The Analysis of INCOME RESEARCH & MANAGEMENT's Holdings

Currently, INCOME RESEARCH & MANAGEMENT holds 32 types of securities in its portfolio with a total value $190.4M. In the most recent quarter, they have increased their positions in N/A (+590.0K shares, valued at $558.1K), N/A (+425.0K shares, valued at $551.2K), WFC-PL (+445 shares, valued at $539.8K); decreased their positions in N/A (-1.8M shares, valued at $2.0M), N/A (-1.7M shares, valued at $1.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOFA FIN LLC BOFA FIN LLC9.8M shares3.65%2025-12-312026-01-20

EURONET WORLDWIDE INC EURONET WORLDWIDE INC12.1M shares0.00%2025-12-312026-01-20

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC10.1M shares3.12%2025-12-312026-01-20

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP10.1M shares3.79%2025-12-312026-01-20

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP10.3M shares6.09%2025-12-312026-01-20

AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP9.7M shares4.43%2025-12-312026-01-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.9M shares3.45%2025-12-312026-01-20

EXPEDIA GROUP INC EXPEDIA GROUP INC7.5M shares-19.55%2025-12-312026-01-20

Sponsored

ENVISTA HOLDINGS ENVISTA HOLDINGS8.7M shares4.94%2025-12-312026-01-20

BLOCK INC BLOCK INC8.5M shares6.00%2025-12-312026-01-20

VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP5.5M shares3.50%2025-12-312026-01-20

ETSY INC ETSY INC8.3M shares0.00%2025-12-312026-01-20

NEXTERA ENERGY CAP HLDGS NEXTERA ENERGY CAP HLDGS5.9M shares4.13%2025-12-312026-01-20

GLOBAL PMTS INC GLOBAL PMTS INC7.8M shares4.89%2025-12-312026-01-20

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.7.0M shares1.97%2025-12-312026-01-20

FORD MTR CO FORD MTR CO6.4M shares-20.93%2025-12-312026-01-20

Sponsored

MERITAGE HOMES CORP MERITAGE HOMES CORP6.2M shares8.56%2025-12-312026-01-20

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC4.4M shares10.61%2025-12-312026-01-20

DEXCOM INC DEXCOM INC6.1M shares5.54%2025-12-312026-01-20

EVERGY INC EVERGY INC4.3M shares1.17%2025-12-312026-01-20

TAXX BONDBLOXX ETF TRUST100.0K shares0.00%2025-12-312026-01-20

TXXI BONDBLOXX ETF TRUST100.0K shares0.00%2025-12-312026-01-20

BONDBLOXX ETF TRUST BONDBLOXX ETF TRUST100.0K shares0.00%2025-12-312026-01-20

GLADSTONE CAP CORP GLADSTONE CAP CORP4.8M shares5.11%2025-12-312026-01-20

Sponsored

HAEMONETICS CORP MASS HAEMONETICS CORP MASS3.3M shares3.97%2025-12-312026-01-20

PINNACLE WEST CAP CORP PINNACLE WEST CAP CORP3.0M shares6.31%2025-12-312026-01-20

HARBOR ETF TRUST HARBOR ETF TRUST50.0K shares0.00%2025-12-312026-01-20

WFC-PL WELLS FARGO CO NEW803 shares124.30%2025-12-312026-01-20

BAC-PL BANK AMERICA CORP355 shares0.00%2025-12-312026-01-20

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC371.0K shares0.00%2025-12-312026-01-20

ETSY INC ETSY INC225.0K shares221.43%2025-12-312026-01-20

CABLE ONE INC CABLE ONE INC75.0K shares114.29%2025-12-312026-01-20

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available