CABOT WEALTH MANAGEMENT INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsalem, MA
- CIK0001016683
- Alternate namesCABOT MONEY MANAGEMENT INC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
127 | $784.97 M | AAPL, BRK.B, IEI, MBB | 13F-HR | Apr 22, 2025 | 000108514625002208 | ||
128 | $787.47 M | AAPL, BRK.B, MBB, TSM | 13F-HR | Feb 3, 2025 | 000108514625000741 | ||
129 | $799.99 M | AAPL, BRK.B, MBB, MELI | 13F-HR | Oct 15, 2024 | 000108514624004908 | ||
134 | $762.93 M | AAPL, BRK.B, GOOG, KRE | 13F-HR | Jul 12, 2024 | 000108514624002946 | ||
140 | $765.08 M | AAPL, BRK.B, KRE, JPM | 13F-HR | May 3, 2024 | 000108514624002197 | ||
139 | $719.28 M | AAPL, BRK.B, KRE, USFR | 13F-HR | Feb 12, 2024 | 000101668324000001 | ||
140 | $653.00 K | AAPL, BRK.B, USFR, GOOG | 13F-HR | Oct 26, 2023 | 000101668323000004 | ||
142 | $670.00 K | AAPL, BRK.B, USFR, HDB | 13F-HR | Jul 13, 2023 | 000101668323000003 | ||
140 | $634.00 K | AAPL, HDB, BRK.B, USFR | 13F-HR | Apr 20, 2023 | 000101668323000002 | ||
145 | $593.00 K | AAPL, HDB, BRK.B, FNDF | 13F-HR | Jan 31, 2023 | 000101668323000001 | ||
147 | $591.30 M | AAPL, BANK OZK, HDB, BRK.B | 13F-HR | Oct 19, 2022 | 000101668322000007 | ||
152 | $630.39 M | AAPL, BRK.B, BANK OZK, HDB | 13F-HR | Aug 1, 2022 | 000101668322000006 | ||
162 | $742.81 M | AAPL, BRK.B, BANK OZK, GOOG | 13F-HR | Apr 14, 2022 | 000101668322000004 | ||
166 | $788.91 M | AAPL, BANK OZK, FRCB, FNDF | 13F-HR | Jan 26, 2022 | 000101668322000002 | ||
163 | $744.94 M | AAPL, HDB, FRCB, BANK OZK | 13F-HR | Oct 21, 2021 | 000101668321000007 | ||
162 | $748.68 M | AAPL, HDB, FNDF, FRCB | 13F-HR | Jul 26, 2021 | 000101668321000005 | ||
160 | $708.65 M | HDB, AAPL, MBB, FNDF | 13F-HR | Apr 20, 2021 | 000101668321000003 | ||
143 | $650.89 M | AAPL, MBB, MELI, HDB | 13F-HR | Feb 2, 2021 | 000101668321000001 | ||
133 | $549.95 M | MBB, AAPL, FDX, FNDF | 13F-HR | Nov 5, 2020 | 000101668320000008 | ||
132 | $501.38 M | MBB, AAPL, SCHX, FNDF | 13F-HR | Aug 10, 2020 | 000101668320000005 | ||
117 | $418.62 M | MBB, AAPL, SCHX, SCHF | 13F-HR | Apr 23, 2020 | 000101668320000004 | ||
130 | $517.73 M | SCHF, AAPL, SCHX, HDB | 13F-HR | Feb 12, 2020 | 000101668320000002 | ||
130 | $473.28 M | SCHF, SCHX, FNDF, HDB | 13F-HR | Oct 31, 2019 | 000101668319000008 | ||
127 | $474.10 M | SCHF, SCHX, FNDF, HDB | 13F-HR | Aug 6, 2019 | 000101668319000006 | ||
129 | $454.92 M | SCHF, SCHX, FNDF, SPSB | 13F-HR | May 13, 2019 | 000101668319000004 | ||
128 | $409.60 M | SCHF, SCHX, SPSB, FNDF | 13F-HR | Feb 12, 2019 | 000101668319000002 | ||
125 | $466.22 M | SCHF, FNDF, SCHX, AAPL | 13F-HR | Oct 30, 2018 | 000101668318000007 | ||
121 | $448.72 M | SCHF, FNDF, SCHX, SPSB | 13F-HR | Aug 9, 2018 | 000101668318000005 | ||
127 | $447.32 M | SCHF, FNDF, SCHX, SPSB | 13F-HR | May 11, 2018 | 000101668318000003 | ||
133 | $462.48 M | SCHF, FNDF, SCHX, SPSB | 13F-HR | Feb 12, 2018 | 000101668318000001 | ||
130 | $445.63 M | SCHF, FNDF, SCHX, SPSB | 13F-HR | Nov 6, 2017 | 000101668317000007 | ||
136 | $430.16 M | SCHF, FNDF, HDB, SPSB | 13F-HR | Aug 1, 2017 | 000101668317000005 | ||
137 | $406.46 M | HDB, SCHF, FNDF, FRCB | 13F-HR | May 9, 2017 | 000101668317000003 | ||
145 | $369.49 M | FRCB, HDB, JPM, DIS | 13F-HR | Feb 7, 2017 | 000101668317000002 | ||
149 | $388.97 M | HDB, FRCB, GQ9, TJX COS INC NEW | 13F-HR | Nov 8, 2016 | 000101668316000017 | ||
147 | $379.79 M | HDB, GQ9, TJX COS INC NEW, FRCB | 13F-HR | Jul 11, 2016 | 000101668316000015 | ||
133 | $359.38 M | TJX COS INC NEW, HDB, AAPL, V | 13F-HR | May 9, 2016 | 000101668316000013 | ||
142 | $391.38 M | HDB, TJX COS INC NEW, V, DIS | 13F-HR | Jan 13, 2016 | 000101668316000011 | ||
138 | $362.13 M | TJX COS INC NEW, HDB, AAPL, DIS | 13F-HR | Nov 3, 2015 | 000101668315000009 | ||
150 | $411.48 M | TJX COS INC NEW, HDB, FM, AAPL | 13F-HR | Aug 7, 2015 | 000101668315000006 | ||
148 | $411.18 M | TJX COS INC NEW, AAPL, NVO, FM | 13F-HR | May 7, 2015 | 000101668315000004 | ||
146 | $405.25 M | TJX COS INC NEW, AAPL, SCHX, V | 13F-HR | Feb 13, 2015 | 000101668315000002 | ||
145 | $390.79 M | NVO, AAPL, TJX COS INC NEW, 9000066D | 13F-HR | Oct 17, 2014 | 000101668314000008 | ||
144 | $398.11 M | 9000066D, HDB, NVO, QCOM | 13F-HR | Jul 28, 2014 | 000101668314000006 | ||
143 | $380.29 M | 9000066D, NVO, HDB, QCOM | 13F-HR | Apr 14, 2014 | 000101668314000004 | ||
150 | $382.27 M | NVO, 9000066D, V, HD | 13F-HR | Feb 11, 2014 | 000101668314000002 |