| Q1 2014 | 4/23/2014 | 163 | 406,817 | 13F-HR | FOSTER & MOTLEY INC |
| Q4 2013 | 1/17/2014 | 159 | 396,330 | 13F-HR | FOSTER & MOTLEY INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.123 M | 51.7% | 86.91 K | 0 | 86.91 K |
| ETFs | 1.05 M | 48.3% | 147.8 K | 0 | 147.8 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
2,172,892
Holdings
405
QoQ value change ($000)
234,728
(12.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.