1y return+18.2%S&P 500 +20.9%
3y return+47.8%S&P 500 +68.5%
5y return+42.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $204 against $264 in the S&P 500.2
Vectors Research Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | $25.6M | 6.7% | −6.0% |
| IEIIshares Tr | $16.5M | 4.3% | |
| VMBSVanguard Scottsdale Fds | $15.0M | 3.9% | −1.2% |
| IJHIshares Tr | $12.4M | 3.3% | |
| AAPLApple Inc | $12.3M | 3.2% | |
| IJRIshares Tr | $11.4M | 3.0% | +18.2% |
| VEAVanguard Tax-managed Fds | $9.8M | 2.6% | |
| MSFTMicrosoft Corp | $9.4M | 2.5% | −2.0% |
| VRIGInvesco Actively Managed Exc | $8.8M | 2.3% | +1.6% |
| BNDVanguard Bd Index Fds | $7.6M | 2.0% | −1.1% |
| RTXRtx Corporation | $7.4M | 1.9% | +2.9% |
| AMDAdvanced Micro Devices Inc | $6.7M | 1.8% | −33.0% |
| CATCaterpillar Inc | $6.6M | 1.7% | +1.0% |
| IBMInternational Business Machs | $6.0M | 1.6% | |
| GOOGLAlphabet Inc | $5.7M | 1.5% | −5.8% |
| VOOVanguard Index Fds | $5.6M | 1.5% | +1.1% |
| CSCOCisco Sys Inc | $5.5M | 1.4% | |
| PAVEGlobal X Fds | $5.4M | 1.4% | +110.2% |
| VGKVanguard Intl Equity Index F | $5.2M | 1.4% | −3.5% |
| WMTWalmart Inc | $5.2M | 1.4% | −1.4% |
| ORCLOracle Corp | $5.2M | 1.3% | |
| LLYEli Lilly & Co | $5.1M | 1.3% | |
| JPMJpmorgan Chase & Co | $5.1M | 1.3% | +4.8% |
| XLUSelect Sector Spdr Tr | $5.1M | 1.3% | −2.7% |
| WMBWilliams Cos Inc | $4.9M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $3.9M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $5.1M |
| RRyder Sys Inc | June 30, 2020 | +603.2% | $4.8M |
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $6.6M |
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $6.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $12.3M |
| WMBWilliams Cos Inc | March 31, 2021 | +213.8% | $4.9M |
| DELLDell Technologies Inc | June 30, 2024 | +212.9% | $4.9M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $7.4M |
Sold off last quarter
- XLPSelect Sector Spdr Tr was $1.4M
- ROPRoper Technologies Inc was $637K
- MRSHMarsh & Mclennan Cos Inc was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | +0.5% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +10.8% | +10.0% |
| December 31, 2023 | +5.7% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +1.4% | +8.3% |
| March 31, 2023 | +0.4% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −9.6% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +5.5% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vectors Research Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1750557&type=13F-HR&dateb=&owner=include&count=40CIK 1750557
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1750557/000208585326000892/Filed July 29, 2026 · accession 0002085853-26-000892