CABOT WEALTH MANAGEMENT INC
•CIK: 1016683•Filing: Q4 2025
**CABOT WEALTH MANAGEMENT INC** manages $905M across a diversified portfolio of 138 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including AAPL at $40.5M and GOOG at $36.1M. Notable allocations also include IEI ($32.4M), MBB ($31.9M), and TSM ($28.4M). This concentration suggests a core focus on established market leaders and cyclical industrial plays.
Total AUM
$904.6M
QoQ Performance
+0.3%
Positions
106
Top 10 Concentration
32.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.5%
GOOGL4.0%
IEI3.6%
MBB3.5%
TSM3.1%
BRK.B3.1%
FNDF2.7%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.9%
Technology13.4%
Financial5.7%
Consumer3.5%
Healthcare2.4%
Industrial1.9%
Communication1.3%
Real Estate1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑54 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022