Foster Dykema Cabot & Co as of Sept. 30, 2016
Portfolio Holdings for Foster Dykema Cabot & Co
Foster Dykema Cabot & Co holds 114 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 15.3 | $70M | 323k | 216.30 | |
Procter & Gamble Company (PG) | 8.6 | $39M | 437k | 89.75 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 6.6 | $30M | 550k | 55.14 | |
Berkshire Hathaway (BRK.B) | 6.1 | $28M | 194k | 144.47 | |
Jpm Hdgd Eq Sel mutual fund (JHEQX) | 4.5 | $21M | 1.2M | 16.73 | |
Mgd Mlp & Pipeline In M utual fund (TORIX) | 3.7 | $17M | 1.2M | 13.94 | |
Aqr Managed Futures Str-i (AQMIX) | 3.6 | $16M | 1.6M | 10.13 | |
Berkshire Hathaway (BRK.A) | 3.4 | $16M | 72.00 | 216222.22 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.9 | $14M | 160k | 83.93 | |
PowerShares FTSE RAFI US 1000 | 2.5 | $11M | 122k | 93.60 | |
Ishares Tr usa min vo (USMV) | 2.5 | $11M | 252k | 45.43 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 2.5 | $11M | 169k | 67.49 | |
Wells Fargo & Company (WFC) | 2.5 | $11M | 255k | 44.28 | |
Vanguard Total Stock Market ETF (VTI) | 2.2 | $10M | 92k | 111.33 | |
Schlumberger (SLB) | 2.2 | $10M | 130k | 78.64 | |
Oracle Corporation (ORCL) | 1.9 | $8.5M | 215k | 39.28 | |
Jp Morgan Alerian Mlp Index | 1.6 | $7.6M | 240k | 31.50 | |
Microsoft Corporation (MSFT) | 1.3 | $5.9M | 102k | 57.60 | |
Exxon Mobil Corporation (XOM) | 1.2 | $5.3M | 61k | 87.28 | |
Merck & Co (MRK) | 1.0 | $4.8M | 77k | 62.41 | |
Pentair cs (PNR) | 1.0 | $4.7M | 73k | 64.24 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $4.6M | 69k | 66.59 | |
Visa (V) | 1.0 | $4.6M | 55k | 82.70 | |
Ega Emerging Global Shs Tr emrg gl dj | 1.0 | $4.4M | 177k | 24.83 | |
Verizon Communications (VZ) | 0.9 | $4.3M | 84k | 51.98 | |
CVS Caremark Corporation (CVS) | 0.9 | $4.2M | 47k | 88.98 | |
Amgen (AMGN) | 0.9 | $4.2M | 25k | 166.83 | |
Carnival Corporation (CCL) | 0.9 | $4.0M | 82k | 48.82 | |
DaVita (DVA) | 0.8 | $3.6M | 54k | 66.07 | |
McKesson Corporation (MCK) | 0.7 | $3.4M | 20k | 166.74 | |
Occidental Petroleum Corporation (OXY) | 0.7 | $3.4M | 47k | 72.92 | |
iShares Russell 1000 Growth Index (IWF) | 0.7 | $3.0M | 29k | 104.17 | |
Coca-Cola Company (KO) | 0.6 | $2.6M | 62k | 42.32 | |
iShares Russell 1000 Value Index (IWD) | 0.6 | $2.5M | 24k | 105.61 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $2.3M | 39k | 59.12 | |
Vanguard S&p 500 Etf idx (VOO) | 0.5 | $2.4M | 12k | 198.70 | |
Johnson & Johnson (JNJ) | 0.5 | $2.2M | 18k | 118.15 | |
Apple (AAPL) | 0.5 | $2.1M | 18k | 113.04 | |
Vanguard Europe Pacific ETF (VEA) | 0.4 | $2.0M | 54k | 37.42 | |
General Electric Company | 0.4 | $1.7M | 56k | 29.62 | |
Pepsi (PEP) | 0.4 | $1.7M | 15k | 108.78 | |
iShares Russell Midcap Index Fund (IWR) | 0.4 | $1.6M | 9.4k | 174.31 | |
iShares Russell 2000 Index (IWM) | 0.3 | $1.5M | 12k | 124.20 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 19k | 80.28 | |
International Business Machines (IBM) | 0.3 | $1.5M | 9.3k | 158.81 | |
Technology SPDR (XLK) | 0.3 | $1.4M | 29k | 47.79 | |
First Trust Morningstar Divid Ledr (FDL) | 0.3 | $1.3M | 46k | 27.27 | |
S&p Global (SPGI) | 0.3 | $1.2M | 9.8k | 126.56 | |
WisdomTree Equity Income Fund (DHS) | 0.3 | $1.2M | 18k | 66.46 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $1.2M | 1.5k | 777.42 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $1.1M | 23k | 46.54 | |
Sprott Physical Gold Trust (PHYS) | 0.2 | $902k | 82k | 10.95 | |
McDonald's Corporation (MCD) | 0.2 | $871k | 7.5k | 115.41 | |
Wal-Mart Stores (WMT) | 0.2 | $849k | 12k | 72.10 | |
iShares Russell 1000 Index (IWB) | 0.2 | $849k | 7.0k | 120.51 | |
Enterprise Ban (EBTC) | 0.2 | $877k | 31k | 28.01 | |
Colgate-Palmolive Company (CL) | 0.2 | $803k | 11k | 74.12 | |
American Express Company (AXP) | 0.2 | $787k | 12k | 64.06 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $799k | 8.0k | 99.88 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $783k | 2.8k | 282.26 | |
Pfizer (PFE) | 0.1 | $695k | 21k | 33.87 | |
Illinois Tool Works (ITW) | 0.1 | $695k | 5.8k | 119.91 | |
Laboratory Corp. of America Holdings | 0.1 | $647k | 4.7k | 137.45 | |
FedEx Corporation (FDX) | 0.1 | $587k | 3.4k | 174.70 | |
Bristol Myers Squibb (BMY) | 0.1 | $575k | 11k | 53.89 | |
3M Company (MMM) | 0.1 | $581k | 3.3k | 176.38 | |
At&t (T) | 0.1 | $578k | 14k | 40.64 | |
Home Depot (HD) | 0.1 | $564k | 4.4k | 128.77 | |
Chevron Corporation (CVX) | 0.1 | $562k | 5.5k | 102.97 | |
LKQ Corporation (LKQ) | 0.1 | $568k | 16k | 35.43 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $557k | 15k | 37.64 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $535k | 665.00 | 804.51 | |
Abbott Laboratories (ABT) | 0.1 | $487k | 12k | 42.31 | |
Walt Disney Company (DIS) | 0.1 | $520k | 5.6k | 92.89 | |
Cisco Systems (CSCO) | 0.1 | $520k | 16k | 31.71 | |
SPDR Gold Trust (GLD) | 0.1 | $477k | 3.8k | 125.69 | |
Dycom Industries (DY) | 0.1 | $463k | 5.7k | 81.77 | |
Tocqueville Tr Gold Fund | 0.1 | $478k | 11k | 42.58 | |
Union Pacific Corporation (UNP) | 0.1 | $402k | 4.1k | 97.57 | |
Lockheed Martin Corporation (LMT) | 0.1 | $407k | 1.7k | 239.84 | |
United Technologies Corporation | 0.1 | $392k | 3.9k | 101.50 | |
Thor Industries (THO) | 0.1 | $394k | 4.7k | 84.64 | |
Abbvie (ABBV) | 0.1 | $430k | 6.8k | 63.12 | |
Walgreen Boots Alliance (WBA) | 0.1 | $425k | 5.3k | 80.61 | |
Loews Corporation (L) | 0.1 | $370k | 9.0k | 41.11 | |
Packaging Corporation of America (PKG) | 0.1 | $350k | 4.3k | 81.30 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $368k | 9.8k | 37.42 | |
Air Products & Chemicals (APD) | 0.1 | $361k | 2.4k | 150.42 | |
Baker Hughes Incorporated | 0.1 | $379k | 7.5k | 50.53 | |
Stryker Corporation (SYK) | 0.1 | $349k | 3.0k | 116.33 | |
iShares S&P 100 Index (OEF) | 0.1 | $376k | 3.9k | 95.94 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $352k | 2.3k | 154.73 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $361k | 4.0k | 91.05 | |
WisdomTree Intl. LargeCap Div (DOL) | 0.1 | $362k | 8.4k | 43.24 | |
Hecla Mining Company (HL) | 0.1 | $313k | 55k | 5.69 | |
Mobile Mini | 0.1 | $317k | 11k | 30.18 | |
Agnico (AEM) | 0.1 | $298k | 5.5k | 54.09 | |
Vanguard European ETF (VGK) | 0.1 | $314k | 6.4k | 48.76 | |
Rolls-Royce (RYCEY) | 0.1 | $326k | 35k | 9.31 | |
Automatic Data Processing (ADP) | 0.1 | $294k | 3.3k | 88.08 | |
Intel Corporation (INTC) | 0.1 | $283k | 7.5k | 37.73 | |
Hershey Company (HSY) | 0.1 | $249k | 2.6k | 95.77 | |
Donaldson Company (DCI) | 0.1 | $224k | 6.0k | 37.33 | |
Armstrong World Industries (AWI) | 0.1 | $207k | 5.0k | 41.40 | |
Allegheny Technologies Incorporated (ATI) | 0.1 | $211k | 12k | 18.03 | |
Dollar General (DG) | 0.1 | $217k | 3.1k | 69.95 | |
PowerShares FTSE RAFI Developed Markets | 0.1 | $218k | 5.9k | 36.79 | |
Vanguard REIT ETF (VNQ) | 0.1 | $234k | 2.7k | 86.67 | |
TreeHouse Foods (THS) | 0.0 | $202k | 2.3k | 87.22 | |
Ariad Pharmaceuticals | 0.0 | $138k | 10k | 13.66 | |
Kayne Anderson Mdstm Energy | 0.0 | $158k | 10k | 15.80 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $108k | 15k | 7.36 | |
New Gold Inc Cda (NGD) | 0.0 | $43k | 10k | 4.30 | |
Amarin Corporation (AMRN) | 0.0 | $32k | 10k | 3.20 |