Institutional Fund
Cabot Wealth Management Inc
Salem, MACIK 10166835 filings on record
Portfolio Value
$869.48M
Q1 2026
Holdings
139
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-3.9%
from $904.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.3%
- Ishares Tr3.8%
- Ishares Tr3.8%
- Taiwan Semiconductor Mfg Ltd3.7%
- Alphabet Inc3.6%
- Schwab Strategic Tr3.1%
- Other77.6%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 147.6K | $37.45M | 4.3% | −1.6K | Reduced |
| 2 | Ishares Tr | 351.2K | $33.34M | 3.8% | +15.9K | Added |
| 3 | Ishares Tr | 279.2K | $33.11M | 3.8% | +8.0K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 94.1K | $31.81M | 3.7% | +755 | Added |
| 5 | Alphabet Inc | 110.4K | $31.68M | 3.6% | −4.5K | Reduced |
| 6 | Schwab Strategic Tr | 553.8K | $27.10M | 3.1% | +23.1K | Added |
| 7 | Berkshire Hathaway Inc Del | 55.1K | $26.39M | 3.0% | +34 | Added |
| 8 | Vanguard Wellington Fd | 117.5K | $23.16M | 2.7% | +3.2K | Added |
| 9 | Jpmorgan Chase & Co. | 73.5K | $21.62M | 2.5% | −678 | Reduced |
| 10 | Fedex Corp | 58.0K | $20.65M | 2.4% | −348 | Reduced |
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