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 $204.5 Millions as of 30 Sep, 2025.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 2.5% of it's portfolio in BONDBLOXX ETF TRUST and 2.5% of portfolio in BONDBLOXX ETF TRUST.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD WORLD FD (EDV) stocks.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 2.5% of it's portfolio in BONDBLOXX ETF TRUST and 2.5% of portfolio in BONDBLOXX ETF TRUST.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD WORLD FD (EDV) stocks.
New Buys
| Ticker | $ Bought |
|---|---|
| gladstone cap corp | 4,545,620 |
| etsy inc | 64,383 |
New stocks bought by INCOME RESEARCH & MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| pinnacle west cap corp | 9.19 |
| uber technologies inc | 7.23 |
| block inc | 7.16 |
| meritage homes corp | 6.41 |
| capital southwest corp | 5.57 |
| haemonetics corp mass | 5.36 |
| bofa fin llc | 5.00 |
| akamai technologies inc | 4.94 |
Additions to existing portfolio by INCOME RESEARCH & MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| new mtn fin corp | -97.56 |
| centerpoint energy inc | -96.38 |
| ventas rlty ltd partnership | -47.91 |
| expedia group inc | -33.48 |
| ppl cap fdg inc | -30.01 |
| duke energy corp new | -22.32 |
| cms energy corp | -20.66 |
| evergy inc | -16.68 |
INCOME RESEARCH & MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alliant energy corp | -5,657,740 |
| wec energy group inc | -4,775,270 |
| southern co | -4,402,240 |
| vanguard bd index fds | -50,138,100 |
| vanguard scottsdale fds | -39,618,600 |
| vanguard world fd | -27,179,900 |
| wec energy group inc | -95,744 |
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: 16 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AKAM | akamai technologies inc | 4.57 | 9,763,000 | 9,338,310 | added | 4.94 | ||
| BAC | bank america corp | 0.22 | 355 | 454,542 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CABO | cable one inc | 0.01 | 35,000 | 29,873 | unchanged | 0.00 | ||
| CMS | cms energy corp | 4.83 | 9,024,000 | 9,881,280 | reduced | -20.66 | ||
| CNP | centerpoint energy inc | 0.20 | 371,000 | 411,810 | reduced | -96.38 | ||
| CSWC | capital southwest corp | 4.70 | 9,757,000 | 9,610,640 | added | 5.57 | ||
| DUK | duke energy corp new | 4.50 | 8,563,000 | 9,192,380 | reduced | -22.32 | ||
| DXCM | dexcom inc | 2.58 | 5,781,000 | 5,269,380 | reduced | -7.15 | ||
| EDV | vanguard world fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EEFT | euronet worldwide inc | 5.04 | 12,112,000 | 10,301,300 | unchanged | 0.00 | ||
| ETSY | etsy inc | 3.60 | 8,342,000 | 7,357,640 | reduced | -13.93 | ||
| ETSY | etsy inc | 0.03 | 70,000 | 64,383 | new | |||
| EVRG | evergy inc | 2.62 | 4,272,000 | 5,367,770 | reduced | -16.68 | ||
| EXPE | expedia group inc | 4.60 | 9,337,000 | 9,402,360 | reduced | -33.48 | ||
| F | ford mtr co | 4.00 | 8,073,000 | 8,181,990 | reduced | -9.83 | ||
| GLAD | gladstone cap corp | 2.22 | 4,595,000 | 4,545,620 | new | |||
| GPN | global pmts inc | 3.34 | 7,465,000 | 6,832,380 | reduced | -9.57 | ||
| HAE | haemonetics corp mass | 1.42 | 3,145,000 | 2,901,760 | added | 5.36 | ||