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Portfolio (Quarterly) Guide ↗

Moors & Cabot, Inc.

· CIK 0001607239
13F Portfolio $2.3B AUM 927 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 312 Added 416 Reduced 66 Exited
Page 44 of 47  ·  927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ABRDN ASIA PACIFIC INCOME FU 14,000.0 $202K 0.01% -3K -17.7% $14.42
862 CGNX COGNEX CORP Technology 4,116.0 $202K 0.01% NEW $48.99 +31.2%
863 MP MP MATERIALS CORP Basic Materials 4,165.0 $201K 0.01% NEW $48.26 +25.0%
864 DKNG DRAFTKINGS INC NEW Consumer Cyclical 9,281.0 $201K 0.01% -12K -56.7% $21.62 +16.3%
865 IWB ISHARES TR 562.0 $200K 0.01% -125.0 -18.2% $356.74 +12.8%
866 PNW PINNACLE WEST CAP CORP Utilities 1,987.0 $200K 0.01% -400.0 -16.8% $100.77 -1.0%
867 NIKL SPROTT FDS TR 12,250.0 $196K 0.01% +2K +15.0% $16.01 +0.3%
868 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 11,350.0 $193K 0.01% -2K -18.1% $16.97 +8.9%
869 NEXT NEXTDECADE CORP Energy 24,330.0 $186K 0.01% NEW $7.66 +16.4%
870 HQH ABRDN HEALTHCARE INVESTORS Financial Services 10,469.0 $186K 0.01% NEW $17.79 +12.0%
871 SAN BANCO SANTANDER SA Financial Services 15,850.0 $179K 0.01% $11.28 +5.0%
872 AI C3 AI INC Technology 21,163.0 $178K 0.01% -4K -14.7% $8.42 +2.7%
873 SBSW SIBANYE STILLWATER LTD Basic Materials 14,100.0 $174K 0.01% -150.0 -1.1% $12.32 +6.8%
874 JBLU JETBLUE AIRWAYS CORP Industrials 37,250.0 $165K 0.01% -6K -13.9% $4.42 +10.4%
875 BOE BLACKROCK ENHANCED GLOBAL Financial Services 14,869.0 $163K 0.01% +2K +19.8% $10.96 +5.4%
876 KVHI KVH INDS INC Technology 17,518.0 $157K 0.01% -14K -44.0% $8.96 +21.7%
877 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 30,711.0 $157K 0.01% -3K -10.2% $5.10 +0.8%
878 IHD VOYA EMERGING MKTS HIGH DIVI Financial Services 23,325.0 $155K 0.01% -2K -6.3% $6.66 +7.5%
879 FLAGSTAR BANK NATIONAL ASSOC 11,596.0 $153K 0.01% -3K -22.4% $13.17
880 NRK NUVEEN NY AMT FREE Financial Services 14,900.0 $152K 0.01% $10.21 +2.1%
Page 44 of 47  ·  927 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Financial Services 15.8%
Energy 14.1%
Industrials 10.4%
Healthcare 7.8%
Consumer Cyclical 7.7%
Consumer Defensive 6.3%
Communication Services 5.5%
Utilities 3.5%
Basic Materials 2.9%