CABOT WEALTH MANAGEMENT INC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$840.9M
Holdings
128
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PLTRPALANTIR TECHNOLOGIES INC | 3,659 | $498K | 0.06% | |
| 102 | TDTORONTO DOMINION BK ONT | 6,032 | $443K | 0.05% | |
| 103 | IVEISHARES TR | 2,213 | $432K | 0.05% | |
| 104 | CVXCHEVRON CORP NEW | 2,968 | $424K | 0.05% | |
| 105 | GLGLOBE LIFE INC | 3,065 | $380K | 0.05% | |
| 106 | SPEMSPDR INDEX SHS FDS | 8,890 | $379K | 0.05% | |
| 107 | XOMEXXON MOBIL CORP | 3,406 | $367K | 0.04% | |
| 108 | SOSOUTHERN CO | 4,005 | $367K | 0.04% | |
| 109 | SYKSTRYKER CORPORATION | 920 | $363K | 0.04% | |
| 110 | SCHASCHWAB STRATEGIC TR | 14,137 | $357K | 0.04% | |
| 111 | GEGE AEROSPACE | 1,347 | $346K | 0.04% | |
| 112 | MCDMCDONALDS CORP | 1,050 | $306K | 0.04% | |
| 113 | ABTABBOTT LABS | 2,233 | $303K | 0.04% | |
| 114 | IEMGISHARES INC | 4,997 | $299K | 0.04% | |
| 115 | KOCOCA COLA CO | 4,108 | $290K | 0.03% | |
| 116 | EBTCENTERPRISE BANCORP INC MASS | 7,308 | $289K | 0.03% | |
| 117 | SPGSIMON PPTY GROUP INC NEW | 1,745 | $280K | 0.03% | |
| 118 | COPCONOCOPHILLIPS | 3,104 | $278K | 0.03% | |
| 119 | AVGOBROADCOM INC | 997 | $274K | 0.03% | |
| 120 | DRIDARDEN RESTAURANTS INC | 1,222 | $266K | 0.03% | |
| 121 | TMOTHERMO FISHER SCIENTIFIC INC | 638 | $258K | 0.03% | |
| 122 | PSXPHILLIPS 66 | 2,035 | $242K | 0.03% | |
| 123 | MAMASTERCARD INCORPORATED | 415 | $233K | 0.03% | |
| 124 | IWMISHARES TR | 1,058 | $228K | 0.03% | |
| 125 | LOWLOWES COS INC | 1,000 | $221K | 0.03% | |
| 126 | COSTCOSTCO WHSL CORP NEW | 215 | $212K | 0.03% | |
| 127 | JNJJOHNSON & JOHNSON | 1,367 | $208K | 0.02% | |
| 128 | NDQINVESCO QQQ TR | 375 | $206K | 0.02% |
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