Income Research & Management Portfolio Holdings

Income Research & Management

  • $235 Billion
  • Q1 2025

Income Research & Management has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Expedia Group Inc with a value of $13.6B, Ppl Cap Fdg Inc with a value of $13.3B, Alliant Energy Corp with a value of $13.2B, Ventas Rlty LTD Partnership with a value of $12.9B, and Cms Energy Corp with a value of $12.3B.

Examining the 13F form we can see an increase of $25.2B in the current position value, from $210B to 235B.

Below you can find more details about Income Research & Management portfolio as well as his latest detailed transactions.

Portfolio value $235 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Expedia Group Inc
-
$13.6 Billion 5.78% of portfolio
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Q1 2024 Reduced 13.09%
Ppl Cap Fdg Inc
-
$13.3 Billion 5.67% of portfolio
-
Q1 2024 New
Alliant Energy Corp
-
$13.2 Billion 5.63% of portfolio
-
Q2 2024 Reduced 10.17%
Ventas Rlty LTD Partnership
-
$12.9 Billion 5.48% of portfolio
-
Q4 2024 Reduced 10.71%
Cms Energy Corp
-
$12.3 Billion 5.23% of portfolio
-
Q2 2024 New
New Mtn Fin Corp
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$12.2 Billion 5.19% of portfolio
-
Q2 2024 Reduced 5.27%
Euronet Worldwide Inc
-
$12.1 Billion 5.13% of portfolio
-
Q2 2024 Reduced 12.43%
Southwest Airls CO
-
$11.9 Billion 5.07% of portfolio
-
Q1 2024 Reduced 20.6%
Duke Energy Corp New
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$11.7 Billion 4.96% of portfolio
-
Q4 2024 Reduced 8.86%
Centerpoint Energy Inc
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$10.8 Billion 4.61% of portfolio
-
Q3 2024 New
American Wtr Cap Corp
-
$10.2 Billion 4.35% of portfolio
-
Q3 2024 New
Akamai Technologies Inc
-
$8.86 Billion 3.77% of portfolio
-
Q1 2025 Added 85.71%
Bofa Fin LLC
-
$8.73 Billion 3.72% of portfolio
-
Q3 2024 New
Capital Southwest Corp
-
$8.74 Billion 3.72% of portfolio
-
Q4 2024 New
Ford Mtr CO
-
$8.57 Billion 3.65% of portfolio
-
Q4 2023 New
Etsy Inc
-
$8.1 Billion 3.45% of portfolio
-
Q3 2023 Reduced 3.05%
Envista Holdings Corporation
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$7.64 Billion 3.26% of portfolio
-
Q3 2024 New
Global Pmts Inc
-
$7.54 Billion 3.21% of portfolio
-
Q1 2025 New
Nextera Energy Cap Hldgs Inc
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$7.5 Billion 3.19% of portfolio
-
Q1 2025 New
Evergy Inc
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$5.88 Billion 2.5% of portfolio
-
Q4 2024 New
Bondbloxx ETF Trust
-
$5.06 Billion 2.15% of portfolio
-
Q1 2024 New
Bondbloxx ETF Trust
-
$4.98 Billion 2.12% of portfolio
-
Q1 2025 New
Bondbloxx ETF Trust
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$4.96 Billion 2.11% of portfolio
-
Q1 2025 New
Uber Technologies Inc
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$4.36 Billion 1.86% of portfolio
-
Q1 2025 Added 49.17%
Harbor ETF Trust
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$2.06 Billion 0.88% of portfolio
-
Q2 2024 New
Realogy Grp Llc/Realogy CO
-
$55.7 Million 0.02% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $235 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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