CABOT WEALTH MANAGEMENT INC Q3 2021 Filing

Filed October 21, 2021

Portfolio Value

$744.9M

Holdings

163

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (163 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
185,731$26.3M3.53%
2
HDBHDFC BANK LTD
305,767$22.3M3.00%
3
FRCBFIRST REP BK SAN FRANCISCO C
110,468$21.3M2.86%
4
OZKBANK OZK
486,875$20.9M2.81%
5
FNDFSCHWAB STRATEGIC TR
630,468$20.7M2.78%
6
MLB1MERCADOLIBRE INC
11,514$19.3M2.60%
7
JPMJPMORGAN CHASE & CO
116,667$19.1M2.56%
8
GOOGALPHABET INC
7,102$18.9M2.54%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
68,950$18.8M2.53%
10
SONYSONY GROUP CORPORATION
155,666$17.2M2.31%
11
CDWCDW CORP
82,570$15.0M2.02%
12
TSMTAIWAN SEMICONDUCTOR MFG LTD
132,698$14.8M1.99%
13
EBAEBAY INC
201,327$14.0M1.88%
14
ROKROCKWELL AUTOMATION INC
47,561$14.0M1.88%
15
OMCOMNICOM GROUP INC
192,654$14.0M1.87%
16
DISDISNEY WALT CO
81,426$13.8M1.85%
17
FDXFEDEX CORP
61,340$13.5M1.81%
18
TJXTJX COS INC NEW
202,478$13.4M1.79%
19
VVISA INC
58,706$13.1M1.76%
20
VCSHVANGUARD SCOTTSDALE FDS
156,918$12.9M1.74%
21
FNDXSCHWAB STRATEGIC TR
221,159$11.9M1.60%
22
SCHXSCHWAB STRATEGIC TR
114,566$11.9M1.60%
23
BACVERIZON COMMUNICATIONS INC
220,246$11.9M1.60%
24
HDHOME DEPOT INC
36,123$11.9M1.59%
25
CITCINTAS CORP
30,648$11.7M1.57%
26
NEMNEWMONT CORP
208,901$11.3M1.52%
27
AMGNAMGEN INC
51,865$11.0M1.48%
28
SYYSYSCO CORP
137,037$10.8M1.44%
29
CHECHEMED CORP NEW
23,034$10.7M1.44%
30
FNDESCHWAB STRATEGIC TR
332,228$10.7M1.44%
31
MTUMISHARES TR
58,295$10.2M1.37%
32
VTIPVANGUARD MALVERN FDS
190,861$10.0M1.35%
33
SCHESCHWAB STRATEGIC TR
311,372$9.5M1.27%
34
PGHYINVESCO EXCH TRADED FD TR II
434,379$9.4M1.27%
35
CHKPCHECK POINT SOFTWARE TECH LT
79,723$9.0M1.21%
36
GNRCGENERAC HLDGS INC
20,820$8.5M1.14%
37
IEXIDEX CORP
40,649$8.4M1.13%
38
TSLATESLA INC
10,759$8.3M1.12%
39
NVONOVO-NORDISK A S
85,642$8.2M1.10%
40
FLRNSPDR SER TR
257,188$7.9M1.06%
41
HXLHEXCEL CORP NEW
130,598$7.8M1.04%
42
MBBISHARES TR
67,703$7.3M0.98%
43
PAYCPAYCOM SOFTWARE INC
13,159$6.5M0.88%
44
TANINVESCO EXCH TRADED FD TR II
76,956$6.2M0.83%
45
IMTMISHARES TR
154,003$5.9M0.79%
46
SCHFSCHWAB STRATEGIC TR
139,490$5.4M0.72%
47
FMUSDISHARES INC
154,678$5.2M0.70%
48
KHCKRAFT HEINZ CO
130,701$4.8M0.65%
49
CRMSALESFORCE COM INC
16,326$4.4M0.59%
50
TDTTFLEXSHARES TR
164,475$4.3M0.58%
51
FNDASCHWAB STRATEGIC TR
79,364$4.2M0.56%
52
NOWSERVICENOW INC
6,622$4.1M0.55%
53
GQ9SPDR GOLD TRUST
24,937$4.1M0.55%
54
GOOGLALPHABET INC
1,525$4.1M0.55%
55
TYLTYLER TECHNOLOGIES INC
8,744$4.0M0.54%
56
RSPINVESCO EXCHANGE TRADED FD T
25,880$3.9M0.52%
57
ADBEADOBE SYSTEMS INCORPORATED
6,130$3.5M0.47%
58
MGAMAGNA INTL INC
46,695$3.5M0.47%
59
METAFACEBOOK INC
9,558$3.2M0.44%
60
MTCHMATCH GROUP INC NEW
20,613$3.2M0.43%
61
SCHASCHWAB STRATEGIC TR
32,129$3.2M0.43%
62
BAHBOOZ ALLEN HAMILTON HLDG COR
40,080$3.2M0.43%
63
FCXFREEPORT-MCMORAN INC
97,166$3.2M0.42%
64
SHWSHERWIN WILLIAMS CO
10,630$3.0M0.40%
65
QUALISHARES TR
22,511$3.0M0.40%
66
AQLTISHARES TR
39,107$2.9M0.39%
67
NEENEXTERA ENERGY INC
35,695$2.8M0.38%
68
ABNBAIRBNB INC
15,119$2.5M0.34%
69
JCIJOHNSON CTLS INTL PLC
36,546$2.5M0.33%
70
SPTMSPDR SER TR
46,176$2.4M0.33%
71
IDXXIDEXX LABS INC
3,883$2.4M0.32%
72
SPDWSPDR INDEX SHS FDS
65,681$2.4M0.32%
73
USMFWISDOMTREE TR
60,445$2.4M0.32%
74
FNDCSCHWAB STRATEGIC TR
58,706$2.3M0.31%
75
SCHCSCHWAB STRATEGIC TR
54,465$2.3M0.30%
76
GDXVANECK ETF TR
74,457$2.2M0.29%
77
MSFTMICROSOFT CORP
7,605$2.1M0.29%
78
AMZNAMAZON COM INC
642$2.1M0.28%
79
BKNGBOOKING HOLDINGS INC
823$2.0M0.26%
80
FLGBFRANKLIN TEMPLETON ETF TR
79,208$1.9M0.26%
81
TDTORONTO DOMINION BK ONT
29,298$1.9M0.26%
82
AJGGALLAGHER ARTHUR J & CO
12,847$1.9M0.26%
83
BABAALIBABA GROUP HLDG LTD
12,636$1.9M0.25%
84
ORCLORACLE CORP
20,776$1.8M0.24%
85
EWXSPDR INDEX SHS FDS
27,770$1.6M0.22%
86
NVDANVIDIA CORPORATION
7,828$1.6M0.22%
87
GLDM1USDWORLD GOLD TR
90,331$1.6M0.21%
88
VBVANGUARD INDEX FDS
6,315$1.4M0.19%
89
PGPROCTER AND GAMBLE CO
9,868$1.4M0.19%
90
IVVISHARES TR
3,183$1.4M0.18%
91
SHOPSHOPIFY INC
935$1.3M0.17%
92
LQDISHARES TR
8,889$1.2M0.16%
93
VLUEISHARES TR
11,660$1.2M0.16%
94
XYZSQUARE INC
4,752$1.1M0.15%
95
JNJJOHNSON & JOHNSON
6,863$1.1M0.15%
96
IGSBISHARES TR
17,744$970K0.13%
97
IEMGISHARES INC
15,107$933K0.13%
98
SPEMSPDR INDEX SHS FDS
20,741$882K0.12%
99
LOWLOWES COS INC
4,109$834K0.11%
100
SCHOSCHWAB STRATEGIC TR
16,116$825K0.11%
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