Cabot-wellington 13F annual report

Cabot-wellington is an investment fund managing more than $255 billion ran by John Lawton. There are currently 2 companies in Mr. Lawton’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $255 billion.

$255 billion Assets Under Management (AUM)

As of 18th July 2024, Cabot-wellington’s top holding is 745,499 shares of Vanguard Index Fds currently worth over $198 billion and making up 77.6% of the portfolio value. In addition, the fund holds 788,456 shares of Ishares Tr worth $57.3 billion.

Currently, Cabot-wellington's portfolio is worth at least $255 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Cabot-wellington

The Cabot-wellington office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, John Lawton serves as the Director of Investment Operations and Portfolio Management at Cabot-wellington.

Recent trades

John Lawton disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%. This leaves the value of the investment at $198 billion and 745,499 shares.

One of the smaller hedge funds

The two most similar investment funds to Cabot-wellington are Warther Private Wealth and Cloverfields Capital Group, L.P.. They manage $255 billion and $255 billion respectively.

The complete list of Cabot-wellington trades based on 13F SEC filings

These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Vanguard Index Fds	2.62% 745,499	$198,108,053,000	77.57%
Ishares Tr	1.85% 788,456	$57,273,476,000	22.43%
No transactions found
Showing first 500 out of 2 holdings