CABOT WEALTH MANAGEMENT INC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$840.9B

Holdings

128

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
101
PLTRPALANTIR TECHNOLOGIES INC
3,659$498.8M0.06%
102
TDTORONTO DOMINION BK ONT
6,032$443.1M0.05%
103
IVEISHARES TR
2,213$432.5M0.05%
104
CVXCHEVRON CORP NEW
2,968$425.0M0.05%
105
GLGLOBE LIFE INC
3,065$380.9M0.05%
106
SPEMSPDR INDEX SHS FDS
8,890$380.0M0.05%
107
SOSOUTHERN CO
4,005$367.8M0.04%
108
XOMEXXON MOBIL CORP
3,406$367.2M0.04%
109
SYKSTRYKER CORPORATION
920$364.0M0.04%
110
SCHASCHWAB STRATEGIC TR
14,137$357.7M0.04%
111
GEGE AEROSPACE
1,347$346.8M0.04%
112
MCDMCDONALDS CORP
1,050$306.8M0.04%
113
ABTABBOTT LABS
2,233$303.7M0.04%
114
IEMGISHARES INC
4,997$300.0M0.04%
115
KOCOCA COLA CO
4,108$290.6M0.03%
116
EBTCENTERPRISE BANCORP INC MASS
7,308$289.7M0.03%
117
SPGSIMON PPTY GROUP INC NEW
1,745$280.5M0.03%
118
COPCONOCOPHILLIPS
3,104$278.6M0.03%
119
AVGOBROADCOM INC
997$274.8M0.03%
120
DRIDARDEN RESTAURANTS INC
1,222$266.4M0.03%
121
TMOTHERMO FISHER SCIENTIFIC INC
638$258.7M0.03%
122
PSXPHILLIPS 66
2,035$242.8M0.03%
123
MAMASTERCARD INCORPORATED
415$233.2M0.03%
124
IWMISHARES TR
1,058$228.3M0.03%
125
LOWLOWES COS INC
1,000$221.9M0.03%
126
COSTCOSTCO WHSL CORP NEW
215$212.8M0.03%
127
JNJJOHNSON & JOHNSON
1,367$208.8M0.02%
128
NDQINVESCO QQQ TR
375$207.0M0.02%
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