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Portfolio (Quarterly) Guide ↗

FOSTER DYKEMA CABOT & PARTNERS, LLC

· CIK 0002011882
13F Portfolio $1.7B AUM 324 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 22 Added 31 Reduced 8 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SDY SPDR SERIES TRUST 115.0 $17K 0.00% +1.0 +0.9% $151.52 +5.0%
22 SCHW SCHWAB CHARLES CORP Financial Services 116.0 $11K 0.00% +100.0 +625.0% $92.27 +23.0%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.3%
Technology 20.3%
Industrials 16.9%
Healthcare 8.0%
Communication Services 5.3%
Consumer Cyclical 5.3%
Consumer Defensive 4.5%
Utilities 0.2%
Basic Materials 0.1%
Energy 0.1%