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Latest Moors & Cabot, Inc. Stock Portfolio

Moors & Cabot, Inc. Performance:
2025 Q3: 7.08%YTD: 12.54%2024: 15.95%
Performance for 2025 Q3 is 7.08%, and YTD is 12.54%, and 2024 is 15.95%.

About Moors & Cabot, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Moors & Cabot, Inc. reported an equity portfolio of $2.3 Billions as of 30 Sep, 2025.

The top stock holdings of Moors & Cabot, Inc. are AAPL, NVDA, MSFT. The fund has invested 4.9% of it's portfolio in APPLE INC and 4.7% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off COSTAR GROUP INC (CSGP), GRAIL INC and VIPER ENERGY INC (VNOM) stocks. They significantly reduced their stock positions in ARIS WATER SOLUTIONS INC (ARIS), ISHARES TR (IJR) and COHEN & STEERS INFRASTRUCTUR. Moors & Cabot, Inc. opened new stock positions in EA SERIES TRUST (BOB), PARAMOUNT SKYDANCE CORP and RBB FD INC (EERN). The fund showed a lot of confidence in some stocks as they added substantially to THE TRADE DESK INC (TTD), OKLO INC (ALCC) and ISHARES TR (BGRN).

Moors & Cabot, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Moors & Cabot, Inc. made a return of 7.08% in the last quarter. In trailing 12 months, it's portfolio return was 15.21%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ea series trust2,259,250
paramount skydance corp2,068,830
waterbridge infrastructure l1,936,900
viper energy inc1,517,750
rbb fd inc1,079,750
bloom energy corp1,007,230
united bankshares inc west v846,479
robinhood mkts inc717,189
New stocks bought by Moors & Cabot, Inc.

Additions

Ticker% Inc.
the trade desk inc246
oklo inc194
ishares tr185
coreweave inc165
vaneck etf trust130
san juan basin rty tr115
rocket cos inc113
ge healthcare technologies i78.92
Additions to existing portfolio by Moors & Cabot, Inc.

Reductions

Ticker% Reduced
aris water solutions inc-70.81
ishares tr-67.94
deere & co-50.82
cintas corp-49.44
nike inc-37.09
linde plc-33.27
progressive corp-31.92
lockheed martin corp-30.95
Moors & Cabot, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Moors & Cabot, Inc.

Sector Distribution

Moors & Cabot, Inc. has about 27.2% of it's holdings in Others sector.

Sector%
Others27.2
Technology23.6
Financial Services8.6
Industrials8
Consumer Cyclical6.8
Energy6
Healthcare5.9
Consumer Defensive5
Communication Services4.7
Utilities2.4
Basic Materials1.1

Market Cap. Distribution

Moors & Cabot, Inc. has about 68.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP36.1
LARGE-CAP32
UNALLOCATED27.2
MID-CAP2.9
SMALL-CAP1.1

Stocks belong to which Index?

About 65.4% of the stocks held by Moors & Cabot, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50063.2
Others34.5
RUSSELL 20002.2
Top 5 Winners (%)%
UAMY
united states antimony corp
153.7 %
YNDX
nebius group n.v.
88.3 %
HL
hecla mng co
86.5 %
QS
quantumscape corp
81.4 %
CIEN
ciena corp
79.1 %
Top 5 Winners ($)$
AAPL
apple inc
21.7 M
NVDA
nvidia corporation
17.0 M
GOOG
alphabet inc
10.3 M
AVGO
broadcom inc
6.2 M
SOFI
sofi technologies inc
5.5 M
Top 5 Losers (%)%
IT
gartner inc
-29.2 %
CMG
chipotle mexican grill inc
-28.4 %
AI
c3 ai inc
-26.1 %
fiserv inc
-25.1 %
BAX
baxter intl inc
-24.1 %
Top 5 Losers ($)$
TPL
texas pacific land corporati
-7.1 M
MSTR
strategy inc
-3.2 M
landbridge company llc
-2.7 M
ACN
accenture plc ireland
-1.5 M
CRM
salesforce inc
-1.4 M

Moors & Cabot, Inc. Holdings Map

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

Current Stock Holdings of Moors & Cabot, Inc.

Moors & Cabot, Inc. has 890 stocks in it's portfolio. About 25.9% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Moors & Cabot, Inc. last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions