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",
  "INTU",
  null,
  "FNV",
  "FTF",
  "EVV",
  null,
  "FE",
  "UNP",
  "FULT",
  "GBCI",
  "GGN",
  "ARTNA",
  "QCOM",
  "SYBT",
  "GNT",
  "GENI",
  "FSCO",
  "FEIM",
  "FBRT",
  null,
  "ISRG",
  null,
  "GLP",
  "AGM",
  null,
  null,
  "HSBC",
  "GOF",
  "LEN",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "NWL",
  "ICE",
  "META",
  null,
  "LXU",
  "LGF-A",
  "MYE",
  "MSB",
  null,
  "MRCY",
  "VKQ",
  "NAT",
  "IJH",
  "PMO",
  "STNG",
  null,
  "SWK",
  null,
  "TNK",
  null,
  "UAMY",
  null,
  null,
  null,
  null,
  null,
  "IONQ",
  "RMT",
  "MYI",
  null,
  "DMO",
  "DSM",
  "OXLC",
  "MFM",
  null,
  null,
  "BBUS",
  "NDMO",
  "IHD",
  "KMI",
  "PIM",
  "EVG",
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  "LIN",
  "RCAT",
  null,
  "L",
  "ERC",
  "EXG",
  "EDD",
  "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",
  "PCAR",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "MMU",
  null,
  null,
  null,
  null,
  null,
  "DOC",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "BSM",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "MKC",
  null,
  "JPC",
  "AMGN",
  "KVUE",
  null,
  "PKG",
  "MSTR",
  "NYT",
  "PARA",
  "PPG",
  "REGN",
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  "RITM",
  null,
  "SPYG",
  "BP",
  null,
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "VIV",
  "CI",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "MET",
  "HL",
  "ALCO",
  "PCH",
  "VXF",
  "SOUN",
  "RCL",
  "MRNA",
  "SCHW",
  "EBC",
  "LIND",
  "SBLK",
  "MDU",
  "UMBF",
  "ALC",
  "AB",
  null,
  "SUN",
  null,
  "PNW",
  "STAG",
  null,
  "PEO",
  "VWO",
  "BTG",
  "BXMX",
  null,
  null,
  "KYN",
  null,
  null,
  "LPX",
  null,
  "USLM",
  "VCIT",
  "KOS",
  null,
  "NGG",
  "GUT",
  "DLY",
  null,
  "VIG",
  "NMM",
  null,
  "TTE",
  "TRGP",
  "TEF",
  "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",
  "GRBK",
  "VRT",
  "GBX",
  "GES",
  "SEIC",
  "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",
  "WHR",
  "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",
  "LYB",
  "HBI",
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "TRI.TO",
  "ARLP",
  "ZBH",
  "GAP",
  "MCK",
  null,
  "PAAS",
  null,
  "NGD",
  "GWW",
  "NTAP",
  "NUE",
  null,
  "EG",
  "FDX",
  null,
  "AME",
  null,
  "KMB",
  "ADP",
  "AVA",
  "BALL",
  "BAC",
  null,
  "BCS",
  "BHB",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  "BKH",
  "BJ",
  "BA",
  null,
  "MQY",
  "BCX",
  "BMY",
  "BTI",
  "BRKL",
  "BAM.TO",
  "BG",
  "CACI",
  "BHRB",
  "BXP",
  "AI",
  "CWH",
  "CCJ",
  "CPB",
  "CNI",
  "CPT",
  "CWST",
  "CDNA",
  "CG",
  "CARR",
  "CCL",
  "CBOE",
  "IGR",
  "CAVA",
  "CASY",
  "CNP",
  "CRL",
  "CVX",
  "LNG",
  "CIEN",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CLNE",
  "CNA",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CDP",
  "ED",
  "CLB",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DFAC",
  "DFS",
  "DOCU",
  "RSP",
  "IJT",
  null,
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "MCHP",
  "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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Page 5 of 44

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74933W460

Shares:98.0K

Value:$4.9M

AT&T INC.

T|00206R102

Shares:173.0K

Value:$4.9M

AMGEN INC

AMGN|031162100

Shares:15.4K

Value:$4.8M

922908363

VOO|922908363

Shares:9.3K

Value:$4.8M

Walt Disney Co

DIS|254687106

Shares:48.5K

Value:$4.8M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:77.6K

Value:$4.7M

Mastercard Inc

MA|57636Q104

Shares:8.6K

Value:$4.7M

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:19.7K

Value:$4.7M

FISERV INC

FI|337738108

Shares:21.2K

Value:$4.7M

CASEYS GENERAL STORES INC

CASY|147528103

Shares:10.6K

Value:$4.6M

LOWES COMPANIES INC

LOW|548661107

Shares:19.2K

Value:$4.5M

COLGATE PALMOLIVE CO

CL|194162103

Shares:47.6K

Value:$4.5M

Kenvue Inc.

KVUE|49177J102

Shares:183.9K

Value:$4.4M

IRON MOUNTAIN INC

IRM|46284V101

Shares:50.5K

Value:$4.3M

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:531.6K

Value:$4.2M

RIO TINTO PLC

RIO|767204100

Shares:69.8K

Value:$4.2M

SPDR GOLD TRUST

GLD|78463V107

Shares:14.4K

Value:$4.1M

KINDER MORGAN, INC.

KMI|49456B101

Shares:144.2K

Value:$4.1M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:7.8K

Value:$4.1M

MCDONALDS CORP

MCD|580135101

Shares:12.9K

Value:$4.0M

Instrument	Shares		Other Manager	Value
(cusip74933W460)✕	98.0K	QoQ +9.76% (+8.7K) YoY NEW(+98.0K)	All Managers (Combined)	$4.9M	QoQ +10.06% (+$449.5K) YoY NEW(+$4.9M)
AT&T INC.(Tcusip00206R102)	173.0K	QoQ -8.31% (-15.7K) YoY -6.76% (-12.5K)	All Managers (Combined)	$4.9M	QoQ +13.87% (-$596.0K) YoY +49.81% (-$1.6M)
AMGEN INC(AMGNcusip031162100)	15.4K	QoQ -17.64% (-3.3K) YoY -29.10% (-6.3K)	All Managers (Combined)	$4.8M	QoQ -1.55% (-$76.1K) YoY -22.31% (-$1.4M)
(VOOcusip922908363)	9.3K	QoQ +6.04% (+532) YoY +54.66% (+3.3K)	All Managers (Combined)	$4.8M	QoQ +1.13% (+$54.0K) YoY +65.33% (+$1.9M)
Walt Disney Co(DIScusip254687106)	48.5K	QoQ -4.03% (-2.0K) YoY -28.58% (-19.4K)	All Managers (Combined)	$4.8M	QoQ -14.93% (-$841.3K) YoY -42.39% (-$3.5M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	77.6K	QoQ -13.05% (-11.6K) YoY -23.17% (-23.4K)	All Managers (Combined)	$4.7M	QoQ -6.24% (-$315.0K) YoY -13.60% (-$744.8K)
Mastercard Inc(MAcusip57636Q104)	8.6K	QoQ -1.50% (-131) YoY -3.26% (-290)	All Managers (Combined)	$4.7M	QoQ +2.52% (-$115.7K) YoY +10.10% (-$431.6K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	19.7K	QoQ -0.04% (-8) YoY -20.45% (-5.1K)	All Managers (Combined)	$4.7M	QoQ -14.64% (-$805.8K) YoY -24.90% (-$1.6M)
FISERV INC(FIcusip337738108)	21.2K	QoQ +21055.00% (+21.1K) YoY -6.12% (-1.4K)	All Managers (Combined)	$4.7M	QoQ +359258.38% (+$4.7M) YoY +29.71% (-$1.1M)
CASEYS GENERAL STORES INC(CASYcusip147528103)	10.6K	QoQ +1.92% (+200) YoY +17.53% (+1.6K)	All Managers (Combined)	$4.6M	QoQ +11.64% (+$479.5K) YoY +60.19% (+$1.7M)
LOWES COMPANIES INC(LOWcusip548661107)	19.2K	QoQ -21.28% (-5.2K) YoY -30.89% (-8.6K)	All Managers (Combined)	$4.5M	QoQ -25.61% (-$1.5M) YoY -36.72% (-$2.6M)
COLGATE PALMOLIVE CO(CLcusip194162103)	47.6K	QoQ +0.20% (+97) YoY +7.27% (+3.2K)	All Managers (Combined)	$4.5M	QoQ +3.28% (+$141.7K) YoY +11.62% (+$464.5K)
Kenvue Inc.(KVUEcusip49177J102)	183.9K	QoQ -0.34% (-641) YoY +3.13% (+5.6K)	All Managers (Combined)	$4.4M	QoQ +11.92% (-$469.9K) YoY +15.25% (+$583.5K)
IRON MOUNTAIN INC(IRMcusip46284V101)	50.5K	QoQ -22.28% (-14.5K) YoY +50440.00% (+50.4K)	All Managers (Combined)	$4.3M	QoQ -36.38% (-$2.5M) YoY +299793.03% (+$4.3M)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	531.6K	QoQ -4.95% (-27.7K) YoY -2.04% (-11.1K)	All Managers (Combined)	$4.2M	QoQ -3.74% (-$164.7K) YoY +8.45% (-$329.7K)
RIO TINTO PLC(RIOcusip767204100)	69.8K	QoQ -1.39% (-986) YoY +19.10% (+11.2K)	All Managers (Combined)	$4.2M	QoQ +0.73% (-$30.6K) YoY +12.26% (+$457.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	14.4K	QoQ +59.97% (+5.4K) YoY -14.25% (-2.4K)	All Managers (Combined)	$4.1M	QoQ +6629.34% (+$4.1M) YoY +20.09% (-$694.2K)
KINDER MORGAN, INC.(KMIcusip49456B101)	144.2K	QoQ +1.38% (+2.0K) YoY -7.71% (-12.1K)	All Managers (Combined)	$4.1M	QoQ +5.56% (+$217.0K) YoY +43.55% (-$1.2M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	7.8K	QoQ -5.60% (-461) YoY -3.32% (-267)	All Managers (Combined)	$4.1M	QoQ -2.25% (-$94.0K) YoY +2.35% (-$93.5K)
MCDONALDS CORP(MCDcusip580135101)	12.9K	QoQ -15.50% (-2.4K) YoY +2481.80% (+12.4K)	All Managers (Combined)	$4.0M	QoQ -8.95% (-$396.8K) YoY +86151.46% (+$4.0M)