Cabot Wellington, LLC Portfolio Holdings

Cabot Wellington, LLC

  • $271 Billion
  • Q1 2025

Cabot Wellington, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $192B, Ishares Tr with a value of $58.8B, Ishares Inc with a value of $16.9B, Vanguard Small Cap ETF with a value of $3.48B, and Vanguard Total World Stk Index with a value of $216M.

Examining the 13F form we can see an increase of $8.29B in the current position value, from $263B to 271B.

Cabot Wellington, LLC is based out at Boston, MA

Below you can find more details about Cabot Wellington, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
ETFs: $271 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$192 Billion 70.74% of portfolio
698,547
Q1 2025 Reduced 0.93%
$0
$58.8 Billion 21.67% of portfolio
777,301
Q1 2025 Reduced 0.25%
$0
$16.9 Billion 6.24% of portfolio
313,633
Q1 2025 New
$0
$3.48 Billion 1.28% of portfolio
15,704
Q1 2025 Reduced 0.61%
$0
$216 Million 0.08% of portfolio
1,859
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $271 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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