Cabot-Wellington, LLC
13F Reported Value
ⓘ$379.5M
Holdings
5
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cabot-Wellington, LLC disclosed 5 positions worth $379.5M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (99.9% of disclosed assets). All figures are sourced directly from Cabot-Wellington, LLC’s Form 13F-HR filing with the SEC under CIK 1353198.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$285.4M771,402 shISHARES TR - CORE MSCI EAFE
—Quality
$66.6M689,947 shISHARES INC - CORE MSCI EMKT
—Quality
$25.6M308,899 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$1.6M5,360 sh- 63.1
Quality
$226.8K1,445 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $285.4M | 771,402 |
| ISHARES TR - CORE MSCI EAFE | — | $66.6M | 689,947 |
| ISHARES INC - CORE MSCI EMKT | — | $25.6M | 308,899 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $1.6M | 5,360 |
 DOVER Corp$DOV | 63.1 | $226.8K | 1,445 |
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32-signal composite ranking on each of Cabot-Wellington, LLC's 5 positions.
Showing top 5 of 5 holdings.
Sector Allocation
Other
$379.3M
Industrials
$226,797
Full Holdings — Cabot-Wellington, LLC (Q2 2026)
All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $285.4M | 75.2% | -1% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $66.6M | 17.6% | -3% | — |
| 3 | — | ISHARES INC - CORE MSCI EMKT | $25.6M | 6.7% | -2% | — |
| 4 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.6M | 0.4% | +0% | — |
| 5 | $DOV | DOVER Corp | $226,797 | 0.1% | -22% | 63.1 |
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AI-Powered Hedge Fund Analysis: Cabot-Wellington, LLC
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