FBInvestor
Funds / Cabot-Wellington, LLC
Institutional Fund

Cabot-Wellington, LLC

Boston, MACIK 13531985 filings on record

Portfolio Value
$338.07M
Q1 2026
Holdings
5
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+8.4%
from $311.83M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds73.9%
  • Ishares Tr19.0%
  • Ishares Inc6.5%
  • Vanguard Index Fds0.4%
  • Vanguard Intl Equity Index F0.1%

Portfolio Holdings

5 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds779.2K$249.96M73.9%+111.9KAdded
2Ishares Tr711.0K$64.37M19.0%26.2KReduced
3Ishares Inc316.5K$22.08M6.5%+11.1KAdded
4Vanguard Index Fds5.4K$1.40M0.4%+7Added
5Vanguard Intl Equity Index F1.9K$257.1K0.1%0Held