Foster Group, Inc.
•CIK: 1841544•Filing: Q4 2025
Foster Group, Inc., managed by seasoned investor John Foster, maintains a diversified portfolio with a focus on broad market exposure, as evidenced by top holdings in ETFs like VTI and VEA. Recently, the fund has adjusted its positions by exiting high-yield dividend stocks DVY and SPYM, cutting OVV and ORCL significantly, and increasing stakes in SBSW and LLY, reflecting a strategic shift towards growth and healthcare sectors.
Total AUM
$3.3B
QoQ Performance
+3.8%
Positions
208
Top 10 Concentration
53.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VEA
BND
VTI13.6%
VEA5.3%
BND5.2%
DFIV4.7%
VGIT4.5%
QUAL4.3%
DFLV4.3%
DFAE3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.9%
Technology2.3%
ETF2.0%
Financial1.3%
Consumer0.5%
Healthcare0.3%
Industrial0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+70 more exited positions
Changes from Q3 2025
NEW7 new positions
↑125 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023