Sponsored

The Analysis of INCOME RESEARCH & MANAGEMENT's Holdings & P&L

Currently, INCOME RESEARCH & MANAGEMENT holds 26 types of securities in its portfolio with a total value $168.6M. In the most recent quarter, they have increased their positions in N/A (+4.1M shares, valued at $5.0M), N/A (+1.8M shares, valued at $1.7M), N/A (+80.0K shares, valued at $74.4K); decreased their positions in N/A (-325.0K shares, valued at $324.3K).

1M P&L

-54.0K-0.53%

3M P&L

-137.0K-1.34%

HY P&L

-80.0K-0.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A11.4M

100.0%

Top Industries by Stock Count

1N/A4 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOFA FIN LLC BOFA FIN LLC9.8M shares0.00%2026-03-312026-04-17

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC10.1M shares0.00%2026-03-312026-04-17

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP10.1M shares0.00%2026-03-312026-04-17

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC8.6M shares93.23%2026-03-312026-04-17

EURONET WORLDWIDE INC EURONET WORLDWIDE INC12.1M shares0.00%2026-03-312026-04-17

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP10.3M shares0.00%2026-03-312026-04-17

BLOCK INC BLOCK INC10.3M shares21.69%2026-03-312026-04-17

AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP9.3M shares-3.36%2026-03-312026-04-17

Sponsored

ENVISTA HOLDINGS CORPORATION ENVISTA HOLDINGS CORPORATION8.7M shares0.00%2026-03-312026-04-17

NEXTERA ENERGY CAP HLDGS INC NEXTERA ENERGY CAP HLDGS INC5.9M shares0.00%2026-03-312026-04-17

ETSY INC ETSY INC8.3M shares0.00%2026-03-312026-04-17

GLOBAL PMTS INC GLOBAL PMTS INC7.8M shares0.00%2026-03-312026-04-17

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.7.0M shares0.00%2026-03-312026-04-17

MERITAGE HOMES CORP MERITAGE HOMES CORP6.2M shares0.00%2026-03-312026-04-17

EVERGY INC EVERGY INC4.3M shares0.00%2026-03-312026-04-17

DEXCOM INC DEXCOM INC6.1M shares0.00%2026-03-312026-04-17

Sponsored

TAXX BONDBLOXX ETF TRUST100.0K shares0.00%2026-03-312026-04-17

TXXI BONDBLOXX ETF TRUST100.0K shares0.00%2026-03-312026-04-17

BONDBLOXX ETF TRUST BONDBLOXX ETF TRUST100.0K shares0.00%2026-03-312026-04-17

GLADSTONE CAP CORP GLADSTONE CAP CORP4.8M shares0.00%2026-03-312026-04-17

PINNACLE WEST CAP CORP PINNACLE WEST CAP CORP3.0M shares0.00%2026-03-312026-04-17

HAEMONETICS CORP MASS HAEMONETICS CORP MASS3.3M shares0.00%2026-03-312026-04-17

HARBOR ETF TRUST HARBOR ETF TRUST50.0K shares0.00%2026-03-312026-04-17

WFC-PL WELLS FARGO & CO803 shares0.00%2026-03-312026-04-17

Sponsored

BAC-PL BANK AMERICA CORP355 shares0.00%2026-03-312026-04-17

ETSY INC ETSY INC305.0K shares35.56%2026-03-312026-04-17

BOFA FIN LLC

0.00%

Shares9.8M

Event2026-03-31

Filed2026-04-17

AKAMAI TECHNOLOGIES INC

AKAMAI TECHNOLOGIES INC

0.00%

Shares10.1M

Event2026-03-31

Filed2026-04-17

CAPITAL SOUTHWEST CORP

CAPITAL SOUTHWEST CORP

0.00%

Shares10.1M

Event2026-03-31

Filed2026-04-17

UBER TECHNOLOGIES INC

UBER TECHNOLOGIES INC

93.23%

Shares8.6M

Event2026-03-31

Filed2026-04-17

EURONET WORLDWIDE INC

EURONET WORLDWIDE INC

0.00%

Shares12.1M

Event2026-03-31

Filed2026-04-17

ON SEMICONDUCTOR CORP

ON SEMICONDUCTOR CORP

0.00%

Shares10.3M

Event2026-03-31

Filed2026-04-17

BLOCK INC

21.69%

Shares10.3M

Event2026-03-31

Filed2026-04-17

AMERICAN WTR CAP CORP

AMERICAN WTR CAP CORP

-3.36%

Shares9.3M

Event2026-03-31

Filed2026-04-17

ENVISTA HOLDINGS CORPORATION

ENVISTA HOLDINGS CORPORATION

0.00%

Shares8.7M

Event2026-03-31

Filed2026-04-17

NEXTERA ENERGY CAP HLDGS INC

NEXTERA ENERGY CAP HLDGS INC

0.00%

Shares5.9M

Event2026-03-31

Filed2026-04-17

ETSY INC

0.00%

Shares8.3M

Event2026-03-31

Filed2026-04-17

GLOBAL PMTS INC

GLOBAL PMTS INC

0.00%

Shares7.8M

Event2026-03-31

Filed2026-04-17

MICROCHIP TECHNOLOGY INC.

MICROCHIP TECHNOLOGY INC.

0.00%

Shares7.0M

Event2026-03-31

Filed2026-04-17

MERITAGE HOMES CORP

MERITAGE HOMES CORP

0.00%

Shares6.2M

Event2026-03-31

Filed2026-04-17

EVERGY INC

0.00%

Shares4.3M

Event2026-03-31

Filed2026-04-17

DEXCOM INC

0.00%

Shares6.1M

Event2026-03-31

Filed2026-04-17

BONDBLOXX ETF TRUST

0.00%

Shares100.0K

Event2026-03-31

Filed2026-04-17

BONDBLOXX ETF TRUST

0.00%

Shares100.0K

Event2026-03-31

Filed2026-04-17

BONDBLOXX ETF TRUST

BONDBLOXX ETF TRUST

0.00%

Shares100.0K

Event2026-03-31

Filed2026-04-17

GLADSTONE CAP CORP

GLADSTONE CAP CORP

0.00%

Shares4.8M

Event2026-03-31

Filed2026-04-17

PINNACLE WEST CAP CORP

PINNACLE WEST CAP CORP

0.00%

Shares3.0M

Event2026-03-31

Filed2026-04-17

HAEMONETICS CORP MASS

HAEMONETICS CORP MASS

0.00%

Shares3.3M

Event2026-03-31

Filed2026-04-17

HARBOR ETF TRUST

HARBOR ETF TRUST

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-17

WELLS FARGO & CO

0.00%

Shares803

Event2026-03-31

Filed2026-04-17

BANK AMERICA CORP

0.00%

Shares355

Event2026-03-31

Filed2026-04-17

ETSY INC

35.56%

Shares305.0K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available