Cabot-Wellington, LLC
CIK 1353198 · View on SEC EDGAR ↗
- Portfolio value
- $379.5M
- Positions
- 5
- As of
- June 30, 2026
#4,503 of 9,443 by 13F value · top 47.7%
Portfolio value QoQ: +12.3% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 1.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $1,819 · sells $5,602,612
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 0
- Increased
- 1
- Decreased
- 4
- Closed
- 0
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $285,449,694 | 75.21% | 771,402 | $35,489,516 | Down ×1 | ||
| IEFA | $66,635,108 | 17.56% | 689,947 | $2,264,278 | Down ×6 | ||
| IEMG | $25,589,177 | 6.74% | 308,899 | $3,511,416 | Down ×1 | ||
| VB | $1,624,581 | 0.43% | 5,360 | $222,236 | Up ×2 | ||
| VT | $226,797 | 0.06% | 1,445 | $-30,340 | Down ×1 | ||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Trimmed | -8K | +$35.5M |
| IEMG | Trimmed | -8K | +$3.5M |
| IEFA | Trimmed | -21K | +$2.3M |
| VB | Bought more | +6 | +$222K |
| VT | Trimmed | -414 | -$30K |