Foster Dykema Cabot & Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Foster Dykema Cabot & Partners, LLC reported 379 stock positions worth $1.3 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 19.3% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 9.8%) and iShares Ultra Short Duration (ICSH, 8.6%). Compared with Q3 2024, it opened 2 new positions, sold out of 143, added to 59 and reduced 146. The biggest buy was iShares Ultra Short Duration (ICSH, shares +161%) and the biggest sale Accenture Class A (ACN, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- WALTHAM, MA
- CIK
- 0002011882
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001759354-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 379 stocks · $1.3B
| SPY SS SPDR S&P 500 ETF Trust-US | 19.26% | 420,224 | $247.1M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 9.79% | 2,483,092 | $125.6M | Add +5.1% |
| ICSH iShares Ultra Short Duration | 8.57% | 2,180,482 | $110.0M | Add +161.4% |
| AMZN Amazon.com Inc. | 4.19% | 245,047 | $53.8M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.65% | 111,168 | $46.9M | Add +2.0% |
| APH Amphenol Corp. Class A | 3.24% | 596,452 | $41.5M | Add +2.8% |
| COST Costco Wholesale Corp. | 2.99% | 41,934 | $38.4M | Add +0.7% |
| PWR Quanta Services Inc. | 2.79% | 113,428 | $35.8M | Add +2.3% |
| AXP American Express Co. | 2.64% | 114,163 | $33.9M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.47% | 167,481 | $31.7M | Add +5.7% |
| MSI Motorola Solutions Inc. | 2.45% | 67,820 | $31.4M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 2.30% | 123,300 | $29.6M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 2.24% | 86,555 | $28.7M | Add +5.9% |
| CTAS Cintas Corp. | 2.10% | 147,364 | $26.9M | Add +4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.04% | 57,698 | $26.2M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 2.02% | 33,560 | $25.9M | Reduce -21.4% |
| SNPS Synopsys Inc. | 2.01% | 53,059 | $25.8M | Add +11.3% |
| WM Waste Management Inc. | 1.92% | 122,198 | $24.7M | Add +1.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.91% | 60,864 | $24.5M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 1.84% | 45,312 | $23.6M | Add +5.0% |
| AAPL Apple Inc. | 1.74% | 89,210 | $22.3M | Add +2.2% |
| KKR KKR & Co. Inc. | 1.68% | 145,815 | $21.6M | Add +72807.5% |
| NVDA Nvidia Corp. | 1.62% | 154,720 | $20.8M | Add +1491.3% |
| LOW Lowe's Cos Inc. | 1.60% | 83,344 | $20.6M | Add +2.5% |
| NOC Northrop Grumman Corp. | 1.57% | 42,818 | $20.1M | Add +7.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.48% | 269,709 | $19.0M | Add +4.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.27% | 56,205 | $16.3M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 34,465 | $6.6M | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.50% | 27,729 | $6.4M | Reduce -0.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.43% | 115,369 | $5.6M | No change |
| ACN Accenture PLC Class A | 0.39% | 14,154 | $5.0M | Reduce -79.0% |
| PG The Procter & Gamble Co. | 0.39% | 29,594 | $5.0M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.37% | 11,953 | $4.8M | Reduce -7.2% |
| VOO Vanguard S&P 500 ETF | 0.36% | 8,656 | $4.7M | Reduce -1.1% |
| PLD Prologis Inc. | 0.23% | 27,447 | $2.9M | Reduce -82.6% |
| IVV iShares Core S&P 500 ETF | 0.21% | 4,473 | $2.6M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.18% | 12,617 | $2.3M | Reduce -16.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 3 | $2.0M | No change |
| SDG Ish MSCI Glob Sust Deve Goal | 0.12% | 21,702 | $1.6M | Add +0.2% |
| PEP Pepsico Inc. | 0.12% | 9,925 | $1.5M | Reduce -9.7% |
| WMT Walmart Inc. | 0.11% | 15,768 | $1.4M | Add +22.2% |
| SPGI S&P Global Inc. | 0.11% | 2,839 | $1.4M | Add +57.3% |
| V Visa Inc. Class A | 0.11% | 4,363 | $1.4M | Add +31.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 5,096 | $1.3M | Reduce -0.8% |
| EBTC Enterprise Bancorp Inc. | 0.10% | 31,306 | $1.2M | No change |
| PHYS Sprott Physical Gold Trust | 0.09% | 60,329 | $1.2M | No change |
| MRK Merck & Co. Inc. | 0.09% | 11,899 | $1.2M | Reduce -2.7% |
| XLI SS Industrial Select Sector | 0.09% | 9,032 | $1.2M | Reduce -24.4% |
| ADP Automatic Data Processing | 0.08% | 3,525 | $1.0M | Add +12.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 18,020 | $1.0M | Add +638.5% |
| MCD McDonald's Corp. | 0.08% | 3,437 | $996K | No change |
| TSLA Tesla Inc. | 0.07% | 2,295 | $927K | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.07% | 12,017 | $915K | Add +191.9% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 8,457 | $859K | No change |
| ZTS Zoetis Inc. | 0.07% | 5,120 | $834K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 7,458 | $834K | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 1,610 | $823K | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.06% | 13,875 | $821K | Reduce -0.6% |
| DHR Danaher Corp. | 0.06% | 3,561 | $818K | Add +30.7% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 9,128 | $807K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 6,666 | $805K | Add +218.0% |
| BLK BlackRock Inc. | 0.06% | 754 | $773K | Reduce -31.1% |
| JNJ Johnson & Johnson | 0.06% | 5,121 | $741K | Reduce -10.5% |
| KO The Coca-Cola Co. | 0.06% | 11,441 | $712K | Reduce -4.5% |
| XLV SS Health Care Select Sector | 0.06% | 5,160 | $710K | No change |
| LMT Lockheed Martin Corp. | 0.05% | 1,425 | $692K | No change |
| MS Morgan Stanley | 0.05% | 5,462 | $687K | No change |
| ABT Abbott Laboratories | 0.05% | 6,049 | $684K | Reduce -19.3% |
| UNP Union Pacific Corp. | 0.05% | 2,922 | $666K | Add +1.6% |
| ABBV Abbvie Inc. | 0.05% | 3,724 | $662K | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.05% | 5,589 | $601K | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 1,390 | $571K | Reduce -16.9% |
| KNSL Kinsale Capital Group Inc. | 0.04% | 1,160 | $540K | Add +828.0% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 8,289 | $528K | No change |
| CB Chubb Ltd. | 0.04% | 1,873 | $519K | Add +36.0% |
| UNCFF Unicredit SPA | 0.04% | 12,555 | $502K | No change |
| NFLX Netflix Inc. | 0.04% | 540 | $481K | Reduce -15.6% |
| BX Blackstone Inc. | 0.04% | 2,751 | $474K | No change |
| TEL Te Connectivity PLC | 0.04% | 3,304 | $472K | Add +1254.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,955 | $470K | Reduce -6.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 2,036 | $448K | No change |
| HD Home Depot Inc. | 0.03% | 1,134 | $441K | Add +20.8% |
| RTX RTX Corp. | 0.03% | 3,758 | $435K | Reduce -37.4% |
| META Meta Platforms Inc. Class A | 0.03% | 740 | $433K | Add +640.0% |
| NOW ServiceNow Inc. | 0.03% | 406 | $430K | Add +63.7% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 3,662 | $422K | No change |
| WSO Watsco Inc. | 0.03% | 885 | $419K | Add +785.0% |
| PM Philip Morris International | 0.03% | 3,365 | $410K | Reduce -4.1% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,852 | $409K | Reduce -17.6% |
| MAR Marriott International Class A | 0.03% | 1,453 | $405K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 4,775 | $387K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 4,360 | $375K | Reduce -0.6% |
| IDXX Idexx Laboratories Inc. | 0.03% | 884 | $365K | Add +1078.7% |
| PANW Palo Alto Networks Inc. | 0.03% | 2,000 | $364K | No change |
| CAT Caterpillar Inc. | 0.03% | 988 | $358K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 3,925 | $357K | Reduce -33.7% |
| TMUS T-Mobile US Inc. | 0.03% | 1,615 | $356K | No change |
| QCOM Qualcomm Inc. | 0.03% | 2,223 | $341K | Reduce -8.1% |
| ORLY O'reilly Automotive Inc. | 0.03% | 282 | $334K | Add +44.6% |
| AVGO Broadcom Inc. | 0.03% | 1,430 | $332K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ACN Accenture PLC Class A | Reduce -79.0% | 0.39% | −1.62 |
| PLD Prologis Inc. | Reduce -82.6% | 0.23% | −1.44 |
| LLY Eli Lilly & Co. | Reduce -21.4% | 2.02% | −1.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 2.04% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 1.27% | −0.10 |
| G Genpact Ltd. | Sold out | 0.00% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -16.3% | 0.18% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -67.0% | 0.02% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -24.4% | 0.09% | −0.04 |
| PEP Pepsico Inc. | Reduce -9.7% | 0.12% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -7.2% | 0.37% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Reduce -37.4% | 0.03% | −0.03 |
| BLK BlackRock Inc. | Reduce -31.1% | 0.06% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 0.36% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 0.09% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -67.2% | 0.01% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -33.7% | 0.03% | −0.02 |
| XLK SS Technology Select Sector | Reduce -0.1% | 0.50% | −0.02 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -10.5% | 0.06% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -84.2% | 0.00% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -19.3% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -4.5% | 0.06% | −0.02 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.02 |
| CSX CSX Corp. | Reduce -60.7% | 0.01% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.6% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.21% | −0.01 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -29.8% | 0.02% | −0.01 |
| GE General Electric | Reduce -27.1% | 0.02% | −0.01 |
| AMGN Amgen Inc. | Reduce -44.3% | 0.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.05% | −0.01 |
| ESS Essex Property Trust Inc. | Sold out | 0.00% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.05% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -17.6% | 0.03% | −0.01 |
| CRM Salesforce Inc. | Reduce -54.4% | 0.01% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -29.1% | 0.02% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -16.9% | 0.04% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -30.4% | 0.02% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 0.10% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -8.1% | 0.03% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -73.2% | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -25.2% | 0.02% | −0.01 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -23.4% | 0.01% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -47.5% | 0.01% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -23.3% | 0.01% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| ICSH iShares Ultra Short Duration | Add +161.4% | 8.57% | +5.02 |
| KKR KKR & Co. Inc. | Add +72807.5% | 1.68% | +1.68 |
| NVDA Nvidia Corp. | Add +1491.3% | 1.62% | +1.52 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 2.47% | +0.27 |
| VEU Vanguard Ftse All-World Ex-U | Add +638.5% | 0.08% | +0.07 |
| APH Amphenol Corp. Class A | Add +2.8% | 3.24% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +191.9% | 0.07% | +0.04 |
| TJX TJX Companies Inc. | Add +218.0% | 0.06% | +0.04 |
| KNSL Kinsale Capital Group Inc. | Add +828.0% | 0.04% | +0.04 |
| AAPL Apple Inc. | Add +2.2% | 1.74% | +0.03 |
| TEL Te Connectivity PLC | Add +1254.1% | 0.04% | +0.03 |
| SPGI S&P Global Inc. | Add +57.3% | 0.11% | +0.03 |
| V Visa Inc. Class A | Add +31.1% | 0.11% | +0.03 |
| META Meta Platforms Inc. Class A | Add +640.0% | 0.03% | +0.03 |
| WSO Watsco Inc. | Add +785.0% | 0.03% | +0.03 |
| IDXX Idexx Laboratories Inc. | Add +1078.7% | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +22.2% | 0.11% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +424.0% | 0.03% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +866.7% | 0.02% | +0.02 |
| STZ Constellation Brands Inc. Class A | Add +548.8% | 0.02% | +0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +412.0% | 0.02% | +0.02 |
| PWR Quanta Services Inc. | Add +2.3% | 2.79% | +0.02 |
| MELI MercadoLibre Inc. | Add +11400.0% | 0.02% | +0.02 |
| NOW ServiceNow Inc. | Add +63.7% | 0.03% | +0.01 |
| ANSS Ansys Inc. | Add +778.6% | 0.02% | +0.01 |
| ECL Ecolab Inc. | Add +152.3% | 0.02% | +0.01 |
| AWK American Water Works Co. Inc. | Add +576.9% | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +265.1% | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +467.6% | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +12.7% | 0.08% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +44.6% | 0.03% | +0.01 |
| CB Chubb Ltd. | Add +36.0% | 0.04% | +0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Add +14885.7% | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +100.6% | 0.01% | +0.00 |
| S Sentinelone Inc. Class A | New | 0.00% | +0.00 |
| HD Home Depot Inc. | Add +20.8% | 0.03% | +0.00 |
| KVUE Kenvue Inc. | Add +196.4% | 0.00% | +0.00 |
| VNLA Janus Henderson Short Durati | Add +40.0% | 0.00% | +0.00 |
| DHR Danaher Corp. | Add +30.7% | 0.06% | +0.00 |
| YUM Yum! Brands Inc. | New | 0.00% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +4.8% | 0.00% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.8% | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Add +10.6% | 0.01% | −0.00 |
| UNP Union Pacific Corp. | Add +1.6% | 0.05% | −0.01 |
| SNPS Synopsys Inc. | Add +11.3% | 2.01% | −0.02 |
| ZTS Zoetis Inc. | Add +0.2% | 0.07% | −0.02 |
| SDG Ish MSCI Glob Sust Deve Goal | Add +0.2% | 0.12% | −0.03 |
| ETN Eaton Corp. PLC | Add +5.9% | 2.24% | −0.03 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.39% | −0.04 |
| MSI Motorola Solutions Inc. | Add +2.6% | 2.45% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 324 | $1.7B | SPY, JPST, ICSH, APH, PWR |
| Q1 2026 | 323 | $1.6B | SPY, JPST, ICSH, APH, PWR |
| Q4 2025 | 329 | $1.6B | SPY, JPST, ICSH, APH, MSFT |
| Q3 2025 | 421 | $1.5B | SPY, JPST, ICSH, APH, MSFT |
| Q2 2025 | 343 | $1.4B | SPY, JPST, ICSH, APH, MSFT |
| Q1 2025 | 342 | $1.2B | SPY, JPST, ICSH, AMZN, MSFT |
| Q4 2024 | 379 | $1.3B | SPY, JPST, ICSH, AMZN, MSFT |
| Q3 2024 | 520 | $1.2B | SPY, JPST, MSFT, AMZN, ICSH |
| Q2 2024 | 332 | $1.1B | SPY, JPST, AMZN, MSFT, ICSH |
| Q1 2024 | 320 | $1.1B | SPY, JPST, AMZN, MSFT, ICSH |