Stocks
Funds
Screener
Sectors
Watchlists

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 inc16,926,800

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%
Others100

Market Cap. Distribution

Category%
UNALLOCATED100

Stocks belong to which Index?

Index%
Others100
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
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions