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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 9 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HSY HERSHEY CO Consumer Defensive 483.0 $85K 0.01% $175.45 +7.8%
162 IAU ISHARES GOLD TR Financial Services 1,099.0 $83K 0.01% $75.51 +15.4%
163 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,348.0 $78K 0.01% $57.62 +16.6%
164 MELI MERCADOLIBRE INC Consumer Cyclical 45.0 $76K 0.00% $1697.40 +15.1%
165 RJF RAYMOND JAMES FINL INC Financial Services 500.0 $76K 0.00% $152.03 +16.2%
166 DFAS DIMENSIONAL ETF TRUST 918.0 $76K 0.00% $82.34 +0.3%
167 CRWD CROWDSTRIKE HLDGS INC Technology 93.0 $71K 0.00% $190.78 +0.3%
168 SAN BANCO SANTANDER SA Financial Services 5,076.0 $70K 0.00% $13.80 +6.8%
169 DFAT DIMENSIONAL ETF TRUST 976.0 $68K 0.00% $69.90 +2.1%
170 ITW ILLINOIS TOOL WKS INC Industrials 248.0 $67K 0.00% $272.08 +4.1%
171 SLV ISHARES SILVER TR Financial Services 1,251.0 $67K 0.00% $53.47 +15.8%
172 EQNR EQUINOR ASA Energy 1,960.0 $62K 0.00% $31.40 +35.1%
173 WFC WELLS FARGO & CO Financial Services 726.0 $60K 0.00% $82.64 +2.6%
174 ISRG INTUITIVE SURGICAL INC Healthcare 147.0 $58K 0.00% $397.68 -5.6%
175 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 1,231.0 $58K 0.00% $47.33 -3.8%
176 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 4,969.0 $55K 0.00% $11.15 -8.7%
177 AEE AMEREN CORP Utilities 487.0 $55K 0.00% $113.04 -5.2%
178 SCHP SCHWAB STRATEGIC TR 2,072.0 $55K 0.00% $26.50 -1.9%
179 MU MICRON TECHNOLOGY INC Technology 47.0 $54K 0.00% $1154.30 -20.5%
180 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 76.0 $54K 0.00% $705.04 -1.5%
Page 9 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%