Income Research & Management Top Holdings and 13F Report (2026) About Income Research & ManagementInvestment ActivityIncome Research & Management has $163.59 million in total holdings as of September 30, 2026.Income Research & Management owns shares of 33 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 15.50% of the portfolio was sold this quarter.This quarter, Income Research & Management has purchased 30 new stocks and bought additional shares in 1 stock.Income Research & Management sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings BOFA FIN LLC $9,593,886UBER TECHNOLOGIES INC $8,357,362WEC ENERGY GROUP INC $8,168,460BLOCK INC $8,129,550ALLIANT ENERGY CORP $7,872,047 Largest New Holdings this Quarter 15189TBR7 - CENTERPOINT ENERGY INC $5,218,179 Holding053807AZ6 - AVNET INC $4,616,175 Holding298736AN9 - EURONET WORLDWIDE INC $980,648 Holding Largest Purchases this Quarter CENTERPOINT ENERGY INC 5,315,000 shares (about $5.22M)AVNET INC 3,050,000 shares (about $4.62M)EURONET WORLDWIDE INC 1,150,000 shares (about $980.65K)ETSY INC 125,000 shares (about $118.91K) Largest Sales this Quarter EURONET WORLDWIDE INC 4,900,000 shares (about $4.28M)SOUTHERN CO 4,050,000 shares (about $3.93M)BOFA FIN LLC 1,660,000 shares (about $2.33M)CAPITAL SOUTHWEST CORP 1,800,000 shares (about $1.86M)UBER TECHNOLOGIES INC 1,250,000 shares (about $1.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIncome Research & Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBOFA FIN LLC$9,593,886$2,327,320 ▼-19.5%6,843,0005.9%MTNF 0.600% 5/2UBER TECHNOLOGIES INC$8,357,362$1,429,097 ▼-14.6%7,310,0005.1%NOTE 0.875%12/0WEC ENERGY GROUP INC$8,168,460$960,705 ▼-10.5%8,290,0005.0%NOTE 3.375% 6/0BLOCK INC$8,129,550$800,638 ▼-9.0%8,580,0005.0%NOTE 0.250%11/0ALLIANT ENERGY CORP$7,872,047$1,096,108 ▼-12.2%7,900,0004.8%NOTE 3.250% 5/3CAPITAL SOUTHWEST CORP$7,675,805$1,860,300 ▼-19.5%7,427,0004.7%NOTE 5.125%11/1ON SEMICONDUCTOR CORP$6,933,920$676,480 ▼-8.9%6,560,0004.2%NOTE 0.500% 3/0MICROCHIP TECHNOLOGY INC.$6,332,229$779,681 ▼-11.0%6,213,0003.9%NOTE 0.750% 6/0EURONET WORLDWIDE INC$6,302,712$4,282,209 ▼-40.5%7,212,0003.9%NOTE 0.750% 3/1AKAMAI TECHNOLOGIES INC$6,241,321$999,856 ▼-13.8%5,618,0003.8%NOTE 0.375% 9/0ENVISTA HOLDINGS CORPORATION$6,217,072$819,044 ▼-11.6%6,490,0003.8%NOTE 1.750% 8/1GLOBAL PMTS INC$6,153,840$799,200 ▼-11.5%6,930,0003.8%NOTE 1.500% 3/0MERITAGE HOMES CORP$5,466,879$478,292 ▼-8.0%5,715,0003.3%NOTE 1.750% 5/1ETSY INC$5,292,507$1,005,138 ▼-16.0%5,792,0003.2%NOTE 0.250% 6/1CENTERPOINT ENERGY INC$5,218,179$5,218,179 ▲New Holding5,315,0003.2%NOTE 3.000% 8/0DEXCOM INC$5,153,9210.0%5,451,0003.2%NOTE 0.375% 5/1SOUTHERN CO$5,133,945$3,930,525 ▼-43.4%5,290,0003.1%NOTE 3.250% 6/1BONDBLOXX ETF TRUST$4,835,4500.0%97,0003.0%IR M TAXAWAREBONDBLOXX ETF TRUST$4,788,8600.0%100,0002.9%IR M TAX AWAREBONDBLOXX ETF TRUST$4,737,0000.0%100,0002.9%IR M TAX AWAREGLADSTONE CAP CORP$4,641,6300.0%4,830,0002.8%NOTE 5.875%10/0NEXTERA ENERGY CAP HLDGS INC$4,635,806$1,167,452 ▼-20.1%4,090,0002.8%NOTE 3.000% 3/0AVNET INC$4,616,175$4,616,175 ▲New Holding3,050,0002.8%NOTE 1.750% 9/0EVERGY INC$4,152,179$614,758 ▼-12.9%3,242,0002.5%NOTE 4.500%12/1PINNACLE WEST CAP CORP$3,214,3760.0%3,031,0002.0%NOTE 4.750% 6/1FIRSTENERGY CORP$2,926,850$542,009 ▼-15.6%2,835,0001.8%NOTE 3.875% 1/1HAEMONETICS CORP MASS$2,919,645$795,234 ▼-21.4%2,570,0001.8%NOTE 2.500% 6/0FIRSTENERGY CORP$2,828,0080.0%2,755,0001.7%NOTE 3.625% 1/1HARBOR ETF TRUST$1,949,5000.0%50,0001.2%DISCI BD ETFEURONET WORLDWIDE INC$980,648$980,648 ▲New Holding1,150,0000.6%NOTE 0.625%10/0WELLS FARGO & CO$864,9530.0%8030.5%PERP PFD CNV AETSY INC$822,848$118,909 ▲16.9%865,0000.5%NOTE 0.125% 9/0BANK OF AMER CORP$433,1320.0%3550.3%7.25%CNV PFD LShowing largest 100 holdings. 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