Top 20 Income Research & Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAC | BOFA FIN LLC | 6.95% | 9.80M | $11.7M | +0.00%(+0) | $40.76(+30.34%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 6.92% | 10.07M | $11.7M | +0.00%(+0) | $93.17(+26.58%) | 2026-03-31 | |
| CSWC | CAPITAL SOUTHWEST CORP | 6.12% | 10.13M | $10.3M | +0.00%(+0) | $23.38(+3.92%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 6.1% | 8.56M | $10.3M | +93.23%(+4.13M) | $74.22(-1.71%) | 2026-03-31 | |
| EEFT | EURONET WORLDWIDE INC | 6.06% | 12.11M | $10.2M | +0.00%(+0) | $140.95(-50.05%) | 2026-03-31 | |
| ON | ON SEMICONDUCTOR CORP | 5.96% | 10.28M | $10.0M | +0.00%(+0) | $67.25(+52.67%) | 2026-03-31 | |
| XYZ | BLOCK INC | 5.72% | 10.32M | $9.6M | +21.69%(+1.84M) | $62.58(+13.86%) | 2026-03-31 | |
| AWK | AMERICAN WTR CAP CORP | 5.53% | 9.34M | $9.3M | -3.36%(-325.00K) | $137.70(-8.46%) | 2026-03-31 | |
| NVST | ENVISTA HOLDINGS CORPORATION | 5.13% | 8.71M | $8.6M | +0.00%(+0) | $18.33(+42.88%) | 2026-03-31 | |
| ETSY | ETSY INC | 4.42% | 8.34M | $7.4M | +0.00%(+0) | $98.05(-35.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.42% | +20.51% |
| Top 20 Holdings Unweighted | +4.77% | +14.99% |
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