Institutions / Cabot Wealth Management Inc
Cabot Wealth Management Inc
CIK 1016683 · Institution · as of Mar 31, 2026
Portfolio value
$869.48M
Positions
139
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$869.48M-3.9%Positions
139+0.7%Top holdings
Mar 31, 2026View all 139 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $37.45M | 4.3% |
| iShares Tr | $33.34M | 3.8% |
| iShares Tr | $33.11M | 3.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $31.81M | 3.7% |
| Alphabet Inc. | $31.68M | 3.6% |
| Schwab Strategic Tr | $27.10M | 3.1% |
| Warren E. Buffett | $26.39M | 3.0% |
| Vanguard Wellington Fd | $23.16M | 2.7% |
| JPMorgan Chase & Co | $21.62M | 2.5% |
| FedEx Corp | $20.65M | 2.4% |
| Schwab Strategic Tr | $20.45M | 2.4% |
| Amphenol Corp /De | $18.23M | 2.1% |
| TJX Cos Inc/The | $18.23M | 2.1% |
| MercadoLibre, Inc. | $17.87M | 2.1% |
| iShares Tr | $17.32M | 2.0% |
| Sony Group CorpSONY | $17.20M | 2.0% |
| Rockwell Automation Inc | $16.80M | 1.9% |
| John Hancock Exchange Traded | $15.29M | 1.8% |
| iShares Tr | $15.14M | 1.7% |
| Visa Inc | $14.69M | 1.7% |
| Bank OZK | $13.53M | 1.6% |
| Schwab Strategic Tr | $13.33M | 1.5% |
| Medpace Holdings, Inc. | $13.27M | 1.5% |
| Invesco Exchange Traded Fd T | $12.16M | 1.4% |
| Cintas Corp | $12.15M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Accenture plc Common stock | $-9.05M | -34K -100.00% | 0 | medium |
| Q1 2026 as of | Add | 46432F842 Common stock | $8.10M | +89K +498.06% | 107,447 1.12% of portfolio | medium |
| Q1 2026 as of | New | 02072L607 Common stock | $6.23M | +114K | 113,975 0.72% of portfolio | medium |
| Q1 2026 as of | Trim | 808524706 Common stock | $-6.16M | -187K -51.79% | 174,124 0.66% of portfolio | medium |
| Q1 2026 as of | Trim | 670100205 Common stock | $-5.43M | -148K -93.88% | 9,624 0.04% of portfolio | medium |
| Q1 2026 as of | Add | Medpace Holdings, Inc. Common stock | $4.36M | +9K +49.00% | 27,625 1.53% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-3.67M | -29K -16.77% | 144,299 2.10% of portfolio | low |
| Q1 2026 as of | Trim | HDB Hdfc Bank Ltd ADR | $-2.59M | -104K -18.22% | 466,988 1.34% of portfolio | low |
| Q1 2026 as of | Add | 78464A805 Common stock | $2.21M | +28K +27.63% | 128,874 1.17% of portfolio | low |
| Q1 2026 as of | Trim | 35473P678 Common stock | $-2.18M | -63K -54.29% | 52,830 0.21% of portfolio | low |