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: 0001607239
Total reported value
$2.6B
$2.6B
862 檔
14.2%
According to the latest 13F quarterly dataset, Moors & Cabot, Inc. managed an equity portfolio of $2.6B at the end of Q1 2025, spanning 862 distinct U.S. exchange-listed positions.
In Q1 2025, Moors & Cabot, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 862 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.00% | +0.16% | -3.31% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.29% | -5.21% | |
| 3 | TPL | Texas Pacific Land CORP | Stock-Energy | 3.97% | -0.53% | -21.16% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.22% | -4.40% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.07% | +4.68% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.01% | -4.52% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.03% | -5.88% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.11% | -2.97% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.28% | -2.73% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.39% | -2.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.28% | +0.92% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.10% | -5.40% | |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.08% | -0.16% | -9.53% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.03% | +0.02% | -2.44% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.07% | -1.61% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.11% | -1.05% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.18% | -1.70% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.15% | +7.82% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.05% | -0.24% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.25% | -1.30% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.09% | +0.42% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.14% | -1.65% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.04% | -4.76% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.05% | +7.74% | |
| 25 | EPD | Enterprise Products Partners | Stock-Energy | 0.73% | -0.08% | +3.47% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.71% | -0.07% | +0.63% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.04% | +1.59% | |
| 28 | WMB | Williams Cos Inc | Stock-Energy | 0.66% | -0.05% | +0.58% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.07% | -0.92% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.06% | +1.31% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.15% | +11.46% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.06% | +2.99% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.02% | -8.65% | |
| 34 | LB | Landbridge Co Llc-a | Stock-Other | 0.59% | +0.12% | -18.01% | |
| 35 | MSTR | Strategy Inc | Stock-Tech | 0.58% | -0.07% | -27.61% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 0.57% | +0.20% | -0.11% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.10% | +2.44% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.24% | -3.82% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.05% | -3.54% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | — | -0.84% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | -0.06% | -2.16% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | -0.24% | +5.04% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.46% | -0.04% | -1.46% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.45% | -0.04% | -0.15% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.45% | -0.03% | -1.96% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.11% | -1.59% | |
| 47 | ET | Energy Transfer LP | Stock-Energy | 0.44% | -0.03% | +2.06% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.10% | -1.59% | |
| 49 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.42% | — | +5.36% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.13% | -14.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | WMT | Walmart Inc | — | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | New buy |
| 14 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | RTX | Rtx CORP | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 25 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 26 | WM | Waste Management Inc | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | WMB | Williams Cos Inc | — | NEW | New buy |
| 29 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 30 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 31 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 32 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | LB | Landbridge Co Llc-a | — | NEW | New buy |
| 35 | MSTR | Strategy Inc | — | NEW | New buy |
| 36 | URI | United Rentals Inc | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | CRM | Salesforce Inc | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | NEW | New buy |
| 40 | EMR | Emerson Electric Co | — | NEW | New buy |
| 41 | PFE | Pfizer Inc | — | NEW | New buy |
| 42 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 43 | BLK | Blackrock Inc | — | NEW | New buy |
| 44 | OKE | Oneok Inc | — | NEW | New buy |
| 45 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 46 | ACN | Accenture plc | — | NEW | New buy |
| 47 | ET | Energy Transfer LP | — | NEW | New buy |
| 48 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 49 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 50 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Moors & Cabot, Inc. reported a total U.S. public equity portfolio value of $2.6B across 862 disclosed positions in Q1 2025.
During Q1 2025, Moors & Cabot, Inc.'s top holdings by market value included AAPL (5.0%)、MSFT (4.0%)、TPL (4.0%). The largest single position, AAPL, represented 5.0% of total portfolio value.
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 AAPL, MSFT, TPL) accounted for 14.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $98.5M
In Q1 2025, Moors & Cabot, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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.