account_balance
Investment manager · 13F filer · SEC CIK 1280604
Weybosset Research & Management LLC
Reported value$381Mas of Jun 30, 2026
Positions32 0 new, 1 sold out
Top 10 weight61.5%KEYS alone is 9%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KEYSKeysight Technologies Inc
9.1%Trimmed −3%
FTAIFtai Aviation Ltd
8.6%
DEDeere & Co
7.7%
CMICummins Inc
7.0%Trimmed −2%
AGMFederal Agric MTG Corp
5.5%
TJXTJX Cos Inc New
5.3%
GOOGLAlphabet Inc
5.2%
CPRTCopart Inc
4.8%
CSCOCisco Sys Inc
4.6%
GDGeneral Dynamics Corp
3.9%
WMBWilliams Cos Inc
3.9%
NYTNew York Times Co MTN Be
3.8%
KEYSKeysight Technologies Inc
9.1%Trimmed −3%
FTAIFtai Aviation Ltd
8.6%
DEDeere & Co
7.7%
CMICummins Inc
7.0%Trimmed −2%
AGMFederal Agric MTG Corp
5.5%
TJX5.3%GOOGL5.2%CPRT4.8%CSCO4.6%GD3.9%WMB3.9%NYT3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KEYS Keysight Technologies Inc 9.1% Trimmed −3%FTAI Ftai Aviation Ltd 8.6% HeldDE Deere & Co 7.7% HeldCMI Cummins Inc 7.0% Trimmed −2%AGM Federal Agric MTG Corp 5.5% HeldTJX TJX Cos Inc New 5.3% HeldGOOGL Alphabet Inc 5.2% HeldCPRT Copart Inc 4.8% HeldCSCO Cisco Sys Inc 4.6% HeldGD General Dynamics Corp 3.9% HeldWMB Williams Cos Inc 3.9% HeldNYT New York Times Co MTN Be 3.8% Held
What changed