Long-term investor
Cabot Wealth Management Inc. @cabotwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001016683).
Record
- Tracked since 2025-06-30 (446 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +9.9% · all +9.9%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 4.4% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- 02079K107 · 3.8% · long · since 2025-06-30
- 808524755 · 3.1% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- APH · 2.6% · long · since 2025-06-30
- 46654Q575 · 2.5% · long · since 2026-06-30
- JPM · 2.4% · long · since 2025-06-30
- ROK · 2.3% · long · since 2025-06-30
- 46654Q849 · 2.3% · long · since 2026-06-30
- 808524771 · 2.3% · long · since 2025-06-30
- 46432F339 · 2.0% · long · since 2025-06-30