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 $263.1 Millions as of 31 Dec, 2024.

The top stock holdings of Cabot-Wellington, LLC are VB, IBCE, VB. The fund has invested 77.7% of it's portfolio in VANGUARD INDEX FDS and 20.8% of portfolio in ISHARES TR.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to 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

Ticker	% Inc.
ishares tr	0.15

Additions to existing portfolio by Cabot-Wellington, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-0.83

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: 28 Jan, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	77.66	705,090	204,342,000	reduced	-0.83
Historical Trend of VANGUARD INDEX FDS Position Held By Cabot-Wellington, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	IBCE	ishares tr	20.82	779,286	54,768,200	added	0.15

	VB	vanguard index fds	1.44	15,800	3,796,330	unchanged	0.00

	VEU	vanguard intl equity index f	0.08	1,859	218,395	unchanged	0.00