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INCOME RESEARCH & MANAGEMENT 13F holdings

Filed 2026-07-24 · INCOME RESEARCH & MANAGEMENT · 30 positions · $184.5B

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TickerCompanySharesValue% of portfolio
—BOFA FIN LLC8.5M$10.7B5.8%
—EURONET WORLDWIDE INC12.1M$10.3B5.6%
UBER 0.875 12-01-28 2028UBER TECHNOLOGIES INC8.6M$10.2B5.5%
LNT 3.25 05-30-28ALLIANT ENERGY CORP9.0M$9.9B5.4%
—WEC ENERGY GROUP INC9.3M$9.6B5.2%
—CAPITAL SOUTHWEST CORP9.2M$9.6B5.2%
SO 3.25 06-15-28SOUTHERN CO9.3M$9.4B5.1%
—BLOCK INC9.4M$8.9B4.8%
ON 0.5 03-01-29ON SEMICONDUCTOR CORP7.2M$8.7B4.7%
AKAM 0.375 09-01-27AKAMAI TECHNOLOGIES INC6.5M$7.8B4.2%
MCHP 0.75 06-01-30MICROCHIP TECHNOLOGY INC.7.0M$7.7B4.2%
—ENVISTA HOLDINGS CORPORATION7.3M$7.3B4.0%
GPN 1.5 03-01-31GLOBAL PMTS INC7.8M$7.0B3.8%
NEE 3 03-01-27NEXTERA ENERGY CAP HLDGS INC5.1M$6.7B3.6%
MTH 1.75 05-15-28MERITAGE HOMES CORP6.2M$6.4B3.5%
ETSY 0.25 06-15-28ETSY INC6.9M$6.3B3.4%
EVRG 4.5 12-15-27EVERGY INC3.7M$5.3B2.9%
—BONDBLOXX ETF TRUST100.0K$5.1B2.8%
DXCM 0.375 05-15-28DEXCOM INC5.5M$5.1B2.8%
—BONDBLOXX ETF TRUST100.0K$5.0B2.7%
TAXXBONDBLOXX ETF TRUST97.0K$4.9B2.7%
—GLADSTONE CAP CORP4.8M$4.6B2.5%
FE 3.875 01-15-31FIRSTENERGY CORP3.4M$3.7B2.0%
—PINNACLE WEST CAP CORP3.0M$3.6B2.0%
HAE 2.5 06-01-29HAEMONETICS CORP MASS3.3M$3.3B1.8%
—FIRSTENERGY CORP2.8M$3.0B1.6%
—HARBOR ETF TRUST50.0K$2.0B1.1%
WFC 7.5 PERP LWELLS FARGO & CO803$929.0M0.5%
ETSY 0.125 09-01-27ETSY INC740.0K$700.3M0.4%
BAC 7.25 PERP LBANK OF AMER CORP355$445.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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