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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 4 of 17  ·  323 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 2,777.0 $674K 0.04% $242.62 +11.7%
62 VEA VANGUARD TAX-MANAGED FDS 10,237.0 $656K 0.04% $64.08 +12.0%
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,120.0 $640K 0.04% -200.0 -6.0% $204.98 +6.5%
64 VUG VANGUARD INDEX FDS 1,390.0 $607K 0.04% $436.79 -79.8%
65 ABT ABBOTT LABORATORIES Healthcare 5,831.0 $599K 0.04% -388.0 -6.2% $102.67 -15.6%
66 ZTS ZOETIS INC Healthcare 5,040.0 $596K 0.04% -100.0 -1.9% $118.21 -32.1%
67 PM PHILIP MORRIS INTL INC Consumer Defensive 3,386.0 $565K 0.04% $166.81 +8.8%
68 DFUS DIMENSIONAL ETF TRUST 7,908.0 $561K 0.04% $70.91 +15.3%
69 ACN ACCENTURE PLC IRELAND Technology 2,754.0 $546K 0.04% -231.0 -7.7% $198.29 -10.7%
70 IWR ISHARES TR 5,509.0 $536K 0.03% -842.0 -13.3% $97.23 +9.9%
71 NFLX NETFLIX INC. Communication Services 5,480.0 $527K 0.03% $96.15 -8.8%
72 TSLA TESLA INC Consumer Cyclical 1,398.0 $520K 0.03% -144.0 -9.3% $371.75 +16.6%
73 CB CHUBB LTD SWITZ Financial Services 1,576.0 $515K 0.03% $326.90 -0.4%
74 DIS DISNEY WALT CO Communication Services 5,254.0 $506K 0.03% $96.38 +7.2%
75 IDXX IDEXX LABS INC Healthcare 895.0 $503K 0.03% $561.89 -0.8%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 1,982.0 $480K 0.03% $242.39 +3.4%
77 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,373.0 $449K 0.03% $327.07 +14.3%
78 IWM ISHARES TR 1,777.0 $441K 0.03% $248.00 +17.1%
79 DHR DANAHER CORP DEL Healthcare 2,191.0 $416K 0.03% -44.0 -2.0% $190.00 -9.0%
80 ORCL ORACLE CORP Technology 2,787.0 $410K 0.03% $147.11 +31.1%
Page 4 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%