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| Happy Holidays!! thanks for using AUM13F!! |
| Foster & Motley Inc
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| CRD # | 106905 |
| SEC # | 801-53289 |
| CIK # | 0001163902 |
| AUM | $2.5 B (2025-03-25) |
| Employees | 50 (44% Investors, 0% Brokers) |
| Phone | 513-561-6640 |
| Address | 7755 Montgomery Road Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001163902 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 4.7 | ||
| Steel Dynamics Inc | 4.7 | ||
| AT&T Inc | 4.6 | ||
| Boyd Gaming Corp | 4.5 | ||
| Belden Inc | 4.5 | ||
| Vontier Corp | 4.3 | ||
| Group 1 Automotive Inc | 4.2 | ||
| Amdocs Ltd | 4.2 | ||
| Goldman Sachs Group Inc | 4.0 | ||
| AutoNation Inc | 3.9 | ||
| NetApp Inc | 3.9 | ||
| SAIC Inc | 3.9 | ||
| CORN Products International Inc | 3.9 | ||
| CDW Corp | 3.8 | ||
| Marathon Petroleum Corp | 3.7 | ||
| Synchrony Financial | 3.6 | ||
| Verisign Inc/Ca | 3.6 | ||
| Target Corp | 3.6 | ||
| Reliance Steel & Aluminum Co | 3.5 | ||
| Pfizer Inc | 3.4 | ||
| HJ Heinz Holding Corp | 3.4 | ||
| Edison International | 3.4 | ||
| Medtronic Holdings Ltd | 3.3 | ||
| Infosys Ltd | 3.3 | ||
| CF Industries Holdings Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 0.1 |
| (b) Individuals (high net worth individuals) | 609 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 2.5 |
| By Discretionary | ||
| Discretionary | 848 | 2.5 |
| Non-Discretionary | 41 | 0.1 |
| Total | 889 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 889 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001163902] |
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Grove Point Advisors LLC
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