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Richard M. Kizik

Income Research & Management

Assets Managed
$168.613B
Holdings
26
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
88463.31%(2Q avg: 44228.22%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Income Research & Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Income Research & Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 168.613B in assets, with a quarterly growth rate of 88463.31% and a 2-quarter average growth rate of 44228.22%. The portfolio is managed by Richard M. Kizik, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-6⤦
Bofa Fin Llc
Recent Activity
6.96%
$11.724B
9.803M shares@ $1196.0 avg price
ur-1⤦
Akamai Technologies Inc
Recent Activity
6.92%
$11.664B
10.068M shares@ $1158.5 avg price
ur-9⤦
Capital Southwest Corp
Recent Activity
6.13%
$10.319B
10.127M shares@ $1019.0 avg price
ur-9⤦
Uber Technologies Inc
Recent Activity
Increased 93.23%
6.11%
$10.293B
8.56M shares@ $1202.5 avg price
ur-1⤦
Euronet Worldwide Inc
Recent Activity
6.07%
$10.223B
12.112M shares@ $844.0 avg price
ur-2⤦
On Semiconductor Corp
Recent Activity
5.96%
$10.049B
10.28M shares@ $977.5 avg price
ur-4⤦
Block Inc
Recent Activity
Increased 21.69%
5.73%
$9.649B
10.325M shares@ $934.51 avg price
ur-1⤦
American Wtr Cap Corp
Recent Activity
Decreased -3.36%
5.53%
$9.322B
9.343M shares@ $997.8 avg price
ur-5⤦
Envista Holdings Corporation
Recent Activity
5.13%
$8.644B
8.715M shares@ $991.88 avg price
ur-1⤦
Nextera Energy Cap Hldgs Inc
Recent Activity
4.88%
$8.214B
5.92M shares@ $1387.5 avg price

1-10 of 26