Cabot-Wellington, LLC
Long Only Manager
Cabot-Wellington, LLC is a Long Only Manager led by Jean Marie Hynes, reporting $1.31T in AUM as of Q3 2025 with 100% ETF concentration, with only 5 positions, and 72% allocation to VTI.
CEOJean Marie Hynes
- Portfolio Value
- $309.1M
- Positions
- 5
- Top Holding
- VTI at 71.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cabot-Wellington, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $221.1M | 71.52% | -$1.8M Sold | — 673.7K shares | |
ETF ETF | $65.5M | 21.18% | -$399.7K Sold | — 750.0K shares | |
ETF ETF | $20.3M | 6.56% | -$115.4K Sold | — 307.6K shares | |
ETF ETF | $2.0M | 0.66% | -$171.6K Sold | — 8.0K shares | |
ETF ETF | $256.2K | 0.08% | — | — 1.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cabot-Wellington, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-7.81% | |
-0.83% | |
-0.61% | |
-0.57% |
Analytics
Portfolio insights and performance metrics for Cabot-Wellington, LLC
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