Moors & Cabot, Inc. has disclosed its latest investment portfolio in a 13F filing, revealing a total value of over $2.6 billion as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and highlights its positions in various sectors.
Moors & Cabot, Inc. is a financial services firm based in Boston, Massachusetts. The company operates under the Central Index Key (CIK) 0001607239 and has been actively filing with the SEC to report its investment holdings. The firm is known for its investment management services and has a fiscal year ending June 30.
The recent filing, accession number 0001607239-26-000013, shows that Moors & Cabot holds a diverse range of assets, with a total of 976 entries in its portfolio. Notably, the total reported value of the holdings is $2,647,888,506. This amount underscores the firm's significant presence in the investment landscape.
The filing indicates that Moors & Cabot has exercised sole investment discretion over its holdings, which suggests a strategic approach to managing its investments. Among the notable positions, the firm has invested in major companies across various industries, including technology, healthcare, and consumer goods.
With such a substantial portfolio, Moors & Cabot's activities may influence market trends and investment strategies within the financial services sector. Other firms in the industry could take cues from Moors & Cabot's investment choices as they navigate their own strategies in a competitive landscape.
Looking ahead, the filing does not specify what actions Moors & Cabot may take next regarding its investments. However, the firm’s ongoing commitment to transparency and regulatory compliance is evident in its timely disclosures to the SEC.
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