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Home > Institutional Investor > Cabot Wealth Management Inc > Profile

Instuitional Investor - Cabot Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Cabot Wealth Management Inc
Portfolio Value $784,970,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 154,583 $34,337,481 4.37%
2.
Berkshire Hathaway Inc
 BRK.A 57,103 $30,411,916 3.87%
3.
Ishares Tr
 251,278 $29,684,727 3.78%
4.
Ishares Tr - MBS ETF
 311,328 $29,196,340 3.72%
5.
Sony Group Corp
 SONY 848,626 $21,546,614 2.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)