StockDriftsStockDriftsTop 5 Cabot-Wellington, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 75.21% | 771.4K | $285.4M | -0.99%(-7.75K) | $176.31(+116.68%) | 2026-06-30 | |
| IEFA | ISHARES TR | 17.56% | 689.9K | $66.6M | -2.97%(-21.10K) | $59.95(+68.54%) | 2026-06-30 | |
| IEMG | ISHARES INC | 6.74% | 308.9K | $25.6M | -2.41%(-7.63K) | $53.64(+49.56%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 0.43% | 5.4K | $1.6M | +0.11%(+6) | $174.47(+75.62%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 0.06% | 1.4K | $227K | -22.27%(-414) | $86.61(+86.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.70% | +63.07% | +9.30% | +55.98% |
| Top 20 Holdings Unweighted | +17.34% | +61.57% | +9.91% | +60.37% |
Cabot-Wellington, LLC reports $379.53M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are VTI (75.2%), IEFA (17.6%) and IEMG (6.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +63.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cabot-Wellington, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1353198). View Cabot-Wellington, LLC’s 13F filings on SEC