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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
65
17
13
2
9
3
55
19
25
AMERICAN RESEARCH MANAGEMENT CO

Time Period2018-09-30

Total Holdings351

Total Value ($x1000)336,973
Activities
New65

Increased28

Unchanged195

Decreased63

Sold Out36

Top 10 Stock Holdingstotal 34.72%
IBM6.93

3.64

XOM3.38

ADI3.34

ADBE3.18

 
JNJ3.16

FISV3

CHD2.97

GBCI2.61

AAPL2.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IBM
6.93%
COM
A.D. MAK...
3.64%
COM
XOM
3.38%
COM
ADI
3.34%
COM
ADBE
3.18%
COM
JNJ
3.16%
COM
FISV
3%
COM
CHD
2.97%
COM
GBCI
2.61%
COM
AAPL
2.51%
COM
WAT
2.49%
COM
PEP
2.34%
COM
ITW
2.09%
COM
DOV
2.01%
COM
SCHW
2%
COM
CVX
1.87%
COM
PG
1.81%
COM
MO
1.59%
COM
WY
1.54%
COM
NVS
1.51%
SPONSORED ADR
PAYX
1.5%
COM
NSRGY
1.43%
COM
NVDA
1.42%
COM
PYPL
1.27%
COM
PM
1.26%
COM
ADP
1.17%
COM
J G BOSW...
1.1%
COM
BIIB
1.09%
COM
O
1.05%
COM
KO
0.99%
COM
SYK
0.95%
COM
JW/A
0.95%
CL A
MSFT
0.94%
COM
AMZN
0.93%
COM
MKC
0.88%
COM NON VTG
HP
0.84%
COM
TD
0.84%
COM NEW
TFX
0.77%
COM
UTX
0.76%
COM
DWDP
0.73%
COM
CELG
0.67%
COM
US BANCO...
0.67%
COM
BRK.B
0.67%
CL B NEW
GILD
0.65%
COM
VRTX
0.64%
COM
TRP
0.63%
COM
MRK
0.59%
COM
PFE
0.59%
COM
FFIV
0.51%
COM
MAR
0.49%
CL A
HCI
0.48%
COM
APY
0.47%
COM
RMD
0.47%
COM
LQD
0.46%
IBOXX INV CP ETF
EDWARDS ...
0.46%
COM
IMO
0.41%
COM NEW
T
0.39%
COM
SYBT
0.39%
COM
NVO
0.36%
ADR
HRL
0.35%
COM
GOOG
0.35%
CL C
DUKE ENE...
0.34%
COM
OXY
0.33%
COM
GOOGL
0.33%
CL A
EL
0.32%
CL A
DEUTSCHE...
0.32%
COM
WELLS FA...
0.3%
COM
BB&T COR...
0.3%
COM
MCD
0.29%
COM
AMGN
0.29%
COM
PSK
0.28%
WELLS FG PFD ETF
BK
0.28%
COM
ETP
0.28%
UNIT LTD PARTN
FAST
0.27%
COM
BMY
0.27%
COM
FBHS
0.27%
COM
CVGW
0.26%
COM
GOLDMAN ...
0.26%
COM
VZ
0.25%
COM
EMLC
0.25%
EM LC CURR DBT
FLO
0.24%
COM
KMI
0.24%
COM
MMP
0.24%
COM UNIT RP LP
COP
0.23%
COM
USB
0.23%
COM NEW
BAC
0.22%
COM
TMO
0.21%
COM
BR
0.2%
COM
CAMBRIDG...
0.2%
COM
IPGP
0.19%
COM
DE
0.19%
COM
RDS/B
0.18%
SPON ADR B
XBI
0.18%
S&P BIOTECH
EMB
0.18%
JP MOR EM MK ETF
SPY
0.16%
TR UNIT
TEXAS CA...
0.16%
COM
IFF
0.15%
COM
HCN
0.15%
COM
MSM
0.15%
CL A
PSX
0.14%
COM
FB
0.13%
CL A
VWO
0.12%
FTSE EMR MKT ETF
ANCX
0.12%
COM
BP
0.12%
SPONSORED ADR
WFC
0.11%
COM
DEO
0.11%
SPON ADR NEW
BSV
0.11%
SHORT TRM BOND
STI
0.11%
COM
MDLZ
0.1%
CL A
IBB
0.1%
NASDQ BIOTEC ETF
SCHB
0.1%
US BRD MKT ETF
STATE ST...
0.1%
COM
GE
0.1%
COM
BA
0.1%
COM
PX
0.09%
COM
NEXTERA ...
0.09%
COM
FDX
0.09%
COM
TJX
0.08%
COM
KEWEENAW...
0.08%
COM
BFAM
0.08%
COM
HIFS
0.07%
COM
SYY
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
ENB
0.07%
COM
JPM
0.07%
COM
INDB
0.06%
COM
PSF
0.05%
COM
CM
0.05%
COM
QCOM
0.05%
COM
EXPD
0.05%
COM
PILGRIM ...
0.05%
COM
IWR
0.05%
RUS MID-CAP ETF
INTC
0.05%
COM
ABBV
0.05%
COM
MMM
0.05%
COM
TPR
0.04%
COM
CREE
0.04%
COM
AMLP
0.04%
ALERIAN MLP
EMR
0.04%
COM
ILMN
0.04%
COM
BLL
0.04%
COM
ABT
0.04%
COM
CSCO
0.04%
COM
KHC
0.03%
COM
VAC
0.03%
COM
WASH
0.03%
COM
EBTC
0.03%
COM
DIS
0.03%
COM DISNEY
SO
0.03%
COM
BBT
0.03%
COM
SLB
0.03%
COM
HON
0.03%
COM
LMNR
0.03%
COM
WBA
0.03%
COM
HBAN
0.03%
COM
ALL
0.03%
COM
GNTX
0.03%
COM
BBN
0.03%
SHS
KNSL
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
PRAA
0.03%
COM
BABA
0.03%
SPONSORED ADS
ADM
0.03%
COM
ESRX
0.02%
COM
HD
0.02%
COM
FLRN
0.02%
INV GRD FLT RT
EPD
0.02%
COM
CSJ
0.02%
1-3 YR CR BD ETF
PEG
0.02%
COM
CHICAGO ...
0.02%
COM
BSX
0.02%
COM
CUSTOMER...
0.02%
COM
KN
0.02%
COM
SON
0.02%
COM
EXAS
0.02%
COM
XEL
0.02%
COM
FIS
0.02%
COM
SPGI
0.02%
COM
AVB
0.02%
COM
ECL
0.02%
COM
ES
0.02%
COM
TRGP
0.02%
COM
PBCT
0.02%
COM
UTL
0.02%
COM
WYNN
0.02%
COM
TWTR
0.01%
COM
AMEREN I...
0.01%
COM
CAT
0.01%
COM
U-BLOX H...
0.01%
COM
AFSI
0.01%
COM
ORCL
0.01%
COM
CINF
0.01%
COM
CMCSA
0.01%
CL A
ACCENTUR...
0.01%
COM
TE CONNE...
0.01%
COM
VNO
0.01%
SH BEN INT
CMA
0.01%
COM
CVE
0.01%
COM
U.S. ECO...
0.01%
COM
TSLA
0.01%
COM
CVS
0.01%
COM
SBR
0.01%
UNIT BEN INT
HSY
0.01%
COM
UNH
0.01%
COM
PANW
0.01%
COM
TXN
0.01%
COM
NTR
0.01%
COM
NSC
0.01%
COM
STT
0.01%
COM
PKG
0.01%
COM
GOLD SHA...
0.01%
COM
CL
0.01%
COM
COST
0.01%
COM
UNP
0.01%
COM
LLY
0.01%
COM
V
0.01%
COM CL A
CP
0.01%
COM
ISBC
0.01%
COM
NXPI
0.01%
COM
TRAVELER...
0.01%
COM
BMS
0.01%
COM
AIN
0.01%
CL A
WMT
0.01%
COM
SDY
0.01%
S&P DIVID ETF
BAYER AG...
0.01%
ADR
LMT
0.01%
COM
BDX
0.01%
COM
HCP
0.01%
COM
AOBC
0.01%
COM
SJM
0.01%
COM NEW
D
0.01%
COM
FMAT
0.01%
MSCI MATLS INDEX
PNW
0.01%
COM
CALM
0.01%
COM NEW
RY
0.01%
COM
MET
0.01%
COM
BIDU
0.01%
SPON ADR REP A
FDS
0.01%
COM
NOC
0.01%
COM
GSK
0.01%
SPONSORED ADR
XLU
0.01%
SBI INT-UTILS
VEU
0.01%
ALLWRLD EX US
MCHP
0.01%
COM
CMD
0.01%
COM
CHRW
0.01%
COM NEW
LNC
0.01%
COM
NLY
0.01%
COM
FAST RET...
0.01%
COM
SAN
0.01%
ADR
FCOR
0.01%
CORP BOND ETF
BOTZ
0.01%
RBTCS ARTFL IN
IWP
0.01%
RUS MD CP GR ETF
KMX
0.01%
COM
TGT
0.01%
COM
OCEAN SP...
0.01%
COM
TOT
0.01%
SPONSORED ADR
ROP
0.01%
COM
DVMT
0.01%
COM CL V
SPOT
0.01%
SHS
ANDE
0.01%
COM
RHP
0.01%
COM
MELIA HO...
0.01%
COM
SYF
0.01%
COM
SWX
< 0.01%
COM
SM ENERG...
< 0.01%
COM
GOLF
< 0.01%
COM
ADSK
< 0.01%
COM
KLAC
< 0.01%
COM
QTRX
< 0.01%
COM
NOG
< 0.01%
COM
CC
< 0.01%
COM
MPW
< 0.01%
COM
DNKN
< 0.01%
COM
TOTL
< 0.01%
SPDR TR TACTIC
GIS
< 0.01%
COM
DXCM
< 0.01%
COM
GLW
< 0.01%
COM
ROCHE HO...
< 0.01%
ADR
GLPI
< 0.01%
COM
ZMH
< 0.01%
COM
UTHR
< 0.01%
COM
SNAP
< 0.01%
CL A
MWA
< 0.01%
COM SER A
LVS
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
VGK
< 0.01%
FTSE EUROPE ETF
IRM
< 0.01%
COM
ROX
< 0.01%
COM
SBUX
< 0.01%
COM
AUSTRALI...
< 0.01%
COM
LEN/B
< 0.01%
CL B
MDT
< 0.01%
COM
WEC
< 0.01%
COM
APD
< 0.01%
COM
BGS
< 0.01%
COM
LNN
< 0.01%
COM
CLH
< 0.01%
COM
YUM
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
KMB
< 0.01%
COM
VOD
< 0.01%
SPONS ADR NEW
RGR
< 0.01%
COM
JEF
< 0.01%
COM
GRMN
< 0.01%
SHS
AGN
< 0.01%
COM
DFS
< 0.01%
COM
HOG
< 0.01%
COM
ROK
< 0.01%
COM
CMG
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
JJC
< 0.01%
ETN DJUBS COPR37
ESD
< 0.01%
COM
RIO TINT...
< 0.01%
ADR
EA
< 0.01%
COM
CNI
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
UPS
< 0.01%
CL B
SLV
< 0.01%
ISHARES
FSLR
< 0.01%
COM
AGNC
< 0.01%
COM
AMBA
< 0.01%
SHS
C
< 0.01%
COM NEW
YUMC
< 0.01%
COM
NFLX
< 0.01%
COM
HACK
< 0.01%
PUREFUNDS ISE CY
EBAY
< 0.01%
COM
CMRE
< 0.01%
SHS
PIO
< 0.01%
GLOBAL WATER
TTM
< 0.01%
SPONSORED ADR
ACAD
< 0.01%
COM
ARRY
< 0.01%
COM
ENERPLUS...
< 0.01%
COM
PHO
< 0.01%
WATER RES ETF
PRU
< 0.01%
COM
GGN
< 0.01%
COM SH BEN INT
ECT
< 0.01%
COM UNIT
CTL
< 0.01%
COM
HST
< 0.01%
COM
PLUG
< 0.01%
COM NEW
TERRA TE...
< 0.01%
COM
PJT
< 0.01%
COM CL A
AMD
< 0.01%
COM
OMEX
< 0.01%
COM
LIGHTSTR...
< 0.01%
COM
FTR
< 0.01%
COM NEW
OCEAN SP...
< 0.01%
COM
ICLD
< 0.01%
COM NEW
TERRA IN...
< 0.01%
COM
TOUCHSTO...
< 0.01%
COM
TXCC
< 0.01%
COM NEW
PCCC
< 0.01%
COM
DUK
0.4%
COM NEW
EW
0.4%
COM
GOOG
0.35%
CAP STK CL C
SFE
0.32%
COM NEW
EMLC
0.29%
JP MORGAN MKTS
CATC
0.22%
COM
GOOGL
0.18%
CAP STK CL A
NEE
0.11%
COM
PRAA
0.04%
COM
CME
0.03%
COM
ESRX
0.02%
COM
STL
0.02%
COM
TEL
0.02%
REG SHS
PFF
0.02%
U.S. PFD STK ETF
ACN
0.02%
SHS CLASS A
VOD
0.01%
SPNSR ADR NO PAR
ECOL
0.01%
COM
GLD
0.01%
GOLD SHS
ISBC
0.01%
COM
AXP
0.01%
COM
BAB
0.01%
TAXABLE MUN BD
ITT
0.01%
COM
SM
< 0.01%
COM
IRM
< 0.01%
COM
MDT
< 0.01%
SHS
ARRS
< 0.01%
SHS
VALE
< 0.01%
ADR
SPH
< 0.01%
UNIT LTD PARTN
AGNC
< 0.01%
COM
GLAD
< 0.01%
COM
TEVA
< 0.01%
ADR
ERF
< 0.01%
COM
SDT
< 0.01%
UNIT BEN INT
AI
< 0.01%
CL A NEW
PER
< 0.01%
COM UNIT BEN INT
OMEX
< 0.01%
COM NEW