Income Research & Management holds a diversified book of 30 stocks worth $184.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Alliant Energy Corp and trimmed Bofa Finance LLC. Their largest long position is Bofa Finance LLC at 6% of the equity book. Cloning the disclosed picks since 2024 would be +10% (+5.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1165830/holdings"
Use Arkolith to show INCOME RESEARCH & MANAGEMENT's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning Income Research & Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Income Research & Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 32 / 30 | $709.9M |
| WELLS FARGO & COMPANY/MN | 29 / 30 | $359.4M |
| BlackRock, Inc. | 28 / 30 | $1.5B |
| BANK OF AMERICA CORP /DE/ | 28 / 30 | $717.4M |
| Calamos Advisors LLC | 27 / 30 | $1.1B |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27 / 30 | $555.4M |
| STATE STREET CORP | 26 / 30 | $649.6M |
| FMR LLC | 26 / 30 | $342.4M |
Ranked by how many of Income Research & Management's top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bofa Fin LLC MTNF 0.600% 5/2 | $10.7M | 8.50M | 5.8% | ▼−13% Reduced · −1.3M sh | |
| 2 | Euronet Worldwide Inc NOTE 0.750% 3/1 | $10.3M | 12.11M | 5.6% | —Held | |
| 3 | Uber Technologies Inc NOTE 0.875%12/0 | $10.2M | 8.56M | 5.5% | —Held | |
| 4 | Alliant Energy Corp NOTE 3.250% 5/3 | $9.9M | 9.00M | 5.4% | ▲New New position | |
| 5 | Wec Energy Group Inc NOTE 3.375% 6/0 | $9.6M | 9.27M | 5.2% | ▲New New position | |
| 6 | Capital Southwest Corp NOTE 5.125%11/1 | $9.6M | 9.23M | 5.2% | ▼−8.9% Reduced · −900K sh | |
| 7 | Southern Co NOTE 3.250% 6/1 | $9.4M | 9.34M | 5.1% | ▲New New position | |
| 8 | Block Inc NOTE 0.250%11/0 | $8.9M | 9.43M | 4.8% | ▼−8.7% Reduced · −900K sh | |
| 9 | On Semiconductor Corp NOTE 0.500% 3/0 | $8.7M | 7.20M | 4.7% | ▼−30% Reduced · −3.1M sh | |
| 10 | Akamai Technologies Inc NOTE 0.375% 9/0 | $7.8M | 6.52M | 4.2% | ▼−35% Reduced · −3.5M sh | |
| 11 | Microchip Technology Inc. NOTE 0.750% 6/0 | $7.7M | 6.98M | 4.2% | —Held | |
| 12 | Envista Holdings Corporation NOTE 1.750% 8/1 | $7.3M | 7.34M | 4.0% | ▼−16% Reduced · −1.4M sh | |
| 13 | Global PMTS Inc NOTE 1.500% 3/0 | $7.0M | 7.83M | 3.8% | —Held | |
| 14 | NextEra Energy Cap Hldgs Inc NOTE 3.000% 3/0 | $6.7M | 5.12M | 3.6% | ▼−14% Reduced · −800K sh | |
| 15 | Meritage Homes Corp NOTE 1.750% 5/1 | $6.4M | 6.21M | 3.5% | —Held | |
| 16 | Etsy Inc NOTE 0.250% 6/1 | $6.3M | 6.89M | 3.4% | ▼−17% Reduced · −1.4M sh | |
| 17 | Evergy Inc NOTE 4.500%12/1 | $5.3M | 3.72M | 2.9% | ▼−14% Reduced · −600K sh | |
| 18 | Bondbloxx ETF Trust IR M TAX AWARE | $5.1M | 100.0K | 2.8% | —Held | |
| 19 | Dexcom Inc NOTE 0.375% 5/1 | $5.1M | 5.45M | 2.8% | ▼−11% Reduced · −650K sh | |
| 20 | Bondbloxx ETF Trust IR M TAX AWARE | $5.0M | 100.0K | 2.7% | —Held | |
| 21 | Bondbloxx ETF Trust IR M TAXAWARE | $4.9M | 97.0K | 2.7% | ▼−3.0% Reduced · −3K sh | |
| 22 | Gladstone Cap Corp NOTE 5.875%10/0 | $4.6M | 4.83M | 2.5% | —Held | |
| 23 | Firstenergy Corp NOTE 3.875% 1/1 | $3.7M | 3.36M | 2.0% | ▲New New position | |
| 24 | Pinnacle West Cap Corp NOTE 4.750% 6/1 | $3.6M | 3.03M | 2.0% | —Held | |
| 25 | Haemonetics Corp Mass NOTE 2.500% 6/0 | $3.3M | 3.27M | 1.8% | —Held | |
| 26 | Firstenergy Corp NOTE 3.625% 1/1 | $3.0M | 2.75M | 1.6% | ▲New New position | |
| 27 | Harbor ETF Trust DISCI BD ETF | $2.0M | 50.0K | 1.1% | —Held | |
| 28 | Wells Fargo & Co PERP PFD CNV A | $929K | 803 | 0.5% | —Held | |
| 29 | Etsy Inc NOTE 0.125% 9/0 | $700K | 740.0K | 0.4% | ▲+143% Added · +435K sh | |
| 30 | Bank Of Amer Corp 7.25%CNV PFD L | $445K | 355 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 30 | $184.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 26 | $168.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 32 | $190.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 35 | $204.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 40 | $374.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 27 | $234.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 25 | $209.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22 | $207.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.