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Foster Dykema Cabot & Partners, LLC 13F Filings, Portfolio & Analysis

CIK: 0002011882
Waltham 1075 Main Street Suite 200
Zip Code: 02451
Latest Portfolio Value
$1.9 B
+10.30%
Total Holdings
352
28
Latest Report Date
Q3 2026
Top 10 Concentration
67.33%

Foster Dykema Cabot & Partners, LLC — Portfolio Overview & Company Profile

Foster Dykema Cabot & Partners, LLC (CIK: 0002011882) is a financial institution headquartered at 1075 Main Street, Suite 200, Waltham, Massachusetts 02451. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $1.9 B, comprising 352 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 67.3%. Quarterly turnover: 0.7%. ▲ 30 new, +49 added, −32 reduced, ×2 exited.

Portfolio Summary (Q3 2026)

Top Buys

Q3 2026

Asset Allocation

Stocks/ETFs
+10.31%
$1.9 B 99.87%
Options
$0 0.00%
Debt
$0 0.00%
Other
+3.19%
$2.44 M 0.13%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
412,769 $315.57 M 16.62% ▼ 2,447 Reduce -0.6%
4.77 M $240.15 M 12.65% ▼ 63,772 Reduce -1.3%
4.25 M $214.38 M 11.29% ▲ 24,760 Add 0.6%
426,670 $106.3 M 5.60% ▲ 191,847 Add 81.7%
180,454 $92.55 M 4.88% ▲ 65,698 Add 57.3%
950,526 $80.25 M 4.23% ▼ 29,842 Reduce -3.0%
93,060 $59.79 M 3.15% ▼ 2,468 Reduce -2.6%
166,082 $57.15 M 3.01% ▲ 1,483 Add 0.9%
242,482 $55.44 M 2.92% ▲ 55,321 Add 29.6%
164,540 $54.79 M 2.89% ▲ 71,531 Add 76.9%

Historical Portfolio Charts