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CIK: 0002011882
Total reported value
$1.7B
$1.7B
421 檔
41.8%
In Q3 2025, Foster Dykema Cabot & Partners, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 421 disclosed stock positions.
In Q3 2025, Foster Dykema Cabot & Partners, LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 421 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 18.36% | +0.76% | +0.20% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 12.87% | -1.12% | +1.39% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-Other | 7.26% | -0.95% | -1.85% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 4.89% | +0.99% | -0.79% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.19% | +0.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | +0.12% | -0.15% | |
| 7 | PWR | Quanta Services Inc | Stock-Industrials | 3.16% | +0.50% | -0.74% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +0.40% | -1.93% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.42% | +0.69% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | +0.08% | +16.20% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.54% | +0.03% | +0.59% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.54% | +0.07% | -0.09% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 2.27% | +0.13% | +0.99% | |
| 14 | MSI | Motorola Solutions Inc | Stock-Tech | 2.09% | — | +0.20% | |
| 15 | CTAS | Cintas CORP | Stock-Industrials | 2.04% | -0.12% | +0.84% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.90% | -0.09% | +0.22% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 1.78% | — | -0.34% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.75% | -0.22% | -0.06% | |
| 19 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.68% | -0.59% | +0.12% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.04% | +17.12% | |
| 21 | KKR | Kkr & Co Inc | Stock-Financials | 1.61% | — | +2.43% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.56% | +0.04% | -0.38% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.55% | -0.09% | +1.97% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.51% | +0.31% | -0.40% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.43% | -0.01% | +2.67% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.42% | -0.19% | -0.50% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | +0.05% | -0.04% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | +1.95% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.14% | — | |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | -11.36% | |
| 31 | INDB | Independent Bank Corp/ma | Stock-Other | 0.36% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | -1.24% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | +3.27% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.03% | +0.82% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | +0.01% | — | |
| 37 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.12% | — | -1.07% | |
| 38 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.12% | -0.03% | -0.56% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.03% | +3.33% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | -0.01% | +10.10% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | — | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.01% | +24.19% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.01% | +0.51% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | +0.18% | +54.82% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | +16.36% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.01% | +15.19% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | +0.03% | +11.34% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.07% | -0.01% | +16.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +2% | +1.39% | Add |
| 2 | APH | Amphenol Corp-cl A | +1.7% | -0.79% | Trim |
| 3 | NVDA | Nvidia CORP | +1% | +16.20% | Add |
| 4 | PWR | Quanta Services Inc | +0.8% | -0.74% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.93% | Trim |
| 6 | MSFT | Microsoft CORP | +0.5% | +0.88% | Add |
| 7 | ETN | Eaton Corporation plc | +0.3% | +0.99% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +0.59% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +17.12% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +1.95% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +54.82% | Add |
| 12 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 13 | AXP | American Express Co | 0% | -0.09% | Add |
| 14 | ORCL | Oracle CORP | 0% | +5.07% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | 0% | -1.24% | Trim |
| 16 | MS | Morgan Stanley | 0% | +3.66% | Add |
| 17 | CAT | Caterpillar Inc | 0% | +56.50% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +16.36% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | 0% | — | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Add |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +3.27% | Add |
| 22 | BLK | Blackrock Inc | 0% | +5.38% | Add |
| 23 | ABBV | Abbvie Inc | 0% | +15.19% | Add |
| 24 | ABT | Abbott Laboratories | 0% | +16.58% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.24% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 27 | MCD | Mcdonald's CORP | — | +24.19% | Add |
| 28 | PHYS | Sprott Physical Gold Trust | — | -0.56% | Trim |
| 29 | WMT | Walmart Inc | — | +3.33% | Add |
| 30 | ✓ | UniCredit SpA | — | — | Unchanged |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.04% | Trim |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | -0.1% | -11.36% | Trim |
| 33 | NOC | Northrop Grumman CORP | -0.1% | +0.12% | Trim |
| 34 | KKR | Kkr & Co Inc | -0.1% | +2.43% | Add |
| 35 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +1.97% | Add |
| 36 | PG | Procter & Gamble Co/the | -0.1% | +0.82% | Add |
| 37 | SNPS | Synopsys Inc | -0.1% | -0.34% | Trim |
| 38 | LOW | Lowe's Cos Inc | -0.2% | +2.67% | Add |
| 39 | AMZN | Amazon.com Inc | -0.2% | -0.15% | Add |
| 40 | MSI | Motorola Solutions Inc | -0.4% | +0.20% | Add |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.4% | -0.50% | Trim |
| 42 | WM | Waste Management Inc | -0.5% | -0.06% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +0.20% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.6% | -0.40% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +0.22% | Add |
| 46 | COST | Costco Wholesale CORP | -0.6% | +0.69% | Add |
| 47 | VRTX | Vertex Pharmaceuticals Inc | -0.8% | -0.38% | Trim |
| 48 | ICSH | Ishares Ultra Short Duration | -1.9% | -1.85% | Trim |
| 49 | INDB | Independent Bank Corp/ma | — | NEW | New buy |
| 50 | ✓ | Enterprise Bancorp Inc Mass | — | EXIT | Sold out |
According to official SEC Form 13F filings, Foster Dykema Cabot & Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 421 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, JPST, ICSH) accounted for 41.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
INDB
市值: $5.5M
Top Position Liquidated / Trimmed
ENTERPRISE BANCORP INC MASS
前期市值: $1.2M
During Q3 2025, Foster Dykema Cabot & Partners, LLC's top holdings by market value included SPY (18.4%)、JPST (12.9%)、ICSH (7.3%). The largest single position, SPY, represented 18.4% of total portfolio value.
In Q3 2025, Foster Dykema Cabot & Partners, LLC made 47 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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