FD

FOSTER DYKEMA CABOT & PARTNERS, LLC

13F
FOSTER DYKEMA CABOT & PARTNERS, LLC
Last update 2025-05-09 342 Stocks (9 new)
Value $1.25 Bil Turnover 2 %
Countries:
Top Holdings: SPY(18.90%)JPST(10.90%)ICSH(9.16%)AMZN(3.67%)MSFT(3.35%)
Summary Stock Picks Current Portfolio
FOSTER DYKEMA CABOT & PARTNERS... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
419,830
235,560.4
-0.09%
18.900
-0.02%
0.040
+16.35%
+8.86%
654,366.5
 
JPST
JPMorgan Ultra-Short Income ETF
2,682,578
135,818.9
+8.03%
10.900
+0.81%
0.440
+1.23%
+2.76%
32,246.2
 
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2,251,651
114,158.7
+3.26%
9.160
+0.29%
1.900
+1.22%
+2.77%
5,963.7
 
AMZN
Amazon.com Inc
240,212
45,702.7
-1.97%
3.670
-0.08%
0.000
+22.38%
+4.06%
2,423,607.1
Retail - Cyclical
MSFT
Microsoft Corp
111,292
41,777.9
+0.11%
3.350
0%
0.000
+30.85%
+20.48%
3,759,901.0
Software
APH
Amphenol Corp
609,195
40,057.6
+2.14%
3.210
+0.07%
0.050
+32.70%
+45.64%
121,818.7
Hardware
COST
Costco Wholesale Corp
42,105
39,822.1
+0.41%
3.200
+0.01%
0.010
-3.39%
+2.97%
417,396.2
Retail - Defensive
AXP
American Express Co
116,223
31,269.9
+1.80%
2.510
+0.04%
0.020
+15.76%
+4.85%
214,791.0
Credit Services
CTAS
Cintas Corp
150,992
31,033.4
+2.46%
2.490
+0.06%
0.040
+5.65%
+21.52%
89,132.1
Business Services
BRK.B
Berkshire Hathaway Inc
57,422
30,581.8
-0.48%
2.450
-0.01%
0.000
-9.22%
+6.48%
1,040,746.7
Insurance

FOSTER DYKEMA CABOT & PARTNERS, LLC's Historical Top Holdings Breakdowns

FOSTER DYKEMA CABOT & PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.81%
●
50.39 ($50.51) 50.66
$50.61
0.20%
Add 8.03%
2,682,578
199,486
KKR
KKR & Co Inc
2025-03-31
Add
Add
+0.34%
●
108.17 ($137.58) 167.07
$148.26
7.76%
Add 25.34%
182,761
36,946
ACN
Accenture PLC
2025-03-31
Reduce
Reduce
-0.29%
●
300.91 ($353.16) 398.25
$286.04
-19.01%
Reduce -73.72%
3,720
-10,434
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-03-31
Add
Add
+0.29%
●
50.44 ($50.57) 50.7
$50.65
0.16%
Add 3.26%
2,251,651
71,169
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.21%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 15.79%
179,152
24,432
PLD
Prologis Inc
2025-03-31
Reduce
Reduce
-0.17%
●
103.59 ($115.69) 124.04
$110.00
-4.92%
Reduce -72.66%
7,505
-19,942
BRK.A
Berkshire Hathaway Inc
2025-03-31
Sold Out
Sold Out
-0.16%
●
663000 ($729331) 801950
$723,120.00
-0.85%
Sold Out
0
-3
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-0.15%
●
725.72 ($832.09) 929.72
$798.89
-3.99%
Reduce -7.56%
31,023
-2,537
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.13%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Reduce -7.22%
82,770
-6,440
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.10%
●
271.83 ($311.37) 371.23
$380.24
22.12%
Add 5.26%
91,110
4,555

FOSTER DYKEMA CABOT & PARTNERS, LLC Total Holding History ($B)

To

FOSTER DYKEMA CABOT & PARTNERS, LLC's Asset Allocation

To

FOSTER DYKEMA CABOT & PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FOSTER DYKEMA CABOT & PARTNERS, LLC's Hypothetical Growth since 2025-03-31

FOSTER DYKEMA CABOT & PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FOSTER DYKEMA CABOT & PARTNERS, LLC's Holdings Heat Map

Size field:

FOSTER DYKEMA CABOT & PARTNERS, LLC's Holdings Bubble Chart

FOSTER DYKEMA CABOT & PARTNERS, LLC News

  • 1

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