Cabot-Wellington, LLC
Investment Portfolio & 13F Holdings Analysis
About
Cabot-Wellington, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 5 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "IEMG", "IEFA", "VT", "VB", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 5
- Total Value
- 271415891
- Accession Number
- 0001062993-25-007413
- Form Type
- 13F-HR
- Manager Name
- Cabotwellington
Data Enrichment
100% identified5 identified0 unidentified
Holdings
5 positions • $271.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 698.5K | All Managers (Combined) | $192.0M | 70.7% ($192.0M/$271.4M) | |||
| 777.3K | All Managers (Combined) | $58.8M | 21.7% ($58.8M/$271.4M) | |||
| 313.6K | QoQ NEW(+313.6K) YoY NEW(+313.6K) | All Managers (Combined) | $16.9M | 6.2% ($16.9M/$271.4M) | QoQ NEW(+$16.9M) YoY NEW(+$16.9M) | |
| 15.7K | All Managers (Combined) | $3.5M | 1.3% ($3.5M/$271.4M) | |||
| 1.9K | All Managers (Combined) | $215.6K | 0.1% ($215.6K/$271.4M) |