Cabot Wealth Management Inc

13F filer · CIK 0001016683

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$982MU.S. long equity reported on 13F

Positions935 new · 7 closed

Net flow last quarter-$34.9MBuys minus sells

Top 10 positions weight29.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 202693 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$43.1M	4.39%	0.00%	-4.0%	Q3 2018
AAPLApple Inc.	$41.3M	4.21%	0.00%	-3.2%	Q2 2013
GOOGAlphabet Inc.	$37.6M	3.83%	Not reported	-3.7%	Q4 2015
FNDFSchwab Strategic Trust	$30.6M	3.11%	Not reported	+4.7%	Q2 2019
BRK.BBerkshire Hathaway Inc	$27.6M	2.81%	Not reported	+0.1%	Q2 2013
APHAmphenol Corp	$25.1M	2.56%	0.01%	-1.3%	Q1 2024
JPMJPMorgan Chase & Co	$23.9M	2.44%	0.00%	-0.5%	Q2 2013
ROKRockwell Automation, Inc	$23.1M	2.35%	0.04%	-0.4%	Q2 2016
FDXFedex Corp	$17.9M	1.82%	0.02%	-1.5%	Q4 2019
LLYELI LILLY & Co	$17.3M	1.76%	0.00%	+75.8%	Q3 2018
TJXTJX Companies Inc	$17.2M	1.75%	0.01%	-0.7%	Q2 2013
SONYSony Group Corp	$17.1M	1.74%	0.01%	+2.8%	Q1 2015
MELIMercadolibre Inc	$16.7M	1.70%	0.02%	-5.1%	Q4 2015
VVisa Inc.	$16.5M	1.68%	0.00%	-1.0%	Q2 2013
NVDANvidia Corp	$15.8M	1.61%	0.00%	+51.0%	Q4 2016
OZKBank OZK	$15.1M	1.53%	Not reported	-1.9%	Q1 2020
MEDPMedpace Holdings, Inc.	$14.1M	1.43%	0.10%	-3.9%	Q1 2024
CHEChemed Corp	$12.4M	1.26%	0.20%	-0.4%	Q4 2016
CTASCintas Corp	$12.3M	1.25%	0.02%	+0.9%	Q3 2013
HDHome Depot, Inc.	$11.6M	1.18%	0.00%	-2.8%	Q2 2013
KLACKla Corp	$10.7M	1.09%	0.00%	New	Q2 2026
VZVerizon Communications Inc	$9.89M	1.01%	0.01%	-0.6%	Q2 2013
AMTAmerican Tower Corp	$9.7M	0.99%	0.01%	0.0%	Q1 2024
CDWCDW Corp	$9.67M	0.98%	0.05%	-1.9%	Q4 2016
DISWalt Disney Co	$9.6M	0.98%	0.01%	-3.0%	Q2 2013
FRDMFreedom Environmental Services, Inc.	$8.93M	0.91%	Not reported	+7.5%	Q1 2026
AVGOBroadcom Inc.	$8.78M	0.89%	0.00%	+112.8%	Q3 2024
OMCOmnicom Group Inc.	$8.47M	0.86%	0.04%	-3.8%	Q3 2017
GLDMWorld Gold Trust	$7.7M	0.78%	0.03%	+7.7%	Q2 2020
ASMLAsml Holding NV	$7.44M	0.76%	0.00%	-10.5%	Q1 2024
GLDSPDR Gold Trust	$5.79M	0.59%	0.00%	-2.0%	Q2 2013
VMIValmont Industries Inc	$5.69M	0.58%	0.05%	New	Q2 2026
MSFTMicrosoft Corp	$4.54M	0.46%	0.00%	-5.6%	Q3 2018
METAMeta Platforms, Inc.	$4.17M	0.42%	Not reported	-25.3%	Q2 2019
FDXFFedEx Freight Holding Company, Inc.	$4.16M	0.42%	0.02%	-5.0%	Q2 2026
GOOGLAlphabet Inc.	$4.12M	0.42%	0.00%	-20.2%	Q4 2015
MUMicron Technology Inc	$3.9M	0.40%	0.00%	-8.9%	Q1 2026
TSLATesla, Inc.	$3.27M	0.33%	0.00%	-3.6%	Q2 2013
LYVLive Nation Entertainment, Inc.	$2.88M	0.29%	0.01%	-29.5%	Q1 2024
IDXXIdexx Laboratories Inc	$2.7M	0.28%	0.01%	-6.1%	Q3 2017
ORCLOracle Corp	$2.66M	0.27%	0.00%	Not reported	Q2 2013
DDOGDatadog, Inc.	$2.51M	0.26%	0.01%	-45.2%	Q1 2024
ROLRollins Inc	$2.08M	0.21%	0.01%	-8.3%	Q1 2024
BKNGBooking Holdings Inc.	$1.73M	0.18%	0.00%	-50.3%	Q2 2021
ISRGIntuitive Surgical Inc	$1.64M	0.17%	0.00%	-37.8%	Q2 2013
CCitigroup Inc	$1.37M	0.14%	0.00%	+0.5%	Q2 2020
AXSMAxsome Therapeutics, Inc.	$1.36M	0.14%	0.01%	Not reported	Q3 2025
PODDInsulet Corp	$1.36M	0.14%	0.01%	-33.8%	Q3 2013
AJGArthur J. Gallagher & Co.	$1.29M	0.13%	0.00%	-9.9%	Q3 2019
SHWSherwin Williams Co	$1.28M	0.13%	0.00%	-30.6%	Q1 2021

Q1 2026Reported Apr 27, 202694 positions
AAPLApple Inc.	$37.5M	4.31%	0.00%	-1.0%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$31.8M	3.66%	0.00%	+0.8%	Q3 2018
GOOGAlphabet Inc.	$31.7M	3.64%	Not reported	-3.9%	Q4 2015
FNDFSchwab Strategic Trust	$27.1M	3.12%	Not reported	+4.4%	Q2 2019
BRK.BBerkshire Hathaway Inc	$26.4M	3.03%	Not reported	+0.1%	Q2 2013
JPMJPMorgan Chase & Co	$21.6M	2.49%	0.00%	-0.9%	Q2 2013
FDXFedex Corp	$20.7M	2.38%	0.02%	-0.6%	Q4 2019
APHAmphenol Corp	$18.2M	2.10%	0.01%	-16.8%	Q1 2024
TJXTJX Companies Inc	$18.2M	2.10%	0.01%	-0.1%	Q2 2013
MELIMercadolibre Inc	$17.9M	2.06%	0.02%	-1.6%	Q4 2015
SONYSony Group Corp	$17.2M	1.98%	0.01%	+2.0%	Q1 2015
ROKRockwell Automation, Inc	$16.8M	1.93%	0.04%	-1.4%	Q2 2016
VVisa Inc.	$14.7M	1.69%	0.00%	-0.6%	Q2 2013
OZKBank OZK	$13.5M	1.56%	Not reported	+0.8%	Q1 2020
MEDPMedpace Holdings, Inc.	$13.3M	1.53%	0.10%	+49.0%	Q1 2024
CTASCintas Corp	$12.1M	1.40%	0.02%	0.0%	Q3 2013
VZVerizon Communications Inc	$11.8M	1.36%	0.01%	+10.5%	Q2 2013
HDBHDFC Bank Ltd	$11.6M	1.34%	0.00%	-18.2%	Q2 2013
SYYSysco Corp	$11.4M	1.31%	0.03%	+1.9%	Q3 2017
HDHome Depot, Inc.	$11.1M	1.28%	0.00%	+5.5%	Q2 2013
AMTAmerican Tower Corp	$10.2M	1.18%	0.01%	+15.4%	Q1 2024
DPZDominos Pizza Inc	$10.1M	1.16%	0.08%	+3.6%	Q1 2024
CHEChemed Corp	$10.1M	1.16%	0.20%	+6.0%	Q4 2016
DISWalt Disney Co	$9.91M	1.14%	0.01%	+0.9%	Q2 2013
DHRDanaher Corp	$9.21M	1.06%	0.01%	-2.1%	Q2 2021
NVDANvidia Corp	$9.15M	1.05%	0.00%	-3.6%	Q4 2016
OMCOmnicom Group Inc.	$9.1M	1.05%	0.04%	-0.3%	Q3 2017
CDWCDW Corp	$8.48M	0.98%	0.05%	+1.6%	Q4 2016
GLDMWorld Gold Trust	$8.34M	0.96%	0.03%	+22.0%	Q2 2020
LLYELI LILLY & Co	$7.54M	0.87%	0.00%	-2.1%	Q3 2018
GLDSPDR Gold Trust	$6.91M	0.79%	0.00%	-1.9%	Q2 2013
FRDMFreedom Environmental Services, Inc.	$6.23M	0.72%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$5.68M	0.65%	Not reported	-5.3%	Q2 2019
ASMLAsml Holding NV	$5.52M	0.63%	0.00%	-5.7%	Q1 2024
MSFTMicrosoft Corp	$4.77M	0.55%	0.00%	-2.6%	Q3 2018
GOOGLAlphabet Inc.	$4.15M	0.48%	0.00%	-3.0%	Q4 2015
LYVLive Nation Entertainment, Inc.	$3.41M	0.39%	0.01%	-31.3%	Q1 2024
AVGOBroadcom Inc.	$3.38M	0.39%	0.00%	+14.4%	Q3 2024
BKNGBooking Holdings Inc.	$3.29M	0.38%	0.00%	+0.4%	Q2 2021
IDXXIdexx Laboratories Inc	$3.07M	0.35%	0.01%	-5.2%	Q3 2017
ISRGIntuitive Surgical Inc	$3.05M	0.35%	0.00%	-7.6%	Q2 2013
TSLATesla, Inc.	$3M	0.34%	0.00%	-2.9%	Q2 2013
ROLRollins Inc	$2.9M	0.33%	0.01%	-29.5%	Q1 2024
PODDInsulet Corp	$2.82M	0.32%	0.02%	-6.9%	Q3 2013
ORCLOracle Corp	$2.67M	0.31%	0.00%	Not reported	Q2 2013
SHOPShopify Inc.	$2.15M	0.25%	0.00%	-9.4%	Q3 2021
DDOGDatadog, Inc.	$2.07M	0.24%	0.02%	+5.6%	Q1 2024
AXONAxon Enterprise, Inc.	$1.76M	0.20%	0.01%	+21.4%	Q2 2025
CDNSCadence Design Systems Inc	$1.72M	0.20%	0.00%	+43.5%	Q3 2025
SHWSherwin Williams Co	$1.71M	0.20%	0.00%	-31.4%	Q1 2021

Q4 2025Reported Feb 3, 202693 positions
AAPLApple Inc.	$40.5M	4.48%	0.00%	-1.4%	Q2 2013
GOOGAlphabet Inc.	$36.1M	3.99%	Not reported	-5.4%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$28.4M	3.14%	0.00%	+3.0%	Q3 2018
BRK.BBerkshire Hathaway Inc	$27.7M	3.06%	Not reported	-0.9%	Q2 2013
FNDFSchwab Strategic Trust	$24M	2.65%	Not reported	+4.8%	Q2 2019
JPMJPMorgan Chase & Co	$23.9M	2.64%	0.00%	-1.3%	Q2 2013
APHAmphenol Corp	$23.4M	2.59%	0.01%	-1.4%	Q1 2024
MELIMercadolibre Inc	$21.2M	2.34%	0.02%	-1.0%	Q4 2015
HDBHDFC Bank Ltd	$20.9M	2.31%	0.00%	-0.8%	Q2 2013
SONYSony Group Corp	$20.9M	2.31%	0.01%	-1.1%	Q1 2015
ROKRockwell Automation, Inc	$18.5M	2.04%	0.04%	-1.2%	Q2 2016
TJXTJX Companies Inc	$17.5M	1.94%	0.01%	+0.5%	Q2 2013
VVisa Inc.	$17.1M	1.90%	0.00%	-1.8%	Q2 2013
FDXFedex Corp	$16.8M	1.86%	0.02%	+0.3%	Q4 2019
CTASCintas Corp	$13.5M	1.49%	0.02%	+0.6%	Q3 2013
OZKBank OZK	$13.5M	1.49%	Not reported	+0.2%	Q1 2020
DISWalt Disney Co	$11.6M	1.28%	0.01%	+1.7%	Q2 2013
SYYSysco Corp	$11.5M	1.28%	0.03%	+1.9%	Q3 2017
DHRDanaher Corp	$11.4M	1.26%	0.01%	+6.1%	Q2 2021
DPZDominos Pizza Inc	$11.3M	1.25%	0.08%	+2.3%	Q1 2024
HDHome Depot, Inc.	$11M	1.22%	0.00%	-0.7%	Q2 2013
CHEChemed Corp	$10.8M	1.19%	0.18%	+1.5%	Q4 2016
MEDPMedpace Holdings, Inc.	$10.4M	1.15%	0.07%	+0.5%	Q1 2024
NVDANvidia Corp	$10.1M	1.12%	0.00%	-1.3%	Q4 2016
OMCOmnicom Group Inc.	$9.78M	1.08%	0.04%	-2.1%	Q3 2017
CDWCDW Corp	$9.4M	1.04%	0.05%	-2.8%	Q4 2016
ACNAccenture plc	$9.05M	1.00%	0.01%	+2.7%	Q4 2021
AMTAmerican Tower Corp	$9.02M	1.00%	0.01%	-1.2%	Q1 2024
LLYELI LILLY & Co	$9M	0.99%	0.00%	-2.9%	Q3 2018
VZVerizon Communications Inc	$8.66M	0.96%	0.01%	-6.8%	Q2 2013
NVONovo Nordisk A S	$8M	0.88%	Not reported	+12.3%	Q3 2013
METAMeta Platforms, Inc.	$6.92M	0.76%	Not reported	+0.2%	Q2 2019
GLDSPDR Gold Trust	$6.49M	0.72%	0.00%	-4.6%	Q2 2013
MSFTMicrosoft Corp	$6.4M	0.71%	0.00%	-3.2%	Q3 2018
GLDMWorld Gold Trust	$6.3M	0.70%	0.03%	+2.2%	Q2 2020
ASMLAsml Holding NV	$4.74M	0.52%	0.00%	-2.7%	Q1 2024
GOOGLAlphabet Inc.	$4.66M	0.51%	0.00%	-6.2%	Q4 2015
LYVLive Nation Entertainment, Inc.	$4.63M	0.51%	0.01%	-2.8%	Q1 2024
ROLRollins Inc	$4.62M	0.51%	0.02%	-4.5%	Q1 2024
BKNGBooking Holdings Inc.	$4.17M	0.46%	0.00%	+22.7%	Q2 2021
PODDInsulet Corp	$4.11M	0.45%	0.02%	-2.8%	Q3 2013
ISRGIntuitive Surgical Inc	$4.05M	0.45%	0.00%	-4.3%	Q2 2013
IDXXIdexx Laboratories Inc	$3.9M	0.43%	0.01%	-1.2%	Q3 2017
TSLATesla, Inc.	$3.73M	0.41%	0.00%	-0.5%	Q2 2013
ORCLOracle Corp	$3.54M	0.39%	0.00%	-0.3%	Q2 2013
AVGOBroadcom Inc.	$3.3M	0.37%	0.00%	-0.8%	Q3 2024
SHOPShopify Inc.	$3.22M	0.36%	0.01%	+65.7%	Q3 2021
NOWServiceNow, Inc.	$2.66M	0.29%	0.00%	-1.4%	Q1 2018
SHWSherwin Williams Co	$2.52M	0.28%	0.00%	-9.3%	Q1 2021
DDOGDatadog, Inc.	$2.26M	0.25%	0.02%	-2.1%	Q1 2024

Q3 2025Reported Oct 31, 202592 positions
AAPLApple Inc.	$38.5M	4.27%	0.00%	-0.4%	Q2 2013
GOOGAlphabet Inc.	$29.6M	3.28%	Not reported	-1.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$27.9M	3.10%	Not reported	-1.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25.3M	2.81%	0.00%	-18.4%	Q3 2018
MELIMercadolibre Inc	$24.8M	2.75%	0.02%	-1.0%	Q4 2015
SONYSony Group Corp	$23.7M	2.63%	0.01%	-2.1%	Q1 2015
JPMJPMorgan Chase & Co	$23.7M	2.63%	0.00%	-0.8%	Q2 2013
FNDFSchwab Strategic Trust	$21.8M	2.41%	Not reported	0.0%	Q2 2019
APHAmphenol Corp	$21.8M	2.41%	0.01%	-0.4%	Q1 2024
HDBHDFC Bank Ltd	$19.7M	2.18%	0.00%	-1.5%	Q2 2013
VVisa Inc.	$17M	1.89%	0.00%	-2.7%	Q2 2013
ROKRockwell Automation, Inc	$16.8M	1.86%	0.04%	-0.7%	Q2 2016
TJXTJX Companies Inc	$16.4M	1.82%	0.01%	-0.3%	Q2 2013
OZKBank OZK	$14.9M	1.65%	Not reported	-1.3%	Q1 2020
CTASCintas Corp	$14.7M	1.63%	0.02%	-0.1%	Q3 2013
FDXFedex Corp	$13.7M	1.52%	0.02%	+2.6%	Q4 2019
HDHome Depot, Inc.	$13.1M	1.45%	0.00%	-6.3%	Q2 2013
SYYSysco Corp	$12.7M	1.40%	0.03%	-0.1%	Q3 2017
DISWalt Disney Co	$11.5M	1.27%	0.01%	-0.9%	Q2 2013
DPZDominos Pizza Inc	$11.5M	1.27%	0.08%	+0.9%	Q1 2024
CDWCDW Corp	$11.3M	1.25%	0.05%	0.0%	Q4 2016
CHEChemed Corp	$11.1M	1.23%	0.18%	+2.8%	Q4 2016
NVDANvidia Corp	$10.3M	1.14%	0.00%	-0.2%	Q4 2016
OMCOmnicom Group Inc.	$10.1M	1.12%	0.06%	-4.2%	Q3 2017
VZVerizon Communications Inc	$10M	1.11%	0.01%	+0.6%	Q2 2013
AMTAmerican Tower Corp	$10M	1.11%	0.01%	+3.7%	Q1 2024
ZTSZoetis Inc.	$9.55M	1.06%	0.01%	-2.0%	Q1 2024
MEDPMedpace Holdings, Inc.	$9.49M	1.05%	0.07%	+2.3%	Q1 2024
DHRDanaher Corp	$9.27M	1.03%	0.01%	+7.4%	Q2 2021
ACNAccenture plc	$8.1M	0.90%	0.01%	-2.7%	Q4 2021
NVONovo Nordisk A S	$7.77M	0.86%	Not reported	-0.5%	Q3 2013
METAMeta Platforms, Inc.	$7.68M	0.85%	Not reported	-0.2%	Q2 2019
MSFTMicrosoft Corp	$7.08M	0.78%	0.00%	-0.4%	Q3 2018
LLYELI LILLY & Co	$6.58M	0.73%	0.00%	-0.4%	Q3 2018
GLDSPDR Gold Trust	$6.1M	0.68%	0.01%	-1.5%	Q2 2013
GLDMWorld Gold Trust	$5.52M	0.61%	0.03%	+3.2%	Q2 2020
LYVLive Nation Entertainment, Inc.	$5.46M	0.61%	0.01%	-1.3%	Q1 2024
ORCLOracle Corp	$5.12M	0.57%	0.00%	-2.0%	Q2 2013
ROLRollins Inc	$4.74M	0.53%	0.02%	-0.4%	Q1 2024
PODDInsulet Corp	$4.59M	0.51%	0.02%	-0.2%	Q3 2013
ASMLAsml Holding NV	$4.41M	0.49%	0.00%	-1.2%	Q1 2024
GOOGLAlphabet Inc.	$3.86M	0.43%	0.00%	Not reported	Q4 2015
IDXXIdexx Laboratories Inc	$3.73M	0.41%	0.01%	-0.4%	Q3 2017
TSLATesla, Inc.	$3.71M	0.41%	0.00%	0.0%	Q2 2013
BKNGBooking Holdings Inc.	$3.43M	0.38%	0.00%	Not reported	Q2 2021
AXONAxon Enterprise, Inc.	$3.41M	0.38%	0.01%	Not reported	Q2 2025
ISRGIntuitive Surgical Inc	$3.34M	0.37%	0.00%	-5.2%	Q2 2013
NOWServiceNow, Inc.	$3.24M	0.36%	0.00%	-27.4%	Q1 2018
AVGOBroadcom Inc.	$3.18M	0.35%	0.00%	+865.3%	Q3 2024
SHWSherwin Williams Co	$2.97M	0.33%	0.00%	-0.3%	Q1 2021

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