Foster Dykema Cabot & Partners, LLC Portfolio Holdings

Foster Dykema Cabot & Partners, LLC

  • $1.19 Trillion
  • Q3 2024

Foster Dykema Cabot & Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.19 Trillion distributed in 520 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 $241B, Jp Morgan ETF Tr Ultra Short I with a value of $120B, Microsoft Corp with a value of $46.9B, Amazon Com Inc with a value of $46.3B, and Blackrock Ultra Short Term Bon with a value of $42.3B.

Examining the 13F form we can see an increase of $73.5B in the current position value, from $1.12T to 1.19T.

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 $1.19 Trillion
ETFs: $486 Billion
Technology: $190 Billion
Industrials: $141 Billion
Healthcare: $101 Billion
Financial Services: $95 Billion
Consumer Cyclical: $72.1 Billion
Consumer Defensive: $48.1 Billion
Communication Services: $33.8 Billion
Other: $23.7 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.23 Billion 0.1% of portfolio
60,329
Q4 2023 New
$0
$336 Million 0.03% of portfolio
32,170
Q4 2023 New
$9.98M
$0 0.0% of portfolio
33
Q2 2024 New
$0
$28.7 Million 0.0% of portfolio
1,164
Q3 2024 New
$0
$34,000 0.0% of portfolio
3
Q3 2024 New
$0
$8.27 Million 0.0% of portfolio
405
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 520
  • Current Value $1.19 Trillion
  • Prior Value $1.12 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 196 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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