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Foster Dykema Cabot & Partners, LLC Top Holdings and 13F Report (2025)

About Foster Dykema Cabot & Partners, LLC

Investment Activity

  • Foster Dykema Cabot & Partners, LLC has $1.25 billion in total holdings as of March 31, 2025.
  • Foster Dykema Cabot & Partners, LLC owns shares of 342 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 2.27% of the portfolio was purchased this quarter.
  • About 1.65% of the portfolio was sold this quarter.
  • This quarter, Foster Dykema Cabot & Partners, LLC has purchased 379 new stocks and bought additional shares in 41 stocks.
  • Foster Dykema Cabot & Partners, LLC sold shares of 91 stocks and completely divested from 49 stocks this quarter.

Largest Holdings

Amazon.com
$45,702,735
Microsoft
$41,777,904

Largest New Holdings this Quarter

87261Y106 - TMC the metals
$43,710 Holding
31428X106 - FedEx
$20,839 Holding
40415F101 - HDFC Bank
$18,404 Holding
16359R103 - Chemed
$16,614 Holding
773903109 - Rockwell Automation
$16,536 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
199,486 shares (about $10.10M)
KKR & Co. Inc.
36,946 shares (about $4.27M)
iShares Ultra Short-Term Bond Active ETF
71,169 shares (about $3.61M)
NVIDIA
24,432 shares (about $2.65M)
Eaton
4,555 shares (about $1.24M)

Largest Sales this Quarter

Accenture
10,434 shares (about $3.26M)
Prologis
19,942 shares (about $2.23M)
Eli Lilly and Company
2,537 shares (about $2.10M)
Apple
6,440 shares (about $1.43M)
Industrial Select Sector SPDR Fund
8,429 shares (about $1.10M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFoster Dykema Cabot & Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$235,560,406$221,068 -0.1%419,83018.9%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$135,818,917$10,099,976 8.0%2,682,57810.9%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$114,158,707$3,608,268 3.3%2,251,6519.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$45,702,735$919,907 -2.0%240,2123.7%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$41,777,904$46,548 0.1%111,2923.4%Computer and Technology
Amphenol Co. stock logo
APH
Amphenol
$40,057,592$837,915 2.1%609,1953.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$39,822,067$161,728 0.4%42,1053.2%Retail/Wholesale
American Express stock logo
AXP
American Express
$31,269,872$554,244 1.8%116,2232.5%Finance
Cintas Co. stock logo
CTAS
Cintas
$31,033,386$745,663 2.5%150,9922.5%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,581,809$146,992 -0.5%57,4222.5%Finance
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$30,458,626$692,581 2.3%69,3982.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,954,307$291,171 -1.0%122,1132.4%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$29,805,147$974,018 3.4%117,2602.4%Construction
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$29,794,613$286,529 1.0%61,4552.4%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$28,360,901$70,842 0.3%122,5042.3%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$25,894,623$4,639 0.0%167,4512.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$25,622,206$2,095,334 -7.6%31,0232.1%Medical
Eaton Co. plc stock logo
ETN
Eaton
$24,766,431$1,238,186 5.3%91,1102.0%Industrials
Synopsys, Inc. stock logo
SNPS
Synopsys
$23,796,886$1,042,534 4.6%55,4901.9%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$22,355,110$211,663 -0.9%44,8871.8%Medical
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$21,690,792$232,453 -1.1%42,3641.7%Aerospace
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$21,128,999$4,271,327 25.3%182,7611.7%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$20,420,885$17,399 0.1%269,9391.6%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$19,689,743$251,422 1.3%84,4221.6%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$19,418,283$2,648,184 15.8%179,1521.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$18,385,700$1,430,517 -7.2%82,7701.5%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$15,267,362$180,020 -1.2%55,5501.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,703,597$21,887 -0.4%27,6230.5%ETF
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$5,270,354$7,777 -0.1%115,1990.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$5,196,835$187,632 -3.5%33,2640.4%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,937,067$106,342 -2.1%28,9700.4%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,294,232$154,173 -3.5%8,3560.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,269,889$46,220 -1.1%11,8250.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,504,388$8,990 -0.4%4,4570.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,285,768$88,247 -3.7%12,1480.2%ETF
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$1,569,560$1,448 -0.1%21,6820.1%Manufacturing
Visa Inc. stock logo
V
Visa
$1,565,154$36,097 2.4%4,4660.1%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,487,555$600 0.0%9,9210.1%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$1,452,658$10,162 0.7%2,8590.1%Business Services
Sprott Physical Gold Trust
$1,451,5160.0%60,3290.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,395,020$7,042 0.5%15,8480.1%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,311,462$6,465 -0.5%5,0710.1%ETF
Enterprise Bancorp, Inc. stock logo
EBTC
Enterprise Bancorp
$1,218,7430.0%31,3060.1%Finance
Accenture plc stock logo
ACN
Accenture
$1,160,789$3,255,826 -73.7%3,7200.1%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,133,735$40,642 3.7%18,6900.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,082,4220.0%3,5250.1%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$1,073,6160.0%3,4370.1%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$884,675$28,448 3.3%14,3360.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$852,988$224,704 -20.9%9,4180.1%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$851,869$39,950 4.9%6,9940.1%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$841,362$1,647 -0.2%5,1100.1%Medical
Prologis, Inc. stock logo
PLD
Prologis
$838,984$2,229,316 -72.7%7,5050.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$819,974$5,265 -0.6%11,3680.1%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$802,4000.0%6,0490.1%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$785,0630.0%8,4570.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$781,438$67,829 -8.0%4,7120.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$772,291$7,962 -1.0%3,6860.1%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$762,219$6,105 0.8%1,6230.1%Finance
BlackRock Inc Com
$713,6460.0%7540.1%Common Stock
UniCredit S.p.A. stock logo
UNCFF
UniCredit
$698,8450.0%12,5550.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$677,970$58,134 -7.9%6,8690.1%Consumer Discretionary
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$660,909$115,610 -14.9%7,7690.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$649,715$14,985 -2.3%5,4630.1%Energy
Union Pacific Co. stock logo
UNP
Union Pacific
$641,155$49,138 -7.1%2,7140.1%Transportation
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$636,5620.0%1,4250.1%Aerospace
Morgan Stanley stock logo
MS
Morgan Stanley
$632,235$5,017 -0.8%5,4190.1%Finance
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$579,185$14,601 2.6%1,1900.0%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$538,6690.0%3,3650.0%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$528,863$38,468 -6.8%1,7460.0%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$515,4400.0%1,3900.0%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$506,2720.0%2,0360.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$503,5660.0%5400.0%Consumer Discretionary
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$501,3190.0%8,2890.0%ETF
Danaher Co. stock logo
DHR
Danaher
$489,278$241,867 -33.1%2,3830.0%Medical
RTX Co. stock logo
RTX
RTX
$485,598$12,186 -2.4%3,6660.0%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$479,446$115,326 -19.4%1,8500.0%Auto/Tires/Trucks
Te Connectivity PLC
$474,129$7,207 1.5%3,3550.0%Common Stock
M&T Bank Co. stock logo
MTB
M&T Bank
$447,411$252,574 129.6%2,5030.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$434,657$19,057 4.6%1,1860.0%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$417,861$8,645 -2.0%7250.0%Computer and Technology
Watsco, Inc. stock logo
WSO
Watsco
$411,723$38,123 -8.5%8100.0%Construction
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$378,201$25,786 -6.4%2640.0%Retail/Wholesale
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$375,435$4,199 1.1%8940.0%Medical
Sprott Physical Silver Trust
$373,1720.0%32,1700.0%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$362,245$19,087 -5.0%4,5360.0%Manufacturing
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$357,278$10,494 -2.9%3,8130.0%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$351,900$17,555 -4.8%1,7640.0%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$351,474$82,048 -18.9%1,5850.0%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$344,909$5,083 1.5%1,3570.0%Basic Materials
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$342,3740.0%1,4030.0%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$341,2800.0%2,0000.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$336,099$5,376 -1.6%2,1880.0%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$327,214$3,981 1.2%4110.0%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$327,049$19,056 -5.5%1,3730.0%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$324,523$1,319 -0.4%9840.0%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$320,507$62,428 -16.3%3,0650.0%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$319,457$11,717 3.8%4,5260.0%Medical
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$302,625$7,263 -2.3%12,5000.0%ETF
KraneShares Global Carbon Strategy ETF stock logo
KRBN
KraneShares Global Carbon Strategy ETF
$301,8130.0%10,6950.0%ETF
EFAX
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
$299,304$30,072 11.2%6,9670.0%ETF

Showing largest 100 holdings. View all holdings.
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