Fund HoldingsINCOME RESEARCH & MANAGEMENT

Total Portfolio Value
$173.43M
Total Bought
$36.43M
Total Sold
$10.42M
Net Transaction
+$26.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
DUKE ENERGY CORP NEW(DUK)011,800,000+11,800,000011,7656.78%+11,765
VENTAS RLTY LTD PARTNERSHIP(VTR)011,200,000+11,200,000011,7546.78%+11,754
CMS ENERGY CORP(CMS)011,100,000+11,100,000010,8616.26%+10,861
HARBOR ETF TRUST
DISCI BD ETF
050,000+50,00002,0471.18%+2,047
BOOKING HOLDINGS INC(BKNG)5,649,0005,649,000010,90311,8806.85%+978
PENNYMAC CORP(PMT)5,875,0005,875,00005,7875,8023.35%+15
BONDBLOXX ETF TRUST
IR M TAXAWARE
100,000100,00005,0005,0122.89%+12
PPL CAP FDG INC(PPL)11,900,00011,900,000011,38811,3826.56%-6
ETSY INC(ETSY)9,545,0009,545,00007,5177,5074.33%-10
EXPEDIA GROUP INC(EXPE)13,780,00013,780,000012,69112,6507.29%-41
ON SEMICONDUCTOR CORP(ON)4,000,0004,000,00003,9363,8322.21%-104
SOUTHWEST AIRLS CO(LUV)11,947,00011,947,000012,09011,9596.90%-131
WELLS FARGO CO NEW(WFC)1650-1652010-201
FORD MTR CO DEL(F)8,750,0008,750,00009,0438,8335.09%-210
NEW MTN FIN CORP12,712,00012,042,000-670,00012,87712,1256.99%-752
SOUTHERN CO(SO)12,820,00011,470,000-1,350,00012,75611,7166.76%-1,040
AKAMAI TECHNOLOGIES INC(AKAM)9,911,0009,911,000011,69010,3865.99%-1,304
ALLIANT ENERGY CORP(LNT)13,770,00012,370,000-1,400,00013,54312,1787.02%-1,365
EURONET WORLDWIDE INC(EEFT)13,832,00012,112,000-1,720,00013,41011,7376.77%-1,674
BLACKSTONE MORTGAGE TRUST IN(BXMT)6,000,0000-6,000,0005,3850-5,385
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