Cabot-Wellington, LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q2 2026
Holdings value ($000)
379,525
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/15/2026 5 379,525 13F-HR Cabot-Wellington, LLC
Q1 2026 5/6/2026 5 338,068 13F-HR Cabot-Wellington, LLC
Q4 2025 1/28/2026 5 311,834 13F-HR Cabot-Wellington, LLC
Q3 2025 10/29/2025 5 309,129 13F-HR Cabot-Wellington, LLC
Q2 2025 7/30/2025 5 290,319 13F-HR Cabot-Wellington, LLC
Q2 2014 8/11/2014 45 282,635 13F-HR Cabot-Wellington, LLC
Q1 2014 5/14/2014 44 267,888 13F-HR Cabot-Wellington, LLC
Q4 2013 2/10/2014 41 272,255 13F-HR Cabot-Wellington, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
ETFs 379.5 K 100.0% 41.46 K 0 41.46 K
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Fund Snapshot

Q2 2026
Latest filed
7/15/2026
Total value ($000)
379,525
Holdings
5
QoQ value change ($000)
41,457 (12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.