§ 13F · FUND PROFILE
INCOME RESEARCH & MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $374.2T (13F)Positions · 40Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$190.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BAC 0.6 05/25/27 MTN | BOFA FIN LLC | 9.80M | $10.6T | 5.6% | NEW |
| 2 | EEFT 0.75 03/15/49 | EURONET WORLDWIDE INC | 12.11M | $10.2T | 5.4% | NEW |
| 3 | AKAM 0.375 09/01/27 | AKAMAI TECHNOLOGIES INC | 10.07M | $10.1T | 5.3% | NEW |
| 4 | CSWC 5.125 11/15/29 | CAPITAL SOUTHWEST CORP | 10.13M | $10.0T | 5.3% | NEW |
| 5 | ON 0.5 03/01/29 | ON SEMICONDUCTOR CORP | 10.28M | $9.7T | 5.1% | NEW |
| 6 | AWK 3.625 06/15/26 | AMERICAN WTR CAP CORP | 9.67M | $9.6T | 5.1% | NEW |
| 7 | DUK 4.125 04/15/26 | DUKE ENERGY CORP NEW | 8.86M | $9.1T | 4.8% | NEW |
| 8 | EXPE 0 02/15/26 | EXPEDIA GROUP INC | 7.51M | $8.4T | 4.4% | NEW |
| 9 | NVST 1.75 08/15/28 | ENVISTA HOLDINGS | 8.71M | $8.4T | 4.4% | NEW |
| 10 | XYZ 0.25 11/01/27 | BLOCK INC | 8.48M | $7.8T | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INCOME SIGNAL
AC read
INCOME RESEARCH & MANAGEMENT is a Other fund managing $374226.4 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed