The Analysis of Cabot-Wellington, LLC's Holdings & P&L

Currently, Cabot-Wellington, LLC holds 5 types of securities in its portfolio with a total value $338.1M. In the most recent quarter, they have increased their positions in VTI (+111.9K shares, valued at $35.9M), IEMG (+11.1K shares, valued at $776.2K), VB (+7 shares, valued at $1.8K); decreased their positions in IEFA (-26.2K shares, valued at $2.4M).

1M P&L

+16.5M+4.51%

3M P&L

+21.5M+5.97%

HY P&L

+42.1M+12.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A338.1M

100.0%

Top Industries by Stock Count

1N/A5 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS779.2K shares16.77%2026-03-312026-05-06

IEFA ISHARES TR711.0K shares-3.55%2026-03-312026-05-06

IEMG ISHARES INC316.5K shares3.64%2026-03-312026-05-06

VB VANGUARD INDEX FDS5.4K shares0.13%2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2026-03-312026-05-06

VTI

VANGUARD INDEX FDS

16.77%

Shares779.2K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

-3.55%

Shares711.0K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

3.64%

Shares316.5K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.13%

Shares5.4K

Event2026-03-31

Filed2026-05-06

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available