Foster Dykema Cabot & Partners, LLC holds a focused book of 324 stocks worth $1.7B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 18% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Foster Dykema Cabot & Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Foster Dykema Cabot & Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $681.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $621.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $514.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $205.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $191.5B |
| UBS Group AG | 80 / 80 | $185.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $120.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $110.0B |
Ranked by how many of Foster Dykema Cabot & Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $310.9M | 415.2K | 18.1% | ▼−0.4% Reduced · −2K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $244.3M | 4.83M | 14.2% | ▲+1.5% Added · +72K sh | |
| 3 | Ishares TR ULTRA SHORT DUR | $213.9M | 4.23M | 12.4% | ▲+1.8% Added · +74K sh | |
| 4 | Amphenol Corp CL A | $86.6M | 490.2K | 5.0% | ▼−2.2% Reduced · −11K sh | |
| 5 | Quanta Svcs Inc COM | $68.8M | 95.5K | 4.0% | ▼−4.8% Reduced · −5K sh | |
| 6 | Alphabet Inc CAP STK CL A | $58.8M | 164.6K | 3.4% | ▼−0.3% Reduced · −527 sh | |
| 7 | Amazon Com Inc COM | $56.0M | 234.8K | 3.3% | ▼−0.7% Reduced · −2K sh | |
| 8 | Microsoft Corp COM | $42.8M | 114.8K | 2.5% | ▲+0.7% Added · +829 sh | |
| 9 | Costco Wholesale Corporation COM | $42.0M | 45.0K | 2.4% | ▼−0.3% Reduced · −139 sh | |
| 10 | American Express Co COM | $38.8M | 114.8K | 2.3% | ▲+0.9% Added · +1K sh | |
| 11 | JPMorgan Chase & Co COM | $38.8M | 118.5K | 2.3% | ▲~0% Added · +14 sh | |
| 12 | Goldman Sachs Group Inc COM | $38.3M | 37.8K | 2.2% | ▲+0.2% Added · +74 sh | |
| 13 | Eaton Corp PLC SHS | $38.1M | 89.4K | 2.2% | ▼−2.2% Reduced · −2K sh | |
| 14 | Nvidia Corporation COM | $37.4M | 187.2K | 2.2% | ▼−1.0% Reduced · −2K sh | |
| 15 | Eli Lilly & Co COM | $33.6M | 28.0K | 2.0% | ▼−0.2% Reduced · −48 sh | |
| 16 | Vertex Pharmaceuticals Inc COM | $28.9M | 58.2K | 1.7% | ▲+0.8% Added · +441 sh | |
| 17 | Broadcom Inc COM | $28.6M | 75.8K | 1.7% | ▲+0.6% Added · +435 sh | |
| 18 | Waste Mgmt Inc Del COM | $28.6M | 128.4K | 1.7% | ▲+0.1% Added · +112 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $27.7M | 55.3K | 1.6% | ▼−1.1% Reduced · −638 sh | |
| 20 | Apple Inc COM | $26.9M | 93.0K | 1.6% | ▼−1.4% Reduced · −1K sh | |
| 21 | Cintas Corp COM | $26.0M | 152.9K | 1.5% | ▲+0.8% Added · +1K sh | |
| 22 | Ishares TR CORE MSCI EAFE | $25.7M | 266.1K | 1.5% | ▼−2.8% Reduced · −8K sh | |
| 23 | Northrop Grumman Corp COM | $22.0M | 43.1K | 1.3% | ▲~0% Added · +3 sh | |
| 24 | Thermo Fisher Scientific Inc COM | $20.9M | 41.7K | 1.2% | ▼−7.6% Reduced · −3K sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $19.7M | 53.2K | 1.1% | ▼−0.5% Reduced · −257 sh | |
| 26 | Alphabet Inc CAP STK CL C | $10.9M | 30.8K | 0.6% | ▼−0.7% Reduced · −212 sh | |
| 27 | Select Sector SPDR TR ST STR TECHN ETF | $10.3M | 54.2K | 0.6% | —Held | |
| 28 | Independent BK Corp Mass COM | $6.9M | 82.1K | 0.4% | —Held | |
| 29 | SPDR Series Trust ST STR SP500FF | $6.2M | 100.8K | 0.4% | —Held | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $5.5M | 8.0K | 0.3% | ▼−1.8% Reduced · −149 sh | |
| 31 | Ishares TR RUS 1000 GRW ETF | $5.2M | 42.3K | 0.3% | ▲+296% Added · +32K sh | |
| 32 | Procter & Gamble Co COM | $3.8M | 25.9K | 0.2% | ▼−3.5% Reduced · −951 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $3.1M | 4.1K | 0.2% | ▼−3.9% Reduced · −166 sh | |
| 34 | Ishares TR RUS 1000 VAL ETF | $2.3M | 9.6K | 0.1% | ▼−0.6% Reduced · −54 sh | |
| 35 | Ishares TR MSCI GBL SUS DEV | $1.9M | 21.4K | 0.1% | —Held | |
| 36 | Walmart Inc COM | $1.8M | 15.9K | 0.1% | ▲+0.6% Added · +100 sh | |
| 37 | Sprott Asset Management LP PHYSICAL GOLD TR | $1.7M | 57.9K | 0.1% | ▼−0.2% Reduced · −142 sh | |
| 38 | Cisco Sys Inc COM | $1.6M | 14.0K | 0.1% | ▲+1.4% Added · +200 sh | |
| 39 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.6M | 18.6K | 0.1% | —Held | |
| 40 | Caterpillar Inc COM | $1.6M | 1.5K | 0.1% | ▲+2.8% Added · +40 sh | |
| 41 | Morgan Stanley COM NEW | $1.4M | 6.5K | 0.1% | —Held | |
| 42 | Visa Inc COM CL A | $1.3M | 3.9K | 0.1% | ▼−14% Reduced · −646 sh | |
| 43 | Johnson & Johnson COM | $1.3M | 5.2K | 0.1% | —Held | |
| 44 | S&P Global Inc COM | $1.2M | 2.9K | 0.1% | —Held | |
| 45 | Pepsico Inc COM | $1.2M | 8.6K | 0.1% | —Held | |
| 46 | McDonalds Corp COM | $1.1M | 4.3K | 0.1% | —Held | |
| 47 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.5K | 0.1% | ▼−5.4% Reduced · −87 sh | |
| 48 | Merck & Co Inc COM | $1.1M | 8.6K | 0.1% | —Held | |
| 49 | Prologis Inc. COM | $1.1M | 8.1K | 0.1% | —Held | |
| 50 | Ishares TR S&P 500 GRWT ETF | $990K | 7.2K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011882/holdings"
Use Arkolith to show FOSTER DYKEMA CABOT & PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 324 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 323 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 330 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 421 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 343 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 342 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 379 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 520 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.