Foster Dykema Cabot & Partners, LLC Portfolio Holdings

Foster Dykema Cabot & Partners, LLC

  • $1.28 Trillion
  • Q4 2024

Foster Dykema Cabot & Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.28 Trillion distributed in 379 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $247B, Jp Morgan ETF Tr Ultra Short I with a value of $126B, Blackrock Ultra Short Term Bon with a value of $110B, Amazon Com Inc with a value of $53.8B, and Microsoft Corp with a value of $46.9B.

Examining the 13F form we can see an increase of $91.2B in the current position value, from $1.19T to 1.28T.

Foster Dykema Cabot & Partners, LLC is based out at Waltham, MA

Below you can find more details about Foster Dykema Cabot & Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Trillion
ETFs: $562 Billion
Technology: $199 Billion
Industrials: $142 Billion
Financial Services: $122 Billion
Healthcare: $81.1 Billion
Consumer Cyclical: $79.1 Billion
Consumer Defensive: $49.2 Billion
Communication Services: $40.4 Billion
Other: $6.18 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$514M
$1.24 Billion 0.1% of portfolio
31,306
Q4 2023 New
$1.42B
$36.2 Million 0.0% of portfolio
600
Q2 2024 Added 7,400.0%
$437M
$21.1 Million 0.0% of portfolio
682
Q4 2024 Reduced 7.46%
$1.03B
$23.8 Million 0.0% of portfolio
1,752
Q4 2023 New
$891M
$13.4 Million 0.0% of portfolio
700
Q4 2023 New
$584M
$39.5 Million 0.0% of portfolio
1,231
Q4 2023 New
$1.9B
$9.06 Million 0.0% of portfolio
46
Q4 2023 New
$815M
$392,000 0.0% of portfolio
19
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 379
  • Current Value $1.28 Trillion
  • Prior Value $1.19 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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