Institutional filer · SEC 13F · Q1 2024
Cabot-Wellington, LLC
The reported 13F portfolio of Cabot-Wellington, LLC (CIK 1353198) - top holdings, how concentrated the book is, and what changed last quarter.
- $257.7M
- Reported book
- 4
- Positions
- #162
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Cabot-Wellington, LLC ranks #162 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $257.7M across 4 positions, a concentrated portfolio led by a few core positions.
- $257.7M
- reported 13F value
- 4
- disclosed positions
- 74.9%
- in VANGUARD INDEX FDS
- #162
- of 360 filers
Top-5 share 100.0% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Cabot-Wellington, LLC ranks #162 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Cabot-Wellington, LLC sits by disclosed position count
Cabot-Wellington, LLC reports 4 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Cabot-Wellington, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
4 347th of 360 higher than 13 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1353198 · Q1 2024 $258M book
BOOK-MID · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-UNK · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #162/360
- POS-CORE 4 names
- CONC-DOM 100% top-5
- LEAD-DOM 74.9% VANGUARD INDEX FDS
- PHOTO-UNK No peer
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Read with: Ownership concentration guide - Cabot-Wellington, LLC's top-five positions weigh 100% of its reported book — read concentration before inferring strategy.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $193.1M | 74.9% |
| 2 | ISHARES TR | $59.6M | 23.1% |
| 3 | VANGUARD INDEX FDS | $4.8M | 1.9% |
| 4 | VANGUARD INDEX FDS | $205K | 0.1% |
Frequently Asked Questions
- How big is Cabot-Wellington, LLC's 13F portfolio?
- Cabot-Wellington, LLC reports $257.7M of long US-equity positions across 4 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Cabot-Wellington, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Cabot-Wellington, LLC ranks #162 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Cabot-Wellington, LLC's largest position?
- Cabot-Wellington, LLC's largest reported position is VANGUARD INDEX FDS at $193.1M, about 74.9% of its reported book as of Q1 2024.
Using this filing
- The rankings sort every tracked filer the same way Cabot-Wellington, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- 13F book size and holding count both vary widely by manager, see how Cabot-Wellington, LLC stacks up against the full filer population. Browse filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.