MOORS & CABOT INC
Q3 2025 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001607239
· CRD 594
· SEC-registered investment adviser
$2.3B Reported Value Total
MOORS & CABOT, INC reports 5,074 total accounts under management (AUM). There are 4,480 discretionary accounts valued at $3,207,189,473, and 594 non-discretionary accounts valued at $230,574,915.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-29
Reported value
$2.3B
Quarter over quarter
+7.5%
Holdings
892
Top-10 concentration
25.9%
Key People
Form ADV owners & control persons
Howard Hauser
OWNER
Michael Charles Braun
EVP/COO/DIRECTOR
Joseph Philip Cuetara
SVP FIXED INCOME/MUNICIPAL PRINCIPAL
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 14, 2025 |
| Form | 13F-HR |
| Reported value | $2.3B |
| Positions | 892 |
| Change in reported value | +6.5% |
| New positions | 76 |
| Exited positions | 53 |
| Position turnover | 13.7% |
| Top-10 concentration | 25.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 10, 2026
|
955 | $2.6B |
|
Q1 2026 13F
Filed May 8, 2026
|
923 | $2.3B |
|
Q4 2025 13F
Filed Feb 10, 2026
|
907 | $2.3B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
892 | $2.3B |
|
Q2 2025 13F
Filed Aug 6, 2025
|
870 | $2.2B |
|
Q1 2025 13F
Filed May 8, 2025
|
859 | $2.0B |
|
Q4 2024 13F
Filed Feb 7, 2025
|
876 | $2.1B |
|
Q3 2024 13F
Filed Nov 8, 2024
|
871 | $2.0B |
|
Q2 2024 13F
Filed Aug 9, 2024
|
842 | $1.9B |
|
Q1 2024 13F
Filed May 8, 2024
|
888 | $1.8B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
825 | $1.6B |
|
Q3 2023 13F
Filed Nov 8, 2023
|
818 | $1.5B |
|
Q2 2023 13F
Filed Aug 10, 2023
|
820 | $1.5B |
|
Q1 2023 13F
Filed May 5, 2023
|
842 | $1.5B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
828 | $1.4B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
805 | $1.3B |
|
Q2 2022 13F
Filed Aug 8, 2022
|
793 | $1.4B |
|
Q1 2022 13F
Filed May 13, 2022
|
851 | $1.6B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
850 | $1.6B |
|
Q3 2021 13F
Filed Nov 5, 2021
|
827 | $1.6B |
30 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $111.3M | 4.86% |
| 2 | NVDA NVIDIA CORPORATION | $107.3M | 4.68% |
| 3 | MSFT MICROSOFT CORP | $104.8M | 4.57% |
| 4 | TPL TEXAS PACIFIC LAND CORPORATI | $53.2M | 2.32% |
| 5 | AMZN AMAZON COM INC | $48.8M | 2.13% |
| 6 | JPM JPMORGAN CHASE & CO. | $39.6M | 1.73% |
| 7 | GOOGL ALPHABET INC | $37.3M | 1.63% |
| 8 | AVGO BROADCOM INC | $35.1M | 1.53% |
| 9 | GBTC GRAYSCALE BITCOIN TRUST ETF | $28.4M | 1.24% |
| 10 | WMT WALMART INC | $27.2M | 1.19% |
| 11 | META META PLATFORMS INC | $26.3M | 1.15% |
| 12 | V VISA INC | $24.1M | 1.05% |
| 13 | JNJ JOHNSON & JOHNSON | $22.6M | 0.99% |
| 14 | IBM INTERNATIONAL BUSINESS MACHS | $22.6M | 0.98% |
| 15 | XOM EXXON MOBIL CORP | $21.7M | 0.95% |
| 16 | PG PROCTER AND GAMBLE CO | $21.7M | 0.94% |
| 17 | TJX TJX COS INC NEW | $21.6M | 0.94% |
| 18 | PLTR PALANTIR TECHNOLOGIES INC | $19.8M | 0.86% |
| 19 | SPY SPDR S&P 500 ETF TR | $19.0M | 0.83% |
| 20 | RTX RTX CORPORATION | $18.9M | 0.82% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.