Moors--Cabot

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "AXSM",
  "ALKS",
  "GTX",
  "MPWR",
  "MXCT",
  "NVR",
  null,
  "NEO",
  null,
  "GDX",
  null,
  null,
  null,
  "NTR",
  "AGI.TO",
  "AES",
  "AR",
  null,
  "MOS",
  "HUM",
  null,
  "RF",
  "SMCI",
  "SOBO.TO",
  "SNOW",
  "MU",
  null,
  "STR",
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "PBT",
  "APD",
  "BABA",
  "MWA",
  "RVT",
  "MAIN",
  "JEF",
  null,
  "SBR",
  "SJT",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "RIG",
  "AXP",
  "QQQX",
  "GDXJ",
  null,
  "AIG",
  "ASML",
  "T",
  null,
  "BLK",
  "ENR",
  "AWP",
  "AM",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "BRO",
  "ABR",
  "CP.TO",
  "BDJ",
  "ACLS",
  "AUB",
  "ARCC",
  "SAN",
  "BTZ",
  "FLNC",
  null,
  "HNST",
  "BSX",
  null,
  "HTZ",
  "RQI",
  null,
  "CCI",
  "COF",
  "CMI",
  "MIN",
  "LEG",
  "DUK",
  "NUV",
  "EIM",
  "D",
  "NICE",
  "NAD",
  "ETY",
  null,
  "PAGP",
  "EBAY",
  "RXRX",
  "UTG",
  "QS",
  "SAND",
  "ECG",
  "PHK",
  "WTRG",
  "FG",
  "TYG",
  null,
  null,
  null,
  null,
  "U",
  null,
  null,
  "AG",
  "LPG",
  "PNR",
  "NRK",
  "BGR",
  "LWLG",
  "MVT",
  "FCX",
  null,
  null,
  "PFN",
  "FITB",
  "EVF",
  "DMLP",
  null,
  "ADEA",
  "GD",
  "FAX",
  "GILD",
  "AVK",
  "GIS",
  "ARIS",
  "BGB",
  "HON",
  null,
  "HD",
  "CCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
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  "FTF",
  "EVV",
  null,
  "FE",
  "UNP",
  "FULT",
  "GBCI",
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  "ARTNA",
  "QCOM",
  "SYBT",
  "GNT",
  "GENI",
  "FSCO",
  "FEIM",
  "FBRT",
  null,
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  null,
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  null,
  null,
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  "GOF",
  "LEN",
  "ITW",
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  "RIVN",
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  "BKNG",
  null,
  "NWL",
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  null,
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  "MYE",
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  null,
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  "VKQ",
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  "IJH",
  "PMO",
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  null,
  "SWK",
  null,
  "TNK",
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  "DSM",
  "OXLC",
  "MFM",
  null,
  null,
  "BBUS",
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  "IHD",
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  "EVG",
  null,
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  "IWS",
  null,
  "LIN",
  "RCAT",
  null,
  "L",
  "ERC",
  "EXG",
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  "MPC",
  null,
  null,
  "MMC",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  "RCG",
  "APA",
  "MSFT",
  "MDLZ",
  "MUFG",
  null,
  "MS",
  "TMUS",
  "EQT",
  "EXC",
  "EVRG",
  "FHN",
  null,
  "FIS",
  null,
  "GE",
  "HE",
  "GPC",
  "HRTX",
  "NTRS",
  "NI",
  "HEI",
  "HIG",
  "NVS",
  "OXY",
  null,
  "ILMN",
  "ODFL",
  "EMD",
  "SBI",
  "IGD",
  "ORLY",
  "WIW",
  "ADM",
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  "DLN",
  "ALK",
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  "BX",
  "HSY",
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  "IJR",
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  "KKR",
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  "IWD",
  "KR",
  "ORCL",
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  "NOC",
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  null,
  null,
  null,
  null,
  null,
  "DOC",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
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  "PEP",
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  null,
  null,
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  "IJK",
  null,
  null,
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  null,
  null,
  null,
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  "UNH",
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  "PG",
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  "VZ",
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "GLD",
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  null,
  null,
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  null,
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  null,
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  "UPS",
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  "VNQ",
  "VO",
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  "MET",
  "HL",
  "ALCO",
  "PCH",
  "VXF",
  "SOUN",
  "RCL",
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  "LIND",
  "SBLK",
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  "ALC",
  "AB",
  null,
  "SUN",
  null,
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  null,
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  null,
  null,
  "KYN",
  null,
  null,
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  null,
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  null,
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  "GUT",
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  null,
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  null,
  "TTE",
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  "ACP",
  "PML",
  "EDF",
  "IWO",
  "XLB",
  "PTON",
  "WY",
  "SNY",
  "GOSS",
  null,
  "TSM",
  "IT",
  "SMG",
  "GSK",
  null,
  "GPN",
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "GRAL",
  "K",
  "EW",
  "TT",
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  "VRT",
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  "GES",
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  "LECO",
  "ST",
  "NFG",
  "MAT",
  "AON",
  "VNOM",
  "AMCR",
  "AEE",
  "GM",
  "HAL",
  "UAA",
  "BLD",
  null,
  "AFL",
  "UBSI",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "IP",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWR",
  "IR",
  "DPG",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  null,
  "CULP",
  null,
  "ES",
  "HIFS",
  "GEOS",
  "INDB",
  null,
  "HOFT",
  "LAND",
  "JBLU",
  "INSW",
  "KNF",
  "KVHI",
  "LB",
  "KTCC",
  null,
  null,
  "NVO",
  null,
  "AMZN",
  "MSI",
  "NEA",
  null,
  null,
  null,
  null,
  "CLF",
  null,
  "IVE",
  "HCA",
  null,
  "SIRI",
  null,
  "PLUG",
  "IVZ",
  null,
  "COLD",
  null,
  "TPL",
  null,
  null,
  "CEF",
  null,
  "ABEV",
  null,
  "HBAN",
  null,
  "DKNG",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VYMI",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "VGI",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WDI",
  "WES",
  "WFC",
  "WELL",
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  "WING",
  "WPM",
  "WMB",
  null,
  null,
  null,
  "WDS",
  "WPC",
  "XEL",
  "WDAY",
  null,
  "YUMC",
  "YUM",
  "XYL",
  null,
  "LNT",
  "OSUR",
  "NVGS",
  null,
  "FNF",
  "GNK",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "IHG",
  "HIW",
  "JNPR",
  "MTZ",
  "NSC",
  "KEY",
  "NOK",
  null,
  "JCI",
  "NXPI",
  "MFC",
  "NZF",
  "IEP",
  null,
  "SO",
  null,
  "TTD",
  "SBSW",
  "SJM",
  "PPL",
  "TRP",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "RVTY",
  null,
  "TDY",
  "QTRX",
  "SYY",
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
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  null,
  null,
  null,
  "GEV",
  "CHWY",
  "TRI.TO",
  "ARLP",
  "ZBH",
  "GAP",
  "MCK",
  null,
  "PAAS",
  null,
  "NGD",
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  "NTAP",
  "NUE",
  null,
  "EG",
  "FDX",
  null,
  "AME",
  null,
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  "BAC",
  null,
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  null,
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  "CG",
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  "CASY",
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  "CFG",
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  "CLX",
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  "DHR",
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  "FANG",
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  null,
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
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  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
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  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 862
Total Value: 1865623982
Accession Number: 0001085146-25-002842
Form Type: 13F-HR
CIK: moors--cabot
Manager Name: Moors--Cabot

Data Enrichment

80% identified

688 identified174 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

862 positions • $1,865,623.982K total value

862 positions

Manager:

SEC FilingSEC DataHachi Filing

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CENTERPOINT ENERGY INC

CNP|15189T107

Shares:53.8K

Value:$1.9M

TotalEnergies SE

TTE|89151E109

Shares:30.0K

Value:$1.9M

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:11.3K

Value:$1.9M

92189F106

GDX|92189F106

Shares:41.9K

Value:$1.9M

MICRON TECHNOLOGY INC

MU|595112103

Shares:21.7K

Value:$1.9M

GENERAL MILLS INC

GIS|370334104

Shares:31.1K

Value:$1.9M

46434V456

Shares:46.5K

Value:$1.8M

464287507

IJH|464287507

Shares:31.4K

Value:$1.8M

97717W802

Shares:43.2K

Value:$1.8M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.0K

Value:$1.8M

922908744

VTV|922908744

Shares:10.4K

Value:$1.8M

33733B100

Shares:17.7K

Value:$1.8M

G9108L173

Shares:104.3K

Value:$1.8M

DuPont de Nemours, Inc.

DD|26614N102

Shares:23.8K

Value:$1.8M

81369Y803

XLK|81369Y803

Shares:8.5K

Value:$1.8M

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:24.9K

Value:$1.7M

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:132.0K

Value:$1.7M

Apollo Global Management, Inc.

APO|03769M106

Shares:12.6K

Value:$1.7M

464287655

IWM|464287655

Shares:8.7K

Value:$1.7M

DOW INC.

DOW|260557103

Shares:49.5K

Value:$1.7M

Instrument	Shares		Other Manager	Value
CENTERPOINT ENERGY INC(CNPcusip15189T107)	53.8K	QoQ +1.35% (+720) YoY +5.04% (+2.6K)	All Managers (Combined)	$1.9M	QoQ +15.73% (+$264.9K) YoY +33.58% (+$489.8K)
TotalEnergies SE(TTEcusip89151E109)	30.0K	QoQ -8.10% (-2.6K) YoY -12.43% (-4.3K)	All Managers (Combined)	$1.9M	QoQ +9.07% (-$161.6K) YoY -17.70% (-$417.6K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	11.3K	QoQ -17.65% (-2.4K) YoY -0.69% (-79)	All Managers (Combined)	$1.9M	QoQ -4.67% (-$95.2K) YoY +24.63% (-$383.7K)
(GDXcusip92189F106)	41.9K	QoQ -53.49% (-48.2K) YoY -50.89% (-43.5K)	All Managers (Combined)	$1.9M	QoQ -36.95% (-$1.1M) YoY -28.61% (-$772.9K)
MICRON TECHNOLOGY INC(MUcusip595112103)	21.7K	QoQ +56.31% (+7.8K) YoY +21625.00% (+21.6K)	All Managers (Combined)	$1.9M	QoQ +61.38% (+$718.0K) YoY +53757.71% (+$1.9M)
GENERAL MILLS INC(GIScusip370334104)	31.1K	QoQ -3.19% (-1.0K) YoY -5.78% (-1.9K)	All Managers (Combined)	$1.9M	QoQ -9.23% (-$189.4K) YoY -19.48% (-$450.7K)
(cusip46434V456)✕	46.5K	QoQ NEW(+46.5K) YoY NEW(+46.5K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(IJHcusip464287507)	31.4K	QoQ -17.28% (-6.6K) YoY +9.32% (+2.7K)	All Managers (Combined)	$1.8M	QoQ -22.54% (-$533.9K) YoY +5.02% (+$87.7K)
(cusip97717W802)✕	43.2K	QoQ NEW(+43.2K) YoY NEW(+43.2K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	6.0K	QoQ +0.18% (+11) YoY +5.49% (+311)	All Managers (Combined)	$1.8M	QoQ +4.56% (+$79.6K) YoY +29.04% (+$410.6K)
(VTVcusip922908744)	10.4K	QoQ -23.01% (-3.1K) YoY +1.15% (+118)	All Managers (Combined)	$1.8M	QoQ -21.44% (-$488.3K) YoY +7.28% (+$121.5K)
(cusip33733B100)✕	17.7K	QoQ -6.04% (-1.1K) YoY +5.71% (+955)	All Managers (Combined)	$1.8M	QoQ -7.27% (-$139.7K) YoY +4.27% (+$72.9K)
(cusipG9108L173)✕	104.3K	QoQ +0.96% (-1.0K) YoY +29.12% (-23.5K)	All Managers (Combined)	$1.8M	QoQ -0.66% (-$11.9K) YoY -13.23% (-$271.4K)
DuPont de Nemours, Inc.(DDcusip26614N102)	23.8K	QoQ +0.50% (-120) YoY -3.49% (-862)	All Managers (Combined)	$1.8M	QoQ -1.56% (-$28.2K) YoY -6.00% (-$113.4K)
(XLKcusip81369Y803)	8.5K	QoQ -0.72% (-62) YoY +16.08% (+1.2K)	All Managers (Combined)	$1.8M	QoQ -11.83% (-$236.6K) YoY +15.08% (+$231.1K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	24.9K	QoQ -1.01% (-256) YoY -4.11% (-1.1K)	All Managers (Combined)	$1.7M	QoQ -3.97% (-$72.3K) YoY -23.64% (-$541.8K)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	132.0K	QoQ -2.27% (-3.1K) YoY +3.68% (+4.7K)	All Managers (Combined)	$1.7M	QoQ -8.35% (-$157.8K) YoY +2.82% (+$47.5K)
Apollo Global Management, Inc.(APOcusip03769M106)	12.6K	QoQ +3.27% (-400) YoY +12526.00% (+12.5K)	All Managers (Combined)	$1.7M	QoQ -14.37% (-$290.3K) YoY +72549.07% (+$1.7M)
(IWMcusip464287655)	8.7K	QoQ +21.57% (+1.5K) YoY +51.12% (+2.9K)	All Managers (Combined)	$1.7M	QoQ +9.77% (+$153.8K) YoY +43.36% (+$522.7K)
DOW INC.(DOWcusip260557103)	49.5K	QoQ +2.66% (-1.3K) YoY -8.19% (-4.4K)	All Managers (Combined)	$1.7M	QoQ -10.66% (-$206.2K) YoY -44.65% (-$1.4M)