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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 13 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KKR KKR & CO INC 200.0 $18K 0.00% $91.78
242 USIG ISHARES TR 354.0 $18K 0.00% $51.29 -1.9%
243 OZK BANK OZK LITTLE ROCK ARK Financial Services 341.0 $18K 0.00% $52.09 -4.9%
244 SDY SPDR SERIES TRUST 115.0 $17K 0.00% +1.0 +0.9% $151.52 +4.8%
245 BSX BOSTON SCIENTIFIC CORP Healthcare 400.0 $17K 0.00% $42.68 +15.0%
246 PNC PNC FINL SVCS GROUP INC Financial Services 63.0 $16K 0.00% NEW $246.22 -1.4%
247 IRM IRON MTN INC DEL Real Estate 121.0 $15K 0.00% $127.17 -5.8%
248 HUBB HUBBELL INC Industrials 28.0 $15K 0.00% $523.21 -10.6%
249 EFV ISHARES TR 188.0 $14K 0.00% $76.55 +7.3%
250 MA MASTERCARD INCORPORATED Financial Services 28.0 $14K 0.00% $513.61 +16.0%
251 HDB HDFC BANK LTD Financial Services 554.0 $14K 0.00% $25.83 -8.6%
252 C CITIGROUP INC Financial Services 100.0 $14K 0.00% $139.96 -6.0%
253 BDX BECTON DICKINSON & CO Healthcare 91.0 $14K 0.00% $151.33 +26.2%
254 VYM VANGUARD WHITEHALL FDS 82.0 $13K 0.00% $158.02 +4.2%
255 CDW CDW CORP Technology 92.0 $13K 0.00% $140.64 -5.0%
256 SOLV SOLVENTUM CORP Healthcare 167.0 $13K 0.00% $77.15 +17.3%
257 CHE CHEMED CORP NEW Healthcare 27.0 $13K 0.00% $465.74 +16.3%
258 ZTS ZOETIS INC Healthcare 167.0 $12K 0.00% -5K -96.7% $71.86 +6.8%
259 ATAIBECKLEY INC 2,045.0 $11K 0.00% NEW $5.27
260 SCHW SCHWAB CHARLES CORP Financial Services 116.0 $11K 0.00% +100.0 +625.0% $92.27 +22.4%
Page 13 of 17  ·  324 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%