StockDrifts LogoStockDrifts

Income Research & Management

Portfolio Manager
Income Research & Management
Performance
+1.03% (2026 Q1)
AUM (13F)
$168.61M
# of Holdings
26
Performance Rank
Allocation (Top 20)
86.34%

Income Research & Management Holdings Map

Top 20 Income Research & Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BAC
BOFA FIN LLC
6.95%9.80M$11.7M
+0.00%(+0)
2025-Q1: 8.78M shares2025-Q2: 9.01M shares2025-Q3: 9.46M shares2025-Q4: 9.80M shares2026-Q1: 9.80M shares
$40.76(+30.34%)
2026-03-31
AKAM
AKAMAI TECHNOLOGIES INC
6.92%10.07M$11.7M
+0.00%(+0)
2025-Q1: 9.10M shares2025-Q2: 9.30M shares2025-Q3: 9.76M shares2025-Q4: 10.07M shares2026-Q1: 10.07M shares
$93.17(+26.58%)
2026-03-31
CSWC
CAPITAL SOUTHWEST CORP
6.12%10.13M$10.3M
+0.00%(+0)
2025-Q1: 9.00M shares2025-Q2: 9.24M shares2025-Q3: 9.76M shares2025-Q4: 10.13M shares2026-Q1: 10.13M shares
$23.38(+3.92%)
2026-03-31
UBER
UBER TECHNOLOGIES INC
6.1%8.56M$10.3M
+93.23%(+4.13M)
2025-Q1: 3.58M shares2025-Q2: 3.73M shares2025-Q3: 4.00M shares2025-Q4: 4.43M shares2026-Q1: 8.56M shares
$74.22(-1.71%)
2026-03-31
EEFT
EURONET WORLDWIDE INC
6.06%12.11M$10.2M
+0.00%(+0)
2025-Q1: 12.11M shares2025-Q2: 12.11M shares2025-Q3: 12.11M shares2025-Q4: 12.11M shares2026-Q1: 12.11M shares
$140.95(-50.05%)
2026-03-31
ON
ON SEMICONDUCTOR CORP
5.96%10.28M$10.0M
+0.00%(+0)
2025-Q1: 8.96M shares2025-Q2: 9.25M shares2025-Q3: 9.69M shares2025-Q4: 10.28M shares2026-Q1: 10.28M shares
$67.25(+52.67%)
2026-03-31
XYZ
BLOCK INC
5.72%10.32M$9.6M
+21.69%(+1.84M)
2025-Q1: 0 shares2025-Q2: 7.47M shares2025-Q3: 8.01M shares2025-Q4: 8.48M shares2026-Q1: 10.32M shares
$62.58(+13.86%)
2026-03-31
AWK
AMERICAN WTR CAP CORP
5.53%9.34M$9.3M
-3.36%(-325.00K)
2025-Q1: 10.00M shares2025-Q2: 10.27M shares2025-Q3: 9.26M shares2025-Q4: 9.67M shares2026-Q1: 9.34M shares
$137.70(-8.46%)
2026-03-31
NVST
ENVISTA HOLDINGS CORPORATION
5.13%8.71M$8.6M
+0.00%(+0)
2025-Q1: 8.50M shares2025-Q2: 8.69M shares2025-Q3: 8.30M shares2025-Q4: 8.71M shares2026-Q1: 8.71M shares
$18.33(+42.88%)
2026-03-31
ETSY
ETSY INC
4.42%8.34M$7.4M
+0.00%(+0)
2025-Q1: 9.54M shares2025-Q2: 9.69M shares2025-Q3: 8.34M shares2025-Q4: 8.34M shares2026-Q1: 8.34M shares
$98.05(-35.80%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Income Research & Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all