Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INCOME RESEARCH & MANAGEMENT (CIK 1165830) reported $168.6M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($11.7M, 6.95%), AKAM ($11.7M, 6.92%), CSWCL ($10.3M, 6.12%), UBER ($10.3M, 6.10%), EEFT ($10.2M, 6.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOFA FIN LLC | $11.7M | 6.95% | 9.8M | Hold | |
| 2 | AKAM | AKAMAI TECHNOLOGIES INC | $11.7M | 6.92% | 10.1M | Hold |
| 3 | CSWCL | CAPITAL SOUTHWEST CORP | $10.3M | 6.12% | 10.1M | Hold |
| 4 | UBER | UBER TECHNOLOGIES INC | $10.3M | 6.10% | 8.6M | Added |
| 5 | EEFT | EURONET WORLDWIDE INC | $10.2M | 6.06% | 12.1M | Hold |
| 6 | ON | ON SEMICONDUCTOR CORP | $10.0M | 5.96% | 10.3M | Hold |
| 7 | SQ | BLOCK INC | $9.6M | 5.72% | 10.3M | Added |
| 8 | AMERICAN WTR CAP CORP | $9.3M | 5.53% | 9.3M | Trimmed | |
| 9 | NVST | ENVISTA HOLDINGS CORPORATION | $8.6M | 5.13% | 8.7M | Hold |
| 10 | NEE/PRU | NEXTERA ENERGY CAP HLDGS INC | $8.2M | 4.87% | 5.9M | Hold |
| 11 | ETSY | ETSY INC | $7.4M | 4.42% | 8.3M | Hold |
| 12 | GPN | GLOBAL PMTS INC | $6.9M | 4.09% | 7.8M | Hold |
| 13 | MCHPP | MICROCHIP TECHNOLOGY INC. | $6.9M | 4.09% | 7.0M | Hold |
| 14 | MTH | MERITAGE HOMES CORP | $6.0M | 3.55% | 6.2M | Hold |
| 15 | EVRG | EVERGY INC | $5.8M | 3.46% | 4.3M | Hold |
| 16 | DXCM | DEXCOM INC | $5.6M | 3.33% | 6.1M | Hold |
| 17 | TAXX | BONDBLOXX ETF TRUST | $5.1M | 3.00% | 100,000 | Hold |
| 18 | TXXI | BONDBLOXX ETF TRUST | $5.0M | 2.98% | 100,000 | Hold |
| 19 | TAXM | BONDBLOXX ETF TRUST | $5.0M | 2.96% | 100,000 | Hold |
| 20 | GLADO | GLADSTONE CAP CORP | $4.5M | 2.68% | 4.8M | Hold |
| 21 | PNW | PINNACLE WEST CAP CORP | $3.5M | 2.06% | 3.0M | Hold |
| 22 | HAE | HAEMONETICS CORP MASS | $3.1M | 1.85% | 3.3M | Hold |
| 23 | AGGS | HARBOR ETF TRUST | $2.0M | 1.21% | 50,000 | Hold |
| 24 | WFC/PRL | WELLS FARGO & CO | $929,191 | 0.55% | 803 | Hold |
| 25 | BAC-PL | BANK AMERICA CORP | $422,667 | 0.25% | 355 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31