CABOT WEALTH MANAGEMENT INC
Sector Allocation
- Other40.5%$397.3M
- Technology23.7%$232.9M
- Financials12.5%$122.8M
- Consumer Discretionary7.6%$74.3M
- Industrials5.6%$55.2M
- Healthcare5.5%$54.1M
- Communication Services3.1%$30.8M
- Real Estate1.0%$10.1M
- Energy0.2%$1.6M
- Materials0.1%$1.5M
AUM History
13fpro.ai/research/fund/cabot-wealth-management-inc-1016683
Conviction and streaks
Diversifying · top 10 = 30.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TSM
$43.1MAAPL
$41.3MGOOG
$37.6M- SCHWAB$30.6M
BRK.B
$27.6MAPH
$25.1M- J$24.4M
JPM
$23.9MROK
$23.1M- J$22.9M
- SCHWAB$22.7M
- ISHARES$19.8M
FDX
$17.9MLLY
$17.3M- ISHARES$17.2M
TJX
$17.2MSONY
$17.1MMELI
$16.7MV
$16.5M- VANECK$16.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cabot-wealth-management-inc-1016683
CABOT WEALTH MANAGEMENT INC 13F holdings — Q2 2026
$982.2M portfolio (+13.0% QoQ) · 142 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
$43.1M
4.4% of stocks
-4%This quarter+5.0%Since filed10+ qtrsHeld$41.3M
4.2% of stocks
-3%This quarter+11.3%Since filed10+ qtrsHeld$37.6M
3.8% of stocks
-4%This quarter-11.9%Since filed10+ qtrsHeld- 4
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$30.6M
3.1% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $27.6M
2.8% of stocks
+0.1%This quarter—Since filed10+ qtrsHeld$25.1M
2.6% of stocks
-1%This quarter-6.3%Since filed10+ qtrsHeld- 7
J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED
$24.4M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $23.9M
2.4% of stocks
-0.5%This quarter-5.0%Since filed10+ qtrsHeld$23.1M
2.4% of stocks
-0.4%This quarter-10.4%Since filed10+ qtrsHeld- 10
J P MORGAN EXCHANGE TRADED F - BETABUILDERS US
$22.9M
2.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
All holdings — CABOT WEALTH MANAGEMENT INC (Q2 2026)
142 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $22.7M | 2.3% | 729K | -0.7% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $19.8M | 2.0% | 90K | +63% | — | — | 13F |
| 13 | FEDEX CORP | Industrials | $17.9M | 1.8% | 57K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $17.3M | 1.8% | 14K | +76% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - MSCI INTL MOMENTetf/fund | — | $17.2M | 1.8% | 323K | +2% | — | — | 13F |
| 16 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $17.2M | 1.8% | 113K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Sony Group Corpadr | Technology | $17.1M | 1.7% | 854K | +3% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MERCADOLIBRE INC | Consumer Discretionary | $16.7M | 1.7% | 9,812 | -5% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VISA INC. | Financials | $16.5M | 1.7% | 48K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund | — | $16.4M | 1.7% | 157K | +68% | — | — | 13F |
| 21 | NVIDIA CORP | Technology | $15.8M | 1.6% | 79K | +51% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR SERIES TRUST - ST STR PR SP1500etf/fund | — | $15.6M | 1.6% | 171K | +33% | — | — | 13F |
| 23 | — | JOHN HANCOCK EXCHANGE TRADED - MORTGAGE BACKED | — | $15.1M | 1.5% | 688K | -0.9% | — | — | 13F |
| 24 | Bank OZK | Other | $15.1M | 1.5% | 289K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $14.7M | 1.5% | 173K | New | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $14.3M | 1.4% | 359K | +3% | |||
| 27 | $MEDP | Medpace Holdings, Inc. | Healthcare | $14.1M | 1.4% | 27K | -4% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $14.0M | 1.4% | 66K | +4% | |||
| 29 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | — | $13.0M | 1.3% | 132K | New | |||
| 30 | — | ISHARES TR - 3 7 YR TREAS BD | — | $12.6M | 1.3% | 107K | -62% | |||
| 31 | — | VANGUARD WELLINGTON FD - US MOMENTUM | — | $12.5M | 1.3% | 50K | -57% | |||
| 32 | $CHE | CHEMED CORP | Healthcare | $12.4M | 1.3% | 27K | -0.4% | |||
| 33 | — | ISHARES TR - CORE MSCI EAFE | — | $12.4M | 1.3% | 128K | +19% | |||
| 34 | $CTAS | CINTAS CORP | Consumer Discretionary | $12.3M | 1.3% | 72K | +0.9% | |||
| 35 | — | ISHARES TR - MBS ETF | — | $11.9M | 1.2% | 126K | -64% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $11.6M | 1.2% | 33K | -3% | |||
| 37 | — | ISHARES INC - CORE MSCI EMKT | — | $11.4M | 1.2% | 138K | +2636% | |||
| 38 | $KLAC | KLA CORP | Technology | $10.7M | 1.1% | 36K | New | |||
| 39 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $9.9M | 1.0% | 233K | -0.6% | |||
| 40 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $9.7M | 1.0% | 59K | +0.0% | |||
| 41 | $CDW | CDW Corp | Consumer Discretionary | $9.7M | 1.0% | 69K | -2% | |||
| 42 | $DIS | Walt Disney Co | Communication Services | $9.6M | 1.0% | 100K | -3% | |||
| 43 | — | ISHARES TR - 1 3 YR TREAS BD | — | $9.4M | 1.0% | 115K | -45% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $9.4M | 1.0% | 31K | +37% | |||
| 45 | — | VANGUARD WORLD FD - INF TECH ETF | — | $9.4M | 1.0% | 79K | New | |||
| 46 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $8.9M | 0.9% | 123K | +8% | |||
| 47 | $AVGO | Broadcom Inc. | Technology | $8.8M | 0.9% | 23K | +113% | |||
| 48 | $OMC | OMNICOM GROUP INC. | Communication Services | $8.5M | 0.9% | 116K | -4% | |||
| 49 | $GLDM | World Gold Trust | Financials | $7.7M | 0.8% | 97K | +8% | |||
| 50 | $ASML | ASML HOLDING NV | Technology | $7.4M | 0.8% | 3,741 | -10% | |||
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $6.7M | 0.7% | 175K | +0.4% | |||
| 52 | $WT | WisdomTree, Inc. | Financials | $6.5M | 0.7% | 130K | -2% | |||
| 53 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $6.0M | 0.6% | 166K | -4% | |||
| 54 | — | SPDR INDEX SHS FDS - ST STR MSCI EM | — | $5.9M | 0.6% | 74K | +54% | |||
| 55 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $5.9M | 0.6% | 116K | +30% | |||
| 56 | — | ISHARES TR - INTL EQTY FACTOR | — | $5.8M | 0.6% | 143K | +58% | |||
| 57 | $GLD | SPDR GOLD TRUST | Financials | $5.8M | 0.6% | 16K | -2% | |||
| 58 | $VMI | VALMONT INDUSTRIES INC | Industrials | $5.7M | 0.6% | 9,857 | New | |||
| 59 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $4.9M | 0.5% | 89K | +39% | |||
| 60 | $MSFT | MICROSOFT CORP | Technology | $4.5M | 0.5% | 12K | -6% | |||
| 61 | — | ISHARES TR - IBDS DEC28 ETF | — | $4.3M | 0.4% | 170K | +79% | |||
| 62 | — | ISHARES TR - ISHS 1-5YR INVS | — | $4.3M | 0.4% | 81K | +36% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $4.2M | 0.4% | 7,406 | -25% | |||
| 64 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $4.2M | 0.4% | 28K | New | |||
| 65 | $GOOGL | Alphabet Inc. | Technology | $4.1M | 0.4% | 12K | -20% | |||
| 66 | $MU | MICRON TECHNOLOGY INC | Technology | $3.9M | 0.4% | 3,381 | -9% | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.3M | 0.3% | 7,766 | -4% | |||
| 68 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | — | $3.1M | 0.3% | 41K | -0.3% | |||
| 69 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $3.1M | 0.3% | 63K | +0.0% | |||
| 70 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $2.9M | 0.3% | 16K | -29% | |||
| 71 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $2.9M | 0.3% | 59K | +0.4% | |||
| 72 | — | ISHARES TR - IBONDS DEC 29 | — | $2.7M | 0.3% | 117K | +29% | |||
| 73 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $2.7M | 0.3% | 5,136 | -6% | |||
| 74 | $ORCL | ORACLE CORP | Technology | $2.7M | 0.3% | 18K | — | |||
| 75 | — | ISHARES TR - IBONDS DEC 2030 | — | $2.6M | 0.3% | 119K | +37% | |||
| 76 | $DDOG | Datadog, Inc. | Technology | $2.5M | 0.3% | 9,623 | -45% | |||
| 77 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $2.4M | 0.2% | 81K | -4% | |||
| 78 | — | ISHARES TR - IBONDS 27 ETF | — | $2.2M | 0.2% | 92K | +23% | |||
| 79 | $ROL | ROLLINS INC | Industrials | $2.1M | 0.2% | 50K | -8% | |||
| 80 | — | ISHARES TR - CORE S&P500 ETF | — | $1.8M | 0.2% | 2,425 | -17% | |||
| 81 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.8M | 0.2% | 20K | -72% | |||
| 82 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.7M | 0.2% | 9,724 | +1143% | |||
| 83 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.6M | 0.2% | 4,115 | -38% | |||
| 84 | $C | CITIGROUP INC | Financials | $1.4M | 0.1% | 9,773 | +0.5% | |||
| 85 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $1.4M | 0.1% | 5,560 | — | |||
| 86 | $PODD | INSULET CORP | Healthcare | $1.4M | 0.1% | 8,909 | -34% | |||
| 87 | $AJG | Arthur J. Gallagher & Co. | Financials | $1.3M | 0.1% | 5,623 | -10% | |||
| 88 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.3M | 0.1% | 3,710 | -31% | |||
| 89 | — | FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDM | — | $1.2M | 0.1% | 33K | -37% | |||
| 90 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.1% | 4,641 | — | |||
| 91 | $NOW | ServiceNow, Inc. | Technology | $1.1M | 0.1% | 11K | -32% | |||
| 92 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.1M | 0.1% | 1,878 | -55% | |||
| 93 | $MSCI | MSCI Inc. | Financials | $946K | 0.1% | 1,689 | -32% | |||
| 94 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $943K | 0.1% | 1,899 | +104% | |||
| 95 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $922K | 0.1% | 33K | -5% | |||
| 96 | $SHOP | SHOPIFY INC. | Technology | $882K | 0.1% | 7,725 | -57% | |||
| 97 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $776K | 0.1% | 5,294 | — | |||
| 98 | $TD | TORONTO DOMINION BANK | Financials | $732K | 0.1% | 6,032 | — | |||
| 99 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $624K | 0.1% | 18K | +1% | |||
| 100 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $578K | 0.1% | 800 | — | |||
| 101 | $GE | GENERAL ELECTRIC CO | Industrials | $561K | 0.1% | 1,502 | -2% | |||
| 102 | $GL | GLOBE LIFE INC. | Financials | $548K | 0.1% | 3,065 | — | |||
| 103 | — | ISHARES TR - S&P 500 VAL ETF | — | $520K | 0.1% | 2,292 | — | |||
| 104 | $CVX | CHEVRON CORP | Energy | $492K | 0.1% | 2,968 | — | |||
| 105 | $HDB | HDFC BANK LTD | Financials | $489K | 0.1% | 19K | -96% | |||
| 106 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $468K | 0.1% | 1,382 | New | |||
| 107 | $PLTR | Palantir Technologies Inc. | Technology | $450K | 0.1% | 3,859 | +5% | |||
| 108 | $GEV | GE Vernova Inc. | Industrials | $437K | 0.0% | 372 | +5% | |||
| 109 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $418K | 0.0% | 3,056 | -8% | |||
| 110 | $JNJ | JOHNSON & JOHNSON | Healthcare | $390K | 0.0% | 1,537 | +3% | |||
| 111 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $390K | 0.0% | 1,745 | — | |||
| 112 | $INDB | INDEPENDENT BANK CORP | Financials | $367K | 0.0% | 4,384 | — | |||
| 113 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $359K | 0.0% | 6,938 | — | |||
| 114 | $ABBV | AbbVie Inc. | Healthcare | $354K | 0.0% | 1,405 | — | |||
| 115 | $CRM | Salesforce, Inc. | Technology | $353K | 0.0% | 2,255 | -6% | |||
| 116 | $PSX | Phillips 66 | Energy | $344K | 0.0% | 2,035 | — | |||
| 117 | $SO | SOUTHERN CO | Utilities | $335K | 0.0% | 3,505 | — | |||
| 118 | $INTC | INTEL CORP | Technology | $335K | 0.0% | 2,400 | New | |||
| 119 | $KO | COCA COLA CO | Consumer Staples | $332K | 0.0% | 4,086 | — | |||
| 120 | $COP | CONOCOPHILLIPS | Energy | $323K | 0.0% | 3,104 | — | |||
| 121 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $315K | 0.0% | 629 | — | |||
| 122 | — | ISHARES TR - RUSSELL 2000 ETF | — | $309K | 0.0% | 1,030 | — | |||
| 123 | $ACHR | Archer Aviation Inc. | Industrials | $293K | 0.0% | 62K | — | |||
| 124 | $NVO | NOVO NORDISK A S | Healthcare | $292K | 0.0% | 6,083 | -37% | |||
| 125 | $ABT | ABBOTT LABORATORIES | Healthcare | $291K | 0.0% | 3,202 | — | |||
| 126 | $MRK | Merck & Co., Inc. | Healthcare | $289K | 0.0% | 2,250 | +12% | |||
| 127 | $MCD | MCDONALDS CORP | Consumer Discretionary | $284K | 0.0% | 1,050 | — | |||
| 128 | $SYK | STRYKER CORP | Healthcare | $283K | 0.0% | 899 | -2% | |||
| 129 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $270K | 0.0% | 367 | — | |||
| 130 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $252K | 0.0% | 1,222 | — | |||
| 131 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $252K | 0.0% | 433 | New | |||
| 132 | — | ISHARES INC - EMNG MKTS EQT | — | $249K | 0.0% | 3,398 | -10% | |||
| 133 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $242K | 0.0% | 6,699 | -8% | |||
| 134 | $SII | SPROTT INC. | Financials | $225K | 0.0% | 2,000 | — | |||
| 135 | — | FLEXSHARES TR - INTL QLTDV IDX | — | $222K | 0.0% | 6,412 | -10% | |||
| 136 | $WMT | Walmart Inc. | Consumer Staples | $221K | 0.0% | 1,950 | +17% | |||
| 137 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $220K | 0.0% | 1,000 | — | |||
| 138 | $MA | Mastercard Inc | Financials | $213K | 0.0% | 415 | — | |||
| 139 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $211K | 0.0% | 3,696 | New | |||
| 140 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | — | $203K | 0.0% | 6,653 | New | |||
| 141 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $191K | 0.0% | 11K | — | |||
| 142 | $MXCT | MAXCYTE, INC. | Healthcare | $109K | 0.0% | 89K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 40 added to, 60 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED$24.4M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - BETABUILDERS US$22.9M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - US MOMENTUM$14.7M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - BETABUILDERS US$13.0M
first bought this quarter
$KLACKLA CORP$10.7M
first bought this quarter
- VANGUARD WORLD FD - INF TECH ETF$9.4M
first bought this quarter
+7 more in the Excel export
Added to (40)
- ISHARES INC - CORE MSCI EMKT+2636%
now $11.4M
- ISHARES TR - MSCI USA QLT FCT+63%
now $19.8M
now $17.3M · held 10+ qtrs
- VANECK ETF TRUST - MRNGSTR WDE MOAT+68%
now $16.4M
$NVDANVIDIA CORP+51%
now $15.8M · held 10+ qtrs
$AVGOBroadcom Inc.+113%
now $8.8M · held 5 qtrs, 2 adds in a row
+34 more in the Excel export
Trimmed (60)
- ISHARES TR - MBS ETF-64%
now $11.9M
- ISHARES TR - 3 7 YR TREAS BD-62%
now $12.6M
- VANGUARD WELLINGTON FD - US MOMENTUM-57%
now $12.5M
$HDBHDFC BANK LTD-96%
now $489K · held 10+ qtrs, 2 trims in a row
- ISHARES TR - 1 3 YR TREAS BD-45%
now $9.4M
- SPDR SERIES TRUST - ST STR BLO 1 ETF-72%
now $1.8M
+54 more in the Excel export
Holdings by quarter
Every 13F CABOT WEALTH MANAGEMENT INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow CABOT WEALTH MANAGEMENT?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CABOT WEALTH MANAGEMENT's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
16%
Last quarter; 27% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CABOT WEALTH MANAGEMENT INC disclosed 142 positions worth $982.2M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 4.4% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 13 new positions and exited 9 and a full exit from $SYY. The portfolio is most concentrated in Other (40.5% of disclosed assets). All figures are sourced directly from CABOT WEALTH MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1016683.
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Every holding in CABOT WEALTH MANAGEMENT INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.