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Home > Institutional Investor > Cabot Wealth Management Inc > Profile

Instuitional Investor - Cabot Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Cabot Wealth Management Inc
Portfolio Value $840,891,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 151,743 $31,133,152 3.7%
2.
Mercadolibre Inc
 MELI 10,714 $28,002,432 3.33%
3.
Berkshire Hathaway Inc
 BRK.A 56,139 $27,270,642 3.24%
4.
Ishares Tr
 225,420 $26,845,268 3.19%
5.
Ishares Tr - MBS ETF
 284,487 $26,710,484 3.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)