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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 11 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOX VANGUARD WORLD FD 184.0 $33K 0.00% $179.84 +9.4%
202 IUSG ISHARES TR 211.0 $33K 0.00% $155.11 +21.9%
203 SPYV SPDR SERIES TRUST 569.0 $32K 0.00% $56.58 +7.9%
204 DXJ WISDOMTREE TR 200.0 $32K 0.00% $158.58 +8.0%
205 SAP SAP SE Technology 180.0 $31K 0.00% $171.21 +2.3%
206 MTD METTLER TOLEDO INTERNATIONAL Healthcare 24.0 $30K 0.00% $1261.21 -12.7%
207 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 190.0 $30K 0.00% $157.28 -4.2%
208 FSLR FIRST SOLAR INC Energy 150.0 $30K 0.00% $197.26 +36.8%
209 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7.0 $29K 0.00% $4210.29 -96.1%
210 RSG REPUBLIC SVCS INC Industrials 133.0 $29K 0.00% $219.02 -5.5%
211 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 104.0 $29K 0.00% $276.68 -3.2%
212 SHOP SHOPIFY INC Technology 240.0 $28K 0.00% $118.62 -11.6%
213 URI UNITED RENTALS INC Industrials 39.0 $28K 0.00% $728.56 +32.2%
214 FIS FIDELITY NATL INFORMATION SV Technology 600.0 $28K 0.00% $46.91 -10.0%
215 RMD RESMED INC Healthcare 124.0 $28K 0.00% $224.48 -7.4%
216 T AT&T INC Communication Services 930.0 $27K 0.00% $28.99 -13.7%
217 NSC NORFOLK SOUTHN CORP Industrials 88.0 $25K 0.00% $287.00 +11.6%
218 BSX BOSTON SCIENTIFIC CORP Healthcare 400.0 $25K 0.00% $62.75 -8.1%
219 NEM NEWMONT CORP Basic Materials 228.0 $25K 0.00% $108.25 +3.1%
220 FDX FEDEX CORP Industrials 67.0 $24K 0.00% $357.63 +11.8%
Page 11 of 17  ·  323 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%