Institutional Fund
Vectors Research Management, LLC
New York, NYCIK 17505575 filings on record
Portfolio Value
$342.36M
Q1 2026
Holdings
142
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+4.5%
from $327.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T7.2%
- Ishares Tr4.9%
- Vanguard Scottsdale Fds4.4%
- Ishares Tr3.2%
- Apple Inc3.2%
- Microsoft Corp2.8%
- Other74.4%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 128.3K | $24.62M | 7.2% | +1.6K | Added |
| 2 | Ishares Tr | 140.5K | $16.66M | 4.9% | −19.7K | Reduced |
| 3 | Vanguard Scottsdale Fds | 323.9K | $15.21M | 4.4% | −693 | Reduced |
| 4 | Ishares Tr | 160.3K | $10.82M | 3.2% | +33.1K | Added |
| 5 | Apple Inc | 42.6K | $10.81M | 3.2% | +1.9K | Added |
| 6 | Microsoft Corp | 25.7K | $9.52M | 2.8% | −1.7K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 137.5K | $8.81M | 2.6% | +18.5K | Added |
| 8 | Invesco Actively Managed Exc | 344.9K | $8.63M | 2.5% | +2.4K | Added |
| 9 | Ishares Tr | 65.3K | $8.12M | 2.4% | −551 | Reduced |
| 10 | Vanguard Bd Index Fds | 104.3K | $7.68M | 2.2% | −5.8K | Reduced |
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