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Moors & Cabot, Inc.
Michael Hildreth · Investment Advisor · Multi-Strategy
Moors & Cabot, Inc. is a full-service independent investment firm and wealth manager headquartered in Boston, Massachusetts. Founded in 1890 by John F. Moors and Charles Cabot, the firm is one of the oldest independent members of the New York Stock Exchange. Originally established to manage the personal investments of the founders and their associates, Moors & Cabot has expanded its mission to serve thousands of individuals, families, businesses, and institutions. The firm provides a comprehensive range of financial services, including wealth management, retirement planning, insurance, annuities, and equity trading. M&C emphasizes a relationship-driven culture, combining veteran financial expertise with modern technology to deliver personalized strategies. As a privately held entity, Moors & Cabot remains focused on independent counsel and long-term client success through stability and wisdom earned over its century-long history.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.5% |
| YTD return | +11.6% |
| Sharpe ratio | 3.51 |
| Win rate | 55% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.moorscabot.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.7% | +29.3% |
| NVDA | NVIDIA Corporation | 13.2% | +17.6% |
| MSFT | Microsoft Corporation | 10.6% | -1.7% |
| GOOGL | Alphabet Inc Class A | 7.7% | +36.7% |
| TPL | Texas Pacific Land Trust | 6.9% | +5.4% |
| AMZN | Amazon.com Inc | 6.3% | +13.6% |
| JPM | JPMorgan Chase & Co | 4.7% | +13.0% |
| AVGO | Broadcom Inc | 3.7% | +7.1% |
| JNJ | Johnson & Johnson | 3.5% | +41.0% |
| XOM | Exxon Mobil Corp | 3.3% | +38.9% |
| V | Visa Inc. Class A | 3.1% | +6.8% |
| WMT | Walmart Inc. Common Stock | 2.9% | +2.0% |
| LLY | Eli Lilly and Company | 2.8% | +32.2% |
| META | Meta Platforms Inc. | 2.6% | -4.5% |
| MU | Micron Technology Inc | 2.5% | +33.2% |
| AMD | Advanced Micro Devices Inc | 2.5% | +27.6% |
| LB | LandBridge Company LLC | 2.4% | +10.1% |
| RTX | Raytheon Technologies Corp | 2.3% | +12.9% |
| CVX | Chevron Corp | 2.2% | +0.5% |
| PBT | Permian Basin Royalty Trust | 2.2% | -0.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | AMD | 2.3% → 2.5% |
| Sep 14, 2026 | BUY | RTX | 2.4% → 2.3% |
| Sep 14, 2026 | BUY | JPM | 4.7% → 4.7% |
| Sep 14, 2026 | BUY | LB | 2.3% → 2.4% |
| Sep 14, 2026 | BUY | TPL | 6.7% → 6.9% |
Investment Style Analysis
Moors & Cabot, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Moors & Cabot, Inc. made a significant move by increasing exposure to AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Moors & Cabot's investment philosophy is centered on the core belief that relationships are at the heart of effective wealth management. The firm employs a model-driven approach and personalized investment programs designed to align with each client's unique risk parameters and long-term financial goals. By providing independent counsel unencumbered by proprietary products, Moors & Cabot focuses on asset allocation and diversification as foundational pillars of their strategy. The firm's approach integrates traditional investment wisdom with advanced technology to monitor and adjust portfolios in response to changing market conditions, ensuring that investment decisions are tailored specifically to the client's evolving needs and objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Moors & Cabot, Inc..
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Frequently asked questions
How is the simulated portfolio for Moors & Cabot, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Moors & Cabot, Inc.'s largest holding?
As of the latest filing, Moors & Cabot, Inc.'s top position is Apple Inc (AAPL), representing 14.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Moors & Cabot, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +16.5% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.51, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Moors & Cabot, Inc. primarily invest in?
Moors & Cabot, Inc. has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Moors & Cabot, Inc.'s portfolio concentrated or diversified?
Moors & Cabot, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Moors & Cabot, Inc. performed in 2026?
Our AI-simulated model portfolio for Moors & Cabot, Inc. tracks a Year-to-Date (YTD) return of +11.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Hildreth manage Moors & Cabot, Inc. directly?
Yes, Michael Hildreth serves as the key portfolio manager for Moors & Cabot, Inc., overseeing the investment strategy and final capital allocation decisions.