Income Research & Management has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's principal executive office at 115 Federal Street, 22nd Floor, Boston, MA 02110.
The report details a portfolio consisting of 33 positions. The largest holding disclosed in the filing is a position in Uber Technologies Inc., where the firm holds 7,310,000 shares. Following Uber, the firm holds significant positions in On Semiconductor Corp with 6,560,000 shares and Global Payments Inc with 6,930,000 shares.
The portfolio also includes substantial stakes in utility and energy companies, such as WEC Energy Group Inc (8,290,000 shares) and Evergy Inc (3,242,000 shares). Additionally, the filing lists holdings in Avnet Inc (3,050,000 shares), Meritage Homes Corp (5,715,000 shares), and Harbor ETF Trust (50,000 shares).
The report indicates that the firm holds these positions as sole voting and sole dispositive power for all listed securities.
