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 $374.2 Millions as of 30 Jun, 2025.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are BIV, BNDW, EDV. The fund has invested 13.4% of it's portfolio in VANGUARD BD INDEX FDS and 10.6% of portfolio in VANGUARD SCOTTSDALE FDS.
INCOME RESEARCH & MANAGEMENT opened new stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD WORLD FD (EDV).
The top stock holdings of INCOME RESEARCH & MANAGEMENT are BIV, BNDW, EDV. The fund has invested 13.4% of it's portfolio in VANGUARD BD INDEX FDS and 10.6% of portfolio in VANGUARD SCOTTSDALE FDS.
INCOME RESEARCH & MANAGEMENT opened new stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD WORLD FD (EDV).
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard bd index fds | 50,138,100 |
| vanguard scottsdale fds | 39,618,600 |
| vanguard world fd | 27,179,900 |
| microchip technology inc. | 7,279,570 |
| block inc | 6,666,980 |
| dexcom inc | 5,839,990 |
| meritage homes corp | 5,209,050 |
| wec energy group inc | 4,775,270 |
New stocks bought by INCOME RESEARCH & MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| uber technologies inc | 4.33 |
| nextera energy cap hldgs inc | 3.31 |
| on semiconductor corp | 3.24 |
| global pmts inc | 3.19 |
| capital southwest corp | 2.69 |
| american wtr cap corp | 2.68 |
| bofa fin llc | 2.6 |
| evergy inc | 2.54 |
Additions to existing portfolio by INCOME RESEARCH & MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| alliant energy corp | -55.46 |
INCOME RESEARCH & MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| southwest airls co | -11,917,100 |
| realogy grp llc/realogy co | -55,680 |
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: 17 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIV | vanguard bd index fds | 13.40 | 720,997 | 50,138,100 | new | |||
Historical Trend of VANGUARD BD INDEX FDS Position Held By INCOME RESEARCH & MANAGEMENTWhat % of Portfolio is BIV?:Number of BIV shares held:Change in No. of Shares Held: | ||||||||
| BNDW | vanguard scottsdale fds | 10.59 | 705,962 | 39,618,600 | new | |||
| EDV | vanguard world fd | 7.26 | 403,862 | 27,179,900 | new | |||
| EXPE | expedia group inc | 3.65 | 14,037,000 | 13,644,000 | added | 1.87 | ||
| ppl cap fdg inc | 3.50 | 12,146,000 | 13,118,300 | added | 2.07 | |||
| NMFC | new mtn fin corp | 3.28 | 12,241,000 | 12,272,200 | added | 1.65 | ||
| ventas rlty ltd partnership | 3.24 | 10,155,000 | 12,140,300 | added | 1.55 | |||
| CMS | cms energy corp | 3.23 | 11,374,000 | 12,090,600 | added | 2.47 | ||
| DUK | duke energy corp new | 3.12 | 11,023,000 | 11,662,300 | added | 2.49 | ||
| CNP | centerpoint energy inc | 2.96 | 10,246,000 | 11,086,200 | added | 2.46 | ||
| EEFT | euronet worldwide inc | 2.77 | 12,112,000 | 10,349,900 | unchanged | 0.00 | ||
| american wtr cap corp | 2.75 | 10,268,000 | 10,308,000 | added | 2.68 | |||
| CSWC | capital southwest corp | 2.43 | 9,242,000 | 9,086,040 | added | 2.69 | ||
| AKAM | akamai technologies inc | 2.41 | 9,303,000 | 9,009,960 | added | 2.23 | ||
| F | ford mtr co | 2.36 | 8,953,000 | 8,845,560 | added | 2.32 | ||
| bofa fin llc | 2.35 | 9,008,000 | 8,800,820 | added | 2.6 | |||
| ON | on semiconductor corp | 2.28 | 9,250,000 | 8,548,850 | added | 3.24 | ||
| ETSY | etsy inc | 2.22 | 9,692,000 | 8,306,040 | added | 1.54 | ||
| NVST | envista holdings corporation | 2.15 | 8,693,000 | 8,057,320 | added | 2.27 | ||
| nextera energy cap hldgs inc | 2.04 | 6,715,000 | 7,634,960 | added | 3.31 | |||
