Latest Cabot-Wellington, LLC Stock Portfolio

$379Million | No. of Holdings #5

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

On 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cabot-Wellington, LLC reported an equity portfolio of $379.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cabot-Wellington, LLC are VB, IBCE, EMGF. The fund has invested 75.2% of it's portfolio in VANGUARD INDEX FDS and 17.6% of portfolio in ISHARES TR. <br><br> They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), ISHARES TR (IBCE) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB).

Cabot-Wellington, LLC Equity Portfolio Value

Last Reported on: 15 Jul, 2026

$379Million

as of Jul 15, 2026

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

Performance

New Buys

No new stocks were added by Cabot-Wellington, LLC

Additions

Ticker	% Inc.
vanguard index fds	0.11

Additions to existing portfolio by Cabot-Wellington, LLC

Reductions

Ticker	% Reduced
vanguard intl equity index f	-22.27
ishares tr	-2.97
ishares inc	-2.41
vanguard index fds	-0.99

Cabot-Wellington, LLC reduced stake in above stock

Sold off

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

Sector Distribution

Others

Sector	%
Others	100

Market Cap. Distribution

UNALLOCATED

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Others

Index	%
Others	100

Top 5 Winners (%)		%
EMGF	ishares inc	18.5 %
VB	vanguard index fds	15.7 %
VB	vanguard index fds	15.3 %
VEU	vanguard intl equity index f	12.0 %
IBCE	ishares tr	6.6 %

Top 5 Winners ($)		$
VB	vanguard index fds	38.2 M
IBCE	ishares tr	4.2 M
EMGF	ishares inc	4.1 M
VB	vanguard index fds	0.2 M
VEU	vanguard intl equity index f	0.0 M

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

$379.53MTotal Value

5.00Positions

15 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of Cabot-Wellington, LLC, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
EMGF Ishares Inc Ishares Inc EMGF Cabot-Wellington, LLC's holding in Ishares Inc over time	6.74%	308,899	$25.59M 6.74%	decreased 2.41 percentreduced

IBCE Ishares Tr Ishares Tr IBCE Cabot-Wellington, LLC's holding in Ishares Tr over time	17.56%	689,947	$66.64M 17.56%	decreased 2.97 percentreduced

VB Vanguard Index Fds Vanguard Index Fds VB Cabot-Wellington, LLC's holding in Vanguard Index Fds over time	75.21%	771,402	$285.45M 75.21%	decreased 0.99 percentreduced

VB Vanguard Index Fds Vanguard Index Fds VB Cabot-Wellington, LLC's holding in Vanguard Index Fds over time	0.43%	5,360	$1.62M 0.43%	increased 0.11 percentadded

VEU Vanguard Intl Equity Index F Vanguard Intl Equity Index F VEU Cabot-Wellington, LLC's holding in Vanguard Intl Equity Index F over time	0.06%	1,445	$226.8K 0.06%	decreased 22.27 percentreduced