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Weybosset Research & Management LLC
Weybosset Research & Management, LLC is an independently owned, SEC-registered investment adviser headquartered in Providence, Rhode Island. Founded in 2000, the firm provides discretionary investment advisory and management services to individuals (including high net worth), trusts, and charitable organizations. Employing 3-4 people as of 2025, Weybosset is led by principal owner Fla Lewis III and serves clients primarily in the United States.
Investment Strategy
Weybosset Research & Management, LLC delivers customized investment management solutions tailored to each client's financial objectives, investment horizon, tax circumstances, and risk tolerance. The firm builds and manages diversified investment portfolios, which may include domestic and international equities, preferred and convertible securities, government and agency bonds, sovereign debt, tax-exempt and corporate bonds, ETFs, master limited partnerships, and money market funds. Weybosset emphasizes continuous consultation with clients to define goals and maintain relevant portfolio strategies, working closely with outside advisors as needed.
Latest 13F Filing Activity
Weybosset Research & Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 34 equity positions with a total 13F market value of $310M. The fund increased holdings in Ftai Aviation LTD, Cummins Inc., Alphabet Inc. among other positions. Weybosset Research & Management LLC reduced exposure to Federal Agric MTG Corp., Copart Inc., Deere & Co. among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CPRT | COPART INC | 8.88% | $27.5M | 611,772 | $27.17 | $44.97 | -$2.7M |
D DE | DEERE & CO | 7.10% | $22.0M | 48,104 | $299.95 | $457.26 | -$2.7M |
F FTAI | FTAI AVIATION LTD | 7.05% | $21.8M | 130,809 | $112.61 | $166.86 | +$6.1M |
T TJX | TJX COS INC NEW | 6.49% | $20.1M | 139,118 | $56.10 | $144.54 | +$2.7M |
K KEYS | KEYSIGHT TECHNOLOGIES INC | 5.86% | $18.1M | 103,716 | $137.91 | $174.92 | +$1.1M |
Industry Allocation
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