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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 17 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EMBC EMBECTA CORP Healthcare 19.0 $168.0 $8.84 -62.7%
322 CHARGEPOINT HOLDINGS INC 9.0 $44.0 $4.89
323 VGIT VANGUARD SCOTTSDALE FDS 1.0 $35.0 $35.00 +68.3%
Page 17 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%