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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 4 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 8,340.0 $718K 0.04% +7K +500.0% $86.14 +1.6%
62 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,120.0 $704K 0.04% $225.65 +24.4%
63 LMT LOCKHEED MARTIN CORP Industrials 1,346.0 $686K 0.04% -79.0 -5.5% $509.46 +10.6%
64 TEL TE CONNECTIVITY PLC Technology 3,235.0 $652K 0.04% $201.61 +1.0%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 3,386.0 $618K 0.04% $182.38 +3.2%
66 DFUS DIMENSIONAL ETF TRUST 7,430.0 $609K 0.04% -478.0 -6.0% $81.94 +2.1%
67 IWR ISHARES TR 5,509.0 $608K 0.04% $110.32 +2.8%
68 TSLA TESLA INC Consumer Cyclical 1,398.0 $588K 0.03% $420.60 -13.7%
69 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 31,120.0 $587K 0.03% $18.87 +21.0%
70 IBM INTERNATIONAL BUSINESS MACHS Technology 1,982.0 $557K 0.03% $281.21 -16.2%
71 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,143.0 $547K 0.03% $478.51 -12.4%
72 CB CHUBB LIMITED Financial Services 1,576.0 $538K 0.03% $341.50 -0.2%
73 IWM ISHARES TR 1,777.0 $534K 0.03% $300.45 -0.2%
74 GE GE AEROSPACE Industrials 1,399.0 $523K 0.03% $373.73 -6.8%
75 ABT ABBOTT LABORATORIES Healthcare 5,698.0 $517K 0.03% -133.0 -2.3% $90.74 +28.5%
76 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,373.0 $509K 0.03% $370.59 -3.8%
77 DIS DISNEY WALT CO Communication Services 5,205.0 $505K 0.03% -49.0 -0.9% $97.00 +11.1%
78 IDXX IDEXX LABS INC Healthcare 895.0 $471K 0.03% $526.44 +5.8%
79 DGRW WISDOMTREE TR 4,536.0 $434K 0.03% $95.62 +3.8%
80 DHR DANAHER CORP DEL Healthcare 2,250.0 $429K 0.03% +59.0 +2.7% $190.88 +14.7%
Page 4 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%