Vectors Research Management, LLC

data from 30/09/2025

Capitalization

$ 317.324 M 8.76 %

Average holding period

18 ans

Performance

$ 208.365 M 76.78 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Vectors Research Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 7.21% 22.887 M $ 120649 2020/09/30 1.162 M $ 4.38 %
2025/09/30 IEI ISHARES TR 5.81% 18.423 M $ 154154 2024/06/30 66.052 K $ 0.35 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 4.81% 15.250 M $ 324752 2018/09/30 210.710 K $ 1.34 %
2025/09/30 MSFT MICROSOFT CORP 2.95% 9.362 M $ 18075 2018/09/30 366.864 K $ 4.13 %
2025/09/30 ORCL ORACLE CORP 2.87% 9.122 M $ 32436 2018/09/30 2.018 M $ 28.64 %
2025/09/30 AAPL APPLE INC 2.59% 8.230 M $ 32320 2018/09/30 1.508 M $ 24.11 %
2025/09/30 BND VANGUARD BD INDEX FDS 2.59% 8.218 M $ 110507 2018/09/30 84.189 K $ 1.01 %
2025/09/30 IJH ISHARES TR 2.55% 8.085 M $ 123894 2018/09/30 411.829 K $ 5.22 %
2025/09/30 VRIG INVESCO ACTIVELY MANAGED EXC 2.49% 7.915 M $ 315355 2018/09/30 15.884 K $ 0.20 %
2025/09/30 IJR ISHARES TR 2.48% 7.877 M $ 66290 2023/12/31 661.226 K $ 8.73 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 2.17% 6.881 M $ 114837 2024/09/30 329.327 K $ 5.10 %
2025/09/30 RTX RTX CORPORATION 2.01% 6.386 M $ 38163 2020/06/30 811.207 K $ 14.59 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.95% 6.179 M $ 21899 2018/09/30 -262.571 K $ -4.28 %
2025/09/30 XLU SELECT SECTOR SPDR TR 1.91% 6.050 M $ 69367 2020/06/30 397.579 K $ 6.80 %
2025/09/30 WMT WALMART INC 1.88% 5.976 M $ 57983 2018/09/30 302.174 K $ 5.40 %
2025/09/30 NVDA NVIDIA CORPORATION 1.59% 5.052 M $ 27077 2018/09/30 865.447 K $ 18.10 %
2025/09/30 SPLG SPDR SERIES TRUST 1.54% 4.885 M $ 62353 2019/09/30 360.260 K $ 7.77 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.50% 4.746 M $ 15046 2018/09/30 387.801 K $ 8.80 %
2025/09/30 VOO VANGUARD INDEX FDS 1.46% 4.630 M $ 7561 2018/09/30 501.642 K $ 7.81 %
2025/09/30 IRM IRON MTN INC DEL 1.34% 4.239 M $ 41587 2019/09/30 -25.716 K $ -0.61 %
2025/09/30 WMB WILLIAMS COS INC 1.33% 4.224 M $ 66680 2021/03/31 35.690 K $ 0.86 %
2025/09/30 DLR DIGITAL RLTY TR INC 1.18% 3.734 M $ 21600 2018/09/30 -30.429 K $ -0.83 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.14% 3.627 M $ 128104 2021/03/31 -137.674 K $ -3.71 %
2025/09/30 FSLR FIRST SOLAR INC 1.12% 3.545 M $ 16075 2021/09/30 765.955 K $ 33.22 %
2025/09/30 EQIX EQUINIX INC 1.10% 3.503 M $ 4472 2018/12/31 -46.339 K $ -1.54 %
2025/09/30 R RYDER SYS INC 1.10% 3.481 M $ 18451 2020/06/30 562.270 K $ 18.64 %
2025/09/30 MLPX GLOBAL X FDS 1.07% 3.393 M $ 54100 2025/06/30 2.470 K $ 0.08 %
2025/09/30 LLY ELI LILLY & CO 1.02% 3.250 M $ 4259 2018/09/30 -70.401 K $ -2.12 %
2025/09/30 TJX TJX COS INC NEW 1.01% 3.215 M $ 22240 2018/09/30 468.151 K $ 17.05 %
2025/09/30 CSCO CISCO SYS INC 1.01% 3.209 M $ 46903 2018/09/30 -44.120 K $ -1.38 %
2025/09/30 XOM EXXON MOBIL CORP 1.00% 3.182 M $ 28221 2018/09/30 140.471 K $ 4.59 %
2025/09/30 CAT CATERPILLAR INC 0.96% 3.061 M $ 6415 2023/12/31 236.758 K $ 22.91 %
2025/09/30 LNG CHENIERE ENERGY INC 0.96% 3.060 M $ 13022 2021/12/31 -109.551 K $ -3.51 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.89% 2.827 M $ 18331 2018/09/30 132.690 K $ 4.55 %
2025/09/30 BAC BANK AMERICA CORP 0.87% 2.755 M $ 53399 2018/09/30 106.750 K $ 9.02 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.84% 2.675 M $ 7843 2018/09/30 383.223 K $ 16.92 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.84% 2.674 M $ 13271 2018/09/30 -224.277 K $ -7.83 %
2025/09/30 KR KROGER CO 0.84% 2.674 M $ 39668 2018/12/31 -103.736 K $ -6.02 %
2025/09/30 HD HOME DEPOT INC 0.83% 2.630 M $ 6492 2018/09/30 259.402 K $ 10.51 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.83% 2.627 M $ 23353 2018/09/30 198.153 K $ 8.42 %
2025/09/30 SO SOUTHERN CO 0.82% 2.590 M $ 27332 2018/09/30 78.509 K $ 3.20 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.81% 2.561 M $ 20697 2018/09/30 116.771 K $ 4.87 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.80% 2.541 M $ 11954 2018/09/30 -2.047 K $ -0.08 %
2025/09/30 D DOMINION ENERGY INC 0.74% 2.336 M $ 38195 2018/09/30 175.769 K $ 8.23 %
2025/09/30 GWW GRAINGER W W INC 0.70% 2.222 M $ 2332 2018/09/30 -204.584 K $ -8.39 %
2025/09/30 ABT ABBOTT LABS 0.70% 2.207 M $ 16477 2024/09/30 -26.363 K $ -1.52 %
2025/09/30 MDT MEDTRONIC PLC 0.69% 2.198 M $ 23083 2023/06/30 117.668 K $ 9.26 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.64% 2.043 M $ 5844 2018/09/30 102.319 K $ 5.23 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.64% 2.039 M $ 4203 2018/09/30 334.390 K $ 19.62 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.62% 1.979 M $ 25247 2023/09/30 -65.223 K $ -3.21 %
2025/09/30 GOOGL ALPHABET INC 0.60% 1.902 M $ 7824 2025/09/30 0.000 $ 0.00 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.57% 1.810 M $ 12768 2024/06/30 242.653 K $ 15.64 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.57% 1.797 M $ 11108 2024/09/30 188.994 K $ 14.02 %
2025/09/30 NEE NEXTERA ENERGY INC 0.57% 1.795 M $ 23784 2018/12/31 137.418 K $ 8.74 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.55% 1.757 M $ 5289 2018/09/30 68.391 K $ 4.13 %
2025/09/30 TSLA TESLA INC 0.51% 1.623 M $ 3650 2025/09/30 0.000 $ 0.00 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.51% 1.620 M $ 2658 2023/12/31 286.798 K $ 21.87 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.49% 1.566 M $ 3136 2023/12/31 102.763 K $ 7.79 %
2025/09/30 LOW LOWES COS INC 0.49% 1.547 M $ 6158 2018/09/30 179.878 K $ 13.27 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.47% 1.493 M $ 15293 2023/06/30 -111.306 K $ -9.11 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.44% 1.404 M $ 12887 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.43% 1.367 M $ 16310 2025/09/30 0.000 $ 0.00 %
2025/09/30 OKTA OKTA INC 0.43% 1.354 M $ 14768 2019/09/30 -114.043 K $ -8.27 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.42% 1.346 M $ 16865 2025/09/30 0.000 $ 0.00 %
2025/09/30 CWEN CLEARWAY ENERGY INC 0.41% 1.297 M $ 45900 2021/03/31 -168.555 K $ -11.72 %
2025/09/30 SYK STRYKER CORPORATION 0.40% 1.275 M $ 3449 2018/09/30 -89.406 K $ -6.56 %
2025/09/30 CMCSA COMCAST CORP NEW 0.39% 1.253 M $ 39880 2018/09/30 -170.287 K $ -11.96 %
2025/09/30 IHI ISHARES TR 0.39% 1.238 M $ 20612 2025/06/30 -48.960 K $ -4.09 %
2025/09/30 RIO RIO TINTO PLC 0.39% 1.234 M $ 18687 2021/03/31 141.089 K $ 13.17 %
2025/09/30 AMP AMERIPRISE FINL INC 0.38% 1.218 M $ 2480 2018/09/30 -105.350 K $ -7.96 %
2025/09/30 CVX CHEVRON CORP NEW 0.37% 1.187 M $ 7645 2018/09/30 95.069 K $ 8.45 %
2025/09/30 TXN TEXAS INSTRS INC 0.36% 1.148 M $ 6250 2018/09/30 -149.312 K $ -11.51 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.36% 1.145 M $ 4100 2018/09/30 47.888 K $ 4.37 %
2025/09/30 MPC MARATHON PETE CORP 0.36% 1.128 M $ 5850 2018/09/30 155.785 K $ 16.03 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.31% 977.544 K $ 2831 2018/09/30 94.357 K $ 10.68 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.29% 933.328 K $ 3311 2025/03/31 81.423 K $ 11.31 %
2025/09/30 ROST ROSS STORES INC 0.29% 914.340 K $ 6000 2018/09/30 148.859 K $ 19.45 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.28% 901.089 K $ 11419 2025/03/31 2.677 K $ 0.27 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.27% 870.792 K $ 1746 2020/06/30 -116.877 K $ -12.02 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.27% 860.058 K $ 1080 2018/09/30 95.688 K $ 12.52 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.22% 703.461 K $ 3794 2018/09/30 116.860 K $ 21.39 %
2025/09/30 ZM ZOOM COMMUNICATIONS INC 0.22% 687.802 K $ 8337 2020/03/31 37.760 K $ 5.80 %
2025/09/30 VRP INVESCO EXCH TRADED FD TR II 0.22% 683.517 K $ 27673 2018/09/30 7.480 K $ 1.02 %
2025/09/30 MO ALTRIA GROUP INC 0.21% 667.206 K $ 10100 2018/09/30 75.043 K $ 12.67 %
2025/09/30 KBE SPDR SERIES TRUST 0.21% 663.365 K $ 11164 2020/03/31 15.697 K $ 6.56 %
2025/09/30 RF REGIONS FINANCIAL CORP NEW 0.21% 659.250 K $ 25000 2018/09/30 71.250 K $ 12.12 %
2025/09/30 GLW CORNING INC 0.21% 656.240 K $ 8000 2024/03/31 236.108 K $ 55.98 %
2025/09/30 IEF ISHARES TR 0.20% 642.426 K $ 6660 2025/06/30 4.771 K $ 0.72 %
2025/09/30 MCD MCDONALDS CORP 0.20% 636.662 K $ 2095 2018/09/30 24.553 K $ 4.01 %
2025/09/30 VTI VANGUARD INDEX FDS 0.20% 633.215 K $ 1930 2018/09/30 49.740 K $ 7.98 %
2025/09/30 BLACKROCK INCOME TR INC 0.19% 593.208 K $ 52777 2022/12/31 -27.967 K $ -4.34 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.18% 586.300 K $ 13000 2018/09/30 -15.469 K $ -2.57 %
2025/09/30 IGSB ISHARES TR 0.18% 585.358 K $ 11038 2018/09/30 3.591 K $ 0.51 %
2025/09/30 TGT TARGET CORP 0.17% 545.376 K $ 6080 2018/09/30 -54.416 K $ -9.07 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.16% 510.172 K $ 5693 2023/12/31 10.525 K $ 2.06 %
2025/09/30 CTVA CORTEVA INC 0.16% 501.439 K $ 7414 2023/03/31 -50.542 K $ -9.26 %
2025/09/30 IVV ISHARES TR 0.15% 484.573 K $ 724 2018/09/30 37.993 K $ 7.80 %
2025/09/30 GOOG ALPHABET INC 0.14% 457.882 K $ 1880 2024/03/31 91.300 K $ 37.30 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.14% 449.931 K $ 14100 2023/09/30 38.069 K $ 9.24 %
2025/09/30 MA MASTERCARD INCORPORATED 0.14% 428.921 K $ 754 2025/09/30 0.000 $ 0.00 %