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Portfolio (Quarterly) Guide ↗

FOSTER DYKEMA CABOT & PARTNERS, LLC

· CIK 0002011882
13F Portfolio $1.6B AUM 323 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 7 Added 44 Reduced 11 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KKR KKR & CO INC Financial Services 200.0 $18K 0.00% -4K -95.0% $92.50 +2.7%
42 PANW PALO ALTO NETWORKS INC Technology 60.0 $10K 0.00% -2K -96.3% $160.32 +60.2%
43 QUAL ISHARES TR 20.0 $4K -209.0 -91.3% $191.80 +12.5%
44 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 25.0 $2K -170.0 -87.2% $76.16 +11.1%
Page 3 of 3  ·  44 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 38.6%
Technology 18.9%
Industrials 17.7%
Healthcare 8.0%
Communication Services 5.7%
Consumer Defensive 5.4%
Consumer Cyclical 5.3%
Energy 0.2%
Basic Materials 0.1%
Utilities 0.1%