Latest Cabot-Wellington, LLC Stock Portfolio

About Cabot-Wellington, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Cabot-Wellington, LLC reported an equity portfolio of $271.4 Millions as of 31 Mar, 2025.

The top stock holdings of Cabot-Wellington, LLC are VB, IBCE, EMGF. The fund has invested 70.7% of it's portfolio in VANGUARD INDEX FDS and 21.7% of portfolio in ISHARES TR.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB) and ISHARES TR (IBCE). Cabot-Wellington, LLC opened new stock positions in ISHARES INC (EMGF).

Cabot-Wellington, LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
ishares inc	16,926,800

New stocks bought by Cabot-Wellington, LLC

Additions

No additions were made to existing positions by Cabot-Wellington, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-0.93
vanguard index fds	-0.61
ishares tr	-0.25

Cabot-Wellington, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cabot-Wellington, LLC

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Cabot-Wellington, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cabot-Wellington, LLC

Last Reported on: 14 Apr, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	70.74	698,547	191,989,000	reduced	-0.93
Historical Trend of VANGUARD INDEX FDS Position Held By Cabot-Wellington, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	IBCE	ishares tr	21.66	777,301	58,802,800	reduced	-0.25

	EMGF	ishares inc	6.24	313,633	16,926,800	new

	VB	vanguard index fds	1.28	15,704	3,482,260	reduced	-0.61

	VEU	vanguard intl equity index f	0.08	1,859	215,551	unchanged	0.00