Arkolith/Funds/Weybosset Research & Management LLC

Weybosset Research & Management LLC

CIK 1280604
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Weybosset Research & Management LLC holds a focused book of 32 stocks worth $380.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Marriott International -CL A and trimmed Keysight Technologies In. Their largest long position is Keysight Technologies In at 9% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Weybosset Research & Management LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1280604/holdings"
Ask your agent
Use Arkolith to show WEYBOSSET RESEARCH & MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
26
new positions
Added to
11
existing
Trimmed
13
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.3%
+13.7%/yr · since Oct '24
Their reported book
+28.2%
held from quarter-end
S&P 500
+32.3%
same window
$9K$10K$11K$12K$14KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Weybosset Research & Management LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +28.2%, a 2.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Weybosset Research & Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
62%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Industrials
35%
Information Technology
19%
Consumer Discretionary
13%
Financials
12%
Health Care
6%
Utilities
4%
Communication Services
4%
ETF / fund or unclassified
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Weybosset Research & Management LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY58 / 32$390.8B
BANK OF AMERICA CORP /DE/58 / 32$236.4B
GOLDMAN SACHS GROUP INC58 / 32$179.8B
WELLS FARGO & COMPANY/MN58 / 32$108.3B
ROYAL BANK OF CANADA58 / 32$108.0B
UBS Group AG58 / 32$96.7B
STIFEL FINANCIAL CORP58 / 32$22.8B
MERCER GLOBAL ADVISORS INC /ADV58 / 32$7.2B

Ranked by how many of Weybosset Research & Management LLC's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

32 positions
#SecurityValueShares% PortLast moveHistory
1Keysight Technologies Inc
COM
$34.5M98.6K
9.1%
−2.9%
Reduced · −3K sh
2Ftai Aviation Ltd
SHS
$32.7M120.8K
8.6%
+0.5%
Added · +619 sh
3Deere & Co
COM
$29.2M46.0K
7.7%
−0.7%
Reduced · −342 sh
4Cummins Inc
COM
$26.5M37.1K
7.0%
−2.1%
Reduced · −785 sh
5Federal Agric MTG Corp
CL C
$20.8M104.2K
5.5%
+0.4%
Added · +460 sh
6TJX Cos Inc New
COM
$20.2M133.6K
5.3%
−1.0%
Reduced · −1K sh
7Alphabet Inc
CAP STK CL A
$19.8M55.3K
5.2%
−1.0%
Reduced · −558 sh
8Copart Inc
COM
$18.2M644.2K
4.8%
+1.2%
Added · +8K sh
9Cisco Sys Inc
COM
$17.6M149.9K
4.6%
−0.6%
Reduced · −950 sh
10General Dynamics Corp
COM
$14.9M42.0K
3.9%
+0.2%
Added · +90 sh
11Williams Cos Inc
COM
$14.8M199.7K
3.9%
~0%
Reduced · −24 sh
12New York Times Co MTN Be
CL A
$14.4M206.2K
3.8%
−1.2%
Reduced · −3K sh
13Berkshire Hathaway Inc Del
CL B NEW
$13.1M26.3K
3.4%
−3.0%
Reduced · −813 sh
14Johnson & Johnson
COM
$12.9M50.8K
3.4%
−0.3%
Reduced · −152 sh
15Bank Ozk Little Rock Ark
COM
$12.6M242.3K
3.3%
+1.2%
Added · +3K sh
16Chubb Limited
COM
$11.5M33.8K
3.0%
+0.6%
Added · +199 sh
17Labcorp Holdings Inc
COM SHS
$11.0M39.4K
2.9%
+1.8%
Added · +682 sh
18Amazon Com Inc
COM
$10.8M45.2K
2.8%
+0.2%
Added · +90 sh
19A2z Cust2mate Solutions Corp
COM
$10.7M1.83M
2.8%
+19%
Added · +289K sh
20Canadian Natl Ry Co
COM
$10.5M87.9K
2.8%
+1.7%
Added · +1K sh
21Eagle Matls Inc
COM
$9.1M40.2K
2.4%
−9.3%
Reduced · −4K sh
22C H Robinson Worldwide In
COM NEW
$5.8M30.6K
1.5%
−0.7%
Reduced · −230 sh
23Expeditors Intl Wash Inc
COM
$3.7M22.8K
1.0%
+3.6%
Added · +792 sh
24Ingredion Inc
COM
$1.9M19.9K
0.5%
Held
25Henry Jack & Assoc Inc
COM
$1.4M9.8K
0.4%
Held
26Apple Inc
COM
$466K1.6K
0.1%
Held
27State STR SPDR S&P 500 ETF T
TR UNIT
$450K603
0.1%
Held
28NRG Energy Inc
COM NEW
$341K2.3K
0.1%
Held
29Tesla Inc
COM
$330K785
0.1%
Held
30Biohaven Ltd
COM
$298K20.0K
0.1%
−13%
Reduced · −3K sh
31Intuitive Surgical Inc
COM NEW
$290K730
0.1%
Held
32Interdigital Inc
COM
$285K1.0K
0.1%
Held
Showing all 32 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202632$380.9M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202633$346.8M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202635$324.3M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202535$309.8M13F-HR
Q2 2025Jun 30, 2025Jul 11, 202535$290.9M13F-HR
Q1 2025Mar 31, 2025Apr 9, 202534$286.2M13F-HR
Q4 2024Dec 31, 2024Jan 10, 202551$293.9M13F-HR
Q3 2024Sep 30, 2024Oct 2, 202452$295.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.