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.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1280604/holdings"
Use Arkolith to show WEYBOSSET RESEARCH & MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Weybosset Research & Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 58 / 32 | $390.8B |
| BANK OF AMERICA CORP /DE/ | 58 / 32 | $236.4B |
| GOLDMAN SACHS GROUP INC | 58 / 32 | $179.8B |
| WELLS FARGO & COMPANY/MN | 58 / 32 | $108.3B |
| ROYAL BANK OF CANADA | 58 / 32 | $108.0B |
| UBS Group AG | 58 / 32 | $96.7B |
| STIFEL FINANCIAL CORP | 58 / 32 | $22.8B |
| MERCER GLOBAL ADVISORS INC /ADV | 58 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Keysight Technologies Inc COM | $34.5M | 98.6K | 9.1% | ▼−2.9% Reduced · −3K sh | |
| 2 | Ftai Aviation Ltd SHS | $32.7M | 120.8K | 8.6% | ▲+0.5% Added · +619 sh | |
| 3 | Deere & Co COM | $29.2M | 46.0K | 7.7% | ▼−0.7% Reduced · −342 sh | |
| 4 | Cummins Inc COM | $26.5M | 37.1K | 7.0% | ▼−2.1% Reduced · −785 sh | |
| 5 | Federal Agric MTG Corp CL C | $20.8M | 104.2K | 5.5% | ▲+0.4% Added · +460 sh | |
| 6 | TJX Cos Inc New COM | $20.2M | 133.6K | 5.3% | ▼−1.0% Reduced · −1K sh | |
| 7 | Alphabet Inc CAP STK CL A | $19.8M | 55.3K | 5.2% | ▼−1.0% Reduced · −558 sh | |
| 8 | Copart Inc COM | $18.2M | 644.2K | 4.8% | ▲+1.2% Added · +8K sh | |
| 9 | Cisco Sys Inc COM | $17.6M | 149.9K | 4.6% | ▼−0.6% Reduced · −950 sh | |
| 10 | General Dynamics Corp COM | $14.9M | 42.0K | 3.9% | ▲+0.2% Added · +90 sh | |
| 11 | Williams Cos Inc COM | $14.8M | 199.7K | 3.9% | ▼~0% Reduced · −24 sh | |
| 12 | New York Times Co MTN Be CL A | $14.4M | 206.2K | 3.8% | ▼−1.2% Reduced · −3K sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $13.1M | 26.3K | 3.4% | ▼−3.0% Reduced · −813 sh | |
| 14 | Johnson & Johnson COM | $12.9M | 50.8K | 3.4% | ▼−0.3% Reduced · −152 sh | |
| 15 | Bank Ozk Little Rock Ark COM | $12.6M | 242.3K | 3.3% | ▲+1.2% Added · +3K sh | |
| 16 | Chubb Limited COM | $11.5M | 33.8K | 3.0% | ▲+0.6% Added · +199 sh | |
| 17 | Labcorp Holdings Inc COM SHS | $11.0M | 39.4K | 2.9% | ▲+1.8% Added · +682 sh | |
| 18 | Amazon Com Inc COM | $10.8M | 45.2K | 2.8% | ▲+0.2% Added · +90 sh | |
| 19 | A2z Cust2mate Solutions Corp COM | $10.7M | 1.83M | 2.8% | ▲+19% Added · +289K sh | |
| 20 | Canadian Natl Ry Co COM | $10.5M | 87.9K | 2.8% | ▲+1.7% Added · +1K sh | |
| 21 | Eagle Matls Inc COM | $9.1M | 40.2K | 2.4% | ▼−9.3% Reduced · −4K sh | |
| 22 | C H Robinson Worldwide In COM NEW | $5.8M | 30.6K | 1.5% | ▼−0.7% Reduced · −230 sh | |
| 23 | Expeditors Intl Wash Inc COM | $3.7M | 22.8K | 1.0% | ▲+3.6% Added · +792 sh | |
| 24 | Ingredion Inc COM | $1.9M | 19.9K | 0.5% | —Held | |
| 25 | Henry Jack & Assoc Inc COM | $1.4M | 9.8K | 0.4% | —Held | |
| 26 | Apple Inc COM | $466K | 1.6K | 0.1% | —Held | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $450K | 603 | 0.1% | —Held | |
| 28 | NRG Energy Inc COM NEW | $341K | 2.3K | 0.1% | —Held | |
| 29 | Tesla Inc COM | $330K | 785 | 0.1% | —Held | |
| 30 | Biohaven Ltd COM | $298K | 20.0K | 0.1% | ▼−13% Reduced · −3K sh | |
| 31 | Intuitive Surgical Inc COM NEW | $290K | 730 | 0.1% | —Held | |
| 32 | Interdigital Inc COM | $285K | 1.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 32 | $380.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 33 | $346.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 35 | $324.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 35 | $309.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 35 | $290.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 34 | $286.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 51 | $293.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 52 | $295.5M | 13F-HR |
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.