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).
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
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
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 ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| EMGF | ishares inc | 6.24 | 313,633 | 16,926,800 | new | |||
| IBCE | ishares tr | 21.66 | 777,301 | 58,802,800 | reduced | -0.25 | ||
| VB | vanguard index fds | 70.74 | 698,547 | 191,989,000 | reduced | -0.93 | ||
| 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 | ||