CABOT WEALTH MANAGEMENT INC: 13F holdings
CIK 10166832026Q2
| Positions | 142 |
|---|---|
| Reported value | $982.2m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 90,332 | $43.1m | 4.4% |
| AAPL APPLE INC | 142,794 | $41.3m | 4.2% |
| GOOG ALPHABET INC | 106,339 | $37.6m | 3.8% |
| EWU SCHWAB STRATEGIC TR | 579,556 | $30.6m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 55,103 | $27.6m | 2.8% |
| APH AMPHENOL CORP | 142,428 | $25.1m | 2.6% |
| J P MORGAN EXCHANGE TRADED F | 480,901 | $24.4m | 2.5% |
| JPM JPMORGAN CHASE & CO | 73,122 | $23.9m | 2.4% |
| ROK ROCKWELL AUTOMATION INC | 46,611 | $23.1m | 2.3% |
| J P MORGAN EXCHANGE TRADED F | 234,462 | $22.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1016683")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.