Income Research & Management 13F Holdings · Q2 2026
Income Research & Management reported 27 securities worth $184.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: EEFT (5.56%), UBER (5.55%). Among its top 25 positions this quarter: 4 new, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOFA FIN LLC | $10.7M | 5.79% | 8.5M | Trimmed | |
| 2 | EEFT | EURONET WORLDWIDE INC | $10.3M | 5.56% | 12.1M | Hold |
| 3 | UBER | UBER TECHNOLOGIES INC | $10.2M | 5.55% | 8.6M | Hold |
| 4 | LNT | ALLIANT ENERGY CORP | $9.9M | 5.37% | 9.0M | New |
| 5 | WEC | WEC ENERGY GROUP INC | $9.6M | 5.21% | 9.3M | New |
| 6 | CSWCL | CAPITAL SOUTHWEST CORP | $9.6M | 5.20% | 9.2M | Trimmed |
| 7 | SOMN | SOUTHERN CO | $9.4M | 5.12% | 9.3M | New |
| 8 | XYZ | BLOCK INC | $8.9M | 4.84% | 9.4M | Trimmed |
| 9 | ON | ON SEMICONDUCTOR CORP | $8.7M | 4.70% | 7.2M | Trimmed |
| 10 | AKAM | AKAMAI TECHNOLOGIES INC | $7.8M | 4.23% | 6.5M | Trimmed |
| 11 | MCHPP | MICROCHIP TECHNOLOGY INC. | $7.7M | 4.16% | 7.0M | Hold |
| 12 | NVST | ENVISTA HOLDINGS CORPORATION | $7.3M | 3.98% | 7.3M | Trimmed |
| 13 | GPN | GLOBAL PMTS INC | $7.0M | 3.81% | 7.8M | Hold |
| 14 | NEEPRW | NEXTERA ENERGY CAP HLDGS INC | $6.7M | 3.65% | 5.1M | Trimmed |
| 15 | MTH | MERITAGE HOMES CORP | $6.4M | 3.47% | 6.2M | Hold |
| 16 | ETSY | ETSY INC | $6.3M | 3.41% | 6.9M | Trimmed |
| 17 | EVRG | EVERGY INC | $5.3M | 2.87% | 3.7M | Trimmed |
| 18 | DXCM | DEXCOM INC | $5.1M | 2.76% | 5.5M | Trimmed |
| 19 | TXXI | BONDBLOXX ETF TRUST | $5.1M | 2.76% | 100,000 | Hold |
| 20 | TAXM | BONDBLOXX ETF TRUST | $5.0M | 2.74% | 100,000 | Hold |
| 21 | TAXX | BONDBLOXX ETF TRUST | $4.9M | 2.67% | 97,000 | Trimmed |
| 22 | GLADZ | GLADSTONE CAP CORP | $4.6M | 2.52% | 4.8M | Hold |
| 23 | FE | FIRSTENERGY CORP | $3.7M | 2.02% | 3.4M | New |
| 24 | PNW | PINNACLE WEST CAP CORP | $3.6M | 1.96% | 3.0M | Hold |
| 25 | HAE | HAEMONETICS CORP MASS | $3.3M | 1.79% | 3.3M | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR