Vectors Research Management, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Vectors Research Management, LLC maintained a portfolio of 144 distinct positions. The most significant new addition to the portfolio was GE VERNOVA INC, which now represents 0.89% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRA, increasing their position by 1.3%. The fund also reduced its exposure to EQUINIX INC by 36.9%.
PCA Score Concentration Risk
Risk ENB
Total Positions
144
Quarter
2026 Q1
Top Holding
RSP (7.2%)
Top 10 Concentration
35.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 144
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 7.19% 7.40% #1
Prev: #1
5.4 1,638 1.3%
P
S
128,257 $24,615,168 2020 Q3 13F Filing 2026-03-31 2026-05-05
IEI
ISHARES TR
ETF 4.87% 5.84% #2
Prev: #2
3.9 -19,746 -12.3%
P
S
140,465 $16,659,185 2018 Q3 13F Filing 2026-03-31 2026-05-05
VMBS
VANGUARD SCOTTS...
ETF 4.44% 4.66% #3
Prev: #3
3.3 -693 -0.2%
P
S
323,859 $15,205,176 2018 Q3 13F Filing 2026-03-31 2026-05-05
IJH
ISHARES TR
ETF 3.16% 2.56% #4 3
Prev: #7
4.3 33,136 26.1%
P
S
160,264 $10,822,656 2018 Q3 13F Filing 2026-03-31 2026-05-05
AAPL
APPLE INC
Technology 3.16% 3.38% #5
Prev: #5
2.3 1,890 4.6%
P
S
42,586 $10,807,801 2018 Q3 13F Filing 2026-03-31 2026-05-05
MSFT
MICROSOFT CORP
Technology 2.78% 4.05% #6 2
Prev: #4
1.6 -1,712 -6.2%
P
S
25,731 $9,524,889 2018 Q3 13F Filing 2026-03-31 2026-05-05
VEA
VANGUARD TAX-MA...
ETF 2.57% 2.27% #7 3
Prev: #10
3.0 18,504 15.5%
P
S
137,513 $8,811,857 2018 Q3 13F Filing 2026-03-31 2026-05-05
VRIG
INVESCO ACTIVEL...
ETF 2.52% 2.62% #8 2
Prev: #6
1.5 2,391 0.7%
P
S
344,900 $8,634,580 2018 Q3 13F Filing 2026-03-31 2026-05-05
IJR
ISHARES TR
ETF 2.37% 2.42% #9
Prev: #9
1.4 -551 -0.8%
P
S
65,320 $8,119,904 2018 Q4 13F Filing 2026-03-31 2026-05-05
BND
VANGUARD BD IND...
ETF 2.24% 2.49% #10 2
Prev: #8
1.4 -5,766 -5.2%
P
S
104,266 $7,678,153 2018 Q3 13F Filing 2026-03-31 2026-05-05
RTX
RTX CORPORATION
Industrials 2.14% 2.13% #11
Prev: #11
1.4 -59 -0.2%
P
S
38,058 $7,341,435 2020 Q2 13F Filing 2026-03-31 2026-05-05
WMT
WALMART INC
Consumer Defensive 1.70% 1.97% #12 1
Prev: #13
1.2 -11,183 -19.3%
P
S
46,764 $5,811,819 2018 Q3 13F Filing 2026-03-31 2026-05-05
XLU
SELECT SECTOR S...
Unknown 1.54% 1.78% #13 2
Prev: #15
1.1 -21,908 -16.0%
P
S
114,872 $5,271,492 2020 Q2 13F Filing 2026-03-31 2026-05-05
ORCL
ORACLE CORP
Technology 1.51% 1.93% #14
Prev: #14
2.6 2,698 8.3%
P
S
35,213 $5,180,186 2018 Q3 13F Filing 2026-03-31 2026-05-05
IBM
INTERNATIONAL B...
Technology 1.49% 1.97% #15 3
Prev: #12
1.1 -704 -3.2%
P
S
21,111 $5,117,155 2018 Q3 13F Filing 2026-03-31 2026-05-05
VGK
VANGUARD INTL E...
ETF 1.48% 0.47% #16 44
Prev: #60
3.6 43,046 234.5%
P
S
61,400 $5,061,167 2018 Q3 13F Filing 2026-03-31 2026-05-05
GOOGL
ALPHABET INC
Communication Services 1.43% 1.00% #17 13
Prev: #30
3.6 6,614 63.4%
P
S
17,050 $4,902,948 2018 Q3 13F Filing 2026-03-31 2026-05-05
WMB
WILLIAMS COS IN...
Energy 1.42% 1.23% #18 4
Prev: #22
1.1 -148 -0.2%
P
S
66,637 $4,849,846 2021 Q1 13F Filing 2026-03-31 2026-05-05
VOO
VANGUARD INDEX ...
ETF 1.40% 1.70% #19 3
Prev: #16
1.1 -850 -9.6%
P
S
8,043 $4,806,146 2018 Q3 13F Filing 2026-03-31 2026-05-05
XOM
EXXON MOBIL COR...
Energy 1.40% 1.02% #20 8
Prev: #28
1.1 326 1.2%
P
S
28,166 $4,778,628 2018 Q3 13F Filing 2026-03-31 2026-05-05
JPM
JPMORGAN CHASE ...
Financial Services 1.28% 1.44% #21 3
Prev: #18
1.0 230 1.6%
P
S
14,909 $4,385,552 2018 Q3 13F Filing 2026-03-31 2026-05-05
CAT
CATERPILLAR INC
Industrials 1.28% 1.11% #22 1
Prev: #23
1.0 -180 -2.8%
P
S
6,169 $4,370,669 2018 Q3 13F Filing 2026-03-31 2026-05-05
KMI
KINDER MORGAN I...
Energy 1.27% 1.08% #23 1
Prev: #24
1.0 245 0.2%
P
S
129,440 $4,340,119 2019 Q2 13F Filing 2026-03-31 2026-05-05
LNG
CHENIERE ENERGY...
Energy 1.20% 0.80% #24 16
Prev: #40
2.5 1,054 7.9%
P
S
14,479 $4,108,651 2021 Q4 13F Filing 2026-03-31 2026-05-05
TSLA
TESLA INC
Consumer Cyclical 1.19% 1.01% #25 4
Prev: #29
3.0 3,648 49.6%
P
S
10,999 $4,088,878 2018 Q3 13F Filing 2026-03-31 2026-05-05
LLY
ELI LILLY & CO
Healthcare 1.15% 1.40% #26 7
Prev: #19
1.0 7 0.2%
P
S
4,267 $3,924,396 2018 Q3 13F Filing 2026-03-31 2026-05-05
SPLG
SPDR SERIES TRU...
ETF 1.12% 1.49% #27 10
Prev: #17
0.9 -10,820 -17.8%
P
S
49,905 $3,819,723 2019 Q3 13F Filing 2026-03-31 2026-05-05
R
RYDER SYS INC
Industrials 1.11% 1.08% #28 3
Prev: #25
0.9 -22 -0.1%
P
S
18,490 $3,785,006 2020 Q2 13F Filing 2026-03-31 2026-05-05
NVDA
NVIDIA CORPORAT...
Technology 1.10% 1.35% #29 9
Prev: #20
0.9 -2,022 -8.5%
P
S
21,642 $3,774,344 2018 Q3 13F Filing 2026-03-31 2026-05-05
CSCO
CISCO SYS INC
Technology 1.05% 1.07% #30 4
Prev: #26
0.9 824 1.8%
P
S
46,485 $3,606,752 2018 Q3 13F Filing 2026-03-31 2026-05-05
TJX
TJX COS INC NEW
Consumer Cyclical 1.04% 1.04% #31 4
Prev: #27
0.9 111 0.5%
P
S
22,351 $3,569,455 2018 Q3 13F Filing 2026-03-31 2026-05-05
AMD
ADVANCED MICRO ...
Technology 1.03% 0.78% #32 9
Prev: #41
2.9 5,391 45.1%
P
S
17,337 $3,526,866 2019 Q3 13F Filing 2026-03-31 2026-05-05
MLPX
GLOBAL X FDS
ETF 0.99% 0.88% #33 3
Prev: #36
0.9 -1,606 -3.4%
P
S
45,784 $3,385,297 2025 Q2 13F Filing 2026-03-31 2026-05-05
FSLR
FIRST SOLAR INC
Technology 0.98% 1.26% #34 13
Prev: #21
2.4 1,250 7.9%
P
S
17,089 $3,370,976 2021 Q3 13F Filing 2026-03-31 2026-05-05
XLI
SELECT SECTOR S...
Unknown 0.96% 0.86% #35 2
Prev: #37
2.4 2,061 11.3%
P
S
20,235 $3,272,628 2018 Q3 13F Filing 2026-03-31 2026-05-05
GEV
GE VERNOVA INC
Industrials 0.89% #36
Prev: #—
3.9 3,496 no change
NEW
3,496 $3,051,658 2026 Q1 13F Filing 2026-03-31 2026-05-05
AEP
AMERICAN ELEC P...
Utilities 0.83% 0.82% #37 1
Prev: #38
0.8 -1,743 -7.4%
P
S
21,696 $2,843,865 2018 Q3 13F Filing 2026-03-31 2026-05-05
DUK
DUKE ENERGY COR...
Utilities 0.80% 0.75% #38 4
Prev: #42
0.8 -39 -0.2%
P
S
20,959 $2,744,376 2018 Q3 13F Filing 2026-03-31 2026-05-05
AVGO
BROADCOM INC
Technology 0.79% 0.11% #39 66
Prev: #105
3.3 7,693 730.6%
P
S
8,746 $2,707,063 2018 Q3 13F Filing 2026-03-31 2026-05-05
SO
SOUTHERN CO
Utilities 0.79% 0.74% #40 4
Prev: #44
0.8 77 0.3%
P
S
27,995 $2,702,115 2018 Q3 13F Filing 2026-03-31 2026-05-05
GD
GENERAL DYNAMIC...
Industrials 0.79% 0.81% #41 2
Prev: #39
0.8 2 0.0%
P
S
7,859 $2,697,348 2018 Q3 13F Filing 2026-03-31 2026-05-05
BAC
BANK AMERICA CO...
Financial Services 0.76% 0.89% #42 8
Prev: #34
0.8 665 1.3%
P
S
53,582 $2,612,108 2018 Q3 13F Filing 2026-03-31 2026-05-05
EQIX
EQUINIX INC
Real Estate 0.74% 0.95% #43 11
Prev: #32
0.3 -1,505 -36.9%
P
S
2,570 $2,519,330 2018 Q4 13F Filing 2026-03-31 2026-05-05
IRM
IRON MTN INC DE...
Real Estate 0.73% 0.95% #44 11
Prev: #33
0.3 -13,060 -34.7%
P
S
24,565 $2,509,049 2019 Q3 13F Filing 2026-03-31 2026-05-05
KR
KROGER CO
Consumer Defensive 0.73% 0.65% #45 6
Prev: #51
0.8 255 0.7%
P
S
34,303 $2,482,131 2018 Q4 13F Filing 2026-03-31 2026-05-05
DELL
DELL TECHNOLOGI...
Technology 0.70% 0.56% #46 11
Prev: #57
0.8 55 0.4%
P
S
14,645 $2,403,733 2019 Q2 13F Filing 2026-03-31 2026-05-05
GWW
WW GRAINGER INC
Industrials 0.70% 0.68% #47 1
Prev: #48
0.8 -4 -0.2%
P
S
2,194 $2,392,843 2018 Q3 13F Filing 2026-03-31 2026-05-05
NEE
NEXTERA ENERGY ...
Utilities 0.64% 0.58% #48 8
Prev: #56
0.8 -104 -0.4%
P
S
23,684 $2,199,792 2018 Q4 13F Filing 2026-03-31 2026-05-05
PAVE
GLOBAL X FDS
ETF 0.64% #49
Prev: #—
3.8 43,213 no change
NEW
43,213 $2,195,653 2026 Q1 13F Filing 2026-03-31 2026-05-05
COF
CAPITAL ONE FIN...
Financial Services 0.64% 0.88% #50 15
Prev: #35
0.8 49 0.4%
P
S
11,989 $2,187,210 2018 Q3 13F Filing 2026-03-31 2026-05-05
Showing 1-50 of 144 holdings

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