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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
69
17
14
1
9
3
56
20
24
AMERICAN RESEARCH MANAGEMENT CO

Time Period2018-06-30

Total Holdings322

Total Value ($x1000)287,827
Activities
New33

Increased52

Unchanged176

Decreased61

Sold Out84

Top 10 Stock Holdingstotal 36.93%
IBM7.6

ADI4.1

XOM3.84

ADBE3.4

JNJ3.28

 
FISV3.24

CHD3.11

WAT2.92

GBCI2.76

PEP2.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IBM
7.6%
COM
ADI
4.1%
COM
XOM
3.84%
COM
ADBE
3.4%
COM
JNJ
3.28%
COM
FISV
3.24%
COM
CHD
3.11%
COM
WAT
2.92%
COM
GBCI
2.76%
COM
PEP
2.68%
COM
SCHW
2.43%
COM
AAPL
2.41%
COM
ITW
2.39%
COM
CVX
2.25%
COM
WY
2.04%
COM
PG
1.98%
COM
DOV
1.95%
COM
MO
1.83%
COM
PAYX
1.62%
COM
NVS
1.52%
SPONSORED ADR
PM
1.5%
COM
NVDA
1.4%
COM
PYPL
1.36%
COM
ADP
1.22%
COM
O
1.17%
COM
JW/A
1.15%
CL A
KO
1.1%
COM
SYK
1.07%
COM
BIIB
1.04%
COM
MSFT
0.96%
COM
TFX
0.95%
COM
TD
0.94%
COM NEW
MKC
0.9%
COM NON VTG
DWDP
0.89%
COM
HP
0.89%
COM
UTX
0.8%
COM
TRP
0.79%
COM
AMZN
0.7%
COM
BRK.B
0.69%
CL B NEW
CELG
0.69%
COM
GILD
0.68%
COM
VRTX
0.66%
COM
MRK
0.61%
COM
PFE
0.58%
COM
MAR
0.55%
CL A
APY
0.55%
COM
LQD
0.54%
IBOXX INV CP ETF
FFIV
0.52%
COM
HCI
0.52%
COM
RMD
0.49%
COM
IMO
0.48%
COM NEW
T
0.45%
COM
NVO
0.42%
ADR
DUK
0.4%
COM NEW
OXY
0.4%
COM
EW
0.4%
COM
HRL
0.38%
COM
GOOG
0.35%
CAP STK CL C
PSK
0.35%
WELLS FG PFD ETF
BK
0.34%
COM
FBHS
0.34%
COM
FLO
0.32%
COM
MCD
0.32%
COM
SFE
0.32%
COM NEW
SYBT
0.3%
COM
AMGN
0.3%
COM
CVGW
0.29%
COM
MMP
0.29%
COM UNIT RP LP
GE
0.29%
COM
EMLC
0.29%
JP MORGAN MKTS
BMY
0.28%
COM
VZ
0.28%
COM
KMI
0.26%
COM
USB
0.26%
COM NEW
FAST
0.26%
COM
BAC
0.25%
COM
COP
0.25%
COM
EL
0.24%
CL A
CATC
0.22%
COM
RDS/B
0.22%
SPON ADR B
TMO
0.21%
COM
XBI
0.21%
S&P BIOTECH
DE
0.21%
COM
EMB
0.2%
JP MOR EM MK ETF
FB
0.2%
CL A
GOOGL
0.18%
CAP STK CL A
SPY
0.18%
TR UNIT
HCN
0.17%
COM
PSX
0.17%
COM
MSM
0.16%
CL A
IFF
0.15%
COM
VWO
0.15%
FTSE EMR MKT ETF
ANCX
0.14%
COM
WFC
0.14%
COM
BA
0.14%
COM
BP
0.14%
SPONSORED ADR
DEO
0.13%
SPON ADR NEW
STI
0.13%
COM
BSV
0.12%
SHORT TRM BOND
MDLZ
0.12%
CL A
NEE
0.11%
COM
SCHB
0.11%
US BRD MKT ETF
IBB
0.11%
NASDQ BIOTEC ETF
ENB
0.09%
COM
HIFS
0.09%
COM
SYY
0.09%
COM
TJX
0.08%
COM
BFAM
0.08%
COM
JPM
0.07%
COM
INDB
0.06%
COM
CM
0.06%
COM
PSF
0.06%
COM
EXPD
0.06%
COM
INTC
0.06%
COM
ABBV
0.06%
COM
CREE
0.05%
COM
IWR
0.05%
RUS MID-CAP ETF
MMM
0.05%
COM
AMLP
0.05%
ALERIAN MLP
TPR
0.05%
COM
KHC
0.05%
COM
QCOM
0.05%
COM
EBTC
0.04%
COM
SO
0.04%
COM
EMR
0.04%
COM
WASH
0.04%
COM
VAC
0.04%
COM
CSCO
0.04%
COM
SLB
0.04%
COM
BBT
0.04%
COM
PRAA
0.04%
COM
PEG
0.04%
COM
ABT
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
HBAN
0.04%
COM
GNTX
0.04%
COM
BLL
0.03%
COM
ILMN
0.03%
COM
LMNR
0.03%
COM
DIS
0.03%
COM DISNEY
BABA
0.03%
SPONSORED ADS
FLRN
0.03%
INV GRD FLT RT
HON
0.03%
COM
HD
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
ALL
0.03%
COM
WBA
0.03%
COM
KNSL
0.03%
COM
CSJ
0.03%
1-3 YR CR BD ETF
XEL
0.03%
COM
ADM
0.03%
COM
EPD
0.03%
COM
TWTR
0.03%
COM
AFSI
0.03%
COM
CME
0.03%
COM
KN
0.03%
COM
ESRX
0.02%
COM
SON
0.02%
COM
WYNN
0.02%
COM
FIS
0.02%
COM
BSX
0.02%
COM
SPGI
0.02%
COM
ORCL
0.02%
COM
TSLA
0.02%
COM
AVB
0.02%
COM
IPGP
0.02%
COM
STL
0.02%
COM
EXAS
0.02%
COM
PBCT
0.02%
COM
ECL
0.02%
COM
UTL
0.02%
COM
ES
0.02%
COM
CVE
0.02%
COM
CP
0.02%
COM
TEL
0.02%
REG SHS
CAT
0.02%
COM
PFF
0.02%
U.S. PFD STK ETF
SBR
0.02%
UNIT BEN INT
VNO
0.02%
SH BEN INT
ACN
0.02%
SHS CLASS A
TRGP
0.02%
COM
CMA
0.02%
COM
CMCSA
0.02%
CL A
VEU
0.01%
ALLWRLD EX US
CINF
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
PNW
0.01%
COM
STT
0.01%
COM
TXN
0.01%
COM
NXPI
0.01%
COM
ECOL
0.01%
COM
UNH
0.01%
COM
HSY
0.01%
COM
GLD
0.01%
GOLD SHS
PANW
0.01%
COM
PKG
0.01%
COM
CVS
0.01%
COM
NTR
0.01%
COM
CL
0.01%
COM
ISBC
0.01%
COM
NSC
0.01%
COM
COST
0.01%
COM
V
0.01%
COM CL A
UNP
0.01%
COM
SJM
0.01%
COM NEW
SDY
0.01%
S&P DIVID ETF
WMT
0.01%
COM
LLY
0.01%
COM
BMS
0.01%
COM
HCP
0.01%
COM
D
0.01%
COM
FMAT
0.01%
MSCI MATLS INDEX
BDX
0.01%
COM
MCHP
0.01%
COM
BIDU
0.01%
SPON ADR REP A
SBUX
0.01%
COM
RY
0.01%
COM
CMD
0.01%
COM
CALM
0.01%
COM NEW
GSK
0.01%
SPONSORED ADR
NOC
0.01%
COM
LMT
0.01%
COM
MET
0.01%
COM
SAN
0.01%
ADR
XLU
0.01%
SBI INT-UTILS
AIN
0.01%
CL A
NLY
0.01%
COM
FDS
0.01%
COM
SNAP
0.01%
CL A
AXP
0.01%
COM
AOBC
0.01%
COM
LNC
0.01%
COM
FCOR
0.01%
CORP BOND ETF
SYF
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
BAB
0.01%
TAXABLE MUN BD
KMX
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
RHP
0.01%
COM
CC
0.01%
COM
ROP
0.01%
COM
TOT
0.01%
SPONSORED ADR
SPOT
0.01%
SHS
CHRW
0.01%
COM NEW
DVMT
0.01%
COM CL V
ITT
0.01%
COM
GOLF
0.01%
COM
ANDE
0.01%
COM
SWX
0.01%
COM
TGT
0.01%
COM
KLAC
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
LVS
0.01%
COM
GIS
< 0.01%
COM
MPW
< 0.01%
COM
DNKN
< 0.01%
COM
SM
< 0.01%
COM
ADSK
< 0.01%
COM
ROX
< 0.01%
COM
NOG
< 0.01%
COM
MWA
< 0.01%
COM SER A
LEN/B
< 0.01%
CL B
VGK
< 0.01%
FTSE EUROPE ETF
UTHR
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
IRM
< 0.01%
COM
ZMH
< 0.01%
COM
GLW
< 0.01%
COM
AMBA
< 0.01%
SHS
DXCM
< 0.01%
COM
ARRS
< 0.01%
SHS
BGS
< 0.01%
COM
WEC
< 0.01%
COM
MDT
< 0.01%
SHS
APD
< 0.01%
COM
LNN
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
KMB
< 0.01%
COM
CLH
< 0.01%
COM
YUM
< 0.01%
COM
VALE
< 0.01%
ADR
GRMN
< 0.01%
SHS
EA
< 0.01%
COM
RGR
< 0.01%
COM
ESD
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
SLV
< 0.01%
ISHARES
JJC
< 0.01%
ETN DJUBS COPR37
SPH
< 0.01%
UNIT LTD PARTN
DFS
< 0.01%
COM
HOG
< 0.01%
COM
GLAD
< 0.01%
COM
FSLR
< 0.01%
COM
EBAY
< 0.01%
COM
AGNC
< 0.01%
COM
CMG
< 0.01%
COM
CNI
< 0.01%
COM
UPS
< 0.01%
CL B
NFLX
< 0.01%
COM
CMRE
< 0.01%
SHS
ROK
< 0.01%
COM
YUMC
< 0.01%
COM
TTM
< 0.01%
SPONSORED ADR
GGN
< 0.01%
COM SH BEN INT
ECT
< 0.01%
COM UNIT
ERF
< 0.01%
COM
TEVA
< 0.01%
ADR
BX
< 0.01%
COM UNIT LTD
C
< 0.01%
COM NEW
CTL
< 0.01%
COM
ARRY
< 0.01%
COM
AI
< 0.01%
CL A NEW
ACAD
< 0.01%
COM
SDT
< 0.01%
UNIT BEN INT
PHO
< 0.01%
WATER RES ETF
PIO
< 0.01%
GLOBAL WATER
PRU
< 0.01%
COM
PLUG
< 0.01%
COM NEW
HST
< 0.01%
COM
PER
< 0.01%
COM UNIT BEN INT
FTR
< 0.01%
COM NEW
OMEX
< 0.01%
COM NEW
A.D. MAK...
4.46%
COM
NSRGY
1.54%
COM
J G BOSW...
1.4%
COM
WELLS FA...
1.26%
COM
US BANCO...
0.76%
COM
BPFHP
0.4%
DEP SHS
EDWARDS ...
0.36%
COM
BB&T COR...
0.35%
COM
WELLS FA...
0.34%
COM
EMLC
0.33%
EM LC CURR DBT
DUKE ENE...
0.32%
COM
DEUTSCHE...
0.31%
COM
GOOG
0.31%
CL C
GOLDMAN ...
0.28%
COM
SYNOVUS ...
0.28%
COM
CAMBRIDG...
0.21%
COM
ETP
0.19%
UNIT LTD PARTN
NEXTERA ...
0.16%
COM
GOOGL
0.16%
CL A
HCN
0.13%
COM
TEXAS CA...
0.13%
COM
KEWEENAW...
0.11%
COM
STATE ST...
0.1%
COM
PILGRIM ...
0.05%
COM
PRAA
0.05%
COM
EGOV
0.05%
COM
CHICAGO ...
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
BANC OF ...
0.02%
COM
U-BLOX H...
0.02%
COM
CTXS
0.02%
COM
TE CONNE...
0.02%
COM
AMEREN I...
0.02%
COM
GENERAL ...
0.02%
COM
ACCENTUR...
0.01%
COM
BAYER AG...
0.01%
ADR
GOLD SHA...
0.01%
COM
ISBC
0.01%
COM
U.S. ECO...
0.01%
COM
CUSTOMER...
0.01%
COM
TRAVELER...
0.01%
COM
PNC
0.01%
COM
JCI
0.01%
COM
MELIA HO...
0.01%
COM
GLNG
0.01%
SHS
NAV
0.01%
COM
NQP
0.01%
COM
BANC OF ...
0.01%
COM
HPQ
0.01%
COM
BAB
0.01%
BUILD AMER ETF
FAST RET...
0.01%
COM
GM
0.01%
COM
OCEAN SP...
0.01%
COM
VIA
0.01%
CL A
HSBC HOL...
0.01%
COM
ITT
< 0.01%
COM NEW
ROCHE HO...
< 0.01%
ADR
GLPI
< 0.01%
COM
MDT
< 0.01%
COM
LOGM
< 0.01%
COM
PBH
< 0.01%
COM
AUSTRALI...
< 0.01%
COM
IRM
< 0.01%
COM
VOD
< 0.01%
SPONS ADR NEW
SM ENERG...
< 0.01%
COM
FAIRFAX ...
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
LUK
< 0.01%
COM
DX
< 0.01%
COM NEW
IXJ
< 0.01%
GLOB HLTHCRE ETF
ESRX
< 0.01%
COM
AGN
< 0.01%
COM
PRFZ
< 0.01%
FTSE US1500 SM
VOO
< 0.01%
S&P 500 ETF SH
RIO TINT...
< 0.01%
ADR
SEE
< 0.01%
COM
AGNC
< 0.01%
COM
PHO
< 0.01%
WATER RESOURCE
BHF
< 0.01%
COM
PIO
< 0.01%
GBL WTR PORT
TERRA TE...
< 0.01%
COM
ENERPLUS...
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
AMD
< 0.01%
COM