DOSSIER · 13F-HR · Q1 2026
INCOME RESEARCH & MANAGEMENT
INCOME RESEARCH &'s pension fund based in Chicago, IL — $169M in tracked AUM across 26 positions as of Q1 2026.
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INCOME RESEARCH &·Chicago, IL·Pension Fund
CIK 0001165830 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: INCOME RESEARCH & MANAGEMENT
1. Portfolio Overview
Income Research & Management (IRM) presents a portfolio totaling $190.39 million as of the report date (December 31, 2025), spread across 32 holdings. The firm manages a concentrated portfolio, with the top 10 positions accounting for approximately 49.7% of total assets. The portfolio experienced a decrease in value of 6.5% during the quarter, declining from $203.55 million, li...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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