Katherine R. Kelliher

Moors & Cabot, Inc.

Assets Managed

$2.336B

Holdings

923

Last Quarter

2026 - Q1

Filed Date

13d ago

Growth Rate

0%(2Q avg: 0.97%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Moors & Cabot, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 923 positions.

Assets under management

The assets under management (AUM) of Moors & Cabot, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.336B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0.97%. The portfolio is managed by Katherine R. Kelliher, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.24%	4.65%	$108.594M 427,887 shares@ $253.8 avg price	Decreased -1.24%
NVDA Nvidia Corp Recent Activity Decreased -3.44%	4.14%	$96.551M 553,620 shares@ $174.4 avg price	Decreased -3.44%
TPL Texas Pacific Land Corp Recent Activity Decreased -0.34%	3.47%	$80.905M 170,484 shares@ $474.57 avg price	Decreased -0.34%
MSFT Microsoft Corp Recent Activity Decreased -0.7%	3.2%	$74.622M 201,588 shares@ $370.18 avg price	Decreased -0.7%
AMZN Amazon.com Inc Recent Activity Increased 0.92%	2.07%	$48.249M 231,666 shares@ $208.28 avg price	Increased 0.92%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -4.64%	1.82%	$42.44M 147,585 shares@ $287.57 avg price	Decreased -4.64%
JPM Jpmorgan Chase & Co Recent Activity Decreased -2.29%	1.59%	$36.971M 125,682 shares@ $294.17 avg price	Decreased -2.29%
WMT Walmart Inc Recent Activity Decreased -1.1%	1.4%	$32.696M 263,085 shares@ $124.28 avg price	Decreased -1.1%
XOM Exxon Mobil Corp Recent Activity Decreased -3.56%	1.37%	$31.991M 188,561 shares@ $169.66 avg price	Decreased -3.56%
AVGO Broadcom Inc Recent Activity Decreased -7.02%	1.3%	$30.29M 97,864 shares@ $309.52 avg price	Decreased -7.02%

1-10 of 923