Notify me when CABOT WEALTH MANAGEMENT INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $904,602,279 | +$30,884,448 | -$39,572,762 | -$8,688,314 | AAPL, GOOG, IEI, MBB, TSM | 13F-HR | 03 Feb 2026, 10:16 |
| Q3 2025 | 133 | $901,676,199 | +$52,015,629 | -$25,048,292 | +$26,967,337 | AAPL, GOOG, IEI, MBB, BRKB | 13F-HR | 31 Oct 2025, 14:34 |
| Q2 2025 | 128 | $840,891,459 | +$35,493,935 | -$33,084,336 | +$2,409,599 | AAPL, MELI, BRKB, IEI, MBB | 13F-HR | 31 Jul 2025, 13:36 |
| Q1 2025 | 127 | $784,970,045 | +$38,299,249 | -$31,850,413 | +$6,448,836 | AAPL, BRKB, IEI, MBB, SONY | 13F-HR | 21 Apr 2025, 20:44 |
| Q4 2024 | 128 | $787,464,721 | +$53,801,695 | -$23,997,852 | +$29,803,843 | AAPL, BRKB, MBB, TSM, GOOG | 13F-HR | 03 Feb 2025, 21:59 |
| Q3 2024 | 129 | $799,985,308 | +$55,300,897 | -$42,469,651 | +$12,831,246 | AAPL, BRKB, MBB, MELI, TSM | 13F-HR | 15 Oct 2024, 17:28 |
| Q2 2024 | 134 | $762,931,460 | +$30,078,664 | -$34,210,392 | -$4,131,728 | AAPL, BRKB, GOOG, SPIB, TSM | 13F-HR | 12 Jul 2024, 15:24 |
| Q1 2024 | 140 | $765,079,861 | +$29,168,846 | -$25,002,543 | +$4,166,303 | AAPL, BRKB, SPIB, JPM, FNDF | 13F-HR | 02 May 2024, 21:25 |
| Q4 2023 | 139 | $719,284,614 | +$31,860,721 | -$36,458,174 | -$4,597,453 | AAPL, BRKB, SPIB, USFR, HDB | 13F-HR | 12 Feb 2024, 11:31 |
| Q3 2023 | 140 | $652,546,000 | +$30,044,496 | -$17,213,017 | +$12,831,479 | AAPL, BRKB, USFR, GOOG, FNDF | 13F-HR | 26 Oct 2023, 12:33 |
| Q2 2023 | 142 | $669,556,000 | +$30,971,200 | -$24,079,638 | +$6,891,562 | AAPL, BRKB, USFR, HDB, FNDF | 13F-HR | 13 Jul 2023, 13:05 |
| Q1 2023 | 140 | $633,469,000 | +$66,726,633 | -$72,009,711 | -$5,283,078 | AAPL, HDB, BRKB, USFR, FNDF | 13F-HR | 20 Apr 2023, 08:38 |
| Q4 2022 | 145 | $592,664,000 | +$25,889,739 | -$78,762,013 | -$52,872,274 | AAPL, HDB, BRKB, FNDF, OZK | 13F-HR | 31 Jan 2023, 11:16 |
| Q3 2022 | 147 | $591,301,000 | +$48,044,237 | -$30,170,284 | +$17,873,953 | AAPL, OZK, HDB, BRKB, FNDF | 13F-HR | 19 Oct 2022, 15:07 |
| Q2 2022 | 152 | $630,387,000 | +$60,576,337 | -$61,870,402 | -$1,294,065 | AAPL, BRKB, OZK, HDB, FNDF | 13F-HR | 01 Aug 2022, 14:48 |
| Q1 2022 | 162 | $742,807,000 | +$54,034,088 | -$55,241,098 | -$1,207,010 | AAPL, BRKB, OZK, GOOG, FNDF | 13F-HR | 14 Apr 2022, 13:04 |
| Q4 2021 | 166 | $788,913,000 | +$27,995,314 | -$21,704,228 | +$6,291,086 | AAPL, OZK, FRCB, FNDF, BRKB | 13F-HR | 26 Jan 2022, 16:08 |
| Q3 2021 | 163 | $744,942,000 | +$33,289,996 | -$29,257,073 | +$4,032,923 | AAPL, HDB, FRCB, OZK, FNDF | 13F-HR | 21 Oct 2021, 12:25 |
| Q2 2021 | 162 | $748,677,000 | +$26,481,372 | -$22,821,355 | +$3,660,017 | AAPL, HDB, FNDF, FRCB, OZK | 13F-HR | 26 Jul 2021, 13:36 |
| Q1 2021 | 160 | $708,651,000 | +$62,528,395 | -$32,911,786 | +$29,616,609 | HDB, AAPL, MBB, FNDF, FRCB | 13F-HR | 20 Apr 2021, 11:49 |
| Q4 2020 | 143 | $650,889,000 | +$44,205,920 | -$28,060,731 | +$16,145,189 | AAPL, MBB, MELI, HDB, FNDF | 13F-HR | 02 Feb 2021, 10:06 |
| Q3 2020 | 133 | $549,949,000 | +$51,505,834 | -$26,884,250 | +$24,621,584 | MBB, AAPL, FDX, FNDF, SCHX | 13F-HR | 05 Nov 2020, 14:19 |
| Q2 2020 | 132 | $501,375,000 | +$37,848,300 | -$40,508,429 | -$2,660,129 | MBB, AAPL, SCHX, FNDF, SCHF | 13F-HR | 10 Aug 2020, 12:22 |
| Q1 2020 | 117 | $418,620,000 | +$38,543,035 | -$43,157,645 | -$4,614,610 | MBB, AAPL, SCHX, SCHF, FNDF | 13F-HR | 23 Apr 2020, 16:16 |
| Q4 2019 | 130 | $517,733,000 | +$17,527,339 | -$13,778,112 | +$3,749,227 | SCHF, AAPL, SCHX, HDB, FNDF | 13F-HR | 12 Feb 2020, 09:26 |
| Q3 2019 | 130 | $473,277,000 | +$24,544,427 | -$23,823,076 | +$721,351 | SCHF, SCHX, FNDF, HDB, AAPL | 13F-HR | 31 Oct 2019, 09:27 |
| Q2 2019 | 127 | $474,099,000 | +$24,052,597 | -$24,685,594 | -$632,997 | SCHF, SCHX, FNDF, HDB, AAPL | 13F-HR | 06 Aug 2019, 13:40 |
| Q1 2019 | 129 | $454,921,000 | +$22,260,030 | -$23,344,804 | -$1,084,774 | SCHF, SCHX, FNDF, SPSB, HDB | 13F-HR | 13 May 2019, 13:56 |
| Q4 2018 | 128 | $409,596,000 | +$39,146,878 | -$40,085,756 | -$938,878 | SCHF, SCHX, SPSB, FNDF, HDB | 13F-HR | 12 Feb 2019, 16:34 |
| Q3 2018 | 125 | $466,217,000 | +$29,938,646 | -$31,986,878 | -$2,048,232 | SCHF, FNDF, SCHX, AAPL, SPSB | 13F-HR | 30 Oct 2018, 16:41 |
| Q2 2018 | 121 | $448,721,000 | +$39,104,996 | -$43,927,713 | -$4,822,717 | SCHF, FNDF, SCHX, SPSB, AAPL | 13F-HR | 09 Aug 2018, 10:06 |
| Q1 2018 | 127 | $447,318,000 | +$19,254,912 | -$32,532,904 | -$13,277,992 | SCHF, FNDF, SCHX, SPSB, HDB | 13F-HR | 11 May 2018, 15:38 |
| Q4 2017 | 133 | $462,475,000 | +$22,711,562 | -$26,832,783 | -$4,121,221 | SCHF, FNDF, SCHX, SPSB, HDB | 13F-HR | 12 Feb 2018, 15:51 |
| Q3 2017 | 130 | $445,627,000 | +$35,770,632 | -$37,979,337 | -$2,208,705 | SCHF, FNDF, SCHX, SPSB, FRCB | 13F-HR | 06 Nov 2017, 11:07 |
| Q2 2017 | 136 | $430,163,000 | +$49,090,781 | -$43,098,355 | +$5,992,426 | SCHF, FNDF, HDB, SPSB, FRCB | 13F-HR | 01 Aug 2017, 13:46 |
| Q1 2017 | 137 | $406,460,000 | +$46,054,660 | -$36,667,154 | +$9,387,506 | HDB, SCHF, FNDF, FRCB, AAPL | 13F-HR | 09 May 2017, 08:59 |
| Q4 2016 | 145 | $369,491,000 | +$45,757,665 | -$62,324,810 | -$16,567,145 | FRCB, HDB, JPM, DIS, BRKB | 13F-HR | 07 Feb 2017, 09:24 |
| Q3 2016 | 149 | $388,973,000 | +$33,050,060 | -$39,962,728 | -$6,912,668 | HDB, FRCB, GLD, TJX, V | 13F-HR | 08 Nov 2016, 09:32 |
| Q2 2016 | 147 | $379,787,000 | +$33,957,324 | -$23,118,763 | +$10,838,561 | HDB, GLD, TJX, FRCB, V | 13F-HR | 11 Jul 2016, 09:42 |
| Q1 2016 | 133 | $359,014,000 | +$53,754,105 | -$79,908,068 | -$26,153,963 | TJX, HDB, AAPL, V, DIS | 13F-HR | 09 May 2016, 09:49 |
| Q4 2015 | 142 | $391,380,000 | +$50,658,806 | -$27,645,358 | +$23,013,448 | HDB, TJX, V, DIS, AAPL | 13F-HR | 13 Jan 2016, 13:58 |
| Q3 2015 | 138 | $359,383,000 | +$32,989,992 | -$54,816,166 | -$21,826,174 | TJX, HDB, AAPL, DIS, V | 13F-HR | 03 Nov 2015, 16:30 |
| Q2 2015 | 150 | $411,476,000 | +$37,091,707 | -$38,234,285 | -$1,142,578 | TJX, HDB, FM, AAPL, DIS | 13F-HR | 07 Aug 2015, 12:55 |
| Q1 2015 | 148 | $411,184,000 | +$43,219,577 | -$49,054,841 | -$5,835,264 | TJX, AAPL, NVO, FM, HDB | 13F-HR | 07 May 2015, 09:35 |
| Q4 2014 | 146 | $405,246,000 | +$42,234,291 | -$39,921,838 | +$2,312,453 | TJX, AAPL, SCHX, V, DIS | 13F-HR | 13 Feb 2015, 09:45 |
| Q3 2014 | 145 | $390,794,000 | +$24,957,518 | -$25,481,706 | -$524,188 | NVO, AAPL, TJX, TAN, DIS | 13F-HR | 17 Oct 2014, 11:15 |
| Q2 2014 | 144 | $398,108,000 | +$68,309,734 | -$48,998,201 | +$19,311,533 | TAN, HDB, NVO, QCOM, AAPL | 13F-HR | 28 Jul 2014, 16:05 |
| Q1 2014 | 143 | $380,287,000 | +$58,335,329 | -$62,898,743 | -$4,563,414 | TAN, NVO, HDB, QCOM, JPM | 13F-HR | 14 Apr 2014, 16:50 |
| Q4 2013 | 150 | $382,266,000 | $0 | $0 | $0 | NVO, TAN, V, HD, XOM | 13F-HR | 11 Feb 2014, 15:19 |