Latest Cabot-Wellington, LLC Stock Portfolio

About Cabot-Wellington, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Cabot-Wellington, LLC reported an equity portfolio of $266 Millions as of 30 Sep, 2024.

The top stock holdings of Cabot-Wellington, LLC are VB, IBCE, VB. The fund has invested 75.7% of it's portfolio in VANGUARD INDEX FDS and 22.8% of portfolio in ISHARES TR.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB) and ISHARES TR (IBCE).

Cabot-Wellington, LLC Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by Cabot-Wellington, LLC

Additions

No additions were made to existing positions by Cabot-Wellington, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-24.29
vanguard index fds	-1.63
ishares tr	-1.31

Cabot-Wellington, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cabot-Wellington, LLC

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Cabot-Wellington, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cabot-Wellington, LLC

Last Reported on: 25 Oct, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
IBCE	ishares tr	22.83	778,094	60,730,200	reduced	-1.31

VB	vanguard index fds	75.68	711,024	201,333,000	reduced	-1.63

VB	vanguard index fds	1.41	15,800	3,747,830	reduced	-24.29

VEU	vanguard intl equity index f	0.08	1,859	222,522	unchanged	0.00