Vectors Research Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Vectors Research Management, LLC reported 131 stock positions worth $317.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 7.2% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 5.8%) and Vanguard Mortgage-Backed Sec (VMBS, 4.8%). Compared with Q2 2025, it opened 15 new positions, sold out of 3, added to 54 and reduced 33. The biggest buy was Caterpillar (CAT, shares +141%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −17%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001750557
Portfolio Value
$317.3M (Q3 2025)
SEC Filing
0002085853-25-000181 ↗ filed Oct 28, 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 Q1 2025 Q2 2025: $291.8M Q2 2025 Q3 2025: $317.3M $317.3M Q3 2025 Q4 2025: $327.6M Q4 2025 Q1 2026: $342.4M Q1 2026 Q2 2026: $382.9M Q2 2026

Holdings 131 stocks · $317.3M
RSP Invesco S&P 500 Equal Weight 7.21% 120,649 $22.9M Reduce -17.4%
IEI iShares 3-7 Year Treasury Bo 5.81% 154,154 $18.4M Reduce -2.0%
VMBS Vanguard Mortgage-Backed Sec 4.81% 324,752 $15.3M Reduce -4.4%
MSFT Microsoft Corp. 2.95% 18,075 $9.4M Add +1.2%
ORCL Oracle Corp. 2.87% 32,436 $9.1M Add +0.6%
AAPL Apple Inc. 2.59% 32,320 $8.2M Add +6.0%
BND Vanguard Total Bond Market 2.59% 110,507 $8.2M Reduce -2.9%
IJH iShares Core S&P Midcap ETF 2.55% 123,894 $8.1M Reduce -2.5%
VRIG Invesco Variable Rate Invest 2.49% 315,355 $7.9M Reduce -0.7%
IJR iShares Core S&P Small-Cap E 2.48% 66,290 $7.9M Reduce -4.4%
VEA Vanguard Ftse Developed ETF 2.17% 114,837 $6.9M Add +1.5%
RTX RTX Corp. 2.01% 38,163 $6.4M Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.95% 21,899 $6.2M Add +5.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.91% 69,367 $6.0M Reduce -3.2%
WMT Walmart Inc. 1.88% 57,983 $6.0M Add +1.3%
NVDA Nvidia Corp. 1.59% 27,077 $5.1M Reduce -10.6%
SPYM Ste STR SPDR PT S&P 500 ETF 1.54% 62,353 $4.9M Reduce -2.2%
JPM JPMorgan Chase & Co. 1.50% 15,046 $4.7M Reduce -1.0%
VOO Vanguard S&P 500 ETF 1.46% 7,561 $4.6M Reduce -33.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.34% 41,587 $4.2M Add +1.9%
WMB Williams Cos Inc. 1.33% 66,680 $4.2M Add +0.9%
DLR Digital Realty Trust Inc. 1.18% 21,600 $3.7M Add +2.9%
KMI Kinder Morgan Inc. 1.14% 128,104 $3.6M Add +1.4%
FSLR First Solar Inc. 1.12% 16,075 $3.5M Add +15.4%
EQIX Equinix Inc. 1.10% 4,472 $3.5M Add +18.0%
R Ryder System Inc. 1.10% 18,451 $3.5M Reduce -2.7%
MLPX Global X MLP & Energy Infras 1.07% 54,100 $3.4M Add +9.5%
LLY Eli Lilly & Co. 1.02% 4,259 $3.2M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.01% 22,240 $3.2M No change
CSCO Cisco Systems Inc. 1.01% 46,903 $3.2M Add +2.0%
XOM Exxon Mobil Corp. 1.00% 28,221 $3.2M Reduce -0.6%
CAT Caterpillar Inc. 0.96% 6,415 $3.1M Add +141.0%
LNG Cheniere Energy Inc. 0.96% 13,022 $3.1M Add +1.5%
XLI SS Industrial Select Sector 0.89% 18,331 $2.8M Reduce -7.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.87% 53,399 $2.8M Add +113.6%
GD General Dynamics Corp. 0.84% 7,843 $2.7M Add +1.0%
MRSH Marsh & McLennan Cos 0.84% 13,271 $2.7M Add +1.2%
KR Kroger Co. 0.84% 39,668 $2.7M Add +65.2%
HD Home Depot Inc. 0.83% 6,492 $2.6M Reduce -3.5%
AEP American Electric Power 0.83% 23,353 $2.6M Add +3.0%
SO The Southern Co. 0.82% 27,332 $2.6M Add +2.4%
DUK Duke Energy Corp. 0.81% 20,697 $2.6M Add +1.9%
COF Capital One Financial Corp. 0.80% 11,954 $2.5M Add +5.1%
D Dominion Energy Inc. 0.74% 38,195 $2.3M Add +1.0%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.70% 2,332 $2.2M Reduce -0.5%
ABT Abbott Laboratories 0.70% 16,477 $2.2M Add +29.4%
MDT Medtronic PLC 0.69% 23,083 $2.2M Add +58.3%
ROK Rockwell Automation Inc. 0.64% 5,844 $2.0M Reduce -0.8%
TMO Thermo Fisher Scientific Inc. 0.64% 4,203 $2.0M No change
XLP SS Consumer Staples Sel Sect 0.62% 25,247 $2.0M Add +0.6%
GOOGL Alphabet Inc. Class A 0.60% 7,824 $1.9M New
DELL Dell Technologies -C 0.57% 12,768 $1.8M Add +0.9%
AMD Advanced Micro Devices 0.57% 11,108 $1.8M Add +16.9%
NEE Nextera Energy Inc. 0.57% 23,784 $1.8M Add +5.1%
AXP American Express Co. 0.55% 5,289 $1.8M Add +1.9%
TSLA Tesla Inc. 0.51% 3,650 $1.6M New
NOC Northrop Grumman Corp. 0.51% 2,658 $1.6M Add +1.3%
LMT Lockheed Martin Corp. 0.49% 3,136 $1.6M Add +10.1%
LOW Lowe's Cos Inc. 0.49% 6,158 $1.5M Add +0.8%
BSX Boston Scientific Corp. 0.47% 15,293 $1.5M Add +34.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.44% 12,887 $1.4M New
WFC Wells Fargo & Co. 0.43% 16,310 $1.4M New
OKTA Okta Inc. 0.43% 14,768 $1.4M Add +7.1%
VGK Vanguard Ftse Europe ETF 0.42% 16,865 $1.3M New
CWEN Clearway Energy Inc. Class C 0.41% 45,900 $1.3M Add +2.1%
SYK Stryker Corp. 0.40% 3,449 $1.3M Add +0.1%
CMCSA Comcast Corp. Class A 0.39% 39,880 $1.3M No change
IHI iShares U.S. Medical Devices 0.39% 20,612 $1.2M Add +7.8%
RIO Rio Tinto PLC-Spon ADR 0.39% 18,687 $1.2M Add +1.7%
AMP Ameriprise Financial Inc. 0.38% 2,480 $1.2M No change
CVX Chevron Corp. 0.37% 7,645 $1.2M Reduce -2.7%
TXN Texas Instruments Inc. 0.36% 6,250 $1.1M No change
TRV The Travelers Cos Inc. 0.36% 4,100 $1.1M No change
MPC Marathon Petroleum Corp. 0.36% 5,850 $1.1M No change
UNH Unitedhealth Group Inc. 0.31% 2,831 $978K No change
XLK SS Technology Select Sector 0.29% 3,311 $933K Add +16.4%
ROST Ross Stores Inc. 0.29% 6,000 $914K No change
BSV Vanguard Short-Term Bond ETF 0.28% 11,419 $901K Reduce -10.4%
ROP Roper Technologies Inc. 0.27% 1,746 $871K Add +1.8%
GS Goldman Sachs Group Inc. 0.27% 1,080 $860K No change
JNJ Johnson & Johnson 0.22% 3,794 $703K Add +6.1%
ZM Zoom Communications Inc. 0.22% 8,337 $688K Reduce -0.2%
VRP Invesco Variable Rate Prefer 0.22% 27,673 $684K Reduce -7.5%
MO Altria Group Inc. 0.21% 10,100 $667K No change
KBE SS SPDR S&P Bank ETF 0.21% 11,164 $663K Add +160.3%
RF Regions Financial Corp. 0.21% 25,000 $659K No change
GLW Corning Inc. 0.21% 8,000 $656K Reduce -0.3%
IEF iShares 7-10 Year Treasury B 0.20% 6,660 $642K Reduce -3.7%
MCD McDonald's Corp. 0.20% 2,095 $637K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 1,930 $633K Reduce -6.0%
BKT BlackRock Income Trust 0.19% 52,777 $593K Reduce -3.8%
BMY Bristol-Myers Squibb Co. 0.18% 13,000 $586K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.18% 11,038 $585K Reduce -17.0%
TGT Target Corp. 0.17% 6,080 $545K No change
XLB SS Materials Select Sector 0.16% 5,693 $510K Reduce -2.1%
CTVA Corteva Inc. 0.16% 7,414 $501K Add +1.2%
IVV iShares Core S&P 500 ETF 0.15% 724 $485K Reduce -7.8%
GOOG Alphabet Inc. Class C 0.14% 1,880 $458K Add +36.2%
SCHG Schwab US Large-Cap Growth 0.14% 14,100 $450K No change
MA Mastercard Inc. Class A 0.14% 754 $429K New

Show all 131 holdings

Portfolio Sells Q2 2025 → Q3 2025
RSP Invesco S&P 500 Equal Weight Reduce -17.4% 7.21% −1.88
VOO Vanguard S&P 500 ETF Reduce -33.1% 1.46% −0.74
IEI iShares 3-7 Year Treasury Bo Reduce -2.0% 5.81% −0.61
VMBS Vanguard Mortgage-Backed Sec Reduce -4.4% 4.81% −0.59
BND Vanguard Total Bond Market Reduce -2.9% 2.59% −0.28
VRIG Invesco Variable Rate Invest Reduce -0.7% 2.49% −0.23
IJH iShares Core S&P Midcap ETF Reduce -2.5% 2.55% −0.15
GWW WW Grainger Inc. Reduce -0.5% 0.70% −0.14
IJR iShares Core S&P Small-Cap E Reduce -4.4% 2.48% −0.11
XLI SS Industrial Select Sector Reduce -7.3% 0.89% −0.11
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -3.2% 1.91% −0.10
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.07
DE Deere & Co. Sold out 0.00% −0.07
UNP Union Pacific Corp. Sold out 0.00% −0.07
BSV Vanguard Short-Term Bond ETF Reduce -10.4% 0.28% −0.06
IGSB iShares 1-5Y Inv Grade Corp. Reduce -17.0% 0.18% −0.06
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -2.2% 1.54% −0.05
NVDA Nvidia Corp. Reduce -10.6% 1.59% −0.05
XOM Exxon Mobil Corp. Reduce -0.6% 1.00% −0.05
VRP Invesco Variable Rate Prefer Reduce -7.5% 0.22% −0.04
BKT BlackRock Income Trust Reduce -3.8% 0.19% −0.03
PZA Invesco National Amt-Free Mu Reduce -14.9% 0.13% −0.03
ROK Rockwell Automation Inc. Reduce -0.8% 0.64% −0.03
IEF iShares 7-10 Year Treasury B Reduce -3.7% 0.20% −0.02
HD Home Depot Inc. Reduce -3.5% 0.83% −0.02
IVV iShares Core S&P 500 ETF Reduce -7.8% 0.15% −0.01
JPM JPMorgan Chase & Co. Reduce -1.0% 1.50% −0.01
XLB SS Materials Select Sector Reduce -2.1% 0.16% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -6.0% 0.20% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.9% 0.13% −0.01
CVX Chevron Corp. Reduce -2.7% 0.37% −0.01
COP Conocophillips Reduce -9.6% 0.08% −0.01
ZM Zoom Communications Inc. Reduce -0.2% 0.22% −0.01
PSX Phillips 66 Reduce -3.4% 0.13% +0.00
GLW Corning Inc. Reduce -0.3% 0.21% +0.06
R Ryder System Inc. Reduce -2.7% 1.10% +0.06

Portfolio Buys Q2 2025 → Q3 2025
CAT Caterpillar Inc. Add +141.0% 0.96% +0.61
GOOGL Alphabet Inc. Class A New 0.60% +0.60
TSLA Tesla Inc. New 0.51% +0.51
BAC Bank of America Corp. Add +113.6% 0.87% +0.46
ORCL Oracle Corp. Add +0.6% 2.87% +0.46
AAPL Apple Inc. Add +6.0% 2.59% +0.45
BNY Bank of New York Mellon Corp. New 0.44% +0.44
WFC Wells Fargo & Co. New 0.43% +0.43
VGK Vanguard Ftse Europe ETF New 0.42% +0.42
FSLR First Solar Inc. Add +15.4% 1.12% +0.33
MDT Medtronic PLC Add +58.3% 0.69% +0.26
KR Kroger Co. Add +65.2% 0.84% +0.25
MA Mastercard Inc. Class A New 0.14% +0.14
NFLX Netflix Inc. New 0.13% +0.13
KBE SS SPDR S&P Bank ETF Add +160.3% 0.21% +0.13
SPYG SS SPDR P S&P 500 Growth ETF New 0.12% +0.12
SPYV SS SPDR P S&P 500 Value ETF New 0.12% +0.12
AMZN Amazon.com Inc. New 0.12% +0.12
META Meta Platforms Inc. Class A New 0.12% +0.12
RTX RTX Corp. Add +0.3% 2.01% +0.11
AMD Advanced Micro Devices Add +16.9% 0.57% +0.10
ABT Abbott Laboratories Add +29.4% 0.70% +0.10
COST Costco Wholesale Corp. New 0.08% +0.08
FAST Fastenal Co. New 0.07% +0.07
EQIX Equinix Inc. Add +18.0% 1.10% +0.07
HPE Hewlett Packard Enterprise New 0.07% +0.07
GD General Dynamics Corp. Add +1.0% 0.84% +0.07
PFE Pfizer Inc. New 0.06% +0.06
NOC Northrop Grumman Corp. Add +1.3% 0.51% +0.06
GOOG Alphabet Inc. Class C Add +36.2% 0.14% +0.06
INTC Intel Corp. Add +27.6% 0.12% +0.05
BSX Boston Scientific Corp. Add +34.4% 0.47% +0.05
XLK SS Technology Select Sector Add +16.4% 0.29% +0.05
LMT Lockheed Martin Corp. Add +10.1% 0.49% +0.04
DELL Dell Technologies -C Add +0.9% 0.57% +0.04
JNJ Johnson & Johnson Add +6.1% 0.22% +0.03
NEE Nextera Energy Inc. Add +5.1% 0.57% +0.03
LOW Lowe's Cos Inc. Add +0.8% 0.49% +0.02
AEP American Electric Power Add +3.0% 0.83% +0.02
RIO Rio Tinto PLC-Spon ADR Add +1.7% 0.39% +0.02
GE General Electric Add +11.1% 0.10% +0.02
AVGO Broadcom Inc. Add +0.9% 0.12% +0.01
MLPX Global X MLP & Energy Infras Add +9.5% 1.07% +0.01
D Dominion Energy Inc. Add +1.0% 0.74% +0.00
WM Waste Management Inc. Add +11.2% 0.08% −0.00
DIS The Walt Disney Co. Add +10.8% 0.07% −0.00
KMB Kimberly-Clark Corp. Add +0.1% 0.08% −0.01
AXP American Express Co. Add +1.9% 0.55% −0.01
DUK Duke Energy Corp. Add +1.9% 0.81% −0.01
IHI iShares U.S. Medical Devices Add +7.8% 0.39% −0.02

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