FOSTER DYKEMA CABOT & PARTNERS, LLC

All 13F Filings

Location
Waltham, MA
Most recent 13F
Q2 2026
Holdings value ($000)
1,721,062
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/11/2026 324 1,721,062 13F-HR FOSTER DYKEMA CABOT & PARTNERS, LLC
Q1 2026 5/14/2026 323 1,571,809 13F-HR FOSTER DYKEMA CABOT & PARTNERS, LLC
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 859.1 K 49.9% 92.51 K 0 92.51 K
ETFs 861.7 K 50.1% 56.75 K 0 56.75 K
Debt 303 0.0% 0 0 0
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,721,062
Holdings
324
QoQ value change ($000)
149,253 (9.5%)
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.