Income Research & Management
Income Research & Management reported 33 stocks worth $164M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are Bofa Fin LLC (5.9%), UBER (5.1%) and WEC (5.0%). Compared with Q2 2026, the fund opened new positions in CNP, AVT and EEFT, added to ETSY and trimmed UBER, WEC and LNT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | BOFA FIN LLC | $9.6M | 5.9% | 6.8M | −1.7M (−20%) | 8 of 8 | |
| 2 |  UBER Uber Technologies Inc | $8.4M | 5.1% | 7.3M | −1.3M (−15%) | 8 of 8 | |
| 3 |  WEC Wec Energy Group Inc | $8.2M | 5.0% | 8.3M | −975K (−11%) | 2 of 8 | |
| 4 | BLOCK INC | $8.1M | 5.0% | 8.6M | −845K (−9%) | 6 of 8 | |
| 5 |  LNT Alliant Energy Corp | $7.9M | 4.8% | 7.9M | −1.1M (−12%) | 2 of 8 | |
| 6 |  CSWC Capital Southwest Corp | $7.7M | 4.7% | 7.4M | −1.8M (−20%) | 8 of 8 | |
| 7 |  ON ON Semiconductor Corp | $6.9M | 4.2% | 6.6M | −640K (−9%) | 8 of 8 | |
| 8 | MICROCHIP TECHNOLOGY INC. | $6.3M | 3.9% | 6.2M | −765K (−11%) | 6 of 8 | |
| 9 |  EEFT Euronet Worldwide Inc | $6.3M | 3.9% | 7.2M | −4.9M (−40%) | 8 of 8 | |
| 10 |  AKAM Akamai Technologies Inc | $6.2M | 3.8% | 5.6M | −900K (−14%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Income Research & Management 13F FAQ
What does Income Research & Management own?
Income Research & Management reported 33 stocks worth $164M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are Bofa Fin LLC (5.9%), UBER (5.1%) and WEC (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Income Research & Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 1 added to, 19 trimmed and 0 sold out. New positions include CNP, AVT and EEFT.
When will Income Research & Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Income Research & Management's portfolio worth?
The Q3 2026 filing reports $164M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.