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 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, INCOME RESEARCH & MANAGEMENT reported an equity portfolio of $168.6 Millions as of 31 Mar, 2026.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 3% of it's portfolio in BONDBLOXX ETF TRUST and 3% of portfolio in BONDBLOXX ETF TRUST.
The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 3% of it's portfolio in BONDBLOXX ETF TRUST and 3% of portfolio in BONDBLOXX ETF TRUST.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| uber technologies inc | 93.23 |
| etsy inc | 35.56 |
| block inc | 21.69 |
Additions to existing portfolio by INCOME RESEARCH & MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| american wtr cap corp | -3.36 |
INCOME RESEARCH & MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| duke energy corp new | -9,123,740 |
| expedia group inc | -8,379,640 |
| ford mtr co | -6,628,750 |
| ventas rlty ltd partnership | -7,730,700 |
| centerpoint energy inc | -405,689 |
| cable one inc | -61,035 |
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 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AKAM | akamai technologies inc | 6.92 | 10,068,000 | 11,663,800 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.25 | 355 | 422,667 | unchanged | 0.00 | ||
| CABO | cable one inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CNP | centerpoint energy inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CSWC | capital southwest corp | 6.12 | 10,127,000 | 10,319,400 | unchanged | 0.00 | ||
| DUK | duke energy corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DXCM | dexcom inc | 3.33 | 6,101,000 | 5,619,020 | unchanged | 0.00 | ||
| EEFT | euronet worldwide inc | 6.06 | 12,112,000 | 10,222,500 | unchanged | 0.00 | ||
| ETSY | etsy inc | 4.42 | 8,342,000 | 7,448,570 | unchanged | 0.00 | ||
| ETSY | etsy inc | 0.17 | 305,000 | 283,803 | added | 35.56 | ||
| EVRG | evergy inc | 3.46 | 4,322,000 | 5,830,380 | unchanged | 0.00 | ||
| EXPE | expedia group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| F | ford mtr co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GLAD | gladstone cap corp | 2.68 | 4,830,000 | 4,517,350 | unchanged | 0.00 | ||
| GPN | global pmts inc | 4.09 | 7,830,000 | 6,898,630 | unchanged | 0.00 | ||
| HAE | haemonetics corp mass | 1.85 | 3,270,000 | 3,112,390 | unchanged | 0.00 | ||
| HAPY | harbor etf trust | 1.21 | 50,000 | 2,043,250 | unchanged | 0.00 | ||
| MCHP | microchip technology inc. | 4.09 | 6,978,000 | 6,895,660 | unchanged | 0.00 | ||
| MTH | meritage homes corp | 3.55 | 6,215,000 | 5,985,040 | unchanged | 0.00 | ||
| NVST | envista holdings corporation | 5.13 | 8,715,000 | 8,644,190 | unchanged | 0.00 | ||