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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
71
16
8
2
8
2
57
19
22
AMERICAN RESEARCH MANAGEMENT CO

Time Period2019-06-30

Total Holdings344

Total Value ($x1000)334,241
Activities
New8

Increased27

Unchanged213

Decreased96

Sold Out44

Top 10 Stock Holdingstotal 33.53%
IBM5.67

ADI3.97

CHD3.44

ADBE3.23

XOM3.19

 
JNJ3.15

FISV3.08

PEP2.72

WAT2.65

GBCI2.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IBM
5.67%
COM
ADI
3.97%
COM
CHD
3.44%
COM
ADBE
3.23%
COM
XOM
3.19%
COM
JNJ
3.15%
COM
FISV
3.08%
COM
PEP
2.72%
COM
WAT
2.65%
COM
GBCI
2.43%
COM
PG
2.35%
COM
AAPL
2.29%
COM
ITW
2.23%
COM
DOV
2.21%
COM
CVX
2.13%
COM
NSRGY
1.73%
COM
PYPL
1.7%
COM
SCHW
1.67%
COM
NVS
1.63%
SPONSORED ADR
PAYX
1.41%
COM
AMZN
1.4%
COM
WY
1.21%
COM
MSFT
1.21%
COM
O
1.2%
COM
MO
1.18%
COM
KO
1.14%
COM
NVDA
1.1%
COM
SYK
1.07%
COM
ADP
1.06%
COM
MKC
1.02%
COM NON VTG
PM
1.02%
COM
TFX
0.91%
COM
AMLP
0.89%
ALERIAN MLP
GOOGL
0.88%
CL A
J G BOSW...
0.88%
COM
FDX
0.78%
COM
TD
0.78%
COM NEW
UTX
0.77%
COM
TRP
0.76%
COM
BIIB
0.7%
COM
SYBT
0.7%
COM
MRK
0.67%
COM
HP
0.66%
COM
UIHC
0.66%
COM
EL
0.65%
CL A
US BANCO...
0.64%
COM
PFE
0.61%
COM
VRTX
0.6%
COM
BRK.B
0.6%
CL B NEW
RMD
0.53%
COM
ROP
0.52%
COM
MAR
0.52%
CL A
EDWARDS ...
0.49%
COM
LQD
0.47%
IBOXX INV CP ETF
CELG
0.46%
COM
IMO
0.45%
COM NEW
DEUTSCHE...
0.44%
COM
MCD
0.42%
COM
NVO
0.42%
ADR
GILD
0.41%
COM
HRL
0.4%
COM
DUKE ENE...
0.38%
COM
ETE
0.37%
COM UT LTD PTN
HIFS
0.36%
COM
GOOG
0.34%
CL C
APY
0.32%
COM
CVGW
0.31%
COM
IPGP
0.31%
COM
FAST
0.31%
COM
FLO
0.3%
COM
WELLS FA...
0.3%
COM
EMLC
0.3%
EM LC CURR DBT
BB&T COR...
0.3%
COM
T
0.3%
COM
TEXAS CA...
0.29%
COM
VZ
0.29%
COM
FBHS
0.27%
COM
USB
0.26%
COM NEW
AMGN
0.26%
COM
TMO
0.26%
COM
GOLDMAN ...
0.24%
COM
BK
0.24%
COM
PSK
0.24%
WELLS FG PFD ETF
DD
0.24%
COM
FFIV
0.23%
COM
BAC
0.22%
COM
MMP
0.21%
COM UNIT RP LP
XLE
0.2%
SBI INT-ENERGY
OXY
0.2%
COM
BMY
0.2%
COM
DE
0.19%
COM
COP
0.19%
COM
XBI
0.18%
S&P BIOTECH
CAMBRIDG...
0.17%
COM
HCN
0.16%
COM
SPY
0.16%
TR UNIT
DEO
0.16%
SPON ADR NEW
IFF
0.16%
COM
FB
0.16%
CL A
DOW
0.14%
COM
BSV
0.14%
SHORT TRM BOND
ABT
0.14%
COM
RDS/B
0.13%
SPON ADR B
MDLZ
0.13%
CL A
JPM
0.13%
COM
VWO
0.13%
FTSE EMR MKT ETF
EMB
0.12%
JP MOR EM MK ETF
INTC
0.12%
COM
PSX
0.12%
COM
CSCO
0.12%
COM
NEXTERA ...
0.11%
COM
WFC
0.11%
COM
CL
0.11%
COM
BP
0.11%
SPONSORED ADR
MSM
0.1%
CL A
STI
0.1%
COM
SCHB
0.1%
US BRD MKT ETF
STATE ST...
0.1%
COM
BFAM
0.1%
COM
CTVA
0.09%
COM
KMI
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
BA
0.08%
COM
ABBV
0.08%
COM
TJX
0.07%
COM
APD
0.07%
COM
DLS
0.07%
INTL SMCAP DIV
CAT
0.07%
COM
GE
0.07%
COM
QCOM
0.07%
COM
ORCL
0.07%
COM
SYY
0.06%
COM
GD
0.06%
COM
PSA
0.06%
COM
PSF
0.06%
COM
SRE
0.06%
COM
INDB
0.05%
COM
BLL
0.05%
COM
RTN
0.05%
COM NEW
EXPD
0.05%
COM
IWR
0.05%
RUS MID-CAP ETF
JW/A
0.05%
CL A
NKE
0.04%
CL B
EQR
0.04%
SH BEN INT
MPC
0.04%
COM
CM
0.04%
COM
SO
0.04%
COM
HCP
0.04%
COM
KNSL
0.04%
COM
CVS
0.04%
COM
DIS
0.04%
COM DISNEY
ILMN
0.04%
COM
SPG
0.04%
COM
ENB
0.04%
COM
MMM
0.04%
COM
CREE
0.04%
COM
LLL
0.04%
COM
KEWEENAW...
0.04%
COM
HON
0.03%
COM
BBT
0.03%
COM
EXAS
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
WASH
0.03%
COM
EBTC
0.03%
COM
VAC
0.03%
COM
ALL
0.03%
COM
EPD
0.03%
COM
EMR
0.03%
COM
HBAN
0.03%
COM
TPR
0.03%
COM
CHICAGO ...
0.03%
COM
BABA
0.03%
SPONSORED ADS
PEG
0.03%
COM
BSX
0.03%
COM
SON
0.03%
COM
KN
0.03%
COM
CSJ
0.02%
1-3 YR CR BD ETF
FLRN
0.02%
INV GRD FLT RT
LMNR
0.02%
COM
LIN
0.02%
COM
WBA
0.02%
COM
CUSTOMER...
0.02%
COM
KMB
0.02%
COM
FIS
0.02%
COM
ECL
0.02%
COM
DHR
0.02%
COM
VNQ
0.02%
REIT ETF
ADM
0.02%
COM
SPGI
0.02%
COM
AVB
0.02%
COM
CINF
0.02%
COM
SLB
0.02%
COM
UTL
0.02%
COM
TWTR
0.02%
COM
MDT
0.02%
COM
CMCSA
0.02%
CL A
GNTX
0.02%
COM
HD
0.02%
COM
TE CONNE...
0.01%
COM
AMEREN I...
0.01%
COM
PBCT
0.01%
COM
STL
0.01%
COM
HSY
0.01%
COM
VBR
0.01%
SM CP VAL ETF
CB
0.01%
COM
EBAY
0.01%
COM
ES
0.01%
COM
XEL
0.01%
COM
LOW
0.01%
COM
TXN
0.01%
COM
KHC
0.01%
COM
VNO
0.01%
SH BEN INT
NSC
0.01%
COM
KEY
0.01%
COM
COST
0.01%
COM
CMA
0.01%
COM
ECOL
0.01%
COM
TSLA
0.01%
COM
TRGP
0.01%
COM
PANW
0.01%
COM
V
0.01%
COM CL A
CP
0.01%
COM
AMCR
0.01%
ORD
UNP
0.01%
COM
NXPI
0.01%
COM
TRAVELER...
0.01%
COM
BBN
0.01%
SHS
ALC
0.01%
ORD SHS
WMT
0.01%
COM
LLY
0.01%
COM
CI
0.01%
COM
UNH
0.01%
COM
GOLD SHA...
0.01%
COM
PKG
0.01%
COM
U-BLOX H...
0.01%
COM
FDS
0.01%
COM
ISBC
0.01%
COM
DXCM
0.01%
COM
SDY
0.01%
S&P DIVID ETF
BOTZ
0.01%
RBTCS ARTFL IN
PNW
0.01%
COM
D
0.01%
COM
LMT
0.01%
COM
SJM
0.01%
COM NEW
BAYER AG...
0.01%
COM
AIN
0.01%
CL A
MET
0.01%
COM
QTRX
0.01%
COM
FAST RET...
0.01%
COM
RY
0.01%
COM
STT
0.01%
COM
NOC
0.01%
COM
FMAT
0.01%
MSCI MATLS INDEX
ACCENTUR...
0.01%
COM
SNAP
0.01%
CL A
KMX
0.01%
COM
NTR
0.01%
COM
FCOR
0.01%
CORP BOND ETF
CALM
0.01%
COM NEW
VEU
0.01%
ALLWRLD EX US
IWP
0.01%
RUS MD CP GR ETF
LARE
0.01%
TIERRA XP LATIN
CMD
0.01%
COM
LNC
0.01%
COM
XLU
0.01%
SBI INT-UTILS
OCEAN SP...
0.01%
COM
NLY
0.01%
COM
SAN
0.01%
ADR
GIS
0.01%
COM
TGT
0.01%
COM
SBUX
0.01%
COM
MPW
0.01%
COM
ROCHE HO...
0.01%
COM
GOLF
< 0.01%
COM
ADSK
< 0.01%
COM
DNKN
< 0.01%
COM
SPOT
< 0.01%
SHS
TOTL
< 0.01%
SPDR TR TACTIC
TOT
< 0.01%
SPONSORED ADR
GSK
< 0.01%
SPONSORED ADR
AOBC
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
AMERICAN...
< 0.01%
COM
VGK
< 0.01%
FTSE EUROPE ETF
AGG
< 0.01%
CORE TOTUSBD ETF
IRM
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
YUM
< 0.01%
COM
CHRW
< 0.01%
COM NEW
UTHR
< 0.01%
COM
CLH
< 0.01%
COM
CMG
< 0.01%
COM
LYFT
< 0.01%
CL A COM
LNN
< 0.01%
COM
NOG
< 0.01%
COM
DFS
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
WAB
< 0.01%
COM
ESD
< 0.01%
COM
BGS
< 0.01%
COM
AGN
< 0.01%
COM
JEF
< 0.01%
COM
SM ENERG...
< 0.01%
COM
RIO TINT...
< 0.01%
COM
ROX
< 0.01%
COM
FSLR
< 0.01%
COM
VOD
< 0.01%
SPONS ADR NEW
ARRY
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
RGR
< 0.01%
COM
CNI
< 0.01%
COM
ANDE
< 0.01%
COM
UPS
< 0.01%
CL B
ROK
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
DELL INC...
< 0.01%
COM
JJC
< 0.01%
ETN DJUBS COPR37
OPNT
< 0.01%
COM
SLV
< 0.01%
ISHARES
AMBA
< 0.01%
SHS
CVE
< 0.01%
COM
YUMC
< 0.01%
COM
HOG
< 0.01%
COM
CMRE
< 0.01%
SHS
ACAD
< 0.01%
COM
AGNC
< 0.01%
COM
C
< 0.01%
COM NEW
HACK
< 0.01%
PUREFUNDS ISE CY
NFLX
< 0.01%
COM
SYF
< 0.01%
COM
TTM
< 0.01%
SPONSORED ADR
REZI
< 0.01%
COM
PRU
< 0.01%
COM
PIO
< 0.01%
GLOBAL WATER
PHO
< 0.01%
WATER RES ETF
ENERPLUS...
< 0.01%
COM
HST
< 0.01%
COM
CTL
< 0.01%
COM
CC
< 0.01%
COM
KR
< 0.01%
COM
ECT
< 0.01%
COM UNIT
EA
< 0.01%
COM
PLUG
< 0.01%
COM NEW
GTX
< 0.01%
COM
DWDP
0.54%
COM
HCI
0.44%
COM
BR
0.05%
COM
CLX
0.05%
COM
IRBT
0.03%
COM
AWK
0.03%
COM
BAX
0.02%
COM
RSG
0.02%
COM
AJG
0.02%
COM
PCAR
0.02%
COM
R
0.02%
COM
PCH
0.02%
COM
TRI
0.02%
COM NEW
MRO
0.01%
COM
CAH
0.01%
COM
PLOW
0.01%
COM
WOR
0.01%
COM
EZU
0.01%
EMU ETF
U.S. ECO...
0.01%
COM
BMS
0.01%
COM
CNSL
0.01%
COM
ETR
0.01%
COM
HAL
0.01%
COM
ECA
0.01%
COM
EXEL
0.01%
COM
MCHP
0.01%
COM
VTA
0.01%
COM
QADA
0.01%
CL A
DEUTSCHE...
< 0.01%
COM
BGCP
< 0.01%
CL A
SWX
< 0.01%
COM
TAK
< 0.01%
SPONSORED ADS
AB
< 0.01%
UNIT LTD PARTN
CFMS
< 0.01%
COM
ZMH
< 0.01%
COM
BDX
< 0.01%
COM
WEC
< 0.01%
COM
PRAA
< 0.01%
COM
PBI
< 0.01%
COM
CHTR
< 0.01%
CL A
SNV
< 0.01%
COM NEW
RIG
< 0.01%
REG SHS
DO
< 0.01%
COM
TERRA TE...
< 0.01%
COM