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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 133 | $901,676,199 | +$52,015,629 | -$25,048,293 | +$26,967,336 | AAPL, GOOG, IEI, MBB, BRKB | 13F-HR | 31 Oct 2025, 14:34 |
| Q2 2025 | 128 | $840,891,459 | +$35,493,928 | -$33,084,341 | +$2,409,587 | AAPL, MELI, BRKB, IEI, MBB | 13F-HR | 31 Jul 2025, 13:36 |
| Q1 2025 | 127 | $784,970,045 | +$38,299,248 | -$31,850,412 | +$6,448,836 | AAPL, BRKB, IEI, MBB, SONY | 13F-HR | 21 Apr 2025, 20:44 |
| Q4 2024 | 128 | $787,464,721 | +$53,801,705 | -$23,997,848 | +$29,803,857 | AAPL, BRKB, MBB, TSM, GOOG | 13F-HR | 03 Feb 2025, 21:59 |
| Q3 2024 | 129 | $799,985,308 | +$55,300,897 | -$42,469,650 | +$12,831,247 | AAPL, BRKB, MBB, MELI, TSM | 13F-HR | 15 Oct 2024, 17:28 |
| Q2 2024 | 134 | $762,931,460 | +$30,078,665 | -$34,210,393 | -$4,131,728 | AAPL, BRKB, GOOG, SPIB, TSM | 13F-HR | 12 Jul 2024, 15:24 |
| Q1 2024 | 140 | $765,079,861 | +$29,168,844 | -$25,002,540 | +$4,166,304 | AAPL, BRKB, SPIB, JPM, FNDF | 13F-HR | 02 May 2024, 21:25 |
| Q4 2023 | 139 | $719,284,614 | +$31,860,721 | -$36,225,168 | -$4,364,447 | AAPL, BRKB, SPIB, USFR, HDB | 13F-HR | 12 Feb 2024, 11:31 |
| Q3 2023 | 139 | $652,313,000 | +$30,044,496 | -$6,640,017 | +$23,404,479 | AAPL, BRKB, USFR, GOOG, FNDF | 13F-HR | 26 Oct 2023, 12:33 |
| Q2 2023 | 142 | $669,556,000 | +$30,971,203 | -$11,944,636 | +$19,026,567 | AAPL, BRKB, USFR, HDB, FNDF | 13F-HR | 13 Jul 2023, 13:05 |
| Q1 2023 | 140 | $633,469,000 | +$66,726,630 | -$21,759,709 | +$44,966,921 | AAPL, HDB, BRKB, USFR, FNDF | 13F-HR | 20 Apr 2023, 08:38 |
| Q4 2022 | 145 | $592,664,000 | +$25,889,743 | -$66,158,023 | -$40,268,280 | AAPL, HDB, BRKB, FNDF, OZK | 13F-HR | 31 Jan 2023, 10:16 |
| Q3 2022 | 146 | $588,541,000 | +$48,018,040 | -$25,091,285 | +$22,926,755 | AAPL, OZK, HDB, BRKB, FNDF | 13F-HR | 19 Oct 2022, 15:07 |
| Q2 2022 | 152 | $630,387,000 | +$60,576,393 | -$25,040,393 | +$35,536,000 | AAPL, BRKB, OZK, HDB, FNDF | 13F-HR | 01 Aug 2022, 14:48 |
| Q1 2022 | 162 | $742,807,000 | +$54,034,089 | -$29,432,100 | +$24,601,989 | AAPL, BRKB, OZK, GOOG, FNDF | 13F-HR | 14 Apr 2022, 13:04 |
| Q4 2021 | 166 | $788,095,818 | +$27,939,305 | -$15,613,228 | +$12,326,077 | AAPL, OZK, FRCB, FNDF, BRKB | 13F-HR | 26 Jan 2022, 15:08 |
| Q3 2021 | 163 | $744,942,000 | +$33,290,005 | -$29,257,074 | +$4,032,931 | AAPL, HDB, FRCB, OZK, FNDF | 13F-HR | 21 Oct 2021, 12:25 |
| Q2 2021 | 162 | $748,677,000 | +$26,481,371 | -$22,821,353 | +$3,660,018 | AAPL, HDB, FNDF, FRCB, OZK | 13F-HR | 26 Jul 2021, 13:36 |
| Q1 2021 | 160 | $708,651,000 | +$62,528,399 | -$32,911,788 | +$29,616,611 | HDB, AAPL, MBB, FNDF, FRCB | 13F-HR | 20 Apr 2021, 11:49 |
| Q4 2020 | 143 | $650,889,000 | +$44,205,919 | -$20,084,732 | +$24,121,187 | AAPL, MBB, MELI, HDB, FNDF | 13F-HR | 02 Feb 2021, 09:06 |
| Q3 2020 | 133 | $549,949,000 | +$51,505,830 | -$15,784,253 | +$35,721,577 | MBB, AAPL, FDX, FNDF, SCHX | 13F-HR | 05 Nov 2020, 13:19 |
| Q2 2020 | 132 | $501,375,000 | +$37,848,302 | -$32,624,434 | +$5,223,868 | MBB, AAPL, SCHX, FNDF, SCHF | 13F-HR | 10 Aug 2020, 12:22 |
| Q1 2020 | 117 | $418,410,210 | +$38,543,034 | -$32,930,652 | +$5,612,382 | MBB, AAPL, SCHX, SCHF, FNDF | 13F-HR | 23 Apr 2020, 16:16 |
| Q4 2019 | 130 | $517,521,212 | +$17,527,340 | -$5,716,113 | +$11,811,227 | SCHF, AAPL, SCHX, HDB, FNDF | 13F-HR | 12 Feb 2020, 08:26 |
| Q3 2019 | 130 | $469,083,198 | +$24,514,226 | -$13,683,077 | +$10,831,149 | SCHF, SCHX, FNDF, HDB, AAPL | 13F-HR | 31 Oct 2019, 09:27 |
| Q2 2019 | 127 | $469,947,156 | +$23,917,612 | -$13,226,592 | +$10,691,020 | SCHF, SCHX, FNDF, HDB, AAPL | 13F-HR | 06 Aug 2019, 13:40 |
| Q1 2019 | 129 | $454,921,000 | +$22,260,033 | -$18,133,801 | +$4,126,232 | SCHF, SCHX, FNDF, SPSB, HDB | 13F-HR | 13 May 2019, 13:56 |
| Q4 2018 | 128 | $409,596,000 | +$39,146,873 | -$23,567,758 | +$15,579,115 | SCHF, SCHX, SPSB, FNDF, HDB | 13F-HR | 12 Feb 2019, 15:34 |
| Q3 2018 | 125 | $466,217,000 | +$29,938,648 | -$15,958,879 | +$13,979,769 | SCHF, FNDF, SCHX, AAPL, SPSB | 13F-HR | 30 Oct 2018, 16:41 |
| Q2 2018 | 121 | $448,721,000 | +$39,105,003 | -$13,660,710 | +$25,444,293 | SCHF, FNDF, SCHX, SPSB, AAPL | 13F-HR | 09 Aug 2018, 10:06 |
| Q1 2018 | 127 | $447,318,000 | +$19,254,907 | -$23,311,899 | -$4,056,992 | SCHF, FNDF, SCHX, SPSB, HDB | 13F-HR | 11 May 2018, 15:38 |
| Q4 2017 | 133 | $462,475,000 | +$22,711,574 | -$22,304,778 | +$406,796 | SCHF, FNDF, SCHX, SPSB, HDB | 13F-HR | 12 Feb 2018, 14:51 |
| Q3 2017 | 130 | $445,627,000 | +$35,770,642 | -$20,694,340 | +$15,076,302 | SCHF, FNDF, SCHX, SPSB, FRCB | 13F-HR | 06 Nov 2017, 10:07 |
| Q2 2017 | 136 | $430,163,000 | +$49,090,788 | -$28,264,356 | +$20,826,432 | SCHF, FNDF, HDB, SPSB, FRCB | 13F-HR | 01 Aug 2017, 13:46 |
| Q1 2017 | 136 | $400,916,000 | +$45,138,643 | -$17,400,152 | +$27,738,491 | HDB, SCHF, FNDF, FRCB, AAPL | 13F-HR | 09 May 2017, 08:59 |
| Q4 2016 | 145 | $369,491,000 | +$45,757,681 | -$28,252,809 | +$17,504,872 | FRCB, HDB, JPM, DIS, BRKB | 13F-HR | 07 Feb 2017, 08:24 |
| Q3 2016 | 149 | $388,973,000 | +$33,050,055 | -$23,815,737 | +$9,234,318 | HDB, FRCB, GLD, TJX, V | 13F-HR | 08 Nov 2016, 08:32 |
| Q2 2016 | 147 | $379,787,000 | +$35,090,114 | -$16,649,760 | +$18,440,354 | HDB, GLD, TJX, FRCB, V | 13F-HR | 11 Jul 2016, 09:42 |
| Q1 2016 | 132 | $359,014,000 | +$53,754,109 | -$35,892,066 | +$17,862,043 | TJX, HDB, AAPL, V, DIS | 13F-HR | 09 May 2016, 09:49 |
| Q4 2015 | 141 | $391,007,000 | +$50,658,807 | -$11,544,342 | +$39,114,465 | HDB, TJX, V, DIS, AAPL | 13F-HR | 13 Jan 2016, 12:58 |
| Q3 2015 | 137 | $359,383,000 | +$32,989,982 | -$20,251,163 | +$12,738,819 | TJX, HDB, AAPL, DIS, V | 13F-HR | 03 Nov 2015, 15:30 |
| Q2 2015 | 150 | $411,476,000 | +$37,091,707 | -$21,635,285 | +$15,456,422 | TJX, HDB, FM, AAPL, DIS | 13F-HR | 07 Aug 2015, 12:55 |
| Q1 2015 | 148 | $411,184,000 | +$43,219,575 | -$27,145,848 | +$16,073,727 | TJX, AAPL, NVO, FM, HDB | 13F-HR | 07 May 2015, 09:35 |
| Q4 2014 | 146 | $405,246,000 | +$42,234,284 | -$21,140,840 | +$21,093,444 | TJX, AAPL, SCHX, V, DIS | 13F-HR | 13 Feb 2015, 08:45 |
| Q3 2014 | 144 | $389,597,000 | +$24,950,334 | -$14,329,709 | +$10,620,625 | NVO, AAPL, TJX, TANXXXX, DIS | 13F-HR | 17 Oct 2014, 11:15 |
| Q2 2014 | 143 | $396,918,000 | +$68,309,722 | -$19,237,932 | +$49,071,790 | TANXXXX, HDB, NVO, QCOM, AAPL | 13F-HR | 28 Jul 2014, 16:05 |
| Q1 2014 | 142 | $378,667,000 | +$58,335,333 | -$37,393,232 | +$20,942,101 | TANXXXX, NVO, QCOM, HDB, JPM | 13F-HR | 14 Apr 2014, 16:50 |
| Q4 2013 | 149 | $380,570,000 | $0 | NVO, TANXXXX, V, HD, XOM | 13F-HR | 11 Feb 2014, 14:19 |