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Foster Dykema Cabot & Partners, LLC

CIK:0002011882
Investment Adviser
$2B AUM
340 holdings
Waltham, MA, United States
Founded:1967
18 employees
Latest filing:Jun 30, 2025

Foster Dykema Cabot & Partners, LLC is a Waltham, MA-based private wealth management and investment advisory firm founded via the acquisition of a business established in 1967. It serves high-net-worth individuals, families, trusts, estates, pension plans, and certain non-profit entities, offering services that include investment management, financial planning, family office, and trust administration. The firm, a wholly owned subsidiary of Focus Financial Partners, manages nearly $2 billion in assets and employs around 18 professionals, including eight investment advisors. Their client base primarily consists of high-net-worth private clients and select institutional investors.

Investment Strategy

Foster Dykema Cabot & Partners implements discretionary, long-term portfolio management for high-net-worth individuals and families. The firm emphasizes strategic asset allocation, investing mainly in publicly traded equities, bonds, mutual funds, and ETFs, with select access for qualified clients to private equity and private real estate funds via pooled investment vehicles. Portfolios are actively managed, monitored continuously, and periodically rebalanced. The firm avoids short-term trading, aiming to generate attractive, after-tax, risk-adjusted returns. For private investments, FDC seeks managers with established track records and applies substantial due diligence.

Top Buys
J
JPSTJP Morgan USD UltraShort Income ETF
+$57.5M
S
SPYSPDR S&P 500 ETF Trust
+$23.5M
A
APHAmphenol Corporation Class A
+$19.9M
P
PWRQuanta Services Com
+$14.4M
M
MSFTMicrosoft Corporation
+$13.9M
Top Sells
T
TMOThermo Fisher Scientific Inc.
-$4.1M
B
BRK-BBerkshire Hathaway Inc. Class B
-$2.7M
V
VRTXVertex Pharmaceuticals Incorporated
-$2.7M
L
LLYEli Lilly and Company
-$2.1M
I
ICSHiShares Ultra Short Duration Bond Active ETF
-$1.5M

Top Holdings

S
SPYSPDR S&P 500 ETF Trust
+18.2%$259.1M
J
JPSTJP Morgan USD UltraShort Income ETF
+13.6%$193.3M
I
ICSHiShares Ultra Short Duration Bond Active ETF
+7.9%$112.6M
A
APHAmphenol Corporation Class A
+4.2%$60.0M
M
MSFTMicrosoft Corporation
+3.9%$55.7M

Equity Positions (339)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF Trust18.22%$259.1M418,128$476.99$617.85+$23.5M
J
JPST
JP Morgan USD UltraShort Income ETF13.60%$193.3M3,814,842$50.40$50.68+$57.5M
I
ICSH
iShares Ultra Short Duration Bond Active ETF7.92%$112.6M2,220,761$50.41$50.71-$1.5M
A
APH
Amphenol Corporation Class A4.22%$60.0M606,215$50.59$98.75+$19.9M
M
MSFT
Microsoft Corporation3.91%$55.7M111,885$381.36$497.41+$13.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+6.0%
ELECTRONIC CONNECTORS
+4.2%
PHARMACEUTICAL PREPARATIONS
+3.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.7%
ELECTRICAL WORK
+3.1%