Top 50 Foster Dykema Cabot & Co Inc/Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 22.03% | 426.0K | $182K | +0.17%(+703) | โ | 2023-09-30 | |
| JPST | JP Morgan USD UltraShort Income ETF | 10.66% | 1.76M | $88K | +2.79%(+47.77K) | โ | 2023-09-30 | |
| ICSH | iShares Ultra Short-Term Bond ETF | 4.2% | 690.1K | $35K | +0.90%(+6.18K) | โ | 2023-09-30 | |
| AMZN | Amazon.com, Inc. | 4% | 259.9K | $33K | -1.38%(-3.65K) | โ | 2023-09-30 | |
| MSFT | Microsoft Corporation | 3.77% | 98.8K | $31K | -0.11%(-108) | โ | 2023-09-30 | |
| LLY | Eli Lilly and Company | 3.5% | 53.9K | $29K | -0.21%(-115) | โ | 2023-09-30 | |
| COST | Costco Wholesale Corporation | 3.17% | 46.4K | $26K | -0.50%(-231) | โ | 2023-09-30 | |
| APH | Amphenol Corporation Class A | 2.96% | 291.0K | $24K | -0.26%(-765) | โ | 2023-09-30 | |
| PWR | Quanta Services Com | 2.78% | 123.0K | $23K | -0.26%(-317) | โ | 2023-09-30 | |
| TMO | Thermo Fisher Scientific Inc. | 2.61% | 42.6K | $22K | -0.04%(-18) | โ | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Foster Dykema Cabot & Co Inc/Ma reports $826.83K in US-listed equity holdings across 335 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.0%), JPST (10.7%) and ICSH (4.2%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foster Dykema Cabot & Co Inc/Maโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1037558). View Foster Dykema Cabot & Co Inc/Maโs 13F filings on SEC