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Portfolio (Quarterly) Guide ↗

FOSTER DYKEMA CABOT & PARTNERS, LLC

· CIK 0002011882
13F Portfolio $1.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 4 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TEL TE CONNECTIVITY PLC Technology 3,235.0 $736K 0.04% NEW $227.51 -8.2%
62 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 31,120.0 $736K 0.04% NEW $23.65 +1.0%
63 TSLA TESLA INC Consumer Cyclical 1,542.0 $693K 0.04% NEW $449.72 -2.0%
64 LMT LOCKHEED MARTIN CORP Industrials 1,425.0 $689K 0.04% NEW $483.67 +9.7%
65 XOM EXXON MOBIL CORP Energy 5,645.0 $679K 0.04% NEW $120.34 +22.9%
66 VUG VANGUARD INDEX FDS 1,390.0 $678K 0.04% NEW $487.86 -82.0%
67 ZTS ZOETIS INC Healthcare 5,140.0 $647K 0.04% NEW $125.82 -36.1%
68 UNP UNION PAC CORP Industrials 2,777.0 $642K 0.04% NEW $231.32 +19.6%
69 VEA VANGUARD TAX-MANAGED FDS 10,255.0 $641K 0.04% NEW $62.47 +14.4%
70 IWR ISHARES TR 6,351.0 $611K 0.04% NEW $96.27 +11.0%
71 IDXX IDEXX LABS INC Healthcare 895.0 $605K 0.04% NEW $676.53 -17.5%
72 DIS DISNEY WALT CO Communication Services 5,254.0 $602K 0.04% NEW $114.52 -9.3%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 1,982.0 $587K 0.04% NEW $296.21 -13.8%
74 DFUS DIMENSIONAL ETF TRUST 7,908.0 $587K 0.04% NEW $74.17 +10.1%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 3,386.0 $548K 0.03% NEW $161.87 +12.6%
76 ORCL ORACLE CORP Technology 2,787.0 $543K 0.03% NEW $194.91 -3.1%
77 NFLX NETFLIX INC Communication Services 5,480.0 $514K 0.03% NEW $93.76 -5.8%
78 DHR DANAHER CORPORATION Healthcare 2,235.0 $512K 0.03% NEW $229.24 -24.7%
79 KKR KKR & CO INC Financial Services 3,981.0 $507K 0.03% NEW $127.48 -26.2%
80 CB CHUBB LIMITED Financial Services 1,576.0 $493K 0.03% NEW $313.09 +2.7%
Page 4 of 17  ·  330 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 20.5%
Industrials 15.1%
Healthcare 8.5%
Communication Services 5.9%
Consumer Cyclical 5.7%
Consumer Defensive 4.5%
Basic Materials 0.1%
Utilities 0.1%
Energy 0.1%