Long-term investor
Foster & Motley Inc. @fostermotleyinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001163902).
Record
- Tracked since 2025-06-30 (448 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months n/a · 1 year +17.3% · all +17.3%
- Max drawdown n/a · win rate 42% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524755 · 6.2% · long · since 2025-06-30
- 808524805 · 4.2% · long · since 2025-06-30
- 47103U852 · 3.8% · long · since 2025-06-30
- 037833100 · 3.4% · long · since 2025-06-30
- 921946794 · 2.8% · long · since 2026-06-30
- 025072604 · 2.3% · long · since 2025-06-30
- 808524730 · 2.3% · long · since 2025-06-30
- 025072703 · 2.2% · long · since 2025-12-31
- 132061706 · 2.2% · long · since 2025-06-30
- 518416102 · 1.9% · long · since 2025-06-30
- 02079K107 · 1.8% · long · since 2025-06-30
- 808524854 · 1.6% · long · since 2025-06-30