Cabot-Wellington, LLC Portfolio Holdings
Q3 2025•5 long positions•$309.1M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding5 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $221.1M 71.52% | -$1.8M Sold | — 673.7K shares | 679.3K → 673.7K −$1.8M | -0.83% | — — | Q1 2016 Held for 9y 9m | |
ETF ETF | $65.5M 21.18% | -$399.7K Sold | — 750.0K shares | 754.6K → 750.0K −$399.7K | -0.61% | — — | Q3 2016 Held for 9y 3m | |
ETF ETF | $20.3M 6.56% | -$115.4K Sold | — 307.6K shares | 309.4K → 307.6K −$115.4K | -0.57% | — — | Q1 2025 Held for 9 months | |
ETF ETF | $2.0M 0.655% | -$171.6K Sold | — 8.0K shares | 8.6K → 8.0K −$171.6K | -7.81% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $256.2K 0.083% | — | — 1.9K shares | — | — | — — | Q1 2024 Held for 1y 9m |
