Vectors Research Management, LLC

CIK

1750557

Location

New York, NY

Portfolio Value

Small $230,605,863

Diversification

Diversified

Filing Date

Global Rank

#1,242 / 3,406 ▲ 2932

Top Industry

Software - Infrastructure 8.4%

3Y Alpha vs SPY

-2.7%

Period ended 32 days ago

Filed Jul 29, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.6%

SPY

+69.4%

Annualised alpha

-2.6%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

110 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.3%

−0.0 pts

Top 5

18.5%

−0.7 pts

Top 10

30.4%

−0.6 pts

HHI

185

Diversified−5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$75,801,340	19
Industrials	16.6%	$38,174,469	15
Financial Services	9.3%	$21,347,713	13
Energy	8.8%	$20,348,867	9
Healthcare	7.8%	$17,999,561	14
Utilities	6.3%	$14,463,626	8
Consumer Cyclical	6.1%	$14,091,999	7
Consumer Defensive	4.1%	$9,351,077	7
Communication Services	3.2%	$7,460,973	5
Real Estate	3.2%	$7,456,994	5
Basic Materials	1.5%	$3,458,798	6
Unclassified	0.3%	$650,446	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDT	Medtronic plc	+6,021	29,312	$2,293,077
GLW	Corning Inc /Ny	+5,776	10,441	$2,666,944
ZM	Zoom Communications, Inc.	+5,452	12,997	$1,121,771
BAC	Bank Of America Corp /De/	+1,999	55,581	$3,167,005
SYK	Stryker Corp	+1,804	5,325	$1,676,523
WFC	Wells Fargo & Company/Mn	+1,484	17,951	$1,483,470
BNY	Bank of New York Mellon Corp	+1,204	14,278	$2,064,741
OKTA	Okta, Inc.	+1,120	14,580	$1,989,441
RTX	RTX Corp	+1,116	39,174	$7,432,483
RIO	Rio Tinto PLC	+797	18,378	$1,744,623
JPM	Jpmorgan Chase & Co	+709	15,618	$5,112,239
GD	General Dynamics Corp	+530	8,389	$2,971,719
CSCO	Cisco Systems, Inc.	+452	46,937	$5,513,220
NOC	Northrop Grumman Corp /De/	+432	3,117	$1,587,519
LMT	Lockheed Martin Corp	+429	3,586	$1,826,923
SMR	NUSCALE POWER Corp	+375	15,968	$160,159
AVGO	Broadcom Inc.	+278	9,024	$3,408,816
VG	Venture Global, Inc.	+259	35,518	$395,315
CWEN	Clearway Energy, Inc.	+247	47,280	$1,616,030
NEE	Nextera Energy Inc	+207	23,891	$2,096,913
HPE	Hewlett Packard Enterprise Co	+200	9,200	$415,012
LNG	Cheniere Energy, Inc.	+176	14,655	$3,502,691
CRM	Salesforce, Inc.	+175	8,836	$1,384,247
IBM	International Business Machines Corp	+166	21,277	$5,983,305
AMZN	Amazon Com Inc	+155	2,094	$499,083
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMD	Advanced Micro Devices Inc	−5,718	11,619	$6,749,593
IRM	Iron Mountain Inc	−5,571	18,994	$2,399,132
DELL	Dell Technologies Inc.	−3,307	11,338	$4,891,893
BSX	Boston Scientific Corp	−2,152	13,103	$559,236
ABT	Abbott Laboratories	−2,078	14,565	$1,321,628
NVDA	Nvidia Corp	−1,913	19,729	$3,947,575
BKT	Blackrock Income Trust, Inc.	−1,553	35,076	$376,014
D	Dominion Energy, Inc	−1,142	31,374	$2,142,530
GOOGL	Alphabet Inc.	−996	16,054	$5,737,217
WMT	Walmart Inc.	−671	46,093	$5,220,493
CMCSA	Comcast Corp	−600	39,280	$964,324
KMI	Kinder Morgan, Inc.	−538	128,902	$4,120,996
DLR	Digital Realty Trust, Inc.	−521	10,991	$1,973,763
MSFT	Microsoft Corp	−508	25,223	$9,408,683
R	Ryder System Inc	−463	18,027	$4,754,981
CTVA	Corteva, Inc.	−427	7,101	$601,383
AEP	American Electric Power Co Inc	−417	21,279	$2,911,179
SO	Southern Co	−358	27,637	$2,645,137
EQIX	Equinix Inc	−304	2,266	$2,362,055
DUK	Duke Energy CORP	−292	20,667	$2,616,028
KR	Kroger Co	−281	34,022	$1,889,241
NFLX	Netflix Inc	−200	3,530	$252,042
COF	Capital One Financial Corp	−145	11,844	$2,376,143
WMB	Williams Companies, Inc.	−116	66,521	$4,945,171
CVX	Chevron Corp	−79	7,683	$1,273,534
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GNRC	Generac Holdings Inc.	5,964	$1,746,318
AMAT	Applied Materials Inc /De	850	$614,550
KMB	Kimberly Clark Corp	2,016	$221,296
SNA	Snap-on Inc	535	$215,284
OKLO	Oklo Inc.	4,060	$212,459
LIN	Linde PLC	408	$211,727
QQQ	Invesco Qqq Trust, Series 1	287	$211,346
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ROP	Roper Technologies Inc	1,801	$637,301
MRSH	Marsh & Mclennan Companies, Inc.	1,248	$216,465
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $230,605,863 total · filing declares 148 positions · $382,866,054 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	42,596	+10	$12,325,578	+14.0%	5.34%
MSFT	Microsoft Corp Technology	Reduced	25,223	-508	$9,408,683	−1.2%	4.08%
RTX	RTX Corp Industrials	Added	39,174	+1,116	$7,432,483	+1.2%	3.22%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,619	-5,718	$6,749,593	+91.4%	2.93%
CAT	Caterpillar Inc Industrials	Added	6,233	+64	$6,637,521	+51.9%	2.88%
IBM	International Business Machines Corp Technology	Added	21,277	+166	$5,983,305	+16.9%	2.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,054	-996	$5,737,217	+17.0%	2.49%
CSCO	Cisco Systems, Inc. Technology	Added	46,937	+452	$5,513,220	+52.9%	2.39%
WMT	Walmart Inc. Consumer Defensive	Reduced	46,093	-671	$5,220,493	−10.2%	2.26%
ORCL	Oracle Corp Technology	Reduced	35,202	-11	$5,158,853	−0.4%	2.24%
LLY	ELI LILLY & Co Healthcare	Held	4,267	0	$5,117,968	+30.4%	2.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,618	+709	$5,112,239	+16.6%	2.22%
WMB	Williams Companies, Inc. Energy	Reduced	66,521	-116	$4,945,171	+2.0%	2.14%
DELL	Dell Technologies Inc. Technology	Reduced	11,338	-3,307	$4,891,893	+103.5%	2.12%
R	Ryder System Inc Industrials	Reduced	18,027	-463	$4,754,981	+25.6%	2.06%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,015	+16	$4,632,909	+13.3%	2.01%
GEV	GE Vernova Inc. Industrials	Added	3,523	+27	$4,139,031	+35.6%	1.79%
KMI	Kinder Morgan, Inc. Energy	Reduced	128,902	-538	$4,120,996	−5.0%	1.79%
FSLR	First Solar, Inc. Technology	Reduced	17,016	-73	$4,015,095	+19.1%	1.74%
NVDA	Nvidia Corp Technology	Reduced	19,729	-1,913	$3,947,575	+4.6%	1.71%
XOM	ExxonMobil Holdings Corp Energy	Reduced	28,138	-28	$3,847,027	−19.5%	1.67%
LNG	Cheniere Energy, Inc. Energy	Added	14,655	+176	$3,502,691	−14.7%	1.52%
AVGO	Broadcom Inc. Technology	Added	9,024	+278	$3,408,816	+25.9%	1.48%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	22,351	0	$3,386,176	−5.1%	1.47%
BAC	Bank Of America Corp /De/ Financial Services	Added	55,581	+1,999	$3,167,005	+21.2%	1.37%
GD	General Dynamics Corp Industrials	Added	8,389	+530	$2,971,719	+10.2%	1.29%
ROK	Rockwell Automation, Inc Industrials	Added	5,935	+41	$2,938,299	+38.9%	1.27%
GWW	W.W. Grainger, Inc. Industrials	Reduced	2,148	-46	$2,922,139	+22.1%	1.27%
AEP	American Electric Power Co Inc Utilities	Reduced	21,279	-417	$2,911,179	+2.4%	1.26%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,560	+98	$2,716,778	+101.0%	1.18%
GLW	Corning Inc /Ny Technology	Added	10,441	+5,776	$2,666,944	+320.5%	1.16%
SO	Southern Co Utilities	Reduced	27,637	-358	$2,645,137	−2.1%	1.15%
DUK	Duke Energy CORP Utilities	Reduced	20,667	-292	$2,616,028	−4.7%	1.13%
IRM	Iron Mountain Inc Real Estate	Reduced	18,994	-5,571	$2,399,132	−4.4%	1.04%
COF	Capital One Financial Corp Financial Services	Reduced	11,844	-145	$2,376,143	+8.6%	1.03%
EQIX	Equinix Inc Real Estate	Reduced	2,266	-304	$2,362,055	−6.2%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,578	-31	$2,319,929	+6.7%	1.01%
MDT	Medtronic plc Healthcare	Added	29,312	+6,021	$2,293,077	+13.6%	0.99%
D	Dominion Energy, Inc Utilities	Reduced	31,374	-1,142	$2,142,530	+6.6%	0.93%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	4,244	+39	$2,127,771	+2.9%	0.92%
NEE	Nextera Energy Inc Utilities	Added	23,891	+207	$2,096,913	−4.7%	0.91%
BNY	Bank of New York Mellon Corp Financial Services	Added	14,278	+1,204	$2,064,741	+33.1%	0.90%
OKTA	Okta, Inc. Technology	Added	14,580	+1,120	$1,989,441	+87.8%	0.86%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	10,991	-521	$1,973,763	−4.9%	0.86%
KR	Kroger Co Consumer Defensive	Reduced	34,022	-281	$1,889,241	−23.9%	0.82%
TXN	Texas Instruments Inc Technology	Held	6,284	0	$1,873,071	+53.5%	0.81%
LMT	Lockheed Martin Corp Industrials	Added	3,586	+429	$1,826,923	−4.3%	0.79%
AXP	American Express Co Financial Services	Added	5,340	+57	$1,806,255	+13.0%	0.78%
GNRC	Generac Holdings Inc. Industrials	NEW	5,964	NEW	$1,746,318	NEW	0.76%
RIO	Rio Tinto PLC Basic Materials	Added	18,378	+797	$1,744,623	+6.4%	0.76%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.