FOSTER DYKEMA CABOT & PARTNERS, LLC

All 13F Filings

Location
Waltham, MA
Most recent 13F
Q4 2025
Holdings value ($000)
1,627,278
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/12/2026 330 1,627,278 13F-HR FOSTER DYKEMA CABOT & PARTNERS, LLC
Q3 2025 11/12/2025 421 1,524,128 13F-HR FOSTER DYKEMA CABOT & PARTNERS, LLC
Q2 2025 8/12/2025 343 1,421,840 13F-HR FOSTER DYKEMA CABOT & PARTNERS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.357 M 83.4% 510.6 K 0 510.6 K
ETFs 269.9 K 16.6% 0 407.8 K -407.8 K
Debt 303 0.0% 303 0 303
Other 53 0.0% 53 0 53
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,627,278
Holdings
330
QoQ value change ($000)
103,150 (6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.