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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 10 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DUK DUKE ENERGY CORP NEW Utilities 512.0 $60K 0.00% NEW $117.21 +6.9%
182 SAN BANCO SANTANDER SA Financial Services 5,076.0 $60K 0.00% NEW $11.73 +7.0%
183 DFAT DIMENSIONAL ETF TRUST 976.0 $58K 0.00% NEW $59.54 +13.4%
184 SCHP SCHWAB STRATEGIC TR 2,072.0 $55K 0.00% NEW $26.49 +1.0%
185 USHY ISHARES TR 1,422.0 $53K 0.00% NEW $37.40 -0.9%
186 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,053.0 $52K 0.00% NEW $49.65 -14.7%
187 SEDG SOLAREDGE TECHNOLOGIES INC Energy 1,752.0 $51K 0.00% NEW $28.85 +157.9%
188 IWB ISHARES TR 131.0 $49K 0.00% NEW $373.44 +9.5%
189 PAYX PAYCHEX INC Industrials 435.0 $49K 0.00% NEW $112.18 -15.7%
190 AEE AMEREN CORP Utilities 487.0 $49K 0.00% NEW $99.86 +11.3%
191 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 4,969.0 $48K 0.00% NEW $9.65 +35.1%
192 EQNR EQUINOR ASA Energy 1,960.0 $46K 0.00% NEW $23.63 +56.5%
193 QUAL ISHARES TR 229.0 $45K 0.00% NEW $198.62 +8.2%
194 S SENTINELONE INC Technology 3,007.0 $45K 0.00% NEW $15.00 +19.6%
195 XLF SELECT SECTOR SPDR TR 808.0 $44K 0.00% NEW $54.77 -6.1%
196 SAP SAP SE Technology 180.0 $44K 0.00% NEW $242.91 -28.4%
197 CRWD CROWDSTRIKE HLDGS INC Technology 93.0 $44K 0.00% NEW $468.76 +38.5%
198 SHW SHERWIN WILLIAMS CO Basic Materials 130.0 $42K 0.00% NEW $324.03 -4.0%
199 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 522.0 $42K 0.00% NEW $80.30 -0.5%
200 AMD ADVANCED MICRO DEVICES INC Technology 189.0 $40K 0.00% NEW $214.16 +130.1%
Page 10 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%