Latest INCOME RESEARCH & MANAGEMENT Stock Portfolio
About INCOME RESEARCH & MANAGEMENT and 13F Hedge Fund Stock Holdings
INCOME RESEARCH & MANAGEMENT is a hedge fund based in BOSTON, MA. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $89 Billions. In it's latest 13F Holdings report, INCOME RESEARCH & MANAGEMENT reported an equity portfolio of $190.4 Millions as of 31 Dec, 2025.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 2.7% of it's portfolio in BONDBLOXX ETF TRUST and 2.7% of portfolio in BONDBLOXX ETF TRUST.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 2.7% of it's portfolio in BONDBLOXX ETF TRUST and 2.7% of portfolio in BONDBLOXX ETF TRUST.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| etsy inc | 221 |
| wells fargo co new | 124 |
| cable one inc | 114 |
| uber technologies inc | 10.61 |
| meritage homes corp | 8.56 |
| pinnacle west cap corp | 6.31 |
| on semiconductor corp | 6.09 |
| block inc | 6.00 |
Additions to existing portfolio by INCOME RESEARCH & MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| ford mtr co | -20.93 |
| expedia group inc | -19.55 |
INCOME RESEARCH & MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cms energy corp | -9,881,280 |
| ppl cap fdg inc | -9,703,890 |
| new mtn fin corp | -298,851 |
INCOME RESEARCH & MANAGEMENT got rid off the above stocks
INCOME RESEARCH & MANAGEMENT Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of INCOME RESEARCH & MANAGEMENT
Last Reported on: 20 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AKAM | akamai technologies inc | 5.30 | 10,068,000 | 10,093,200 | added | 3.12 | ||
| BAC | bank america corp | 0.23 | 355 | 443,617 | unchanged | 0.00 | ||
| CABO | cable one inc | 0.03 | 75,000 | 61,035 | added | 114 | ||
| CMS | cms energy corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CNP | centerpoint energy inc | 0.21 | 371,000 | 405,689 | unchanged | 0.00 | ||
| CSWC | capital southwest corp | 5.25 | 10,127,000 | 10,000,400 | added | 3.79 | ||
| DUK | duke energy corp new | 4.79 | 8,858,000 | 9,123,740 | added | 3.45 | ||
| DXCM | dexcom inc | 2.95 | 6,101,000 | 5,609,870 | added | 5.54 | ||
| EEFT | euronet worldwide inc | 5.37 | 12,112,000 | 10,216,500 | unchanged | 0.00 | ||
| ETSY | etsy inc | 3.91 | 8,342,000 | 7,441,060 | unchanged | 0.00 | ||
| ETSY | etsy inc | 0.11 | 225,000 | 207,788 | added | 221 | ||
| EVRG | evergy inc | 2.76 | 4,322,000 | 5,259,870 | added | 1.17 | ||
| EXPE | expedia group inc | 4.40 | 7,512,000 | 8,379,640 | reduced | -19.55 | ||
| F | ford mtr co | 3.48 | 6,383,000 | 6,628,750 | reduced | -20.93 | ||
| GLAD | gladstone cap corp | 2.47 | 4,830,000 | 4,709,250 | added | 5.11 | ||
| GPN | global pmts inc | 3.69 | 7,830,000 | 7,023,510 | added | 4.89 | ||
| HAE | haemonetics corp mass | 1.78 | 3,270,000 | 3,386,740 | added | 3.97 | ||
| HAPY | harbor etf trust | 1.08 | 50,000 | 2,061,000 | unchanged | 0.00 | ||
| MCHP | microchip technology inc. | 3.59 | 6,978,000 | 6,839,140 | added | 1.97 | ||
| MTH | meritage homes corp | 3.21 | 6,215,000 | 6,112,430 | added | 8.56 | ||