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
+4.93%
+2.54%
612,819.6
 
JPST 		JPMorgan Ultra-Short Income ETF
2,682,578
135,818.9
+8.03%
10.900
+0.81%
0.440
+1.05%
+2.06%
31,006.6
 
ICSH 		iShares Ultra Short Duration Bond Active ETF
2,251,651
114,158.7
+3.26%
9.160
+0.29%
1.900
+1.12%
+2.08%
6,124.4
 
AMZN 		Amazon.com Inc
240,212
45,702.7
-1.97%
3.670
-0.08%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
MSFT 		Microsoft Corp
111,292
41,777.9
+0.11%
3.350
0%
0.000
+18.73%
+12.03%
3,496,120.0
Software
APH 		Amphenol Corp
609,195
40,057.6
+2.14%
3.210
+0.07%
0.050
+51.58%
+34.78%
112,928.2
Hardware
COST 		Costco Wholesale Corp
42,105
39,822.1
+0.41%
3.200
+0.01%
0.010
-1.01%
+11.04%
450,102.6
Retail - Defensive
AXP 		American Express Co
116,223
31,269.9
+1.80%
2.510
+0.04%
0.020
+10.10%
+2.49%
211,907.1
Credit Services
CTAS 		Cintas Corp
150,992
31,033.4
+2.46%
2.490
+0.06%
0.040
+13.70%
+25.07%
91,926.1
Business Services
BRK.B 		Berkshire Hathaway Inc
57,422
30,581.8
-0.48%
2.450
-0.01%
0.000
-0.87%
+8.88%
1,064,764.2
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 ETF2025-03-31Add
+0.81%
●
50.39 ($50.51) 50.66
$50.45
-0.12%
Add 8.03%
2,682,578
199,486
KKR 		KKR & Co Inc2025-03-31Add
+0.34%
●
108.17 ($137.58) 167.07
$123.40
-10.31%
Add 25.34%
182,761
36,946
ACN 		Accenture PLC2025-03-31Reduce
-0.29%
●
300.91 ($353.16) 398.25
$317.65
-10.05%
Reduce -73.72%
3,720
-10,434
ICSH 		iShares Ultra Short Duration Bond Active ETF2025-03-31Add
+0.29%
●
50.44 ($50.57) 50.7
$50.51
-0.12%
Add 3.26%
2,251,651
71,169
NVDA 		NVIDIA Corp2025-03-31Add
+0.21%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Add 15.79%
179,152
24,432
PLD 		Prologis Inc2025-03-31Reduce
-0.17%
●
103.59 ($115.69) 124.04
$108.79
-5.96%
Reduce -72.66%
7,505
-19,942
BRK.A 		Berkshire Hathaway Inc2025-03-31Sold Out
-0.16%
●
663000 ($729331) 801950
$740,395.50
1.52%
Sold Out
0
-3
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.15%
●
725.72 ($832.09) 929.72
$769.88
-7.48%
Reduce -7.56%
31,023
-2,537
AAPL 		Apple Inc2025-03-31Reduce
-0.13%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -7.22%
82,770
-6,440
ETN 		Eaton Corp PLC2025-03-31Add
+0.10%
●
271.83 ($311.37) 371.23
$331.45
6.45%
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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