Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CABOT WEALTH MANAGEMENT INC (CIK 1016683) reported $869.5M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($37.5M, 4.31%), MBB ($33.3M, 3.83%), IEI ($33.1M, 3.81%), TSM ($31.8M, 3.66%), GOOG ($31.7M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $37.5M | 4.31% | 147,567 | Trimmed |
| 2 | MBB | ISHARES TR | $33.3M | 3.83% | 351,174 | Added |
| 3 | IEI | ISHARES TR | $33.1M | 3.81% | 279,159 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.8M | 3.66% | 94,124 | Added |
| 5 | GOOG | ALPHABET INC | $31.7M | 3.64% | 110,442 | Trimmed |
| 6 | FNDF | SCHWAB STRATEGIC TR | $27.1M | 3.12% | 553,828 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.4M | 3.03% | 55,068 | Added |
| 8 | VFMO | VANGUARD WELLINGTON FD | $23.2M | 2.66% | 117,522 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $21.6M | 2.49% | 73,486 | Trimmed |
| 10 | FDX | FEDEX CORP | $20.7M | 2.38% | 57,982 | Trimmed |
| 11 | FNDX | SCHWAB STRATEGIC TR | $20.4M | 2.35% | 734,136 | Added |
| 12 | APH | AMPHENOL CORP | $18.2M | 2.10% | 144,299 | Trimmed |
| 13 | TJX | TJX COS INC NEW | $18.2M | 2.10% | 114,128 | Trimmed |
| 14 | MELI | MERCADOLIBRE INC | $17.9M | 2.06% | 10,335 | Trimmed |
| 15 | SHY | ISHARES TR | $17.3M | 1.99% | 209,768 | Added |
| 16 | SONY | SONY GROUP CORP | $17.2M | 1.98% | 830,909 | Added |
| 17 | ROK | ROCKWELL AUTOMATION INC | $16.8M | 1.93% | 46,807 | Trimmed |
| 18 | JHMB | JOHN HANCOCK EXCHANGE TRADED | $15.3M | 1.76% | 694,444 | Added |
| 19 | IMTM | ISHARES TR | $15.1M | 1.74% | 315,194 | Added |
| 20 | V | VISA INC | $14.7M | 1.69% | 48,612 | Trimmed |
| 21 | OZK | BANK OZK LITTLE ROCK ARK | $13.5M | 1.56% | 294,843 | Added |
| 22 | FNDE | SCHWAB STRATEGIC TR | $13.3M | 1.53% | 348,345 | Added |
| 23 | MEDP | MEDPACE HLDGS INC | $13.3M | 1.53% | 27,625 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $12.2M | 1.40% | 63,362 | Added |
| 25 | CTAS | CINTAS CORP | $12.1M | 1.40% | 71,826 | Added |
Source: SEC Form 13F filings · as of 2026-03-31