Vectors Research Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Vectors Research Management, LLC reported 116 stock positions worth $285.9 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 12.1% of the portfolio, followed by Vanguard Mortgage-Backed Sec (VMBS, 4.8%) and Vanguard Total Bond Market (BND, 4.6%). Compared with Q4 2024, it opened 9 new positions, sold out of 9, added to 45 and reduced 32. The biggest buy was iShares 3-7 Year Treasury Bo (IEI, shares +145%) and the biggest sale Invesco Variable Rate Invest (VRIG, shares −57%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001750557
Portfolio Value
$285.9M (Q1 2025)
SEC Filing
0001667731-25-000499 ↗ filed Apr 23, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $354.1M Q1 2024 Q2 2024: $325.7M Q2 2024 Q3 2024: $330.4M Q3 2024 Q4 2024: $293.5M Q4 2024 Q1 2025: $285.9M $285.9M Q1 2025 Q2 2025: $291.8M Q2 2025 Q3 2025: $317.3M Q3 2025 Q4 2025: $327.6M Q4 2025 Q1 2026: $342.4M Q1 2026 Q2 2026: $382.9M Q2 2026

Holdings 116 stocks · $285.9M
RSP Invesco S&P 500 Equal Weight 12.06% 199,108 $34.5M Add +2.6%
VMBS Vanguard Mortgage-Backed Sec 4.83% 298,221 $13.8M Add +7.9%
BND Vanguard Total Bond Market 4.61% 179,542 $13.2M Add +9.7%
IEI iShares 3-7 Year Treasury Bo 4.22% 102,259 $12.1M Add +144.6%
IJH iShares Core S&P Midcap ETF 2.63% 128,847 $7.5M Add +28.2%
VOO Vanguard S&P 500 ETF 2.63% 14,621 $7.5M Reduce -19.4%
IJR iShares Core S&P Small-Cap E 2.56% 69,956 $7.3M Add +17.8%
AAPL Apple Inc. 2.37% 30,555 $6.8M Reduce -0.3%
MSFT Microsoft Corp. 2.36% 17,972 $6.7M Reduce -2.2%
VRIG Invesco Variable Rate Invest 2.22% 252,659 $6.3M Reduce -57.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.17% 25,003 $6.2M Reduce -0.0%
WMT Walmart Inc. 2.14% 69,636 $6.1M Reduce -0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 2.06% 74,851 $5.9M Reduce -4.3%
RTX RTX Corp. 1.77% 38,294 $5.1M Add +0.8%
ORCL Oracle Corp. 1.58% 32,314 $4.5M Add +29.3%
SPYM Ste STR SPDR PT S&P 500 ETF 1.56% 67,660 $4.4M Reduce -3.9%
WMB Williams Cos Inc. 1.40% 67,191 $4.0M Add +2.0%
JPM JPMorgan Chase & Co. 1.36% 15,799 $3.9M Add +7.7%
KMI Kinder Morgan Inc. 1.28% 128,364 $3.7M Add +2.1%
TMO Thermo Fisher Scientific Inc. 1.27% 7,281 $3.6M Reduce -0.7%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.27% 42,076 $3.6M Add +9.4%
LLY Eli Lilly & Co. 1.23% 4,259 $3.5M Reduce -1.5%
XOM Exxon Mobil Corp. 1.19% 28,617 $3.4M Add +3.9%
NVDA Nvidia Corp. 1.18% 31,180 $3.4M Reduce -0.7%
XLE SS Energy Select Sector 1.17% 35,769 $3.3M Reduce -15.3%
MRSH Marsh & McLennan Cos 1.14% 13,402 $3.3M Add +41.1%
CVX Chevron Corp. 1.12% 19,103 $3.2M Add +8.5%
EQIX Equinix Inc. 1.10% 3,851 $3.1M Add +13.2%
DLR Digital Realty Trust Inc. 1.08% 21,507 $3.1M Add +15.8%
LNG Cheniere Energy Inc. 1.05% 12,980 $3.0M Add +3.5%
R Ryder System Inc. 0.97% 19,300 $2.8M Add +0.2%
VEA Vanguard Ftse Developed ETF 0.96% 54,171 $2.8M Add +36.3%
XLI SS Industrial Select Sector 0.96% 20,985 $2.8M Reduce -20.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.95% 22,240 $2.7M No change
CSCO Cisco Systems Inc. 0.92% 42,702 $2.6M Reduce -0.5%
DUK Duke Energy Corp. 0.88% 20,529 $2.5M Add +2.1%
AEP American Electric Power 0.88% 22,915 $2.5M Add +2.4%
HD Home Depot Inc. 0.87% 6,811 $2.5M Reduce -0.5%
SO The Southern Co. 0.87% 26,926 $2.5M Add +2.7%
D Dominion Energy Inc. 0.75% 38,186 $2.1M Add +2.2%
GD General Dynamics Corp. 0.75% 7,821 $2.1M Add +1.3%
XLP SS Consumer Staples Sel Sect 0.73% 25,485 $2.1M Reduce -28.9%
COF Capital One Financial Corp. 0.72% 11,451 $2.1M Add +13.3%
XLV SS Health Care Select Sector 0.69% 13,556 $2.0M Reduce -38.9%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.68% 1,969 $1.9M Reduce -1.8%
FSLR First Solar Inc. 0.62% 14,027 $1.8M Add +4.3%
ABT Abbott Laboratories 0.60% 12,931 $1.7M Add +1.2%
KR Kroger Co. 0.58% 24,542 $1.7M Add +1.9%
NEE Nextera Energy Inc. 0.57% 23,188 $1.6M Add +3.0%
ROK Rockwell Automation Inc. 0.54% 5,961 $1.5M Add +1.4%
UNH Unitedhealth Group Inc. 0.52% 2,856 $1.5M No change
CMCSA Comcast Corp. Class A 0.51% 39,880 $1.5M No change
BSV Vanguard Short-Term Bond ETF 0.51% 18,694 $1.5M New
LOW Lowe's Cos Inc. 0.51% 6,232 $1.5M Reduce -0.4%
OKTA Okta Inc. 0.50% 13,719 $1.4M Reduce -0.3%
AXP American Express Co. 0.49% 5,189 $1.4M No change
NOC Northrop Grumman Corp. 0.48% 2,698 $1.4M Add +1.7%
CWEN Clearway Energy Inc. Class C 0.48% 45,471 $1.4M Add +10.4%
MDT Medtronic PLC 0.47% 14,995 $1.3M Add +2.5%
SYK Stryker Corp. 0.46% 3,535 $1.3M Add +34.2%
LMT Lockheed Martin Corp. 0.45% 2,909 $1.3M Add +2.4%
MRK Merck & Co. Inc. 0.45% 14,439 $1.3M Add +0.1%
AMP Ameriprise Financial Inc. 0.42% 2,480 $1.2M No change
BSX Boston Scientific Corp. 0.41% 11,561 $1.2M Add +5.0%
TXN Texas Instruments Inc. 0.40% 6,421 $1.2M No change
RIO Rio Tinto PLC-Spon ADR 0.39% 18,704 $1.1M Add +136.1%
TRV The Travelers Cos Inc. 0.37% 4,031 $1.1M Reduce -1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.36% 25,000 $1.0M No change
ROP Roper Technologies Inc. 0.36% 1,750 $1.0M No change
DELL Dell Technologies -C 0.36% 11,214 $1.0M Reduce -0.1%
AMD Advanced Micro Devices 0.32% 8,915 $916K Add +3.2%
CAT Caterpillar Inc. 0.31% 2,718 $896K Add +3.0%
MPC Marathon Petroleum Corp. 0.30% 5,850 $852K No change
BMY Bristol-Myers Squibb Co. 0.28% 13,000 $793K Reduce -1.9%
ROST Ross Stores Inc. 0.27% 6,000 $767K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.27% 14,628 $766K Reduce -76.7%
VRP Invesco Variable Rate Prefer 0.25% 29,563 $717K Add +8.0%
JNJ Johnson & Johnson 0.24% 4,190 $695K Reduce -1.6%
MCD McDonald's Corp. 0.23% 2,095 $654K No change
BKT BlackRock Income Trust 0.23% 55,199 $654K Reduce -17.2%
TGT Target Corp. 0.22% 6,080 $635K No change
XLK SS Technology Select Sector 0.22% 3,037 $627K New
MO Altria Group Inc. 0.21% 10,100 $606K No change
GS Goldman Sachs Group Inc. 0.21% 1,080 $590K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 2,058 $566K Reduce -45.1%
RF Regions Financial Corp. 0.19% 25,000 $543K No change
XLB SS Materials Select Sector 0.17% 5,792 $498K Reduce -40.5%
PZA Invesco National Amt-Free Mu 0.17% 21,013 $484K Add +0.0%
CTVA Corteva Inc. 0.16% 7,416 $467K Add +0.4%
IVV iShares Core S&P 500 ETF 0.16% 801 $450K Add +38.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 690 $386K Reduce -45.5%
PSX Phillips 66 0.13% 3,081 $380K No change
GLW Corning Inc. 0.13% 8,020 $367K No change
SCHG Schwab US Large-Cap Growth 0.12% 14,100 $353K No change
CVS CVS Health Corp. 0.12% 5,073 $344K No change
ABBV Abbvie Inc. 0.10% 1,411 $296K No change
CAH Cardinal Health Inc. 0.10% 2,140 $295K No change
COP Conocophillips 0.10% 2,793 $293K No change
KMB Kimberly-Clark Corp. 0.10% 2,048 $291K No change
SPHQ Invesco S&P 500 Quality ETF 0.10% 4,312 $286K No change
GIS General Mills Inc. 0.09% 4,385 $262K Reduce -47.0%
ZM Zoom Communications Inc. 0.09% 3,525 $260K Reduce -0.5%
HPQ HP Inc. 0.09% 9,000 $249K No change
IP International Paper Co. 0.09% 4,600 $245K No change
PFE Pfizer Inc. 0.08% 9,028 $229K No change
WM Waste Management Inc. 0.08% 970 $225K New
KBE SS SPDR S&P Bank ETF 0.08% 4,215 $223K No change
BRK.B Berkshire Hathaway Inc. Class B 0.08% 418 $223K New
WELL Welltower Inc. 0.08% 1,430 $219K New
GOOG Alphabet Inc. Class C 0.08% 1,380 $216K Reduce -1.4%
IWR iShares Russell Mid-Cap ETF 0.07% 2,507 $213K New
NUE Nucor Corp. 0.07% 1,745 $210K No change
INTC Intel Corp. 0.07% 9,124 $207K New
UNP Union Pacific Corp. 0.07% 872 $206K New
ZTS Zoetis Inc. 0.07% 1,218 $201K New
KORE Kore Group Holdings Inc. 0.03% 34,430 $85K No change

Portfolio Sells Q4 2024 → Q1 2025
VRIG Invesco Variable Rate Invest Reduce -57.2% 2.22% −2.84
VGSH Vanguard Short-Term Treasury Sold out 0.00% −1.75
BILS SS Spdrb B 3-12M T-Bill ETF Sold out 0.00% −0.93
IGSB iShares 1-5Y Inv Grade Corp. Reduce -76.7% 0.27% −0.84
VOO Vanguard S&P 500 ETF Reduce -19.4% 2.63% −0.70
XLV SS Health Care Select Sector Reduce -38.9% 0.69% −0.35
MSFT Microsoft Corp. Reduce -2.2% 2.36% −0.28
NVDA Nvidia Corp. Reduce -0.7% 1.18% −0.25
AAPL Apple Inc. Reduce -0.3% 2.37% −0.24
XLP SS Consumer Staples Sel Sect Reduce -28.9% 0.73% −0.23
XLI SS Industrial Select Sector Reduce -20.6% 0.96% −0.22
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.22
VTI VG Morningstar TS MKT ETF-US Reduce -45.1% 0.20% −0.17
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.16
SPY SS SPDR S&P 500 ETF Trust-US Reduce -45.5% 0.14% −0.12
XLB SS Materials Select Sector Reduce -40.5% 0.17% −0.10
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.10
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -3.9% 1.56% −0.10
AVGO Broadcom Inc. Sold out 0.00% −0.09
GIS General Mills Inc. Reduce -47.0% 0.09% −0.09
DELL Dell Technologies -C Reduce -0.1% 0.36% −0.08
EIX Edison International Sold out 0.00% −0.08
FLOT iShares Floating Rate Bond E Sold out 0.00% −0.08
KRE SS SPDR S&P Regional Bank Sold out 0.00% −0.07
XLE SS Energy Select Sector Reduce -15.3% 1.17% −0.06
GWW WW Grainger Inc. Reduce -1.8% 0.68% −0.04
HD Home Depot Inc. Reduce -0.5% 0.87% −0.03
BKT BlackRock Income Trust Reduce -17.2% 0.23% −0.03
TMO Thermo Fisher Scientific Inc. Reduce -0.7% 1.27% −0.03
LOW Lowe's Cos Inc. Reduce -0.4% 0.51% −0.02
GOOG Alphabet Inc. Class C Reduce -1.4% 0.08% −0.02
ZM Zoom Communications Inc. Reduce -0.5% 0.09% −0.01
WMT Walmart Inc. Reduce -0.1% 2.14% −0.01
BMY Bristol-Myers Squibb Co. Reduce -1.9% 0.28% +0.02
JNJ Johnson & Johnson Reduce -1.6% 0.24% +0.03
TRV The Travelers Cos Inc. Reduce -1.2% 0.37% +0.04
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -4.3% 2.06% +0.05
CSCO Cisco Systems Inc. Reduce -0.5% 0.92% +0.06
LLY Eli Lilly & Co. Reduce -1.5% 1.23% +0.09
OKTA Okta Inc. Reduce -0.3% 0.50% +0.14
IBM Intl Business Machines Corp. Reduce -0.0% 2.17% +0.30

Portfolio Buys Q4 2024 → Q1 2025
IEI iShares 3-7 Year Treasury Bo Add +144.6% 4.22% +2.58
BND Vanguard Total Bond Market Add +9.7% 4.61% +0.60
VMBS Vanguard Mortgage-Backed Sec Add +7.9% 4.83% +0.56
BSV Vanguard Short-Term Bond ETF New 0.51% +0.51
IJH iShares Core S&P Midcap ETF Add +28.2% 2.63% +0.50
RSP Invesco S&P 500 Equal Weight Add +2.6% 12.06% +0.47
MRSH Marsh & McLennan Cos Add +41.1% 1.14% +0.46
VEA Vanguard Ftse Developed ETF Add +36.3% 0.96% +0.32
RTX RTX Corp. Add +0.8% 1.77% +0.28
CVX Chevron Corp. Add +8.5% 1.12% +0.25
RIO Rio Tinto PLC-Spon ADR Add +136.1% 0.39% +0.23
IJR iShares Core S&P Small-Cap E Add +17.8% 2.56% +0.23
XLK SS Technology Select Sector New 0.22% +0.22
WMB Williams Cos Inc. Add +2.0% 1.40% +0.19
XOM Exxon Mobil Corp. Add +3.9% 1.19% +0.18
AEP American Electric Power Add +2.4% 0.88% +0.17
ORCL Oracle Corp. Add +29.3% 1.58% +0.16
JPM JPMorgan Chase & Co. Add +7.7% 1.36% +0.16
DUK Duke Energy Corp. Add +2.1% 0.88% +0.14
SYK Stryker Corp. Add +34.2% 0.46% +0.14
LNG Cheniere Energy Inc. Add +3.5% 1.05% +0.13
SO The Southern Co. Add +2.7% 0.87% +0.13
CWEN Clearway Energy Inc. Class C Add +10.4% 0.48% +0.12
ABT Abbott Laboratories Add +1.2% 0.60% +0.11
KMI Kinder Morgan Inc. Add +2.1% 1.28% +0.11
COF Capital One Financial Corp. Add +13.3% 0.72% +0.10
KR Kroger Co. Add +1.9% 0.58% +0.08
WM Waste Management Inc. New 0.08% +0.08
BRK.B Berkshire Hathaway Inc. Class B New 0.08% +0.08
WELL Welltower Inc. New 0.08% +0.08
IWR iShares Russell Mid-Cap ETF New 0.07% +0.07
MDT Medtronic PLC Add +2.5% 0.47% +0.07
BSX Boston Scientific Corp. Add +5.0% 0.41% +0.07
INTC Intel Corp. New 0.07% +0.07
UNP Union Pacific Corp. New 0.07% +0.07
ZTS Zoetis Inc. New 0.07% +0.07
D Dominion Energy Inc. Add +2.2% 0.75% +0.06
NOC Northrop Grumman Corp. Add +1.7% 0.48% +0.06
GD General Dynamics Corp. Add +1.3% 0.75% +0.05
IVV iShares Core S&P 500 ETF Add +38.6% 0.16% +0.04
VRP Invesco Variable Rate Prefer Add +8.0% 0.25% +0.03
NEE Nextera Energy Inc. Add +3.0% 0.57% +0.02
CTVA Corteva Inc. Add +0.4% 0.16% +0.02
EQIX Equinix Inc. Add +13.2% 1.10% +0.01
PZA Invesco National Amt-Free Mu Add +0.0% 0.17% +0.00
CAT Caterpillar Inc. Add +3.0% 0.31% −0.01
LMT Lockheed Martin Corp. Add +2.4% 0.45% −0.02
ROK Rockwell Automation Inc. Add +1.4% 0.54% −0.03
AMD Advanced Micro Devices Add +3.2% 0.32% −0.04
MRK Merck & Co. Inc. Add +0.1% 0.45% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$382.9MRSP, IEI, VMBS, IJH, AAPL
Q1 2026 142$342.4MRSP, IEI, VMBS, IJH, AAPL
Q4 2025 121$327.6MRSP, IEI, VMBS, MSFT, AAPL
Q3 2025 131$317.3MRSP, IEI, VMBS, MSFT, ORCL
Q2 2025 119$291.8MRSP, IEI, VMBS, MSFT, BND
Q1 2025 116$285.9MRSP, VMBS, BND, IEI, IJH
Q4 2024 116$293.5MRSP, VRIG, VMBS, BND, VOO
Q3 2024 122$330.4MRSP, VRIG, VMBS, BND, VOO
Q2 2024 127$325.7MRSP, VMBS, VRIG, VOO, BND
Q1 2024 132$354.1MRSP, VMBS, VRIG, VOO, VGSH