1y return+33.0%S&P 500 +20.9%
3y return+48.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $185 against $198 in the S&P 500.2
Weybosset Research & Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KEYSKeysight Technologies Inc | $34.5M | 9.1% | −2.9% |
| Ftai Aviation LtdCUSIP G3730V105 | $32.7M | 8.6% | |
| DEDeere & Co | $29.2M | 7.7% | |
| CMICummins Inc | $26.5M | 7.0% | −2.1% |
| AGMFederal Agric Mtg Corp | $20.8M | 5.5% | |
| TJXTjx Cos Inc New | $20.2M | 5.3% | −1.0% |
| GOOGLAlphabet Inc | $19.8M | 5.2% | |
| CPRTCopart Inc | $18.2M | 4.8% | +1.2% |
| CSCOCisco Sys Inc | $17.6M | 4.6% | |
| GDGeneral Dynamics Corp | $14.9M | 3.9% | |
| WMBWilliams Cos Inc | $14.8M | 3.9% | |
| NYTNew York Times Co Mtn Be | $14.4M | 3.8% | −1.2% |
| BRK/BBerkshire Hathaway Inc Del | $13.1M | 3.4% | −3.0% |
| JNJJohnson & Johnson | $12.9M | 3.4% | |
| OZKBank Ozk Little Rock Ark | $12.6M | 3.3% | +1.2% |
| Chubb LimitedCUSIP H1467J104 | $11.5M | 3.0% | |
| LHLabcorp Holdings Inc | $11.0M | 2.9% | +1.8% |
| AMZNAmazon Com Inc | $10.8M | 2.8% | |
| AZA2z Cust2mate Solutions Corp | $10.7M | 2.8% | +18.7% |
| CNICanadian Natl Ry Co | $10.5M | 2.8% | +1.7% |
| EXPEagle Matls Inc | $9.1M | 2.4% | −9.3% |
| CHRWC H Robinson Worldwide In | $5.8M | 1.5% | |
| EXPDExpeditors Intl Wash Inc | $3.7M | 1.0% | +3.6% |
| INGRIngredion Inc | $1.9M | 0.5% | |
| JKHYHenry Jack & Assoc Inc | $1.4M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CMICummins Inc | June 30, 2022 | +268.5% | $26.5M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $19.8M |
| TJXTjx Cos Inc New | June 30, 2022 | +171.3% | $20.2M |
| KEYSKeysight Technologies Inc | June 30, 2022 | +153.9% | $34.5M |
| NYTNew York Times Co Mtn Be | June 30, 2022 | +150.8% | $14.4M |
| Ftai Aviation LtdCUSIP G3730V105 | March 31, 2025 | +143.7% | $32.7M |
| AMZNAmazon Com Inc | June 30, 2022 | +124.4% | $10.8M |
| NRGNrg Energy Inc | March 31, 2024 | +115.8% | $341K |
| DEDeere & Co | June 30, 2022 | +111.8% | $29.2M |
| AAPLApple Inc | June 30, 2022 | +111.6% | $466K |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $896K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | +6.3% | −4.6% |
| December 31, 2025 | +5.8% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +1.5% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | −4.4% | +4.0% |
| March 31, 2024 | +4.7% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −7.5% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +14.1% | +7.1% |
| September 30, 2022 | +0.2% | −5.3% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Weybosset Research & Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1280604&type=13F-HR&dateb=&owner=include&count=40CIK 1280604
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1280604/000206336426000214/Filed July 28, 2026 · accession 0002063364-26-000214