Income Research & Management Portfolio Holdings

Income Research & Management

  • $374 Billion
  • Q2 2025

Income Research & Management has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $374 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Long with a value of $50.1B, Vanguard Long Term Treasury Et with a value of $39.6B, Vanguard Extended Duration Tre with a value of $27.2B, Expedia Group Inc with a value of $13.6B, and Ppl Cap Fdg Inc with a value of $13.1B.

Examining the 13F form we can see an increase of $139B in the current position value, from $235B to 374B.

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

Portfolio value $374 Billion
ETFs: $117 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $374 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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