Vectors Research Management, LLC

CIK 0001750557 · Q2 2026

13F Equity AUM

$382.9M

+11.8% QoQ

Positions

148

+6 QoQ

AUM Rank

#4,360

Top 50%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #3,153 · Top 38%

vs S&P -4.0%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 21.4%Top 10: 33.7%Top 20: 49.2%

RSP6.7%

IEI4.3%

VMBS3.9%

IJH3.3%

AAPL3.2%

IJR3.0%

VEA2.6%

MSFT2.5%

VRIG2.3%

BND2.0%

Others (138)66.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services45.0%

Technology18.8%

Industrials8.8%

Energy6.4%

Utilities4.9%

Healthcare4.7%

Consumer Cyclical3.7%

Consumer Defensive2.4%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 148Median: 0.35%Avg: 0.68%

0–0.5%

89(16.4%)

0.5–1%

24(16.6%)

1–3%

30(45.7%)

3–5%

4(14.7%)

5%+

1(6.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 148vs 20 funds

0%Low

148

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased52Decreased53Exited3

New Positions

GNRC0.5%

+6K

AMAT0.2%

+850

SMH0.1%

+507

KMB0.1%

+2K

SNA0.1%

+535

OKLO0.1%

+4K

LIN0.1%

+408

NDQ0.1%

+287

BIL0.1%

+2K

Increased

PAVE1.4%

+48K(+110%)

IJR3.0%

+12K(+18%)

KBE0.3%

+7K(+60%)

MDT0.6%

+6K(+26%)

GLW0.7%

+6K(+124%)

VRIG2.3%

+6K(+2%)

ZM0.3%

+5K(+72%)

XLI1.2%

+4K(+22%)

BAC0.8%

+2K(+4%)

SYK0.4%

+2K(+51%)

Decreased

RSP6.7%

-7,714(-6%)

AMD1.8%

-5,718(-33%)

IRM0.6%

-5,571(-23%)

VMBS3.9%

-3,819(-1%)

DELL1.3%

-3,307(-23%)

XLU1.3%

-3,086(-3%)

SGOV0.2%

-3,050(-31%)

BSV0.2%

-2,730(-23%)

SPYM1.1%

-2,718(-5%)

BSX0.1%

-2,152(-14%)

Exited

XLP

-17,578

ROP

-1,801

MRSH

-1,248

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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