INCOME RESEARCH & MANAGEMENT 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001165830 · Boston, MA

As of Sep 30, 2025, INCOME RESEARCH & MANAGEMENT reported 35 positions worth $204.5M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
EURONET WORLDWIDE INC	—	—	12,112,000	0.3M	5.04%
CMS ENERGY CORP	—	—	9,024,000	$9.9M	4.83%
PPL CAP FDG INC	—	—	8,501,000	$9.7M	4.75%
CAPITAL SOUTHWEST CORP	—	—	9,757,000	$9.6M	4.70%
EXPEDIA GROUP INC	—	—	9,337,000	$9.4M	4.60%
AKAMAI TECHNOLOGIES INC	—	—	9,763,000	$9.3M	4.57%
BOFA FIN LLC	—	—	9,458,000	$9.3M	4.56%
AMERICAN WTR CAP CORP	—	—	9,258,000	$9.3M	4.53%
DUKE ENERGY CORP NEW	—	—	8,563,000	$9.2M	4.50%
ON SEMICONDUCTOR CORP	—	—	9,690,000	$8.9M	4.37%
FORD MTR CO	—	—	8,073,000	$8.2M	4.00%
ENVISTA HOLDINGS CORPORATION	—	—	8,305,000	$7.8M	3.83%
ETSY INC	—	—	8,342,000	$7.4M	3.60%
BLOCK INC	—	—	8,005,000	$7.3M	3.56%
GLOBAL PMTS INC	—	—	7,465,000	$6.8M	3.34%
VENTAS RLTY LTD PARTNERSHIP	—	—	5,290,000	$6.8M	3.34%
NEXTERA ENERGY CAP HLDGS INC	—	—	5,685,000	$6.7M	3.28%
MICROCHIP TECHNOLOGY INC.	—	—	6,843,000	$6.6M	3.24%
UBER TECHNOLOGIES INC	—	—	4,005,000	$5.9M	2.88%
MERITAGE HOMES CORP	—	—	5,725,000	$5.9M	2.87%
EVERGY INC	—	—	4,272,000	$5.4M	2.63%
DEXCOM INC	—	—	5,781,000	$5.3M	2.58%
BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF	TAXX	—	100,000	$5.1M	2.49%
BONDBLOXX ETF TRUST	—	—	100,000	$5.0M	2.47%
BONDBLOXX ETF TRUST	—	—	100,000	$5.0M	2.45%