CABOT WEALTH MANAGEMENT INC
Top Portfolio Positions
91 positions ·
$506,190,894 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
147,567 | $37,451,028 | 7.40% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
94,124 | $31,809,205 | 6.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
55,068 | $26,388,585 | 5.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
73,486 | $21,616,641 | 4.27% | |
| FDX |
Fedex Corp
Industrials
|
57,982 | $20,652,028 | 4.08% | |
| APH |
Amphenol Corp /De/
Technology
|
144,299 | $18,232,178 | 3.60% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
114,128 | $18,226,241 | 3.60% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
10,335 | $17,869,421 | 3.53% | |
| SONY |
Sony Group Corp
Technology
|
830,909 | $17,199,816 | 3.40% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
46,807 | $16,798,096 | 3.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,095,101 | 26,725 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,783,783 | 25,204 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,120,966 | 24,838 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,762,768 | 24,157 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,613,850 | 23,750 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,408,445 | 23,421 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,798,872 | 22,961 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,348,578 | 22,759 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,661,039 | 22,839 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,363,876 | 22,854 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,985,841 | 23,063 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $12,324,075 | 22,752 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $12,162,291 | 22,617 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $11,509,175 | 22,548 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,483,274 | 26,304 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,760,566 | 25,055 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,488,990 | 24,655 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $12,720,237 | 24,044 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $10,713,574 | 23,034 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $10,829,039 | 22,822 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,226,396 | 22,240 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $10,360,862 | 19,453 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,886,955 | 18,501 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,314,122 | 18,432 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,892,470 | 18,219 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||