HolderBook

FOSTER & MOTLEY INC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1163902
Reported value
$2.2M
Positions
405
Top 10 weight
31.2%
Filed
2026-08-07
Days after quarter end
38

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
SCHWAB STRATEGIC TRFNDF$134.1K2,540,9046.17%flat31q+4.0%+$5.2K
SCHWAB STRATEGIC TRSCHF$90.3K3,260,0474.16%+0.18pp31q+4.7%+$4.1K
JANUS DETROIT STR TRJMBS$83.5K1,856,8633.84%-0.70pp13q-4.7%-$4.2K
APPLE INCAAPL$74.0K255,6573.40%+0.18pp31q+3.9%+$2.8K
VANGUARD WHITEHALL FDSVYMI$60.3K613,9232.77%-newNEW
AMERICAN CENTY ETF TRAVEM$49.7K515,2232.29%+0.12pp25q-1.1%
SCHWAB STRATEGIC TRFNDE$49.0K1,235,4192.26%-0.20pp31q-0.5%
AMERICAN CENTY ETF TRAVDE$48.5K543,1562.23%+0.48pp3q+36.2%+$12.9K
CAMBRIA ETF TREYLD$47.5K1,045,7922.19%-0.07pp12q-0.8%
LATTICE STRATEGIES TRRODM$41.1K1,016,7141.89%-0.29pp27q-5.1%-$2.2K
ALPHABET INCGOOG$38.0K107,6281.75%+0.10pp31q-3.5%-$1.4K
SCHWAB STRATEGIC TRSCHR$34.7K1,408,7991.60%+0.13pp29q+23.4%+$6.6K
MICROSOFT CORPMSFT$32.0K85,8391.47%-0.06pp31q+6.9%+$2.1K
JANUS DETROIT STR TRJAAA$30.5K604,1321.40%-0.09pp6q+5.2%+$1.5K
VANGUARD INDEX FDSVNQ$30.2K312,7401.39%+0.02pp31q+4.4%+$1.3K
VANGUARD BD INDEX FDSBND$29.9K406,8891.37%+0.05pp31q+16.5%+$4.2K
SCHWAB STRATEGIC TRSCHP$29.2K1,101,7191.34%-0.01pp31q+12.1%+$3.2K
TORTOISE CAPITAL SERIES TRUSTPYP$27.1K645,7971.25%-0.15pp5q+0.7%
SCHWAB STRATEGIC TRSCHH$22.4K944,7931.03%-0.07pp31q-4.6%-$1.1K
STATE STR SPDR S&P 500 ETF TSPY$22.1K29,6021.02%+0.06pp11q+3.7%
DELL TECHNOLOGIES INCDELL$21.7K50,2981.00%+0.53pp13q-8.2%-$1.9K
JABIL INCJBL$19.9K51,5980.92%+0.13pp20q-10.4%-$2.3K
CISCO SYS INCCSCO$19.5K165,7240.90%+0.22pp31q-2.3%
SCHWAB STRATEGIC TRFNDA$17.9K470,0180.82%+0.03pp31qHELD
ISHARES TRLRGF$16.9K223,0310.78%+0.01pp31q-1.4%
JPMORGAN CHASE & COJPM$16.5K50,4790.76%flat31qHELD
VANGUARD MUN BD FDSVTEB$15.4K304,8420.71%-0.09pp31q-2.1%
ISHARES TRINTF$15.1K368,0380.69%-0.05pp31q-0.7%
SPDR SERIES TRUSTSPIB$14.7K439,1550.68%+0.06pp31q+23.1%+$2.8K
META PLATFORMS INCMETA$14.7K26,0250.67%-0.06pp30q+4.3%
TRAVEL PLUS LEISURE COTNL$14.6K191,4070.67%+0.01pp8q+3.0%
ABBVIE INCABBV$14.6K57,9810.67%+0.04pp31q+3.0%
APPLIED MATLS INCAMAT$14.1K19,5680.65%+0.35pp27q+15.2%+$1.9K
HARTFORD INSURANCE GROUP INCHIG$14.0K105,2920.64%-0.09pp25q+0.8%
CATERPILLAR INCCAT$13.4K12,6140.62%+0.09pp31q-12.9%-$2.0K
CUMMINS INCCMI$13.1K18,4350.61%+0.03pp31q-11.2%-$1.7K
KROGER COKR$12.9K231,8620.59%-0.27pp31q+0.9%
PACER FDS TRSRVR$12.6K395,2710.58%-0.03pp26q+4.9%
ISHARES TRIWD$12.3K50,5630.56%+0.04pp8q+5.9%
NVIDIA CORPORATIONNVDA$12.2K60,7490.56%+0.16pp11q+37.9%+$3.3K
UNITED RENTALS INCURI$12.1K10,7160.56%+0.16pp23qHELD
AMGEN INCAMGN$11.9K32,8960.55%-0.06pp31q-2.1%
AMERICAN CENTY ETF TRAVUV$11.8K94,5470.54%+0.01pp15q+1.2%
CORNING INCGLW$11.6K45,4740.53%+0.06pp31q-32.2%-$5.5K
JOHNSON & JOHNSONJNJ$11.5K45,3400.53%-0.05pp31q-2.1%
AVNET INCAVT$11.3K126,8020.52%+0.05pp31q-13.8%-$1.8K
UNUM GROUPUNM$11.0K123,5180.51%+0.04pp26qHELD
HCA HEALTHCARE INCHCA$11.0K28,2960.51%-0.19pp31q-0.9%
LAM RESEARCH CORPLRCX$10.6K24,4540.49%+0.18pp7q-11.8%-$1.4K
GENERAL MTRS COGM$10.2K132,5870.47%-0.04pp10qHELD
TD SYNNEX CORPORATIONSNX$10.1K37,8050.47%+0.13pp31q-2.2%
SCHWAB STRATEGIC TRFNDX$10.0K322,1940.46%flat31q+1.0%
PIMCO ETF TRPMBS$9.9K201,4220.46%+0.39pp2q+650.9%+$8.6K
HEWLETT PACKARD ENTERPRISE CHPE$9.9K219,1710.46%+0.09pp17q-27.1%-$3.7K
MANULIFE FINL CORPMFC$9.9K243,5020.45%-0.02pp28q-9.3%-$1.0K
WISDOMTREE TRELD$9.7K337,7080.45%-newNEW
MCKESSON CORPMCK$9.7K12,7780.44%-0.14pp31q-2.3%
FOX CORPFOXA$9.2K177,0950.43%-0.12pp21q-1.3%
BOYD GAMING CORPBYD$9.1K102,8780.42%flat6q+4.2%
INTERNATIONAL BUSINESS MACHSIBM$8.8K31,4120.41%flat31q-2.6%
PIMCO ETF TRMUNI$8.8K166,9540.40%+0.02pp31q+17.8%+$1.3K
MGIC INVT CORP WISMTG$8.6K305,4880.40%-0.01pp15q+0.9%
AFLAC INCAFL$8.6K73,3000.40%-0.08pp31q-12.5%-$1.2K
PULTE GROUP INCPHM$8.6K62,4740.39%flat29q-5.0%
D R HORTON INCDHI$8.6K52,5570.39%+0.02pp27q-1.0%
NEXSTAR MEDIA GROUP INCNXST$8.5K47,7550.39%-0.07pp31q-3.7%
PROCTER & GAMBLE COPG$8.5K57,8770.39%-0.05pp31q-1.5%
KLA CORPKLAC$8.3K27,5820.38%+0.17pp18q+867.1%+$7.5K
VISA INCV$8.2K23,8560.38%flat29qHELD
ORACLE CORPORCL$8.2K55,6930.38%-0.06pp31q-3.0%
J P MORGAN EXCHANGE TRADED FJMUB$8.0K157,9530.37%+0.18pp2q+117.5%+$4.3K
AMERIPRISE FINL INCAMP$7.9K17,1840.36%-0.08pp25q-11.1%
FIRST TR EXCH TRADED FD IIIFMB$7.8K152,4690.36%+0.03pp22q+19.6%+$1.3K
SNAP ON INCSNA$7.4K18,3410.34%-0.02pp31q-5.1%
ALLISON TRANSMISSION HLDGS IALSN$7.3K64,9610.34%-0.07pp31q-2.6%
METLIFE INCMET$7.2K84,6960.33%+0.02pp31qHELD
TEXAS INSTRS INCTXN$7.1K23,9540.33%+0.09pp31q-1.1%
VERIZON COMMUNICATIONS INCVZ$7.1K168,4380.33%-0.10pp31q+3.0%
BROADCOM INCAVGO$7.0K18,6150.32%+0.03pp21q+2.2%
QUALCOMM INCQCOM$6.9K37,2580.32%+0.06pp17q-3.6%
WALMART INCWMT$6.7K59,2990.31%-0.08pp31q-2.6%
STEEL DYNAMICS INCSTLD$6.7K29,0510.31%-0.01pp25q-13.8%-$1.1K
ISHARES TREFA$6.4K61,5990.29%-0.02pp31q-0.9%
UGI CORP NEWUGI$6.4K184,2870.29%-0.05pp31q+2.2%
PACCAR INCPCAR$6.4K52,9780.29%-0.09pp30q-16.8%-$1.3K
TOYOTA MOTOR CORPTM$6.2K37,0040.29%-0.12pp31q-3.5%
TRAVELERS COMPANIES INCTRV$6.2K18,7940.29%flat31qHELD
NORTHROP GRUMMAN CORPNOC$6.2K12,1410.28%-0.15pp31q-2.7%
GENERAL DYNAMICS CORPGD$6.1K17,2920.28%-0.03pp25q-2.5%
NATIONAL FUEL GAS CONFG$6.0K78,2300.28%-0.11pp19q-1.8%
EQUITABLE HLDGS INCEQH$5.8K133,3080.27%-0.06pp26q-22.3%-$1.7K
EXXONMOBIL HOLDINGS CORP COM SHSXOM$5.8K42,6660.27%-newNEW
ISHARES TRMBB$5.8K61,4500.27%-0.23pp31q-39.9%-$3.8K
CARDINAL HEALTH INCCAH$5.7K24,1440.26%-0.02pp22q-8.4%
TARGET CORPTGT$5.7K43,7700.26%+0.03pp31q+19.3%
SYNCHRONY FINANCIALSYF$5.4K71,3410.25%+0.02pp11q+9.7%
CHEVRON CORPORATIONCVX$5.3K32,1320.25%-0.13pp31q-9.5%
MARATHON PETE CORPMPC$5.2K20,5360.24%-0.03pp31q-4.5%
TE CONNECTIVITY PLCTEL$5.1K25,4380.24%-0.08pp8q-12.3%
CF INDUSTRIES HOLDCF$4.9K45,6110.23%-0.07pp16q+1.1%
MERCK & CO INCMRK$4.9K38,2820.23%flat31q+4.9%
VALERO ENERGY CORPVLO$4.9K18,7740.23%-0.02pp31q-2.8%
EOG RES INCEOG$4.8K37,3170.22%-0.07pp24q-5.5%
NETAPP INCNTAP$4.8K30,9380.22%+0.03pp20q-12.0%
GOLDMAN SACHS GROUP INCGS$4.7K4,6540.22%flat25q-8.2%
OWENS CORNING NEWOC$4.7K29,5200.22%+0.04pp26q-7.2%
CIRRUS LOGIC INCCRUS$4.7K31,4520.22%flat5q+7.1%
BELDEN INCBDC$4.6K38,7320.21%-0.03pp19q-4.6%
OMNICOM GROUP INCOMC$4.5K61,8260.21%-0.18pp31q-37.5%-$2.7K
VONTIER CORPORATIONVNT$4.5K155,0380.21%-0.11pp10q-10.7%
NUCOR CORPNUE$4.3K19,5110.20%+0.01pp31q-11.6%
PRUDENTIAL FINL INCPRU$4.3K40,0560.20%-0.06pp31q-20.9%-$1.1K
DICKS SPORTING GOODS INCDKS$4.1K17,9920.19%-0.02pp31q-13.4%
PFIZER INCPFE$4.1K168,2390.19%-0.05pp31q+4.9%
TAYLOR MORRISON HOME CORPTMHC$4.0K56,2440.19%+0.02pp12q+2.7%
ISHARES TRMUB$4.0K37,2000.18%-0.02pp31q+0.7%
ALPHABET INCGOOGL$3.9K10,8410.18%+0.02pp24q+1.3%
VANGUARD SCOTTSDALE FDSVGIT$3.8K65,1520.18%-0.03pp31q-2.2%
VERISIGN INCVRSN$3.7K14,7830.17%-0.06pp6q-18.9%
INVESCO EXCH TRADED FD TR IIPXH$3.7K132,0000.17%-0.02pp31q-4.0%
PGIM ETF TRPAAA$3.6K70,7410.17%+0.04pp4q+46.4%+$1.1K
ISHARES TRTIP$3.6K33,0790.17%-0.02pp31qHELD
SELECT SECTOR SPDR TRXLRE$3.6K81,2660.16%-0.01pp25q-3.4%
SMUCKER J M COSJM$3.6K31,6770.16%+0.02pp31q+10.1%
QUEST DIAGNOSTICS INCDGX$3.5K16,5710.16%-0.02pp31q-7.5%
SANMINA CORPSANM$3.5K13,8480.16%flat6q-42.0%-$2.5K
RELIANCE INCRS$3.4K9,1710.16%-0.01pp29q-13.3%
UNION PAC CORPUNP$3.4K12,4990.16%flat31qHELD
NOVARTIS AGNVS$3.4K21,4470.15%-0.02pp22q-3.0%
VANGUARD INTL EQUITY INDEX FVWO$3.3K55,7330.15%+0.01pp26q+6.3%
AMERICAN INTL GROUP INCAIG$3.3K44,2910.15%-0.03pp17q-3.7%
LOWES COS INCLOW$3.3K14,9370.15%-0.06pp31q-15.5%
BRISTOL-MYERS SQUIBB COBMY$3.3K56,4540.15%flat28q+18.3%
AUTONATION INCAN$3.2K17,4920.15%-0.04pp11q-5.5%
LEIDOS HOLDINGS INCLDOS$3.2K31,3650.15%-0.14pp28q-13.2%
INGREDION INCINGR$3.2K33,8820.15%-0.06pp15q-4.5%
PRINCIPAL FINANCIAL GROUP INPFG$3.2K29,6150.15%-0.01pp23q-14.6%
EDISON INTLEIX$3.2K42,6860.15%-0.01pp16q+4.9%
VANGUARD INDEX FDSVBR$3.1K12,9450.14%flat31q-2.1%
MOLSON COORS BEVERAGE COTAP$3.1K79,0590.14%-0.04pp6q-3.5%
AT&T INCT$3.0K144,4030.14%-0.08pp31q-2.4%
EATON CORP PLCETN$3.0K6,9670.14%+0.05pp31q+47.8%
US BANCORPUSB$3.0K49,1310.14%+0.02pp31q+10.1%
ARROW ELECTRS INCARW$2.9K13,5880.13%+0.01pp21q-16.1%
TAPESTRY INCTPR$2.9K19,5980.13%-0.02pp9q-3.9%
MATCH GROUP INC NEWMTCH$2.9K74,9300.13%+0.02pp5q+7.3%
SENSATA TECHNOLOGIES HLDG PLST$2.8K58,1520.13%+0.05pp3q+27.8%
AMDOCS LTDDOX$2.7K53,7280.12%-0.08pp31q-11.3%
SPDR SERIES TRUSTSPHY$2.7K113,6810.12%flat16q+11.3%
ISHARES TRSGOV$2.6K26,1140.12%+0.04pp9q+62.7%+$1.0K
ACCENTURE PLC IRELANDACN$2.6K21,1190.12%-0.08pp31q+7.1%
KRAFT HEINZ COKHC$2.6K110,9710.12%-0.03pp24q-14.4%
REGIONS FINANCIAL CORP NEWRF$2.5K83,6480.12%flat20q-5.7%
GROUP 1 AUTOMOTIVE INCGPI$2.5K8,6700.12%-0.03pp18q-0.9%
TJX COS INC NEWTJX$2.5K16,4740.11%-0.01pp31q+9.9%
ISHARES INCLEMB$2.5K58,4130.11%-0.42pp17q-77.1%-$8.4K
COGNIZANT TECHNOLOGY SOLUTIOCTSH$2.5K63,5760.11%-0.14pp25q-21.7%
VANGUARD SCOTTSDALE FDSVONE$2.3K6,9260.11%flat30q-4.2%
CROWN HLDGS INCCCK$2.3K20,8670.11%+0.01pp4q+7.1%
MASCO CORPMAS$2.3K28,2880.11%+0.02pp23q+7.3%
THERMO FISHER SCIENTIFIC INCTMO$2.2K4,4750.10%-0.01pp31q-1.3%
GSK PLCGSK$2.2K42,4840.10%-0.02pp9q-1.4%
EQUINOR ASAEQNR$2.2K70,4850.10%-0.06pp6q-5.0%
BORGWARNER INCBWA$2.1K31,2720.10%flat5q-3.9%
BERKSHIRE HATHAWAY INC DELBRKB$2.0K4,0870.09%+0.05pp15q+119.7%+$1.1K
TORONTO DOMINION BK ONTTD$2.0K16,8390.09%+0.01pp31q-3.6%
SCIENCE APPLICATIONS INTL COSAIC$2.0K18,4850.09%-0.01pp7q-13.4%
NRG ENERGY INCNRG$2.0K13,7860.09%-0.02pp10q-4.6%
ISHARES TRIEFA$2.0K20,7350.09%+0.02pp23q+40.2%
HALOZYME THERAPEUTICS INCHALO$2.0K25,5010.09%+0.01pp8q+6.0%
BEST BUY INCBBY$2.0K25,8510.09%-0.01pp31q-12.0%
AMKOR TECHNOLOGY INCAMKR$1.9K22,5500.09%+0.03pp21q-11.7%
OVINTIV INCOVV$1.9K36,6650.09%-0.03pp5q-4.3%
MORGAN STANLEYMS$1.9K9,1160.09%flat24q-11.3%
RTX CORPORATIONRTX$1.9K9,8860.09%-0.02pp25q-3.4%
CVS HEALTH CORPCVS$1.8K17,7200.08%+0.02pp31q+3.6%
MEDTRONIC PLCMDT$1.8K22,8470.08%-0.04pp30q-16.7%
SUNCOR ENERGY INC NEWSU$1.8K32,9100.08%-0.04pp7q-10.0%
HP INCHPQ$1.8K80,4100.08%-0.05pp19q-40.3%-$1.2K
OLD REP INTL CORPORI$1.7K42,5320.08%-0.03pp31q-22.5%
CDW CORPCDW$1.7K12,2760.08%-0.01pp26q-13.6%
WILLIAMS SONOMA INCWSM$1.7K7,0840.08%+0.01pp19q-5.6%
FIDELITY NATL FINL INCFNF$1.6K34,9750.08%-0.02pp28q-11.8%
CSX CORPCSX$1.6K34,5180.08%-0.02pp10q-20.7%
MCDONALDS CORPMCD$1.6K6,0680.08%-0.02pp31q+5.6%
TENET HEALTHCARE CORPTHC$1.6K8,7040.07%-0.02pp10q-6.7%
ARCHER DANIELS MIDLAND COADM$1.6K20,4530.07%-0.02pp31q-19.8%
KINDER MORGAN INC DELKMI$1.6K48,5790.07%-0.02pp28q-6.3%
GILEAD SCIENCES INCGILD$1.5K11,9770.07%-0.02pp31q-5.7%
CENCORA INCCOR$1.5K5,3170.07%-0.02pp31q-5.4%
ISHARES TRIVV$1.5K1,9940.07%+0.01pp31q+6.5%
TEXTRON INCTXT$1.5K16,1040.07%+0.01pp3q+19.4%
PRICESMART INCPSMT$1.5K7,5500.07%-0.02pp9q-29.4%
PACIRA BIOSCIENCES INCPCRX$1.5K57,8170.07%flat4q+1.4%
PRICE T ROWE GROUP INCTROW$1.5K12,8770.07%+0.01pp10q+12.6%
EXELON CORPEXC$1.5K31,2350.07%-0.01pp31q-1.3%
CLEAR SECURE INCYOU$1.4K25,9520.07%flat4q-3.0%
CHUBB LIMITEDCB$1.4K4,2310.07%-0.01pp31q-3.2%
INFOSYS LTDINFY$1.4K135,8630.07%-0.04pp31q-14.1%
VANGUARD INDEX FDSVTV$1.4K6,4580.06%flat31q+1.8%
SHELL PLCSHEL$1.4K17,7900.06%-0.03pp18q-12.0%
FEDEX CORPFDX$1.4K4,3920.06%-0.01pp22q+4.0%
PATRICK INDS INCPATK$1.3K15,0000.06%-0.03pp14q-6.5%
EXPEDITORS INTL WASH INCEXPD$1.3K8,2180.06%flat14q-1.5%
ISHARES TREMB$1.3K13,8670.06%-0.45pp26q-86.9%-$8.8K
LOGITECH INTL S ALOGI$1.3K14,1680.06%-0.02pp6q-14.8%
ENTERGY CORP NEWETR$1.3K11,4970.06%-0.01pp31q-7.0%
JANUS HENDERSON GROUP PLCJHG$1.3K25,3510.06%-0.09pp8q-55.1%-$1.6K
CORE & MAIN INCCNM$1.3K26,5760.06%-0.03pp9q-23.5%
SCHWAB STRATEGIC TRSCHD$1.3K39,9520.06%+0.04pp31q+356.0%
UNITEDHEALTH GROUP INCUNH$1.2K2,9070.06%+0.01pp31q-2.9%
LABCORP HOLDINGS INCLH$1.2K4,3090.06%-0.01pp8q-11.3%
GEN DIGITAL INCGEN$1.2K48,3760.06%flat17q-14.8%
TOTALENERGIES SETTE$1.2K15,4470.06%-0.03pp3q-15.5%
CABOT CORPCBT$1.2K13,1520.05%flat31q-1.9%
LOCKHEED MARTIN CORPLMT$1.2K2,3430.05%+0.01pp18q+58.2%
FRANKLIN RESOURCES INCBEN$1.2K35,8690.05%+0.01pp3q-3.0%
INVESCO EXCH TRADED FD TR IIPXF$1.2K15,7270.05%flat18qHELD
AMAZON COM INCAMZN$1.2K4,9150.05%+0.01pp13q+12.2%
APTIV PLCAPTV$1.2K18,9550.05%+0.03pp2q+194.9%
VANGUARD INDEX FDSVTI$1.1K3,0600.05%flat27q+0.9%
HOME DEPOT INCHD$1.1K3,1790.05%flat31q-2.1%
ENCOMPASS HEALTH CORPEHC$1.1K10,7740.05%-0.01pp31q-7.1%
DIMENSIONAL ETF TRUSTDFAE$1.1K26,7170.05%flat15qHELD
LEAR CORPLEA$1.1K7,9190.05%flat3q-1.8%
CONSTELLATION ENERGY CORPCEG$1.1K4,2730.05%-0.01pp18qHELD
BANK OZK LITTLE ROCK ARKOZK$1.1K20,2620.05%+0.02pp2q+60.2%
REINSURANCE GROUP AMER INCRGA$1.0K4,9350.05%-0.01pp15q-5.4%
VANGUARD SPECIALIZED FUNDSVIG$1.0K4,4330.05%+0.01pp23q+34.5%
VANECK ETF TRUSTGDXJ$1.0K10,5860.05%-0.02pp15qHELD
LYONDELLBASELL INDUSTRIES NVLYB$1.0K19,4380.05%-0.05pp31q-19.6%
HONDA MOTOR CO LTDHMC$1.0K37,4610.05%-0.03pp15q-40.8%
THE CIGNA GROUPCI$1.0K3,6620.05%-0.01pp17q-8.8%
VANGUARD INDEX FDSVOO$9931,4460.05%flat18q+3.9%
CARLISLE COS INCCSL$9912,7320.05%flat6q+8.9%
ILLINOIS TOOL WKS INCITW$9903,6620.05%flat31q-0.7%
ELI LILLY & COLLY$9778140.04%+0.01pp13q-0.7%
CAPITAL ONE FINL CORPCOF$9744,8550.04%-0.01pp5q-23.6%
WELLS FARGO & COWFC$97311,7720.04%+0.02pp8q+120.4%
AUTOZONE INCAZO$9683030.04%-0.01pp31q-9.8%
COMCAST CORP NEWCMCSA$96339,2390.04%-0.02pp24q-13.9%
EVEREST GROUP LTDEG$9442,6430.04%flat31q-6.8%
GE VERNOVA INCGEV$9428020.04%-newNEW
VANECK ETF TRUSTHYD$94218,2810.04%flat25q+8.5%
ISHARES TREFAV$93710,6800.04%-0.01pp31q-1.5%
HUNTINGTON BANCSHARES INCHBAN$92652,2540.04%flat31q-2.9%
ACADEMY SPORTS & OUTDOORS INASO$91019,3160.04%-0.02pp15q-3.2%
AUTOMATIC DATA PROCESSING INADP$9094,0580.04%flat31q-3.5%
HF SINCLAIR CORPDINO$88812,7510.04%+0.03pp2q+213.9%
TAIWAN SEMICONDUCTOR MANUFACTSM$8871,8580.04%+0.01pp10q-6.4%
ISHARES TREEM$88212,8940.04%flat23qHELD
J P MORGAN EXCHANGE TRADED FJPST$88017,4080.04%-0.02pp31q-27.7%
DEERE & CODE$8771,3820.04%-0.01pp22q-12.4%
FIFTH THIRD BANCORPFITB$86115,2760.04%flat31q-6.3%
INTERDIGITAL INCIDCC$8603,0370.04%-0.01pp9q-0.5%
CANADIAN NAT RES LTD MED TERCNQ$84821,4800.04%-0.02pp20q-12.8%
HONEYWELL INTL INCHON$8363,7330.04%-newNEW
WARRIOR MET COAL INCHCC$82910,2140.04%-0.01pp6qHELD
ISHARES TRSMLF$8279,2790.04%flat31q-2.9%
BECTON DICKINSON & COBDX$8255,4520.04%-0.01pp31q-3.4%
HONEYWELL AEROSPACE INCHONA$8223,7170.04%-newNEW
PROGRESSIVE CORPPGR$8053,6830.04%flat31qHELD
SPROUTS FMRS MKT INCSFM$8059,5170.04%flat23q-5.5%
BP PLCBP$79921,6190.04%flat15q+52.7%
BANK OF AMER CORPBAC$79213,8930.04%flat25q-2.4%
POPULAR INCBPOP$7804,7510.04%flat30q-7.0%
DOLE PLCDOLE$77256,2410.04%-0.01pp10q-12.4%
SEAGATE TECHNOLOGY HLDNGS PLSTX$7728000.04%+0.01pp20q-30.6%
ISHARES TRIJH$7689,9650.04%+0.01pp21q+51.3%
ALBERTSONS COMPANIES INCACI$75956,1020.03%-0.02pp6q-8.3%
RANGE RES CORPRRC$75820,3850.03%-0.01pp13qHELD
FLEX LTDFLEX$7274,4840.03%+0.01pp2q-33.4%
MURPHY OIL CORPMUR$71822,0570.03%-0.02pp3q-3.4%
VISHAY INTERTECHNOLOGY INCVSH$71613,3120.03%flat31q-56.1%
BUNGE GLOBAL SABG$7156,6970.03%-0.03pp10q-25.7%
GLOBAL X FDSMLPX$7109,6420.03%flat24q-0.7%
MICROCHIP TECHNOLOGY INC.MCHP$6967,6280.03%flat16q-6.0%
CHORD ENERGY CORPORATIONCHRD$6956,0810.03%-0.01pp12q-1.1%
PEPSICO INCPEP$6925,1130.03%-0.01pp31q-3.5%
HARMONY BIOSCIENCES HLDGS INHRMY$68718,8670.03%flat6q-22.3%
TRUIST FINL CORPTFC$68513,7480.03%flat9q+20.4%
ISHARES INCIEMG$6768,1590.03%+0.01pp21q+64.1%
ISHARES GOLD TRIAU$6738,9140.03%+0.01pp6q+140.9%
SCHWAB STRATEGIC TRSCHB$67223,1930.03%flat24q+1.5%
OTTER TAIL CORPOTTR$6507,2230.03%-0.01pp17q-6.8%
WILEY JOHN & SONS INCWLY$64113,2180.03%-newNEW
WESCO INTL INCWCC$6361,8410.03%flat5q-11.9%
INVESCO QQQ TRQQQ$6328580.03%flat11qHELD
3M COMMM$6243,8540.03%flat31q-5.0%
CMS ENERGY CORPCMS$6148,0290.03%-0.01pp31q-8.2%
DOUBLELINE INCOME SOLUTIONSDSL$60754,8370.03%flat28q-0.6%
GULFPORT ENERGY CORPGPOR$6043,5590.03%-0.03pp5q-32.2%
LENNAR CORPLEN$6016,6460.03%-0.01pp24q-12.3%
HASBRO INCHAS$6007,2630.03%-0.01pp31q-2.5%
CINCINNATI FINL CORPCINF$5943,2090.03%flat31q-2.6%
MASTERCARD INCORPORATEDMA$5871,1430.03%flat24q-7.8%
SCHEIN HENRY INCHSIC$5796,9380.03%flat5q+13.8%
STATE STR CORPSTT$5773,4000.03%flat11q-8.5%
INTUITIVE SURGICAL INCISRG$5761,4480.03%-0.01pp9qHELD
ISHARES TRIJR$5753,8750.03%flat23q+14.1%
OSHKOSH CORPOSK$5753,7450.03%flat3q+22.5%
SYLVAMO CORPSLVM$56514,9540.03%-0.03pp14q-38.0%
COMMERCIAL METALS COCMC$5598,9090.03%-0.01pp5q-12.9%
AMERICAN EXPRESS COAXP$5571,6470.03%flat11q+1.7%
ISHARES TRGOVT$55724,4680.03%flat15q-2.8%
VANECK ETF TRUSTGDX$5577,3760.03%-0.01pp11q-11.3%
PARKER-HANNIFIN CORPPH$5555670.03%flat15q+9.2%
INVESCO EXCHANGE TRADED FD TPRF$54810,1430.03%flat25q-3.2%
FORD MTR COF$54639,2910.03%flat19q-8.6%
OGE ENERGY CORPOGE$54611,2210.03%-0.01pp13q-10.4%
SPDR GOLD TRGLD$5461,4830.03%+0.01pp6q+148.4%
PHILLIPS 66PSX$5453,2250.03%-0.01pp31qHELD
SYSCO CORPSYY$5396,4450.02%-0.01pp5q-21.1%
ELECTRONIC ARTS INCEA$5362,6130.02%flat16q-4.8%
AMERICAN CENTY ETF TRAVGE$5345,3890.02%flat9q+1.4%
CAL MAINE FOODS INCCALM$5276,5390.02%-0.01pp5q-29.7%
CITIGROUP INCC$5043,5980.02%flat11q-1.2%
SONOCO PRODS COSON$5038,9310.02%+0.01pp2q+69.7%
CROCS INCCROX$5024,1600.02%flat7q-5.8%
STRYKER CORPORATIONSYK$5021,5950.02%flat10q-0.7%
ISHARES TRSUB$4994,6870.02%flat22q+28.5%
J P MORGAN EXCHANGE TRADED FJPUS$4963,5390.02%flat21qHELD
VIATRIS INCVTRS$48730,6730.02%flat15q-4.3%
PETROLEO BRASILEIRO S APBR$47629,4790.02%-0.02pp18q-29.3%
VANGUARD STAR FDSVXUS$4625,4030.02%+0.01pp3q+54.3%
CARRIER GLOBAL CORPORATIONCARR$4576,2330.02%flat25qHELD
NEWMONT CORPNEM$4454,7600.02%flat6q+14.5%
SPDR SERIES TRUSTSPYM$4455,0590.02%flat2q+22.1%
SCHWAB STRATEGIC TRSCHE$44412,2370.02%flat31q-12.3%
ISHARES TRIWF$4423,5630.02%flat14q+299.9%
G III APPAREL GROUP LTDGIII$44113,0680.02%flat2q+20.3%
VANGUARD WORLD FDVGT$4363,6510.02%flat2q+700.7%
DUKE ENERGY CORP NEWDUK$4313,4050.02%+0.01pp2q+95.9%
COSTCO WHOLESALE CORPORATIONCOST$4294590.02%flat21q+3.8%
ISHARES TRIWB$4241,0360.02%flat25qHELD
CONSOLIDATED EDISON INCED$4183,7790.02%flat11q-3.6%
SONIC AUTOMOTIVE INCSAH$4184,9310.02%flat3q-3.8%
GENERAL MILLS INCGIS$41311,8640.02%-0.01pp31q-26.7%
TYSON FOODS INCTSN$4117,1760.02%-0.01pp31q-17.9%
DISNEY WALT CODIS$4094,2530.02%flat31q+48.3%
IRON MTN INC DELIRM$4063,2130.02%flat31q-2.1%
NXP SEMICONDUCTORS N VNXPI$4061,4430.02%flat8q-6.8%
RINGCENTRAL INCRNG$39410,1160.02%-newNEW
AMERICAN ELEC PWR CO INCAEP$3882,8380.02%flat11q+32.1%
VANGUARD TAX-MANAGED FDSVEA$3795,3190.02%flat11qHELD
SALLY BEAUTY HLDGS INCSBH$37426,4800.02%-newNEW
CONOCOPHILLIPSCOP$3723,5790.02%-0.01pp31qHELD
MURPHY USA INCMUSA$3716890.02%flat14q-6.1%
KB HOMEKBH$3695,8930.02%flat6q-26.1%
AMCOR PLCAMCR$3698,5060.02%-0.02pp2q-49.9%
UNITED PARCEL SVCS INCUPS$3683,4210.02%-newNEW
DOVER CORPDOV$3611,6090.02%flat28q-2.0%
CHARTER COMMUNICATIONS INCCHTR$3602,5330.02%flat11q+36.0%
VANGUARD INDEX FDSVO$3544,3920.02%flat4q+326.4%
NUTRIEN LTDNTR$3425,4260.02%-0.01pp18q-11.9%
ISHARES TRIWM$3401,1310.02%flat2q+1.2%
BANK OF NY MELLON CORPBNY$3392,3420.02%-newNEW
PNC FINL SVCS GROUP INCPNC$3381,3740.02%flat11q-1.6%
ABBOTT LABORATORIESABT$3363,7040.02%flat31q+11.6%
LKQ CORPLKQ$33612,7650.02%-0.01pp19q-25.0%
ROSS STORES INCROST$3201,5040.01%flat4qHELD
SCHWAB STRATEGIC TRFNDB$32010,5090.01%flat11qHELD
PPG INDS INCPPG$3152,5970.01%flat2q-8.1%
WISDOMTREE TRDLN$3153,2740.01%flat2q+23.7%
DIMENSIONAL ETF TRUSTDFAW$3143,7880.01%flat3q+2.4%
VALARIS LTDVAL$3144,3250.01%-0.01pp4qHELD
CONAGRA BRANDS INCCAG$31323,2610.01%-0.01pp14q-14.4%
ISHARES SILVER TRSLV$3135,8550.01%-0.01pp4qHELD
ISHARES TRIJS$3062,2380.01%flat11qHELD
ISHARES TRIWS$3051,8560.01%flat21qHELD
DIMENSIONAL ETF TRUSTDFEM$2987,3320.01%flat15qHELD
TERADATA CORP DELTDC$2898,3380.01%-newNEW
FIRST TR EXCHANGE-TRADED FDFTXL$2849970.01%-newNEW
PUBLIC SVC ENTERPRISE GROUPPEG$2753,3830.01%flat11q-1.9%
VANECK ETF TRUSTMLN$27115,2230.01%flat14qHELD
SPDR SERIES TRUSTSPMB$26912,0360.01%flat17q-10.0%
DEVON ENERGY CORP NEWDVN$2666,4420.01%-newNEW
ALLSTATE CORPALL$2641,1080.01%-newNEW
COCA COLA COKO$2633,2390.01%flat21q-13.2%
BLOOM ENERGY CORPBE$2578500.01%-newNEW
REPUBLIC SVCS INCRSG$2561,2030.01%flat11qHELD
ISHARES TROEF$2556960.01%flat8qHELD
VANGUARD INDEX FDSVV$2557410.01%-newNEW
KIMBERLY-CLARK CORPKMB$2522,2920.01%flat31q-4.2%
PHILIP MORRIS INTL INCPM$2471,3660.01%flat6q-3.9%
SCORPIO TANKERS INCSTNG$2433,5090.01%-0.01pp10q-23.8%
FIRST TR EXCHANGE-TRADED FDFDN$2419110.01%-newNEW
UNIVERSAL HLTH SVCS INCUHS$2401,6120.01%-0.01pp11q-33.9%
CANADIAN NATL RY COCNI$2381,9920.01%flat31q-13.7%
TRANE TECHNOLOGIES PLCTT$2384840.01%flat10q-17.3%
NORFOLK SOUTHN CORPNSC$2357480.01%-newNEW
ZIMMER BIOMET HOLDINGS INCZBH$2322,6910.01%flat5q-10.6%
SPDR SERIES TRUSTHYMB$2309,0250.01%flat4q+6.1%
VANGUARD INDEX FDSVB$2237340.01%-newNEW
APA CORPORATIONAPA$2186,7050.01%-newNEW
BOOZ ALLEN HAMILTON HLDG CORBAH$2163,5610.01%-0.01pp31q-24.2%
WATERS CORPWAT$2155730.01%flat2q-18.5%
MICRON TECHNOLOGY INCMU$2141850.01%-newNEW
WW GRAINGER INCGWW$2081530.01%-newNEW
ISHARES TRIJJ$2071,4000.01%-0.01pp23q-60.5%

Showing the largest 400 of 405 positions.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$2.2M405241132311431.2%38
Q1 2026$1.9M395191192121130.4%21
Q4 2025$1.9M38712982181831.2%15
Q3 2025$1.9M39316114216931.5%23
Q2 2025$1.7M386181192091031.0%29
Q1 2025$1.6M378191172011431.7%38
Q4 2024$1.5M373121092051431.2%23
Q3 2024$1.6M37513972322030.6%30
Q2 2024$1.5M382121212111929.9%33
Q1 2024$1.5M389211232031728.4%18
Q4 2023$1.3M38543103216928.8%32
Q3 2023$1.2M35191151894828.6%24
Q2 2023$1.3M390211361881427.7%39
Q1 2023$1.2M383221531611328.0%39
Q4 2022$1.2M37445137171827.0%40
Q3 2022$1.1B337151271702829.8%35
Q2 2022$1.1B350221271703030.5%40
Q1 2022$1.3B358211301781530.7%28
Q4 2021$1.3B35224117175330.2%25
Q3 2021$1.2B33118103170630.4%29
Q2 2021$1.2B31927114157630.4%20
Q1 2021$1.2B2982099156934.0%26
Q4 2020$1.0B28726116130431.0%32
Q3 2020$848.8M26518841431329.4%19
Q2 2020$799.4M26030831342129.8%20
Q1 2020$670.4M25123931192830.0%21
Q4 2019$798.3M2561386132927.7%36
Q3 2019$733.9M25222871121228.6%24
Q2 2019$713.3M24218811301228.2%17
Q1 2019$693.8M2361280123627.6%38
Q4 2018$624.7M230000027.5%30

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.