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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 15 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QUAL ISHARES TR 20.0 $4K $219.45 +2.0%
282 APOS APOLLO GLOBAL MGMT INC 36.0 $4K $118.31
283 F FORD MTR CO Consumer Cyclical 291.0 $4K $13.90 +0.1%
284 PLTR PALANTIR TECHNOLOGIES INC Technology 33.0 $4K $116.67 +50.8%
285 SLYG SPDR SERIES TRUST 32.0 $4K $119.12 -2.9%
286 IJS ISHARES TR 26.0 $4K $136.69 +0.9%
287 AEP AMERICAN ELEC PWR CO INC Utilities 25.0 $3K $136.80 -10.8%
288 LPLA LPL FINL HLDGS INC Financial Services 12.0 $3K $281.67 +29.3%
289 USMV ISHARES TR 35.0 $3K $96.46 +5.3%
290 CMCSA COMCAST CORP NEW Communication Services 137.0 $3K $24.55 +10.1%
291 NRG NRG ENERGY INC Utilities 21.0 $3K $146.05 -23.5%
292 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 28.0 $3K $96.11 -49.1%
293 RWO SPDR INDEX SHS FDS 53.0 $3K $49.72 +2.0%
294 FTV FORTIVE CORP Technology 42.0 $3K $61.14 -1.1%
295 GM GENERAL MTRS CO Consumer Cyclical 33.0 $3K $77.09 +12.8%
296 EBAY EBAY INC. Consumer Cyclical 22.0 $2K $111.77 -4.2%
297 UBER UBER TECHNOLOGIES INC Technology 34.0 $2K $72.15 +9.9%
298 TER TERADYNE INC Technology 5.0 $2K $483.80 -24.6%
299 VLTO VERALTO CORP Industrials 26.0 $2K $88.81 +11.9%
300 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 25.0 $2K $88.60 -37.5%
Page 15 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%