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CIK: 0002011882
Total reported value
$1.7B
$1.7B
330 檔
50.0%
At the close of Q4 2025, Foster Dykema Cabot & Partners, LLC disclosed equity holdings valued at approximately $1.7B, spread across 330 reported holdings.
In Q4 2025, Foster Dykema Cabot & Partners, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 330 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 | 17.56% | +0.76% | -0.28% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 15.24% | -1.12% | +26.28% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-Other | 12.51% | -0.95% | +84.71% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 4.25% | +0.99% | -15.15% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.19% | +0.52% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.37% | +0.12% | -1.50% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.40% | +0.67% | |
| 8 | PWR | Quanta Services Inc | Stock-Industrials | 2.64% | +0.50% | -12.29% | |
| 9 | AXP | American Express Co | Stock-Financials | 2.58% | +0.07% | -2.67% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.40% | -0.42% | +7.19% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | +0.03% | -2.57% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.08% | -7.80% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.99% | +0.19% | — | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.31% | -6.52% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.80% | +0.13% | -0.38% | |
| 16 | CTAS | Cintas CORP | Stock-Industrials | 1.76% | -0.12% | +0.70% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.74% | -0.22% | +6.38% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.09% | -2.26% | |
| 19 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.63% | +0.04% | -3.86% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.61% | -0.19% | +1.15% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.04% | -0.90% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.18% | +1701.29% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.54% | -0.59% | +4.45% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.53% | -0.09% | +2.78% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | +0.05% | -2.27% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.06% | -6.53% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.14% | +97.63% | |
| 28 | INDB | Independent Bank Corp/ma | Stock-Other | 0.37% | — | +3.88% | |
| 29 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.35% | +0.02% | -0.69% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.01% | -7.59% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | -5.90% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.03% | -8.51% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | -4.53% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.13% | +0.01% | -17.87% | |
| 35 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.12% | -0.03% | -2.87% | |
| 36 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.11% | — | -0.12% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.03% | -3.28% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | -0.01% | -8.03% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.08% | — | -0.49% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | -0.01% | -6.62% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.08% | -0.01% | -9.73% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.07% | +0.01% | -3.27% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | -19.66% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | -0.01% | -94.95% | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.06% | -0.01% | -1.01% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.06% | +0.03% | -15.71% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.01% | -5.45% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.06% | +0.01% | — | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.06% | — | -4.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +5.3% | +84.71% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +2.4% | +26.28% | Add |
| 3 | AVGO | Broadcom Inc | +1.5% | +1701.29% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.67% | Add |
| 5 | LLY | Eli Lilly & Co | +0.4% | -6.52% | Trim |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1.15% | Add |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -3.86% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -6.53% | Trim |
| 9 | AXP | American Express Co | 0% | -2.67% | Trim |
| 10 | PSLV | Sprott Physical Silver Trust | 0% | -1.43% | Trim |
| 11 | INDB | Independent Bank Corp/ma | 0% | +3.88% | Add |
| 12 | DOV | Dover CORP | 0% | +449.23% | Add |
| 13 | WM | Waste Management Inc | 0% | +6.38% | Add |
| 14 | HSY | Hershey Co/the | 0% | -72.91% | Trim |
| 15 | ABBV | Abbvie Inc | 0% | -19.78% | Trim |
| 16 | MTB | M & T Bank CORP | 0% | -33.28% | Trim |
| 17 | TXN | Texas Instruments Inc | 0% | -51.73% | Trim |
| 18 | BAC | Bank Of America CORP | 0% | -92.18% | Trim |
| 19 | DIS | Walt Disney Co/the | 0% | -23.77% | Trim |
| 20 | AAPL | Apple Inc | 0% | -0.90% | Trim |
| 21 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.78% | Add |
| 22 | ABT | Abbott Laboratories | 0% | -23.30% | Trim |
| 23 | ORCL | Oracle CORP | 0% | -3.86% | Trim |
| 24 | HD | Home Depot Inc | 0% | -31.84% | Trim |
| 25 | XLF | Ss Financial Select Sector | 0% | -85.56% | Trim |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | -17.87% | Trim |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | -5.90% | Trim |
| 28 | VO | Vanguard Mid-cap ETF | -0.1% | -49.65% | Trim |
| 29 | IWF | Ishares Russell 1000 Growth | -0.1% | -7.59% | Trim |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -8.51% | Trim |
| 31 | AMZN | Amazon.com Inc | -0.1% | -1.50% | Trim |
| 32 | NOC | Northrop Grumman CORP | -0.1% | +4.45% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.26% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | -2.57% | Trim |
| 35 | CTAS | Cintas CORP | -0.3% | +0.70% | Add |
| 36 | NVDA | Nvidia CORP | -0.4% | -7.80% | Trim |
| 37 | ETN | Eaton Corporation plc | -0.5% | -0.38% | Trim |
| 38 | MSFT | Microsoft CORP | -0.5% | +0.52% | Add |
| 39 | PWR | Quanta Services Inc | -0.5% | -12.29% | Trim |
| 40 | APH | Amphenol Corp-cl A | -0.6% | -15.15% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -0.28% | Trim |
| 42 | LOW | Lowe's Cos Inc | -1.4% | -94.95% | Trim |
| 43 | KKR | Kkr & Co Inc | -1.6% | -97.90% | Trim |
| 44 | SNPS | Synopsys Inc | -1.8% | -98.68% | Trim |
| 45 | MSI | Motorola Solutions Inc | -2.1% | -98.62% | Trim |
| 46 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 47 | ✓ | UniCredit SpA | — | EXIT | Sold out |
| 48 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 50 | KEL | Kellanova | — | 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 330 disclosed positions in Q4 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 50.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GS
市值: $32.4M
Top Position Liquidated / Trimmed
UniCredit SpA
前期市值: $951.1K
During Q4 2025, Foster Dykema Cabot & Partners, LLC's top holdings by market value included SPY (17.6%)、JPST (15.2%)、ICSH (12.5%). The largest single position, SPY, represented 17.6% of total portfolio value.
In Q4 2025, Foster Dykema Cabot & Partners, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 33 holdings, and fully liquidating 4 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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