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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.54 Million 0.0% of portfolio
11
Q3 2024 New
$0
$2.8 Million 0.0% of portfolio
26
Q4 2023 New
$0
$25.7 Million 0.0% of portfolio
215
Q3 2024 New
$0
$3.82 Million 0.0% of portfolio
62
Q3 2024 New
$0
$2.6 Million 0.0% of portfolio
43
Q3 2024 New
$0
$30.6 Million 0.0% of portfolio
1,200
Q3 2024 New
$0
$26 Million 0.0% of portfolio
271
Q3 2024 New
$0
$17.2 Million 0.0% of portfolio
374
Q3 2024 New
$0
$24.4 Million 0.0% of portfolio
227
Q3 2024 Added 170.24%
$179B
$20.5 Million 0.0% of portfolio
33
Q3 2024 New
$0
$134,000 0.0% of portfolio
10
Q1 2024 Reduced 95.78%
$0
$17.2 Million 0.0% of portfolio
414
Q3 2024 New
$0
$7.72 Million 0.0% of portfolio
190
Q4 2023 New
$0
$53.5 Million 0.0% of portfolio
1,422
Q4 2023 New
$0
$27.8 Million 0.0% of portfolio
211
Q4 2023 New
$0
$44.9 Million 0.0% of portfolio
357
Q3 2024 Added 0.28%
$0
$7.8 Million 0.0% of portfolio
69
Q4 2023 New
$0
$51.4 Million 0.0% of portfolio
615
Q3 2024 Reduced 15.17%
$0
$7.15 Million 0.0% of portfolio
98
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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