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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 2,000.0 $342K 0.02% NEW $170.86
2 NEBIUS GROUP N.V. 388.0 $107K 0.01% NEW $276.17
3 IEMG ISHARES INC 1,105.0 $92K 0.01% NEW $82.84 -3.0%
4 HONEYWELL INTL INC 392.0 $88K 0.01% NEW $223.90
5 HONEYWELL AEROSPACE INC 392.0 $87K 0.01% NEW $221.08
6 PNC PNC FINL SVCS GROUP INC Financial Services 63.0 $16K 0.00% NEW $246.22 -0.8%
7 ATAIBECKLEY INC 2,045.0 $11K 0.00% NEW $5.27
8 FEDEX FGHT HLDG CO INC 33.0 $5K NEW $151.00
9 CARNIVAL CORP LTD 57.0 $2K NEW $28.56

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%