Weybosset Research & Management LLC holds a focused book of 32 stocks worth $380.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-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.
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 the share of each fund's own book sitting in the names it shares with Weybosset Research & Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.