StockDriftsStockDriftsTop 4 Income Research & Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TXXI | BONDBLOXX ETF TRUST | 2.76% | 100.0K | $5.1M | +0.00%(+0) | $49.80(+0.69%) | 2026-06-30 | |
| TAXM | BONDBLOXX ETF TRUST | 2.74% | 100.0K | $5.0M | +0.00%(+0) | $49.65(+0.02%) | 2026-06-30 | |
| TAXX | BONDBLOXX ETF TRUST | 2.67% | 97.0K | $4.9M | -3.00%(-3.00K) | $50.00(+0.96%) | 2026-06-30 | |
| AGGS | HARBOR ETF TRUST | 1.11% | 50.0K | $2.0M | +0.00%(+0) | $40.94(-1.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% | +0.95% | +4.83% |
| Top 20 Holdings Unweighted | +7.36% | +23.75% | -1.09% | -5.34% |
Income Research & Management reports $184.48M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are TXXI (2.8%), TAXM (2.7%) and TAXX (2.7%). The top 20 holdings account for 9.28% of reported assets. Its disclosed equity book has returned +36.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Income Research & Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1165830). View Income Research & Management’s 13F filings on SEC