Cabot Wealth Management Inc has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $836 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.1M, Mercadolibre Inc with a value of $28M, Berkshire Hathaway Inc Class B with a value of $27.3M, Ishares Barclays 3 7 Yr Treas with a value of $26.8M, and Ishares Tr with a value of $26.7M.
Examining the 13F form we can see an increase of $55.2M in the current position value, from $780M to 836M.
Below you can find more details about Cabot Wealth Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$836 Million
ETFs: $262 Million
Technology: $162 Million
Financial Services: $111 Million
Consumer Cyclical: $80.4 Million
Communication Services: $69.1 Million
Healthcare: $66.1 Million
Industrials: $52.4 Million
Consumer Defensive: $13 Million
Other: $17.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
