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| Weybosset Research & Management LLC
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| CRD # | 108047 |
| SEC # | 801-57627 |
| CIK # | 0001280604 |
| AUM | 340.9 M (2026-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-421-7171 |
| Address | 50 South Main Street Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001280604 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fortress Transportation & Infrastructure Investors LLC | 29.4 | ||
| Keysight Technologies Inc | 28.7 | ||
| Deere & Co | 26.1 | ||
| TJX Companies Inc /DE/ | 21.6 | ||
| Copart Inc | 21.1 | ||
| Cummins Inc | 20.4 | ||
| New York Times Co | 17.5 | ||
| Alphabet Inc | 16.1 | ||
| Federal Agricultural Mortgage Corp | 15.4 | ||
| Williams Companies Inc | 14.5 | ||
| General Dynamics Corp | 14.4 | ||
| Johnson & Johnson | 12.5 | ||
| Cisco Systems Inc | 11.7 | ||
| Ace Ltd | 10.9 | ||
| Laboratory Corp of America Holdings | 10.3 | ||
| A2Z Smart Technologies Corp | 10.3 | ||
| Amazon Com Inc | 9.4 | ||
| Canadian National Railway Co | 8.9 | ||
| Eagle Materials Inc | 8.4 | ||
| C H Robinson Worldwide Inc | 5.1 | ||
| Expeditors International of Washington Inc | 3.1 | ||
| CORN Products International Inc | 2.2 | ||
| Henry Jack & Associates Inc | 1.6 | ||
| Apple Inc | 0.4 | ||
| NRG Energy Inc | 0.3 | ||
| Intuitive Surgical Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 60.0 |
| (b) Individuals (high net worth individuals) | 67 | 272.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 340.9 |
| By Discretionary | ||
| Discretionary | 225 | 340.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 225 | 340.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.9 | |
| Total | 225 | 340.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001280604] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Coordinated Financial Planning Corp
✚
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✚
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✚
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|
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|
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|
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|
CA | 338.1 M |