account_balance

Investment manager · 13F filer · SEC CIK 1165830

Income Research & Management

Reported value$164Mas of Sep 30, 2026
Positions33 3 new, 0 sold out
Top 10 weight46.2%Bofa Fin LLC alone is 6%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
Bofa Fin LLC 5.9% Trimmed −20%
Uber Technologies Inc 5.1% Trimmed −15%
WEC Energy Group Inc 5.0% Trimmed −11%
Block Inc 5.0% Trimmed −9%
Alliant Energy Corp 4.8% Trimmed −12%
Capital Southwest Corp 4.7% Trimmed −20%
On Semiconductor Corp 4.2% Trimmed −9%
Microchip Technology Inc. 3.9% Trimmed −11%
Euronet Worldwide Inc 3.9% Trimmed −40%
Akamai Technologies Inc 3.8% Trimmed −14%
Envista Holdings Corporation 3.8% Trimmed −12%
Global PMTS Inc 3.8% Trimmed −11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • CenterPoint Energy Inc $5.22M
  • Avnet Inc $4.62M
  • Euronet Worldwide Inc $981K
arrow_upwardAdded
  • Etsy Inc +17%
arrow_downwardTrimmed
  • Southern Co −43%
  • Euronet Worldwide Inc −40%
  • Haemonetics Corp Mass −21%
  • NextEra Energy Cap Hldgs Inc −20%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist