Latest INCOME RESEARCH & MANAGEMENT Stock Portfolio
$184Million
About INCOME RESEARCH & MANAGEMENT and 13F Hedge Fund Stock Holdings
INCOME RESEARCH & MANAGEMENT is a hedge fund based in Boston, MA. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, INCOME RESEARCH & MANAGEMENT reported an equity portfolio of $184.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of INCOME RESEARCH & MANAGEMENT are XHYC, XHYC, XHYC. The fund has invested 2.8% of it's portfolio in BONDBLOXX ETF TRUST and 2.7% of portfolio in BONDBLOXX ETF TRUST. <br><br> They significantly reduced their stock positions in BONDBLOXX ETF TRUST (XHYC).
INCOME RESEARCH & MANAGEMENT Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$184Million
as of Jul 24, 2026New Buys
| Ticker | $ Bought |
|---|---|
| alliant energy corp | 9,903,640 |
| wec energy group inc | 9,617,070 |
| southern co | 9,438,680 |
| firstenergy corp | 3,730,270 |
| firstenergy corp | 3,007,080 |
New stocks bought by INCOME RESEARCH & MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| etsy inc | 142 |
Additions to existing portfolio by INCOME RESEARCH & MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| akamai technologies inc | -35.26 |
| on semiconductor corp | -29.96 |
| etsy inc | -17.38 |
| envista holdings corporation | -15.72 |
| evergy inc | -13.88 |
| nextera energy cap hldgs inc | -13.51 |
| bofa fin llc | -13.26 |
| dexcom inc | -10.65 |
INCOME RESEARCH & MANAGEMENT reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| american wtr cap corp | -9,322,440 |
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
$184.48MTotal Value
31.00Positions
24 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Akamai Technologies Inc INCOME RESEARCH & MANAGEMENT's holding in Akamai Technologies Inc over time | 4.23% | 6,518,000 | $7.81M 4.23% | 35.26%decreased 35.26 percentreduced | |
 Bank Of Amer Corp INCOME RESEARCH & MANAGEMENT's holding in Bank Of Amer Corp over time | 0.24% | 355 | $445.3K 0.24% | 0%unchanged 0 percentunchanged | |
 Capital Southwest Corp INCOME RESEARCH & MANAGEMENT's holding in Capital Southwest Corp over time | 5.2% | 9,227,000 | $9.60M 5.2% | 8.89%decreased 8.89 percentreduced | |
 Dexcom Inc Dexcom IncDXCM INCOME RESEARCH & MANAGEMENT's holding in Dexcom Inc over time | 2.76% | 5,451,000 | $5.08M 2.76% | 10.65%decreased 10.65 percentreduced | |
 Euronet Worldwide Inc INCOME RESEARCH & MANAGEMENT's holding in Euronet Worldwide Inc over time | 5.57% | 12,112,000 | $10.27M 5.57% | 0%unchanged 0 percentunchanged | |
| 3.41% | 6,892,000 | $6.29M 3.41% | 17.38%decreased 17.38 percentreduced | ||
| 0.38% | 740,000 | $700.3K 0.38% | 142.62%increased 142.62 percentadded | ||
 Evergy Inc Evergy IncEVRG INCOME RESEARCH & MANAGEMENT's holding in Evergy Inc over time | 2.87% | 3,722,000 | $5.29M 2.87% | 13.88%decreased 13.88 percentreduced | |
 Firstenergy Corp INCOME RESEARCH & MANAGEMENT's holding in Firstenergy Corp over time | 2.02% | 3,360,000 | $3.73M 2.02% | Newnew position | |
Firstenergy Corp INCOME RESEARCH & MANAGEMENT's holding in Firstenergy Corp over time | 1.63% | 2,755,000 | $3.01M 1.63% | Newnew position | |
 Gladstone Cap Corp INCOME RESEARCH & MANAGEMENT's holding in Gladstone Cap Corp over time | 2.52% | 4,830,000 | $4.64M 2.52% | 0%unchanged 0 percentunchanged | |
 Global Pmts Inc INCOME RESEARCH & MANAGEMENT's holding in Global Pmts Inc over time | 3.81% | 7,830,000 | $7.03M 3.81% | 0%unchanged 0 percentunchanged | |
 Haemonetics Corp Mass INCOME RESEARCH & MANAGEMENT's holding in Haemonetics Corp Mass over time | 1.79% | 3,270,000 | $3.31M 1.79% | 0%unchanged 0 percentunchanged | |
 HAPY Harbor Etf TrustHarbor Etf TrustHAPY | 1.11% | 50,000 | $2.04M 1.11% | 0%unchanged 0 percentunchanged | |
 Alliant Energy Corp INCOME RESEARCH & MANAGEMENT's holding in Alliant Energy Corp over time | 5.37% | 9,000,000 | $9.90M 5.37% | Newnew position | |
 Microchip Technology Inc. INCOME RESEARCH & MANAGEMENT's holding in Microchip Technology Inc. over time | 4.16% | 6,978,000 | $7.67M 4.16% | 0%unchanged 0 percentunchanged | |
 Meritage Homes Corp INCOME RESEARCH & MANAGEMENT's holding in Meritage Homes Corp over time | 3.47% | 6,215,000 | $6.40M 3.47% | 0%unchanged 0 percentunchanged | |
 Envista Holdings Corporation INCOME RESEARCH & MANAGEMENT's holding in Envista Holdings Corporation over time | 3.98% | 7,345,000 | $7.35M 3.98% | 15.72%decreased 15.72 percentreduced | |
 On Semiconductor Corp INCOME RESEARCH & MANAGEMENT's holding in On Semiconductor Corp over time | 4.7% | 7,200,000 | $8.68M 4.7% | 29.96%decreased 29.96 percentreduced | |
 Pinnacle West Cap Corp INCOME RESEARCH & MANAGEMENT's holding in Pinnacle West Cap Corp over time | 1.96% | 3,031,000 | $3.61M 1.96% | 0%unchanged 0 percentunchanged | |
