13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001353198
Total reported value
$379.5M
$379.5M
5 檔
82.2%
According to the latest 13F quarterly dataset, Cabot-Wellington, LLC managed an equity portfolio of $379.5M at the end of Q4 2025, spanning 5 distinct U.S. exchange-listed positions.
In Q4 2025, Cabot-Wellington, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 71.74% | +1.27% | -0.96% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.15% | -1.48% | -1.70% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.58% | +0.21% | -0.72% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.02% | -32.86% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.08% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.96% | Trim |
| 2 | IEMG | Ishares Core Msci Emerging | 0% | -0.72% | Trim |
| 3 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 4 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.70% | Trim |
| 5 | VB | Vanguard Small-cap ETF | -0.2% | -32.86% | Trim |
According to official SEC Form 13F filings, Cabot-Wellington, LLC reported a total U.S. public equity portfolio value of $379.5M across 5 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IEMG) accounted for 82.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VTI
前期市值: $221.1M
During Q4 2025, Cabot-Wellington, LLC's top holdings by market value included VTI (71.7%)、IEFA (21.1%)、IEMG (6.6%). The largest single position, VTI, represented 71.7% of total portfolio value.
In Q4 2025, Cabot-Wellington, LLC made 4 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.