Portfolio (Quarterly)
Guide ↗
FOSTER DYKEMA CABOT & PARTNERS, LLC
· CIK 0002011882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 785 | $177K | 0.01% | SOLD |
| 2 | GIS | GENERAL MILLS INC | Consumer Defensive | 2,170 | $81K | 0.01% | SOLD |
| 3 | BBY | BEST BUY INC | Consumer Cyclical | 1,034 | $67K | 0.00% | SOLD |
| 4 | XLF | SELECT SECTOR SPDR TR | — | 808 | $40K | 0.00% | SOLD |
| 5 | MOS | MOSAIC CO | Basic Materials | 750 | $19K | 0.00% | SOLD |
| 6 | AGO | ASSURED GUARANTY LTD | Financial Services | 131 | $11K | 0.00% | SOLD |
| 7 | PODD | INSULET CORP | Healthcare | 12 | $3K | — | SOLD |
| 8 | CCL | CARNIVAL CORP | Consumer Cyclical | 57 | $1K | — | SOLD |
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%