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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 8 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITOT ISHARES TR 721.0 $118K 0.01% $164.32 +1.8%
142 TT TRANE TECHNOLOGIES PLC Industrials 239.0 $117K 0.01% $491.16 -9.1%
143 IVE ISHARES TR 512.0 $116K 0.01% $227.06 +4.5%
144 CVX CHEVRON CORPORATION Energy 687.0 $114K 0.01% $165.76 +22.5%
145 TD TORONTO DOMINION BK ONT Financial Services 934.0 $113K 0.01% $121.43 -4.1%
146 TMC TMC THE METALS COMPANY INC Basic Materials 25,413.0 $113K 0.01% $4.43 +5.6%
147 AMD ADVANCED MICRO DEVICES INC Technology 189.0 $110K 0.01% $580.91 -21.1%
148 MMM 3M CO Industrials 670.0 $108K 0.01% $161.91 +10.3%
149 MDLZ MONDELEZ INTL INC Consumer Defensive 1,859.0 $108K 0.01% $58.34 +11.0%
150 NEBIUS GROUP N.V. 388.0 $107K 0.01% NEW $276.17
151 LIN LINDE PLC Basic Materials 203.0 $105K 0.01% $518.94 -6.4%
152 SBUX STARBUCKS CORP Consumer Cyclical 1,014.0 $104K 0.01% $102.19 +5.1%
153 SEDG SOLAREDGE TECHNOLOGIES INC Energy 1,752.0 $102K 0.01% $58.44 -49.1%
154 BX BLACKSTONE INC Financial Services 856.0 $101K 0.01% $117.67 +21.8%
155 VGK VANGUARD INTL EQUITY INDEX F 1,131.0 $100K 0.01% -575.0 -33.7% $88.54 +4.5%
156 OTIS OTIS WORLDWIDE CORP Industrials 1,366.0 $98K 0.01% $71.60 -0.0%
157 IEMG ISHARES INC 1,105.0 $92K 0.01% NEW $82.84 -2.9%
158 HONEYWELL INTL INC 392.0 $88K 0.01% NEW $223.90
159 HONEYWELL AEROSPACE INC 392.0 $87K 0.01% NEW $221.08
160 XEL XCEL ENERGY INC Utilities 1,069.0 $86K 0.01% $80.89 -4.9%
Page 8 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%