AI Portfolio Summary
In 2025 Q4, Vectors Research Management, LLC maintained a portfolio of 133 distinct positions. They heavily accumulated shares in INVESCO EXCHANGE TRA, increasing their position by 4.9%. Conversely, Vectors Research Management, LLC completely exited their position in ISHARES TR.
Total Positions
133
Quarter
2025 Q4
Top Holding
RSP (7.4%)
Top 10 Concentration
37.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 133
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RSP
INVESCO EXCHANG...
|
Unknown | 7.40% | 7.21% |
#1
Prev: #1
|
5.0 | 5,970 | 4.9% |
P
S
|
126,619 | $24,255,076 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEI
ISHARES TR
|
ETF | 5.84% | 5.81% |
#2
Prev: #2
|
4.3 | 6,057 | 3.9% |
P
S
|
160,211 | $19,121,188 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 4.66% | 4.81% |
#3
Prev: #3
|
1.9 | -200 | -0.1% |
P
S
|
324,552 | $15,279,885 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.05% | 2.95% |
#4
Prev: #4
|
3.8 | 9,368 | 51.8% |
P
S
|
27,443 | $13,271,767 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.38% | 2.59% |
#5
1
Prev: #6
|
3.4 | 8,376 | 25.9% |
P
S
|
40,696 | $11,063,727 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRIG
INVESCO ACTIVEL...
|
ETF | 2.62% | 2.49% |
#6
3
Prev: #9
|
3.1 | 27,154 | 8.6% |
P
S
|
342,509 | $8,596,971 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 2.56% | 2.55% |
#7
1
Prev: #8
|
3.0 | 3,234 | 2.6% |
P
S
|
127,128 | $8,390,416 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.49% | 2.59% |
#8
1
Prev: #7
|
1.0 | -475 | -0.4% |
P
S
|
110,032 | $8,150,071 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 2.42% | 2.48% |
#9
1
Prev: #10
|
1.0 | -419 | -0.6% |
P
S
|
65,871 | $7,916,385 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.27% | 2.17% |
#10
1
Prev: #11
|
2.9 | 4,172 | 3.6% |
P
S
|
119,009 | $7,434,471 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 2.13% | 2.01% |
#11
1
Prev: #12
|
0.9 | -46 | -0.1% |
P
S
|
38,117 | $6,990,726 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.97% | 1.95% |
#12
1
Prev: #13
|
0.8 | -84 | -0.4% |
P
S
|
21,815 | $6,461,777 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.97% | 1.88% |
#13
2
Prev: #15
|
0.8 | -36 | -0.1% |
P
S
|
57,947 | $6,455,916 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 1.93% | 2.87% |
#14
9
Prev: #5
|
2.8 | 79 | 0.2% |
P
S
|
32,515 | $6,337,584 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.78% | 1.91% |
#15
1
Prev: #14
|
3.0 | 67,413 | 97.2% |
P
S
|
136,780 | $5,839,155 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.70% | 1.46% |
#16
3
Prev: #19
|
2.7 | 1,332 | 17.6% |
P
S
|
8,893 | $5,576,875 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.49% | 1.54% |
#17
Prev: #17
|
0.6 | -1,628 | -2.6% |
P
S
|
60,725 | $4,871,380 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.44% | 1.50% |
#18
Prev: #18
|
0.6 | -367 | -2.4% |
P
S
|
14,679 | $4,729,765 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.40% | 1.02% |
#19
9
Prev: #28
|
2.6 | 1 | 0.0% |
P
S
|
4,260 | $4,577,831 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.35% | 1.59% |
#20
4
Prev: #16
|
0.6 | -3,413 | -12.6% |
P
S
|
23,664 | $4,413,325 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 1.26% | 1.12% |
#21
3
Prev: #24
|
0.5 | -236 | -1.5% |
P
S
|
15,839 | $4,137,622 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.23% | 1.33% |
#22
1
Prev: #21
|
2.5 | 105 | 0.2% |
P
S
|
66,785 | $4,014,420 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.11% | 0.96% |
#23
9
Prev: #32
|
0.4 | -66 | -1.0% |
P
S
|
6,349 | $3,637,076 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
KINDER MORGAN I...
|
Energy | 1.08% | 1.14% |
#24
1
Prev: #23
|
2.4 | 1,091 | 0.9% |
P
S
|
129,195 | $3,551,564 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
R
RYDER SYS INC
|
Industrials | 1.08% | 1.10% |
#25
1
Prev: #26
|
2.4 | 61 | 0.3% |
P
S
|
18,512 | $3,543,005 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGSB
ISHARES TR
|
ETF | 0.00% | 0.18% |
Sold All 😨
(Was: #93) |
0.3 | -11,038 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.00% | 0.14% |
Sold All 😨
(Was: #100) |
0.3 | -754 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #101) |
0.3 | -350 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #107) |
0.3 | -3,612 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #108) |
0.3 | -6,798 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.00% | 0.12% |
Sold All 😨
(Was: #110) |
0.3 | -1,709 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 0.12% |
Sold All 😨
(Was: #111) |
0.3 | -500 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.00% | 0.08% |
Sold All 😨
(Was: #120) |
0.3 | -260 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FAST
FASTENAL CO
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #125) |
0.3 | -4,690 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IP
INTERNATIONAL P...
|
Consumer Cyclical | 0.00% | 0.07% |
Sold All 😨
(Was: #128) |
0.3 | -4,600 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.00% | 0.07% |
Sold All 😨
(Was: #129) |
0.3 | -1,844 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
PFIZER INC
|
Healthcare | 0.00% | 0.06% |
Sold All 😨
(Was: #130) |
0.3 | -7,965 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 133 holdings