Universe · entity
INCOME RESEARCH & MANAGEMENT
Institutional manager (13F) · CIK 1165830
13F holdings · as of 2026-03-31 · top 26 · reported portfolio $169M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BOFA FIN LLC | $12M | 9,803,000 |
| 2 | AKAMAI TECHNOLOGIES INC | $12M | 10,068,000 |
| 3 | CAPITAL SOUTHWEST CORP | $10M | 10,127,000 |
| 4 | UBER TECHNOLOGIES INC | $10M | 8,560,000 |
| 5 | EURONET WORLDWIDE INC | $10M | 12,112,000 |
| 6 | ON SEMICONDUCTOR CORP | $10M | 10,280,000 |
| 7 | BLOCK INC | $10M | 10,325,000 |
| 8 | AMERICAN WTR CAP CORP | $9M | 9,343,000 |
| 9 | ENVISTA HOLDINGS CORPORATION | $9M | 8,715,000 |
| 10 | NEXTERA ENERGY CAP HLDGS INC | $8M | 5,920,000 |
| 11 | ETSY INC | $7M | 8,342,000 |
| 12 | GLOBAL PMTS INC | $7M | 7,830,000 |
| 13 | MICROCHIP TECHNOLOGY INC. | $7M | 6,978,000 |
| 14 | MERITAGE HOMES CORP | $6M | 6,215,000 |
| 15 | EVERGY INC | $6M | 4,322,000 |
| 16 | DEXCOM INC | $6M | 6,101,000 |
| 17 | BONDBLOXX ETF TRUST | $5M | 100,000 |
| 18 | BONDBLOXX ETF TRUST | $5M | 100,000 |
| 19 | BONDBLOXX ETF TRUST | $5M | 100,000 |
| 20 | GLADSTONE CAP CORP | $5M | 4,830,000 |
| 21 | PINNACLE WEST CAP CORP | $3M | 3,031,000 |
| 22 | HAEMONETICS CORP MASS | $3M | 3,270,000 |
| 23 | HARBOR ETF TRUST | $2M | 50,000 |
| 24 | WELLS FARGO & CO | $929k | 803 |
| 25 | BANK AMERICA CORP | $423k | 355 |
| 26 | ETSY INC | $284k | 305,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.