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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 14 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EFG ISHARES TR 84.0 $10K 0.00% $124.42 +0.4%
262 DVN DEVON ENERGY CORP NEW Energy 250.0 $10K 0.00% $41.32 +16.7%
263 PRF INVESCO EXCHANGE TRADED FD T 190.0 $10K 0.00% $54.03 +3.8%
264 ROP ROPER TECHNOLOGIES INC Industrials 30.0 $10K 0.00% -15.0 -33.3% $338.40 +23.3%
265 SPEM SPDR INDEX SHS FDS 196.0 $10K 0.00% $51.78 +0.3%
266 FISV FISERV INC Technology 200.0 $10K 0.00% $49.05 +8.4%
267 VPU VANGUARD WORLD FD 50.0 $10K 0.00% $195.74 -5.3%
268 AMP AMERIPRISE FINL INC Financial Services 19.0 $9K 0.00% $458.74 +22.3%
269 CI THE CIGNA GROUP Healthcare 31.0 $9K $275.68 +0.9%
270 LQD ISHARES TR 69.0 $8K $109.07 -2.7%
271 IEI ISHARES TR 57.0 $7K $117.46 -0.8%
272 CVS CVS HEALTH CORP Healthcare 63.0 $7K $103.44 -10.5%
273 HAL HALLIBURTON CO Energy 185.0 $6K $33.95 +1.4%
274 WAB WABTEC Industrials 23.0 $6K $269.61 +10.8%
275 XLE SELECT SECTOR SPDR TR 116.0 $6K $53.11 +18.4%
276 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6.0 $6K $965.67 -17.8%
277 VNQ VANGUARD INDEX FDS 58.0 $6K $96.43 +2.2%
278 SLB SLB LIMITED Energy 113.0 $5K $46.79 +12.6%
279 FEDEX FGHT HLDG CO INC 33.0 $5K NEW $151.00
280 GILD GILEAD SCIENCES INC Healthcare 39.0 $5K $126.33 +14.6%
Page 14 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%