Foster Dykema Cabot & Partners, LLC
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.
Latest 13F Filing Activity
Foster Dykema Cabot & Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 339 equity positions with a total 13F market value of $1B. The fund increased holdings in JP Morgan Usd Ultrashort Income Etf, SPDR S&P 500 Etf Trust, Amphenol Corporation Class A among other positions. Foster Dykema Cabot & Partners, LLC reduced exposure to Thermo Fisher Scientific Inc., Berkshire Hathaway Inc. Class B, Vertex Pharmaceuticals Incorporated among others.
Top Holdings
Equity Positions (339)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF Trust | 18.22% | $259.1M | 418,128 | $476.99 | $617.85 | +$23.5M |
J JPST | JP Morgan USD UltraShort Income ETF | 13.60% | $193.3M | 3,814,842 | $50.40 | $50.68 | +$57.5M |
I ICSH | iShares Ultra Short Duration Bond Active ETF | 7.92% | $112.6M | 2,220,761 | $50.41 | $50.71 | -$1.5M |
A APH | Amphenol Corporation Class A | 4.22% | $60.0M | 606,215 | $50.59 | $98.75 | +$19.9M |
M MSFT | Microsoft Corporation | 3.91% | $55.7M | 111,885 | $381.36 | $497.41 | +$13.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
| Senior Investment Analyst and Head Trader | Boston, MA , United States | ||
V Vikram Soorma | Partner, Portfolio Manager | Waltham, MA , United States | |
E Ed Terwilliger | Senior Investment Analyst and Head Trader | Boston, MA , United States | |
 | Chief Investment Officer | Boston, MA , United States |
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