Vectors Research Management, LLC

Registered adviser

CIK

1750557

Location

New York, NY

Portfolio Value

Small $382,796,933

Diversification

Diversified

Filing Date

Global Rank

#4,535 / 8,820 ▼ 57

Top Industry

Software - Infrastructure 8.3%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 137772

Roster of Oct 1, 2026

Regulatory AUM

$1,009,001,603

Main clients

Diversified

Private funds on Schedule D 7.B.(1)

As filed Mar 12, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,009,001,603	Diversified
Apr 2025 to Mar 2026	$844,496,986	Individuals and high net worth (51%)
Apr 2024 to Mar 2025	$845,985,011	Individuals and high net worth (60%)
May 2023 to Mar 2024	$738,640,201	Individuals and high net worth (74%)
Apr 2023	$738,640,201	Individuals and high net worth (74%)
Apr 2022 to Mar 2023	$753,898,422	Individuals and high net worth (72%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 40.0%, 34.2 effective positions, active share 65.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.0 quarters (12+), a floor since 47.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 65.8%; sector active share 30.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

11.3%

−0.0 pts

Top 5

27.9%

−1.0 pts

Top 10

40.0%

−1.3 pts

HHI

293

Diversified−11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	39.5%	$151,350,153	36
Technology	19.8%	$75,801,340	19
Industrials	10.0%	$38,174,469	15
Financial Services	5.7%	$22,008,701	14
Energy	5.3%	$20,348,867	9
Healthcare	4.7%	$17,999,561	14
Utilities	3.8%	$14,463,626	8
Consumer Cyclical	3.7%	$14,091,999	7
Consumer Defensive	2.4%	$9,351,077	7
Communication Services	2.1%	$8,151,734	6
Real Estate	2.0%	$7,596,608	6
Basic Materials	0.9%	$3,458,798	6

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
PAVE	Global X U.S. Infrastructure Development ETF	+47,608	90,821	$5,351,173
IJR	iShares Core S&P Small-Cap ETF	+11,861	77,181	$11,446,714
KBE	State Street(R) SPDR(R) S&P(R) Bank ETF	+6,842	18,332	$1,250,609
MDT	Medtronic plc	+6,021	29,312	$2,293,077
GLW	Corning Inc	+5,776	10,441	$2,666,944
VRIG	Invesco Variable Rate Investment Grade ETF	+5,639	350,539	$8,788,012
ZM	Zoom Communications, Inc.	+5,452	12,997	$1,121,771
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+4,413	24,648	$4,565,549
BAC	Bank Of America Corp	+1,999	55,581	$3,167,005
SYK	Stryker Corp	+1,804	5,325	$1,676,523
WFC	Wells Fargo & Company	+1,484	17,951	$1,483,470
BNY	Bank of New York Mellon Corp	+1,204	14,278	$2,064,741
IJH	iShares Core S&P Mid-Cap ETF	+1,132	161,396	$12,445,245
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	+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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RSP	Victory Portfolios II	−7,714	120,543	$25,647,934
AMD	Advanced Micro Devices Inc	−5,718	11,619	$6,749,593
IRM	Iron Mountain Inc	−5,571	18,994	$2,399,132
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−3,819	320,040	$14,981,072
DELL	Dell Technologies Inc.	−3,307	11,338	$4,891,893
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−3,086	111,786	$5,068,377
SGOV	iShares 0-3 Month Treasury Bond ETF	−3,050	6,770	$681,535
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−2,730	8,911	$694,256
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−2,718	47,187	$4,146,793
BSX	Boston Scientific Corp	−2,152	13,103	$559,236
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−2,132	59,268	$5,247,588
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
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−1,131	103,135	$7,571,140
GOOGL	Alphabet Inc.	−996	16,054	$5,737,217
—		−671	10,609	$539,255
WMT	Walmart Inc.	−671	46,093	$5,220,493
CMCSA	Comcast Corp	−600	39,280	$964,324
VRP	Invesco Ltd.	−551	27,190	$660,988
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
IHI	iShares U.S. Medical Devices ETF	−502	12,948	$639,760
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
GNRC	Generac Holdings Inc.	5,964	$1,746,318
AMAT	Applied Materials Inc	850	$614,550
SMH	VanEck Semiconductor ETF	507	$332,536
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
—		2,266	$207,656
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
—		17,578	$1,441,044
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

147 tracked positions · $382,796,933 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 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
RSP	Victory Portfolios II	Reduced	120,543	-7,714	$25,647,934	+4.2%	24	unpriced	6.70%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	140,476	+11	$16,498,906	−1.0%	9	unpriced	4.31%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	320,040	-3,819	$14,981,072	−1.5%	26+	before history	3.91%
IJH	iShares Core S&P Mid-Cap ETF	Added	161,396	+1,132	$12,445,245	+15.0%	26+	before history	3.25%
AAPL	Apple Inc. Technology	Added	42,596	+10	$12,325,578	+14.0%	26+	before history	3.22%
IJR	iShares Core S&P Small-Cap ETF	Added	77,181	+11,861	$11,446,714	+41.0%	11	unpriced	2.99%
VEA	Vanguard FTSE Developed Markets ETF	Added	137,573	+60	$9,802,076	+11.2%	8	$54.44	2.56%
MSFT	Microsoft Corp Technology	Reduced	25,223	-508	$9,408,683	−1.2%	26+	before history	2.46%
VRIG	Invesco Variable Rate Investment Grade ETF	Added	350,539	+5,639	$8,788,012	+1.8%	26+	before history	2.30%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	103,135	-1,131	$7,571,140	−1.4%	26+	before history	1.98%
RTX	RTX Corp Industrials	Added	39,174	+1,116	$7,432,483	+1.2%	25	unpriced	1.94%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,619	-5,718	$6,749,593	+91.4%	8	$173.30	1.76%
CAT	Caterpillar Inc Industrials	Added	6,233	+64	$6,637,521	+51.9%	11	$365.83	1.73%
IBM	International Business Machines Corp Technology	Added	21,277	+166	$5,983,305	+16.9%	26+	before history	1.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,054	-996	$5,737,217	+17.0%	4	$261.78	1.50%
VOO	VANGUARD 500 INDEX FUND	Added	8,130	+87	$5,583,765	+16.2%	26+	before history	1.46%
CSCO	Cisco Systems, Inc. Technology	Added	46,937	+452	$5,513,220	+52.9%	26+	before history	1.44%
PAVE	Global X U.S. Infrastructure Development ETF	Added	90,821	+47,608	$5,351,173	+143.7%	2	unpriced	1.40%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	59,268	-2,132	$5,247,588	+3.7%	4	$83.74	1.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	46,093	-671	$5,220,493	−10.2%	26+	before history	1.36%
ORCL	Oracle Corp Technology	Reduced	35,202	-11	$5,158,853	−0.4%	26+	before history	1.35%
LLY	ELI LILLY & Co Healthcare	Held	4,267	0	$5,117,968	+30.4%	26+	before history	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,618	+709	$5,112,239	+16.6%	26+	before history	1.34%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Reduced	111,786	-3,086	$5,068,377	−3.9%	25	unpriced	1.32%
WMB	Williams Companies, Inc. Energy	Reduced	66,521	-116	$4,945,171	+2.0%	22	unpriced	1.29%
DELL	Dell Technologies Inc. Technology	Reduced	11,338	-3,307	$4,891,893	+103.5%	9	$120.02	1.28%
R	Ryder System Inc Industrials	Reduced	18,027	-463	$4,754,981	+25.6%	25	unpriced	1.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,015	+16	$4,632,909	+13.3%	4	$400.88	1.21%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	24,648	+4,413	$4,565,549	+39.5%	26+	before history	1.19%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	47,187	-2,718	$4,146,793	+8.6%	26+	before history	1.08%
GEV	GE Vernova Inc. Industrials	Added	3,523	+27	$4,139,031	+35.6%	2	$782.03	1.08%
KMI	Kinder Morgan, Inc. Energy	Reduced	128,902	-538	$4,120,996	−5.0%	22	unpriced	1.08%
FSLR	First Solar, Inc. Technology	Reduced	17,016	-73	$4,015,095	+19.1%	20	unpriced	1.05%
NVDA	Nvidia Corp Technology	Reduced	19,729	-1,913	$3,947,575	+4.6%	26+	before history	1.03%
XOM	ExxonMobil Holdings Corp Energy	Reduced	28,138	-28	$3,847,027	−19.5%	26+	before history	1.00%
LNG	Cheniere Energy, Inc. Energy	Added	14,655	+176	$3,502,691	−14.7%	19	unpriced	0.92%
AVGO	Broadcom Inc. Technology	Added	9,024	+278	$3,408,816	+25.9%	5	$318.30	0.89%
TJX	Tjx Companies Inc Consumer Cyclical	Held	22,351	0	$3,386,176	−5.1%	26+	before history	0.88%
MLPX	Global X MLP and Energy Infrastructure ETF	Reduced	45,477	-307	$3,349,835	−1.0%	5	unpriced	0.88%
BAC	Bank Of America Corp Financial Services	Added	55,581	+1,999	$3,167,005	+21.2%	26+	before history	0.83%
GD	General Dynamics Corp Industrials	Added	8,389	+530	$2,971,719	+10.2%	26+	before history	0.78%
ROK	Rockwell Automation, Inc Industrials	Added	5,935	+41	$2,938,299	+38.9%	26+	before history	0.77%
GWW	W.W. Grainger, Inc. Industrials	Reduced	2,148	-46	$2,922,139	+22.1%	24	unpriced	0.76%
AEP	American Electric Power Co Inc Utilities	Reduced	21,279	-417	$2,911,179	+2.4%	26+	before history	0.76%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,560	+98	$2,716,778	+101.0%	2	$427.85	0.71%
GLW	Corning Inc Technology	Added	10,441	+5,776	$2,666,944	+320.5%	10	$115.16	0.70%
SO	Southern Co Utilities	Reduced	27,637	-358	$2,645,137	−2.1%	26+	before history	0.69%
DUK	Duke Energy CORP Utilities	Reduced	20,667	-292	$2,616,028	−4.7%	26+	before history	0.68%
IRM	Iron Mountain Inc Real Estate	Reduced	18,994	-5,571	$2,399,132	−4.4%	26+	before history	0.63%
COF	Capital One Financial Corp Financial Services	Reduced	11,844	-145	$2,376,143	+8.6%	26+	before history	0.62%

Showing the top 50 of 147 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.