FOSTER DYKEMA CABOT & CO INC/MA holdings history

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523 is the total number of securities FOSTER DYKEMA CABOT & CO INC/MA has owned. The longest FOSTER DYKEMA CABOT & CO INC/MA has owned a single stock is 42 quarters.

FOSTER DYKEMA CABOT & CO INC/MA historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 Unit Ser 142429.55%16.48%22.41%Q2 2013Q3 202342
PG Procter & Gamble Company42420.58%5.38%12.18%Q2 2013Q3 202342
BRKB Berkshire Hathaway Inc...42422.45%5.08%9.75%Q2 2013Q3 202342
MSFT Microsoft Corporation42421.17%2.32%3.96%Q2 2013Q3 202342
BRKA Berkshire Hathaway Inc...42420.25%2.17%4.76%Q2 2013Q3 202342
JPM JPMorgan Chase & Co.42420.90%2.05%3.58%Q2 2013Q3 202342
VTI Vanguard Total Stock M...42421.48%2.05%2.44%Q2 2013Q3 202342
AXP American Express Company42420.15%0.96%3.65%Q2 2013Q3 202342
AAPL Apple Inc.42420.30%0.92%2.17%Q2 2013Q3 202342
XOM Exxon Mobil Corporation42420.03%0.79%3.01%Q2 2013Q3 202342
KO Coca-Cola Company42420.11%0.43%0.72%Q2 2013Q3 202342
XLK Technology Select Sect...42420.27%0.38%0.57%Q2 2013Q3 202342
JNJ Johnson & Johnson42420.08%0.36%0.63%Q2 2013Q3 202342
PEP PepsiCo, Inc.42420.17%0.29%0.52%Q2 2013Q3 202342
MRK Merck & Co., Inc.42420.07%0.28%1.04%Q2 2013Q3 202342
EBTC Enterprise Bancorp, Inc.42420.10%0.17%0.28%Q2 2013Q3 202342
MCD McDonald's Corporation42420.10%0.17%0.29%Q2 2013Q3 202342
WMT Wal-Mart Stores, Inc.42420.06%0.16%0.34%Q2 2013Q3 202342
CL Colgate-Palmolive Company42420.03%0.13%0.19%Q2 2013Q3 202342
IWR iShares TR Rus Mid (ca...42420.06%0.13%0.36%Q2 2013Q3 202342
PFE Pfizer Inc.42420.03%0.12%0.19%Q2 2013Q3 202342
ABT Abbott Laboratories42420.04%0.10%0.16%Q2 2013Q3 202342
MMM 3M Company42420.02%0.09%0.15%Q2 2013Q3 202342
UNP Union Pacific Corporation42420.06%0.09%0.12%Q2 2013Q3 202342
LMT Lockheed Martin Corpor...42420.04%0.07%0.10%Q2 2013Q3 202342
HSY The Hershey Company42420.03%0.05%0.07%Q2 2013Q3 202342
VIG Vanguard Specialized (...41410.03%1.37%4.72%Q3 2013Q3 202341
LLY Eli Lilly & Company25160.03%0.50%3.50%Q2 2013Q3 202341
BMY Bristol-Myers Squibb C...3830.01%0.11%0.19%Q2 2013Q3 202341
CSCO Cisco Systems, Inc.3830.04%0.10%0.19%Q2 2013Q3 202341
VOO Vanguard S&P 500 Index...40400.15%0.45%1.05%Q4 2013Q3 202340
DIS Walt Disney Company3730.02%0.39%2.18%Q2 2013Q3 202340
LH Laboratory Corporation...2730.00%0.10%0.30%Q2 2013Q3 202340
APD Air Products & Chemica...3730.01%0.07%0.12%Q2 2013Q3 202340
L Loews Corporation3820.01%0.07%0.12%Q2 2013Q2 202340
IBM IBM Corporation3420.02%0.96%4.03%Q2 2013Q3 202339
ITW Illinois Tool Works Inc.3630.02%0.11%0.16%Q2 2013Q3 202339
ADP Automatic Data Process...18100.03%0.07%0.09%Q2 2013Q3 202339
INTC Intel Corporation3810.03%0.06%0.11%Q4 2013Q3 202339
IWM iShares Russell 2000 (...38380.04%0.10%0.34%Q2 2014Q3 202338
MKC McCormick & Co., Inc. ...37370.04%0.17%0.26%Q2 2013Q2 202237
IEFA iShares Core MSCI EAFE...36361.63%6.44%8.75%Q4 2014Q3 202336
QUAL iShares MSCI USA Quali...36360.04%2.06%4.18%Q4 2014Q3 202336
IWF iShares TR Russell 100...2970.05%0.39%0.68%Q3 2014Q3 202336
ABBV AbbVie, Inc.3210.05%0.08%0.16%Q2 2013Q3 202336
USMV iShares MSCI USA Min V...3230.02%2.50%4.16%Q4 2014Q3 202335
VEA Vanguard Tax-Managed (...2530.01%0.46%3.93%Q2 2014Q3 202334
WFC Wells Fargo Co New2820.00%2.05%4.92%Q2 2013Q3 202333
GOOG Alphabet Inc. Class C33330.22%0.39%0.65%Q3 2015Q3 202333
GOOGL Alphabet Inc. Class A33330.10%0.23%0.43%Q3 2015Q3 202333
VWO Vanguard FTSE Emerging...2120.02%0.11%0.16%Q2 2013Q3 202333
T AT&T Inc.33330.03%0.09%0.16%Q2 2013Q2 202133
GE General Electric Company32320.02%0.26%0.60%Q2 2013Q1 202132
PHYS Sprott Physical Gold (...32320.07%0.13%0.20%Q4 2015Q3 202332
SPGI S&P Global, Inc.31310.06%0.24%0.58%Q1 2016Q3 202331
V VISA Inc. Class A Shrs2730.02%1.53%2.64%Q1 2016Q3 202330
IWD iShares Russell 1000 V...2910.09%0.30%0.55%Q3 2014Q3 202330
IVV iShares S&P 500 Index ...20100.06%0.12%0.21%Q3 2013Q3 202330
PSLV Sprott Physical (silve...30300.01%0.02%0.04%Q2 2016Q3 202330
ORCL Oracle Corporation2420.02%1.68%4.80%Q3 2013Q3 202329
MTUM iShares TR USA Momentu...28280.02%2.60%4.31%Q4 2016Q3 202328
UTX United Technologies Co...28280.04%0.09%0.19%Q2 2013Q1 202028
JPMorgan Hedged Equity...27274.38%10.68%14.55%Q3 2015Q1 202227
SLB Schlumberger NV27270.08%1.60%3.16%Q2 2013Q4 201927
CVX Chevron Corporation2220.01%0.47%1.84%Q2 2013Q3 202327
EEM iShares MSCI Emerging ...1210.00%0.31%1.88%Q2 2013Q3 202327
HD Home Depot, Inc.2610.01%0.12%0.16%Q2 2013Q3 202327
IVW iShares TR S & P 500 G...26260.08%1.64%4.29%Q2 2017Q3 202326
PGR Progressive Corporation2420.04%0.06%0.10%Q1 2016Q3 202226
IJR iShares Core S&P Small...13120.03%1.24%2.71%Q4 2016Q3 202325
GLD SPDR Gold Trust ETF2230.02%0.11%0.30%Q2 2013Q3 202325
SYK Stryker Corporation25250.06%0.08%0.10%Q3 2013Q3 201925
DCI Donaldson Company, Inc.1420.00%0.05%0.07%Q2 2013Q3 202325
VZ Verizon Communications...1620.00%0.55%1.24%Q2 2013Q3 202324
BLK BlackRock, Inc.24240.04%0.20%0.87%Q4 2017Q3 202324
EFA iShares MSCI EAFE ETF1610.01%0.11%0.51%Q3 2013Q3 202324
AMZN Amazon.Com Inc23230.05%2.20%4.04%Q1 2018Q3 202323
BDX Becton Dickinson & Com...1820.01%1.25%2.06%Q2 2017Q3 202323
SDG iShares Trust iShares ...23230.14%0.20%0.26%Q1 2018Q3 202323
JCI Johnson Controls Inter...23230.05%0.10%0.24%Q3 2016Q1 202223
APH Amphenol Corporation C...22220.70%2.16%3.11%Q2 2018Q3 202322
SUSA iShares MSCI USA ESG S...1930.00%0.06%0.10%Q1 2015Q3 202322
OEF iShares S&P 100 ETF1830.01%0.07%0.09%Q3 2015Q3 202321
NFLX Netflix, Inc.1730.02%0.07%0.14%Q1 2018Q3 202320
TMO Thermo Fisher Scientif...19191.45%2.57%3.23%Q1 2019Q3 202319
BA Boeing Company1310.00%1.83%3.33%Q3 2013Q3 202319
ECON Columbia Emerging Mark...840.02%0.20%0.84%Q4 2016Q4 202119
COST Costco Wholesale Corpo...18181.64%2.58%3.34%Q2 2019Q3 202318
ACN Accenture PLC Ireland ...18181.60%2.16%2.72%Q2 2019Q3 202318
IWB iShares Russell 1000 ETF18180.13%0.16%0.20%Q3 2015Q4 201918
BAX Baxter International, ...920.01%0.05%0.09%Q2 2013Q3 202317
PNR Pentair PLC16160.12%0.78%1.29%Q2 2014Q1 201816
SPYX SPDR S&P 500 Fossil Fu...16160.04%0.31%0.48%Q4 2019Q3 202316
PLD Prologis Incorporated15150.05%2.07%2.73%Q1 2020Q3 202315
PRF Invesco FTSE RAFI US 1...1020.00%1.51%3.28%Q2 2018Q3 202315
CVS CVS Health Corporation1230.01%1.03%1.70%Q4 2013Q3 202315
COP ConocoPhillips1230.02%0.19%0.32%Q2 2013Q3 202315
SSTI SoundThinking, Inc.830.03%0.10%0.33%Q4 2017Q3 202315
Tocqueville Gold Fund15150.05%0.07%0.10%Q2 2016Q4 201915
STT State Street Corporation1230.00%0.06%0.10%Q2 2013Q3 202315
ARIA ARIAD Pharmaceuticals,...15150.01%0.02%0.05%Q2 2013Q4 201615
PRF PowerShares FTSE RAFI ...14141.98%2.73%3.30%Q4 2014Q1 201814
LOW Lowes Cos. Inc.14141.68%2.32%3.11%Q2 2020Q3 202314
VGK Vanguard FTSE Europe ETF1220.01%2.31%5.25%Q4 2013Q3 202314
DVA DaVita Inc.14140.78%1.96%3.12%Q2 2013Q3 201614
DHR Danaher Corporation14140.04%0.04%0.05%Q2 2020Q3 202314
SHW Sherwin-Williams Company1030.00%1.50%2.67%Q2 2020Q3 202313
CB Chubb Limited850.02%0.28%0.72%Q4 2017Q3 202313
SJM J. M. Smucker Company13130.08%0.11%0.14%Q4 2016Q4 201913
RYN Rayonier, Inc.850.04%0.07%0.14%Q2 2013Q1 201813
VXUS Vanguard Total Interna...13130.03%0.03%0.06%Q3 2020Q3 202313
VTV Vanguard Value Index Fund1210.03%0.03%0.04%Q4 2019Q3 202313
XLI Industrial Select Sect...12121.96%2.33%2.70%Q4 2020Q3 202312
XLF Financial Select Secto...12121.48%2.06%2.48%Q4 2020Q3 202312
NKE NIKE, Inc. Class B720.00%1.02%2.36%Q3 2019Q3 202312
FDX FedEx Corporation930.01%0.05%0.13%Q3 2016Q3 202312
AMLP Alerian MLP ETF11110.11%3.46%6.74%Q2 2013Q4 201511
DVN Devon Energy Corporation1010.00%1.28%2.02%Q2 2013Q3 202211
BAC Bank Of America Corpor...620.00%0.70%1.35%Q2 2013Q3 202311
MHFI McGraw Hill Financial,...11110.16%0.21%0.26%Q2 2013Q4 201511
ADT ADT Corporation11110.07%0.10%0.16%Q3 2013Q1 201611
EMR Emerson Electric Co.830.01%0.05%0.07%Q3 2013Q3 202311
AMGN Amgen Inc.730.01%0.66%1.08%Q2 2015Q3 202310
LAZR Luminar Technologies, ...10100.01%0.24%0.63%Q2 2021Q3 202310
MDY SPDR S&P Midcap 400 ET...430.01%0.08%0.17%Q3 2016Q3 202310
IXUS iShares Core MSCI Tota...10100.03%0.04%0.04%Q1 2019Q2 202110
BABA Alibaba Group Holding ...410.00%0.03%0.05%Q1 2018Q3 202310
A309PS DirecTV990.18%3.40%4.44%Q2 2013Q2 20159
NOV National Oilwell Varco...991.45%1.88%2.20%Q2 2013Q2 20159
GOOGL Google Inc. Class A990.10%0.15%0.23%Q2 2013Q2 20159
FDL First Trust Morningsta...540.04%0.13%0.28%Q3 2016Q4 20199
MNKKQ Mallinckrodt plc990.07%0.11%0.17%Q3 2013Q3 20159
GIS General Mills, Inc.420.01%0.10%0.23%Q1 2020Q3 20239
DBAW Xtrackers MSCI All Wor...990.09%0.10%0.10%Q4 2017Q4 20199
ACWX iShares MSCI ACWI ex U...990.08%0.09%0.10%Q4 2017Q4 20199
IWO iShares Russell 2000 G...990.05%0.05%0.06%Q4 2017Q4 20199
BP BP P.L.C. Sponsored ADR630.01%0.04%0.07%Q4 2013Q3 20239
TSLA Tesla Motors, Inc.630.03%0.04%0.05%Q4 2020Q3 20239
RTX Raytheon Technologies ...990.03%0.03%0.04%Q3 2021Q3 20239
VRTX Vertex Pharmaceuticals...530.03%1.43%2.50%Q4 2020Q3 20238
CCL Carnival Corporation880.76%0.82%0.88%Q2 2016Q1 20188
HEDJ WisdomTree Europe Hedg...710.04%0.09%0.11%Q4 2014Q1 20178
KRBN Kraneshares TR (global...880.05%0.06%0.06%Q4 2021Q3 20238
PKG Packaging Corporation ...620.00%0.05%0.09%Q3 2016Q3 20238
ZTS Zoetis, Inc. Class A880.04%0.04%0.06%Q4 2021Q3 20238
QCOM Qualcomm Incorporated880.02%0.04%0.06%Q4 2021Q3 20238
SLYV SPDR S&P 600 Small Cap...440.03%0.03%0.03%Q3 2021Q3 20238
SYY Sysco Corporation320.01%0.02%0.04%Q2 2018Q3 20238
Salient MLP & Energy I...772.56%3.39%3.80%Q1 2014Q3 20157
UPLMQ Ultra Petroleum Corp.770.04%1.47%2.12%Q2 2013Q4 20147
F113PS Covidien PLC770.32%0.66%0.88%Q2 2013Q4 20147
TYC Tyco International PLC770.20%0.24%0.28%Q4 2014Q2 20167
GOLD Barrick Gold Corp.430.01%0.07%0.12%Q2 2013Q3 20237
DRI Darden Restaurants, Inc.430.00%0.06%0.12%Q1 2020Q3 20237
PXF PowerShares FTSE RAFI ...770.04%0.04%0.05%Q3 2016Q1 20187
PM Philip Morris Internat...770.03%0.03%0.04%Q1 2022Q3 20237
VNQ Vanguard REIT Index Fund430.00%0.03%0.06%Q2 2016Q3 20237
TGT Target Corporation430.02%0.03%0.04%Q2 2021Q3 20237
A Agilent Technologies, ...320.02%0.02%0.03%Q3 2021Q3 20237
JPST JP Morgan USD UltraSho...6610.08%15.23%24.90%Q2 2022Q3 20236
ICSH iShares Ultra Short-Te...664.05%5.28%7.54%Q2 2022Q3 20236
PSX Phillips 66310.01%0.16%0.90%Q2 2013Q3 20236
4945SC Kinder Morgan Energy P...660.12%0.14%0.16%Q2 2013Q3 20146
LKQ LKQ Corporation660.03%0.08%0.12%Q3 2016Q4 20176
IWS iShares Russell Mid Ca...660.07%0.07%0.08%Q2 2014Q3 20156
THO Thor Industries, Inc.660.04%0.07%0.09%Q3 2016Q4 20176
VB Vanguard Small Cap ETF660.06%0.07%0.08%Q2 2014Q3 20156
ETN Eaton Corp. Plc330.00%0.06%0.13%Q2 2013Q3 20236
EFAX SPDR MSCI EAFE Fossil ...330.02%0.05%0.12%Q1 2022Q3 20236
IJH iShares Core S&P Mid-C...420.00%0.05%0.08%Q3 2016Q3 20236
VRX Valeant Pharmaceuticals551.13%3.44%4.32%Q2 2013Q2 20145
Tortoise MLP & Pipelin...552.40%3.10%3.70%Q4 2015Q4 20165
PWR Quanta Services Com551.39%2.42%2.85%Q3 2022Q3 20235
AMJ JPMorgan Alerian MLP I...551.30%2.17%3.10%Q4 2015Q4 20165
WM Waste Management, Inc.551.46%2.10%2.39%Q3 2022Q3 20235
XLV Healthcare Select Sect...551.50%2.08%2.46%Q3 2022Q3 20235
NOC Northrop Grumman Corp.551.48%1.89%2.46%Q3 2022Q3 20235
MSCI MSCI Inc.550.71%0.85%1.00%Q3 2018Q3 20195
OXY Occidental Petroleum C...550.52%0.67%0.81%Q4 2015Q4 20165
TYC Tyco International Ltd.550.28%0.29%0.30%Q3 2013Q3 20145
GOOG Google Inc. Class C550.09%0.14%0.21%Q2 2014Q2 20155
VDE Vanguard Energy ETF550.04%0.04%0.05%Q4 2016Q4 20175
ATI Allegheny Technologies...550.03%0.04%0.05%Q1 2016Q1 20175
TXN Texas Instruments Inco...320.00%0.03%0.06%Q4 2021Q3 20235
TJX TJX Companies, Inc.320.00%0.02%0.06%Q2 2015Q3 20235
MMC Marsh & McLennan Compa...320.02%0.02%0.02%Q2 2022Q3 20235
CAT Caterpillar Inc.320.02%0.02%0.03%Q2 2022Q3 20235
K Kellogg Company Com320.02%0.02%0.02%Q2 2022Q3 20235
HSIC Henry Schein Inc Com320.01%0.02%0.02%Q2 2022Q3 20235
NTRS Northern Trust Corpora...320.01%0.02%0.02%Q2 2022Q3 20235
SRE Sempra Energy320.01%0.01%0.02%Q2 2022Q3 20235
ECON EGShares Emerging Mark...440.86%0.92%0.96%Q4 2015Q3 20164
SNY Sanofi440.08%0.63%1.33%Q2 2013Q1 20144
DHS WisdomTree High Divide...440.21%0.22%0.26%Q3 2016Q2 20174
LUK Leucadia National Corp.440.16%0.18%0.23%Q2 2013Q1 20144
DY Dycom Industries, Inc.440.08%0.08%0.10%Q3 2016Q2 20174
BHI Baker Hughes Incorporated440.07%0.08%0.09%Q3 2016Q2 20174
WBA Walgreens Boots Allian...440.07%0.08%0.09%Q3 2016Q2 20174
PBCT People's United Financ...440.06%0.07%0.08%Q1 2020Q4 20204
RYCEY Rolls-Royce Holdings P...440.05%0.06%0.07%Q3 2016Q2 20174
HL Hecla Mining Company440.05%0.06%0.07%Q3 2016Q2 20174
AEM Agnico-Eagle Mines Lim...440.04%0.05%0.06%Q3 2016Q2 20174
AWI Armstrong World Indust...440.04%0.04%0.04%Q3 2016Q2 20174
PXD Pioneer Natural Resour...310.03%0.04%0.06%Q2 2014Q3 20224
KMF Kayne Anderson Midstre...440.03%0.03%0.04%Q3 2016Q2 20174
BND Vanguard BD Index FD I...310.02%0.02%0.03%Q2 2022Q3 20234
General Electric Company310.01%0.02%0.03%Q2 2021Q3 20234
NSC Norfolk Southern Corpo...310.00%0.02%0.06%Q4 2013Q3 20234
AEP American Electric Powe...310.01%0.01%0.04%Q4 2020Q3 20234
CMI Cummins Inc.310.01%0.01%0.02%Q3 2022Q3 20234
WAT Waters Corporation310.01%0.01%0.01%Q2 2022Q3 20234
USHY iShares Broad USD High...310.01%0.01%0.02%Q2 2022Q3 20234
S SentinelOne, Inc. Class A310.00%0.01%0.03%Q4 2021Q3 20234
2108SC El Paso Pipeline Partn...331.72%2.60%3.68%Q2 2013Q4 20133
EL The Estee Lauder Cos Inc.330.93%1.05%1.18%Q3 2021Q1 20223
VOD Vodafone Group PLC330.24%0.87%1.31%Q2 2013Q4 20133
IEMG iShares Core MSCI Emer...210.06%0.74%1.12%Q4 2017Q1 20203
PNR Pentair Inc.330.14%0.15%0.16%Q3 2013Q1 20143
RSP Invesco S&P 500 Equal ...330.11%0.13%0.17%Q1 2023Q3 20233
HEP Holly Energy Partners LP330.08%0.12%0.18%Q2 2013Q4 20133
Gateway Fund Class Y330.06%0.07%0.08%Q1 2014Q3 20143
MHK Mohawk Industries, Inc.330.05%0.06%0.07%Q4 2015Q2 20163
KMI Kinder Morgan Inc Class P210.00%0.05%0.14%Q4 2014Q3 20233
MTB M&T Bank Corporation330.02%0.04%0.06%Q1 2023Q3 20233
American Electric Powe...330.04%0.04%0.05%Q1 2020Q3 20203
SEDG Solaredge330.02%0.04%0.05%Q1 2023Q3 20233
ISRG Intuitive Surgical Inc...210.00%0.03%0.09%Q3 2013Q3 20233
CSX CSX Corporation330.03%0.03%0.03%Q1 2023Q3 20233
MO Altria Group Inc330.02%0.02%0.02%Q1 2023Q3 20233
SO Southern Company330.02%0.02%0.02%Q1 2023Q3 20233
ED Consolidated Edison, Inc.330.02%0.02%0.02%Q1 2023Q3 20233
ADI Analog Devices, Inc.330.02%0.02%0.02%Q1 2023Q3 20233
MDT Medtronic Plc330.02%0.02%0.02%Q1 2023Q3 20233
MDLZ Mondelez International...330.02%0.02%0.02%Q1 2023Q3 20233
OTIS Otis Worldwide Corpora...330.01%0.01%0.02%Q1 2023Q3 20233
CARR Carrier Global Corp.330.01%0.01%0.02%Q1 2023Q3 20233
IPG Interpublic Group of C...330.01%0.01%0.02%Q1 2023Q3 20233
NEE NextEra Energy, Inc.330.01%0.01%0.02%Q1 2023Q3 20233
XYL Xylem Inc.330.01%0.01%0.01%Q1 2023Q3 20233
MAR Marriott International...330.01%0.01%0.01%Q1 2023Q3 20233
ES Eversource Energy330.01%0.01%0.01%Q1 2023Q3 20233
SBUX Starbucks Corporation330.01%0.01%0.01%Q1 2023Q3 20233
BBY Best Buy Co., Inc.330.01%0.01%0.01%Q1 2023Q3 20233
ENB Enbridge Inc.330.01%0.01%0.01%Q1 2023Q3 20233
TD Toronto-Dominion Bank330.01%0.01%0.01%Q1 2023Q3 20233
XEL Xcel Energy, Inc.330.01%0.01%0.01%Q1 2023Q3 20233
ZBH Zimmer Biomet Holdings...330.01%0.01%0.01%Q1 2023Q3 20233
QQQ Invesco QQQ Trust330.01%0.01%0.01%Q1 2023Q3 20233
SPOT Spotify Technology SA330.01%0.01%0.01%Q1 2023Q3 20233
GLW Corning Inc330.01%0.01%0.01%Q1 2023Q3 20233
DUK Duke Energy Corporation330.01%0.01%0.01%Q1 2023Q3 20233
GD General Dynamics Corpo...330.01%0.01%0.01%Q1 2023Q3 20233
NVDA NVIDIA Corporation330.00%0.01%0.01%Q1 2023Q3 20233
GSK PLC Spon Ads330.01%0.01%0.01%Q1 2023Q3 20233
ITOT iShares Core S&P Totl ...330.00%0.00%0.01%Q1 2023Q3 20233
PAYX Paychex, Inc.330.00%0.00%0.01%Q1 2023Q3 20233
D Dominion Resources, Inc.330.00%0.00%0.01%Q1 2023Q3 20233
AEE Ameren Corporation330.00%0.00%0.01%Q1 2023Q3 20233
PGC Peapack-Gladstone Fina...330.00%0.00%0.01%Q1 2023Q3 20233
WDAY Workday Inc Com330.00%0.00%0.00%Q1 2023Q3 20233
GE Healthcare330.00%0.00%0.00%Q1 2023Q3 20233
PEG Public Service Enterpr...330.00%0.00%0.00%Q1 2023Q3 20233
BKNG Booking Holdings Inc.330.00%0.00%0.00%Q1 2023Q3 20233
ROP Roper Technologies, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
DOV Dover Corporation330.00%0.00%0.00%Q1 2023Q3 20233
BTG B2gold Corp Com330.00%0.00%0.00%Q1 2023Q3 20233
MOS Mosaic Company330.00%0.00%0.00%Q1 2023Q3 20233
DTE DTE Energy Company330.00%0.00%0.00%Q1 2023Q3 20233
VFH Vanguard Financials ETF330.00%0.00%0.00%Q1 2023Q3 20233
SPYV SPDR Portfolio S&P 500...330.00%0.00%0.00%Q1 2023Q3 20233
KMB Kimberly Clark Corp. (...330.00%0.00%0.00%Q1 2023Q3 20233
NSRGY Nestle S.A. Sponsored ADR330.00%0.00%0.00%Q1 2023Q3 20233
CPK Chesapeake Utilities C...330.00%0.00%0.00%Q1 2023Q3 20233
NI Nisource, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
IUSG iShares Core Russell U...330.00%0.00%0.00%Q1 2023Q3 20233
FTV Fortive Corp.330.00%0.00%0.00%Q1 2023Q3 20233
EVRG Evergy, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
ALL Allstate Corp330.00%0.00%0.00%Q1 2023Q3 20233
SDY SPDR S&P Dividend ETF330.00%0.00%0.00%Q1 2023Q3 20233
CI Cigna Corporation330.00%0.00%0.00%Q1 2023Q3 20233
SHOP Shopify, Inc. Class A330.00%0.00%0.00%Q1 2023Q3 20233
ARVN Arvinas, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
DPZ Domino's Pizza, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
Haleon PLC Spon Ads330.00%0.00%0.00%Q1 2023Q3 20233
TIP iShares TIPS Bond ETF330.00%0.00%0.00%Q1 2023Q3 20233
SPEM SPDR Portfolio (emergi...330.00%0.00%0.00%Q1 2023Q3 20233
XLE Energy Select Sector S...330.00%0.00%0.00%Q1 2023Q3 20233
HIG Hartford Financial Ser...330.00%0.00%0.00%Q1 2023Q3 20233
TRV Travelers Companies, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
ARKK ARK Innovation ETF330.00%0.00%0.00%Q1 2023Q3 20233
BIDU Baidu Inc Sponsored AD...330.00%0.00%0.00%Q1 2023Q3 20233
CMCSA Comcast Corporation Cl...330.00%0.00%0.00%Q1 2023Q3 20233
LQD iShares iBoxx $invst G...330.00%0.00%0.00%Q1 2023Q3 20233
EFG iShares MSCI EAFE Grow...330.00%0.00%0.00%Q1 2023Q3 20233
DTM DT Midstream, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
FB Meta Platforms Inc. Cl...330.00%0.00%0.00%Q1 2023Q3 20233
CHX ChampionX Corporation330.00%0.00%0.00%Q1 2023Q3 20233
Lucid Group, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
EA Electronic Arts Inc.330.00%0.00%0.00%Q1 2023Q3 20233
IAU iShares Gold Trust330.00%0.00%0.00%Q1 2023Q3 20233
Av-Intel Inc.330.00%0.00%0.00%Q1 2023Q3 20233
IQ iQIYI, Inc. Sponsored ...330.00%0.00%0.00%Q1 2023Q3 20233
CRSP CRISPR Therapeutics AG330.00%0.00%0.00%Q1 2023Q3 20233
PDBC Invesco Optimum Yield ...330.00%0.00%0.00%Q1 2023Q3 20233
IJS iShares S&P Smallcap (...330.00%0.00%0.00%Q1 2023Q3 20233
CHPT ChargePoint Holdings, ...330.00%0.00%0.00%Q1 2023Q3 20233
ILMN Illumina, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
SLYG SPDR S&P 600 Small Cap...330.00%0.00%0.00%Q1 2023Q3 20233
AMBA Ambarella, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
GH Guardant Health, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
RWO SPDR Dow Jones Global ...330.00%0.00%0.00%Q1 2023Q3 20233
Kyndryl Holdings Incor...330.00%0.00%0.00%Q1 2023Q3 20233
Z Zillow Group, Inc. Cla...330.00%0.00%0.00%Q1 2023Q3 20233
LMND Lemonade Inc330.00%0.00%0.00%Q1 2023Q3 20233
ZimVie Inc.330.00%0.00%0.00%Q1 2023Q3 20233
F Ford Motor Company330.00%0.00%0.00%Q1 2023Q3 20233
SYF Synchrony Financial330.00%0.00%0.00%Q1 2023Q3 20233
Warner Bros. Discovery...330.00%0.00%0.00%Q1 2023Q3 20233
EXEL Exelixis, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
MRNA Moderna, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
AX Axos Financial, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
TDOC Teladoc Health, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
ETSY Etsy, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
TCEHY Tencent Holdings Ltd. ...330.00%0.00%0.00%Q1 2023Q3 20233
Embecta Corporation330.00%0.00%0.00%Q1 2023Q3 20233
DDOG Datadog Inc CL A Com330.00%0.00%0.00%Q1 2023Q3 20233
TERA Teraforce Technology C...330.00%0.00%0.00%Q1 2023Q3 20233
TWTR Twitter, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
WOOF Petco Hlth & Wellness ...330.00%0.00%0.00%Q1 2023Q3 20233
DOCU DocuSign, Inc.330.00%0.00%0.00%Q1 2023Q3 20233
AQR Managed Futures St...223.56%3.70%3.83%Q2 2016Q3 20162
VRSK Verisk Analytics Inc221.04%1.09%1.13%Q2 2019Q3 20192
RSG Republic Services Inc221.01%1.03%1.05%Q2 2013Q3 20132
L109PS Access Midstream Partn...220.58%0.63%0.67%Q3 2013Q4 20132
Heliogen Inc220.20%0.34%0.48%Q1 2022Q2 20222
NXU Novus Capital Corp. II...220.11%0.12%0.12%Q3 2021Q4 20212
Automatic Data Process...220.07%0.08%0.08%Q1 2016Q2 20162
MS Morgan Stanley220.05%0.07%0.10%Q2 2023Q3 20232
Cold Snap Corp.220.07%0.07%0.07%Q2 2022Q3 20222
DOL WisdomTree Internation...110.04%0.06%0.08%Q3 2016Q2 20172
NMT Nuveen Massachusetts Q...220.03%0.06%0.09%Q2 2023Q3 20232
VT Vanguard Total World S...220.02%0.04%0.06%Q2 2023Q3 20232
PXF Invesco FTSE RAFI Deve...220.04%0.04%0.04%Q2 2018Q3 20182
UniCredit Spa NPV220.03%0.04%0.04%Q2 2023Q3 20232
VIGI Vanguard International...220.03%0.03%0.03%Q1 2019Q2 20192
NVO Novo Nordisk A/S Spons...220.03%0.03%0.03%Q2 2023Q3 20232
MCI Preferred Income220.03%0.03%0.03%Q3 2022Q4 20222
Shell PLC220.02%0.02%0.02%Q2 2023Q3 20232
MLPX Global X MLP & Energy ...220.02%0.02%0.02%Q2 2023Q3 20232
VIEW View Inc220.02%0.02%0.02%Q1 2021Q2 20212
GCTAY Siemens Gamesa Renewab...220.01%0.01%0.02%Q1 2021Q2 20212
AVGO Broadcom Inc.220.01%0.01%0.01%Q2 2023Q3 20232
AZN Astrazeneca PLC Spons ADR220.01%0.01%0.01%Q2 2023Q3 20232
BX Blackstone Group Inc220.01%0.01%0.01%Q2 2023Q3 20232
DLR Digital Realty Trust, ...220.01%0.01%0.01%Q2 2023Q3 20232
CCI Crown Castle Int'l Corp.220.01%0.01%0.01%Q2 2023Q3 20232
VUG Vanguard Growth ETF220.00%0.00%0.00%Q2 2023Q3 20232
CME Cme Group Inc220.00%0.00%0.00%Q2 2023Q3 20232
RH RH Com220.00%0.00%0.00%Q2 2023Q3 20232
CRWD Crowdstrike Holdings220.00%0.00%0.00%Q2 2023Q3 20232
AMD Advanced Micro Devices...220.00%0.00%0.00%Q2 2023Q3 20232
URI United Rentals Inc220.00%0.00%0.00%Q2 2023Q3 20232
DHI D.R. Horton Inc.220.00%0.00%0.00%Q2 2023Q3 20232
NDSN Nordson Corp220.00%0.00%0.00%Q2 2023Q3 20232
TRGP Targa Resources Corp.220.00%0.00%0.00%Q2 2023Q3 20232
RJF Raymond James Financia...220.00%0.00%0.00%Q2 2023Q3 20232
MPWR Monolithic Power220.00%0.00%0.00%Q2 2023Q3 20232
SEM Select Medical220.00%0.00%0.00%Q2 2023Q3 20232
AGM Federal Agricultural220.00%0.00%0.00%Q2 2023Q3 20232
MA Mastercard Inc.220.00%0.00%0.00%Q2 2023Q3 20232
MSA Msa Safety Inc220.00%0.00%0.00%Q2 2023Q3 20232
CFR Cullen Frost Bankers Inc.220.00%0.00%0.00%Q2 2023Q3 20232
WSM Williams-Sonoma, Inc.220.00%0.00%0.00%Q2 2023Q3 20232
MDC MDC Holdings Inc.220.00%0.00%0.00%Q2 2023Q3 20232
LFUS Littlefuse, Inc.220.00%0.00%0.00%Q2 2023Q3 20232
LECO Lincoln Electric Holdi...220.00%0.00%0.00%Q2 2023Q3 20232
LNT Alliant Energy Corp220.00%0.00%0.00%Q2 2023Q3 20232
DOX Amdocs LTD220.00%0.00%0.00%Q2 2023Q3 20232
GS Goldman Sachs Group Inc.220.00%0.00%0.00%Q2 2023Q3 20232
AGO Assured Guaranty LTD220.00%0.00%0.00%Q2 2023Q3 20232
HLNE Hamilton Lane Inc CL220.00%0.00%0.00%Q2 2023Q3 20232
AIN Albany International220.00%0.00%0.00%Q2 2023Q3 20232
SNA Snap-on Incorporated220.00%0.00%0.00%Q2 2023Q3 20232
HON Honeywell Internationa...220.00%0.00%0.00%Q2 2023Q3 20232
HUBB Hubbell Inc Com220.00%0.00%0.00%Q2 2023Q3 20232
HUN Huntsman Corp220.00%0.00%0.00%Q2 2023Q3 20232
GOLF Acushnet Holdings Corp.220.00%0.00%0.00%Q2 2023Q3 20232
IDA Idaho Power Company220.00%0.00%0.00%Q2 2023Q3 20232
INGR Ingredion Inc Com220.00%0.00%0.00%Q2 2023Q3 20232
NVT Nvent Electric PLC220.00%0.00%0.00%Q2 2023Q3 20232
STE Steris PLC Ord220.00%0.00%0.00%Q2 2023Q3 20232
FANG Diamondback Energy220.00%0.00%0.00%Q2 2023Q3 20232
TKR Timken Co220.00%0.00%0.00%Q2 2023Q3 20232
EGP Eastgroup Properties220.00%0.00%0.00%Q2 2023Q3 20232
UNH UnitedHealth Group220.00%0.00%0.00%Q2 2023Q3 20232
OZK Bank Ozk Little Rock220.00%0.00%0.00%Q2 2023Q3 20232
RPM RPM International220.00%0.00%0.00%Q2 2023Q3 20232
HF Sinclair Corp Com220.00%0.00%0.00%Q2 2023Q3 20232
KNSL Kinsale Cap Group220.00%0.00%0.00%Q2 2023Q3 20232
FIX Comfort Systems USA220.00%0.00%0.00%Q2 2023Q3 20232
Crane Holdings Co220.00%0.00%0.00%Q2 2023Q3 20232
Crane Company Common220.00%0.00%0.00%Q2 2023Q3 20232
COG Cabot Oil & Gas Corp. ...220.00%0.00%0.00%Q2 2023Q3 20232
WDFC WD 40 Co Com220.00%0.00%0.00%Q2 2023Q3 20232
HII Huntington Ingalls Ind...220.00%0.00%0.00%Q2 2023Q3 20232
FUL H.B. Fuller Company220.00%0.00%0.00%Q2 2023Q3 20232
IUSV iShares Core S&P U.S. ...114.93%4.93%4.93%Q4 2019Q4 20191
Access Midstream Partn...110.95%0.95%0.95%Q2 2013Q2 20131
MCK McKesson Corporation110.74%0.74%0.74%Q3 2016Q3 20161
ATHN Athena Technology Acqu...110.12%0.12%0.12%Q3 2021Q3 20211
RSP Guggenheim S&P 500 Equ...110.11%0.11%0.11%Q1 2022Q1 20221
RRC Range Resources Corpor...110.08%0.08%0.08%Q2 2013Q2 20131
CFII CF Finance Acquisition...110.08%0.08%0.08%Q4 2020Q4 20201
MINI Mobile Mini, Inc.110.07%0.07%0.07%Q3 2016Q3 20161
XLU Utilities Select Secto...110.06%0.06%0.06%Q2 2013Q2 20131
DXJ Wisdomtree Trust Japan...110.05%0.05%0.05%Q3 2014Q3 20141
EWJ iShares MSCI Japan ETF110.05%0.05%0.05%Q3 2014Q3 20141
DG Dollar General Corpora...110.05%0.05%0.05%Q3 2016Q3 20161
THS TreeHouse Foods, Inc.110.04%0.04%0.04%Q3 2016Q3 20161
MCR MFS Charter Income Tru...110.04%0.04%0.04%Q3 2014Q3 20141
CRTX Cortexyme Inc110.04%0.04%0.04%Q3 2021Q3 20211
EEMV iShares Edge MSCI Min ...110.03%0.03%0.03%Q2 2021Q2 20211
VTHR Vanguard Scottsdale (F...110.03%0.03%0.03%Q2 2023Q2 20231
FDD First Trust STOXX Euro...110.03%0.03%0.03%Q4 2018Q4 20181
DVY iShares Select Dividen...110.02%0.02%0.02%Q3 2023Q3 20231
VTWO Vanguard Russell (2000...110.02%0.02%0.02%Q2 2023Q2 20231
Boston Partners Long/S...110.02%0.02%0.02%Q4 2020Q4 20201
DSU BlackRock Debt Strateg...110.02%0.02%0.02%Q3 2020Q3 20201
EZU iShares MSCI Eurozone ETF110.02%0.02%0.02%Q2 2023Q2 20231
SHELQ Sheldahl Co.110.02%0.02%0.02%Q1 2023Q1 20231
DGRO iShares Core Dividend ...110.01%0.01%0.01%Q3 2023Q3 20231
NGD New Gold Inc.110.01%0.01%0.01%Q3 2016Q3 20161
PSP Invesco Global Listed ...110.01%0.01%0.01%Q2 2023Q2 20231
AMRN Amarin Corporation Plc...110.01%0.01%0.01%Q3 2016Q3 20161
NVS Novartis AG Sponsored ADR110.00%0.00%0.00%Q3 2023Q3 20231
NRZ Rithm Capital Corp110.00%0.00%0.00%Q2 2023Q2 20231
RWR SPDR Ser TR DJ REIT (etf)110.00%0.00%0.00%Q3 2023Q3 20231
TRP TC Energy110.00%0.00%0.00%Q2 2023Q2 20231
RCL Royal Caribbean110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Analytics110.00%0.00%0.00%Q2 2023Q2 20231
CNMD Conmed Corp.110.00%0.00%0.00%Q2 2023Q2 20231
Quidelortho Corp Com110.00%0.00%0.00%Q2 2023Q2 20231
SWAV Shockwave Med Inc110.00%0.00%0.00%Q2 2023Q2 20231
CATY Cathay General110.00%0.00%0.00%Q2 2023Q2 20231
CPT Camden Property Trust110.00%0.00%0.00%Q2 2023Q2 20231
CABO Cable One Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
RGEN Repligen Corp110.00%0.00%0.00%Q2 2023Q2 20231
ROLL RBC Bearings Inc.110.00%0.00%0.00%Q2 2023Q2 20231
PRO Pros Holding Inc.110.00%0.00%0.00%Q2 2023Q2 20231
BC Brunswick Corp110.00%0.00%0.00%Q2 2023Q2 20231
BRKR Bruker Corp110.00%0.00%0.00%Q2 2023Q2 20231
XRAY Dentsply Sirona, Inc.110.00%0.00%0.00%Q2 2023Q2 20231
TSCO Tractor Supply Company110.00%0.00%0.00%Q3 2023Q3 20231
TMDX Transmedics Group110.00%0.00%0.00%Q2 2023Q2 20231
EWBC East West Bancorp, Inc.110.00%0.00%0.00%Q2 2023Q2 20231
PDCE PDC Energy Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
OGN Organon & Co.110.00%0.00%0.00%Q2 2023Q2 20231
BL Blackline Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
TECH Techne Corp.110.00%0.00%0.00%Q2 2023Q2 20231
NTRA Natera Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
VEEV Veeva Systems Inc110.00%0.00%0.00%Q2 2023Q2 20231
AVY Avery Dennison110.00%0.00%0.00%Q2 2023Q2 20231
ATRC Atricure Inc110.00%0.00%0.00%Q2 2023Q2 20231
APPF Appfolio Inc Com CL110.00%0.00%0.00%Q2 2023Q2 20231
FNF Fidelity National Finl...110.00%0.00%0.00%Q2 2023Q2 20231
MKSI MKS Instrs Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
WING Wingstop Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
FCPT Four Corners Property ...110.00%0.00%0.00%Q2 2023Q2 20231
LCII Lci Inds Com110.00%0.00%0.00%Q2 2023Q2 20231
GWRE Guidewire Software110.00%0.00%0.00%Q2 2023Q2 20231
KLAC Kla-Tencor Corp.110.00%0.00%0.00%Q3 2023Q3 20231
AGYS Agilysys Inc110.00%0.00%0.00%Q2 2023Q2 20231
INSP Inspire Med SYS Inc110.00%0.00%0.00%Q2 2023Q2 20231
PODD Insulet Corp110.00%0.00%0.00%Q2 2023Q2 20231
PZZA Papa John S110.00%0.00%0.00%Q2 2023Q2 20231
ASND Ascendis Pharma A/S110.00%0.00%0.00%Q2 2023Q2 20231
VTRS Viatris, Inc.110.00%0.00%0.00%Q2 2023Q2 20231
MLAB Mesa Laboratories110.00%0.00%0.00%Q2 2023Q2 20231
MRCY Mercury Sytems Inc.110.00%0.00%0.00%Q2 2023Q2 20231
ARES Ares Management110.00%0.00%0.00%Q3 2023Q3 20231
ULTA Ulta Salon Cosmetics &...110.00%0.00%0.00%Q3 2023Q3 20231
CTVA Corteva Inc Com110.00%0.00%0.00%Q3 2023Q3 20231
EXPO Exponent Inc110.00%0.00%0.00%Q2 2023Q2 20231
USB U.S. Bancorp110.00%0.00%0.00%Q3 2023Q3 20231
WASH Washington Trust Bancorp.110.00%0.00%0.00%Q2 2023Q2 20231
Acelyrin Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
PLRX Pliant Therapeutics110.00%0.00%0.00%Q2 2023Q2 20231
PDS Precision Drilling Corp.110.00%0.00%0.00%Q2 2023Q2 20231
JWA Wiley John & Sons Inc110.00%0.00%0.00%Q2 2023Q2 20231
SFBS Servisfirst110.00%0.00%0.00%Q2 2023Q2 20231
CMS CMS Energy Corp110.00%0.00%0.00%Q3 2023Q3 20231
ALTR Altair Engr Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
Datatel International ...110.00%0.00%0.00%Q1 2023Q1 20231
PRU Prudential Financial, ...110.00%0.00%0.00%Q3 2023Q3 20231
Fortrea HLDGS Inc110.00%0.00%0.00%Q3 2023Q3 20231
O Realty Income Corporation110.00%0.00%0.00%Q3 2023Q3 20231
FRPT Freshpet Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
QTWO Q2 Holdings Inc110.00%0.00%0.00%Q2 2023Q2 20231
XMTR Xometry Inc Class A110.00%0.00%0.00%Q2 2023Q2 20231
GPC Genuine Parts Company110.00%0.00%0.00%Q3 2023Q3 20231
LDOS Leidos Holdings, Inc.110.00%0.00%0.00%Q2 2023Q2 20231
Gitlab Inc Class A110.00%0.00%0.00%Q2 2023Q2 20231
CABA Cabaletta Bio Inc110.00%0.00%0.00%Q2 2023Q2 20231
KRUS Kura Sushi USA Inc110.00%0.00%0.00%Q2 2023Q2 20231
CYRX Cryoport Inc Com Par110.00%0.00%0.00%Q2 2023Q2 20231
SMAR Smartsheet Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
HRI Herc HLDGS Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
SILK Silk RD Med Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
EVBG Everbridge Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
ENR Energizer Holdings Inc110.00%0.00%0.00%Q2 2023Q2 20231
AXNX Axonics Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
OMC Omnicom Group Inc110.00%0.00%0.00%Q3 2023Q3 20231
TENB Tenable HLDGS Inc110.00%0.00%0.00%Q2 2023Q2 20231
BLFS Biolife Solutions110.00%0.00%0.00%Q2 2023Q2 20231
UPS United Parcel Service Inc110.00%0.00%0.00%Q3 2023Q3 20231
RPD Rapid7 Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
AXON Axon Enterprise Inc110.00%0.00%0.00%Q2 2023Q2 20231
ACIW Aci Worldwide Inc110.00%0.00%0.00%Q2 2023Q2 20231
MORN Morningstar Inc110.00%0.00%0.00%Q2 2023Q2 20231
NARI Inari Med Inc Com110.00%0.00%0.00%Q2 2023Q2 20231
PNC PNC Finl SVCS Group Inc110.00%0.00%0.00%Q3 2023Q3 20231
EVH Evolent Health Inc110.00%0.00%0.00%Q2 2023Q2 20231
MODN Model N Inc110.00%0.00%0.00%Q2 2023Q2 20231
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The securities at the top of the list , including SPDR S&P 500 Unit Ser 1, Procter & Gamble Company, and Berkshire Hathaway Inc Del CL B New, are the highest-conviction holdings of FOSTER DYKEMA CABOT & CO INC/MA.

The conviction is calculated by counting the number of quarters a security has been reported by FOSTER DYKEMA CABOT & CO INC/MA. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that FOSTER DYKEMA CABOT & CO INC/MA owns currently or has owned in the past.