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Portfolio (Quarterly) Guide ↗

INCOME RESEARCH & MANAGEMENT

· CIK 0001165830
13F Portfolio $169M AUM 26 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 Added 1 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DUKE ENERGY CORP NEW 8,858,000 $9.1M 4.79% SOLD
2 EXPEDIA GROUP INC 7,512,000 $8.4M 4.40% SOLD
3 VENTAS RLTY LTD PARTNERSHIP 5,475,000 $7.7M 4.06% SOLD
4 FORD MTR CO 6,383,000 $6.6M 3.48% SOLD
5 CENTERPOINT ENERGY INC 371,000 $406K 0.21% SOLD
6 CABLE ONE INC 75,000 $61K 0.03% SOLD