Vectors Research Management Portfolio
Invests via Vectors Research Management LLC | Managed by Vectors Research Management LLC
Invests via Vectors Research Management LLC
Managed by Vectors Research Management LLC
Automatically Tracked
Company Profile
Deploys quantitative strategies across global equity and macro markets using proprietary data science, statistical arbitrage and high-frequency signal generation. Vectors Research Management targets absolute returns with multi-strategy hedge funds and separately managed accounts, allocating capital to long/short equities, event-driven trades and systematic macro overlays. Clients include institutional allocators and family offices seeking diversified, model-driven exposure and risk-managed alpha extraction.
Deploys quantitative strategies across global equity and macro markets using proprietary data science, statistical arbitrage and high-frequency signal generation. Vectors Research Management targets absolute returns with multi-strategy hedge funds and separately managed accounts, allocating capital to long/short equities, event-driven trades and systematic macro overlays. Clients include institutional allocators and family offices seeking diversified, model-driven exposure and risk-managed alpha extraction.
Investment Philosophy & Strategy
Operates a quantitatively driven, multi-strategy hedge fund model emphasizing absolute return through statistical arbitrage, high‑frequency signals and systematic macro overlays. Capital deployment blends long/short equity, event‑driven and macro exposures with dynamic risk parity and volatility-targeting to preserve capital across cycles. Underwriting prioritizes signal validation, capacity-aware trades and low correlation sources; portfolio construction favors diversified, model-led bets over single-name concentration, positioning the firm as a turnkey, institutional-grade alpha generator.
Operates a quantitatively driven, multi-strategy hedge fund model emphasizing absolute return through statistical arbitrage, high‑frequency signals and systematic macro overlays. Capital deployment blends long/short equity, event‑driven and macro exposures with dynamic risk parity and volatility-targeting to preserve capital across cycles. Underwriting prioritizes signal validation, capacity-aware trades and low correlation sources; portfolio construction favors diversified, model-led bets over single-name concentration, positioning the firm as a turnkey, institutional-grade alpha generator.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
42.46%
Gain -1%
Monthly
0.71%
Yearly
8.89%
Drawdown
21.01%
$384.66M
Equity
Holdings
$384.66M
Investment
$271.93M
$172.19M
Profit -$3.16M
Realized
$59.46M
Unrealized
$112.73M
Dividends
$58.98M
Goals
Avg. 68% completed goals
Yearly
Gain > 9% 2026
Yearly
Loss < 28% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1%
Profit
-$3.16M
Win %
78%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$3.16M
Win %
78%
This Month
Compared to last month
Gain
1.17%
Profit
$4.43M
Win %
78%
This Year
Compared to last year
Gain
0.39%
Profit
$1.52M
Win %
77%
OGCP Empire State Realty OP, L.P. Series 60 Operating Partnership Units
+16.63%
+$17,451.75 
AMZN Amazon.com Inc
+15.32%
+$75,551.5 
GOOG Alphabet Inc
+6.88%
+$44,906.35 
GOOGL Alphabet Inc
+6.73%
+$360,733.38 
ZM Zoom Video Communications, Inc.
+4.06%
+$48,738.75 
META Meta Platforms Inc Class A
+3.28%
+$10,006.87 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$80,313.6 
MSFT Microsoft Corp.
+3.02%
+$343,537.01 
NVDA NVIDIA Corporation
+2.93%
+$112,652.73 
GNRC Generac Holdings Inc.
+2.71%
+$31,012.8 
FSLR First Solar, Inc.
+2.44%
+$85,420.4 
CVX Chevron Corporation
+2.35%
+$34,727.16 
FAST Fastenal Co.
+2.25%
+$4,924.5 
GLW Corning Incorporated
+2.24%
+$31,636.23 
CSCO Cisco Systems, Inc.
+2.14%
+$114,056.91 
LNG Cheniere Energy Inc.
+2.13%
+$80,749.23 
USAR USA Rare Earth, Inc.
+2.05%
+$3,438.3 
GWW W.W. Grainger, Inc.
+1.97%
+$57,416 
ROK Rockwell Automation, Inc.
+1.93%
+$53,830.31 
CRM Salesforce Inc
+1.83%
+$29,247.11 
ORCL Oracle Corporation
+1.81%
+$81,316.62 
KMI Kinder Morgan, Inc.
+1.64%
+$67,029.04 
HPE Hewlett Packard Enterprise Company
+1.61%
+$6,992 
BSX Boston Scientific Corporation
+1.59%
+$9,565.19 
LMT Lockheed Martin Corporation
+1.5%
+$30,947.18 
NOC Northrop Grumman Corporation
+1.43%
+$23,782.71 
GE General Electric Company
+1.42%
+$5,065.21 
CAH Cardinal Health Inc.
+1.3%
+$6,334.38 
CMCSA Comcast Corp
+1.23%
+$11,391.2 
COP ConocoPhillips
+1.22%
+$3,680.1 
WFC Wells Fargo & Company
+1.19%
+$18,310.02 
AMAT Applied Materials, Inc.
+1.18%
+$5,015.02 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,558.1 
OKTA Okta Inc.
+1.07%
+$22,015.65 
VG Venture Global Inc.
+1.06%
+$4,972.52 
WMB The Williams Companies, Inc.
+0.89%
+$41,908.23 
IBM International Business Machines Corporation
+0.86%
+$40,638.64 
GEV GE Vernova Inc.
+0.85%
+$29,276.13 
MCD McDonald's Corporation
+0.82%
+$4,620.02 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$35,739.6 
SHLD Global X Defense Tech ETF
+0.77%
+$4,102.08 
TSLA Tesla, Inc.
+0.76%
+$25,995.18 
MPC Marathon Petroleum Corporation
+0.76%
+$13,981.58 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,139.94 
VOO Vanguard S&P 500 ETF
+0.71%
+$39,512.13 
CAT Caterpillar Inc.
+0.7%
+$35,341.05 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,850 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,548.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$27,840.33 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,274.28 
MO Altria Group, Inc.
+0.57%
+$3,976.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,466.78 
PSX Phillips 66
+0.51%
+$3,223.74 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$23,613.64 
PFE Pfizer Inc.
+0.4%
+$872.6 
RTX RTX Corporation
+0.39%
+$32,906.16 
AVGO Broadcom Inc.
+0.37%
+$12,994.56 
BAC Bank of America Corporation
+0.36%
+$12,227.82 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,794 
SNA Snap-on Inc.
+0.33%
+$727.61 
RF Regions Financial Corporation
+0.32%
+$2,503.9 
GD General Dynamics Corporation
+0.32%
+$10,234.58 
MRK Merck & Co., Inc.
+0.32%
+$1,126.3 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$10,459.8 
SMH VanEck Semiconductor ETF
+0.3%
+$826.42 
JPM JPMorgan Chase & Co.
+0.27%
+$14,680.92 
AMP Ameriprise Financial, Inc.
+0.25%
+$3,422.42 
KBE SPDR S&P Bank ETF
+0.24%
+$3,116.44 
SO The Southern Company
+0.21%
+$5,527.4 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$556.79 
JNJ Johnson & Johnson
+0.21%
+$2,041.03 
UBSI United Bankshares, Inc.
+0.19%
+$460.62 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$1,087.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3,569.47 
DELL Dell Technologies Inc.
+0.14%
+$6,349.28 
NUE Nucor Corporation
+0.1%
+$436.25 
WM Waste Management, Inc.
+0.1%
+$237.38 
WMT Walmart Inc.
+0.09%
+$4,609.39 
ABT Abbott Laboratories
+0.09%
+$1,310.85 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$5,257.73 
AEP American Electric Power Company, Inc.
+0.06%
+$1,489.53 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$67.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$135.4 
CWEN Clearway Energy Inc.
0%
$0 
KORE KORE Group Holdings, Inc.
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 BKT
BKT
0%
$0 
CTVA Corteva Inc.
-11.9%
-$75,483.63 
AAPL Apple Inc.
-7.35%
-$1.04M 
EIX Edison International
-6.81%
-$16,080 
SYK Stryker Corporation
-6.42%
-$118,960.49 
LIN Linde plc
-5.95%
-$12,346.08 
OKLO Oklo Inc.
-5.5%
-$9,175.6 
ESBA Empire State Realty OP, L.P.
-3.03%
-$10,840.8 
EQIX Equinix, Inc.
-2.7%
-$64,014.5 
ABBV AbbVie Inc.
-2.51%
-$9,737.35 
DLR Digital Realty Trust, Inc.
-2.42%
-$51,327.97 
XLB Materials Select Sector SPDR Fund
-2.34%
-$12,836.89 
SMR NuScale Power Corporation
-2.09%
-$2,874.24 
NFLX Netflix, Inc.
-2%
-$5,153.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$107,359.79 
IRM Iron Mountain Inc.
-1.86%
-$44,066.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$20,347.49 
ADM Archer-Daniels-Midland Co
-1.66%
-$4,318.82 
URA Global X Uranium ETF
-1.64%
-$3,959.8 
TJX The TJX Companies, Inc.
-1.21%
-$42,913.7 
NEE NextEra Energy, Inc.
-1.15%
-$24,129.91 
TXN Texas Instruments Inc
-1.08%
-$18,977.81 
LOW Lowe's Companies Inc.
-1.08%
-$14,507.58 
INTC Intel Corporation
-1.02%
-$10,769.4 
XOM Exxon Mobil Corporation
-0.97%
-$43,051.14 
D Dominion Energy, Inc.
-0.8%
-$17,569.44 
KMB Kimberly-Clark Corporation
-0.8%
-$1,774.08 
CVS CVS Health Corporation
-0.75%
-$4,046.38 
MA Mastercard Incorporated
-0.74%
-$3,021.75 
MP MP Materials Corp.
-0.7%
-$1,372.28 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$34,653.66 
R Ryder System Inc.
-0.68%
-$31,547.25 
DUK Duke Energy Corporation
-0.67%
-$17,360.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$64,658.76 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,998.39 
ROST Ross Stores, Inc.
-0.59%
-$9,000.02 
COF Capital One Financial Corporation
-0.54%
-$13,383.79 
LLY Eli Lilly and Company
-0.53%
-$26,156.71 
FTNY Franklin New York Municipal Income ETF
-0.51%
-$489.2 
WELL Welltower Inc.
-0.51%
-$1,682.66 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,724.8 
VGK Vanguard FTSE Europe ETF
-0.44%
-$23,707.2 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$2,978.04 
TRV The Travelers Companies, Inc.
-0.43%
-$6,793.84 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$10,482.81 
HD The Home Depot, Inc.
-0.42%
-$9,143.55 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$60,807.28 
AXP American Express Company
-0.38%
-$6,781.75 
MDT Medtronic plc
-0.37%
-$9,379.84 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$6,064.74 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$721.06 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,602.9 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$19,595.65 
COST Costco Wholesale Corporation
-0.24%
-$599.63 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,987.35 
KR Kroger Co.
-0.21%
-$4,082.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$44,601.57 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$22,476.16 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$12,911.68 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$534.66 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,086.47 
TGT Target Corporation
-0.01%
-$121.48 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5950 | Longs Won 3149/5950 52% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $200,740.69 |
| Average Win $71,768.78 | Best Trade (Sep 01) $5.97M | Sharpe Ratio -55.36 |
| Average Loss -$19,211.34 | Worst Trade (Mar 30) -$3.74M | Z-Score -16.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w | Expectancy $28,939.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,596 | $5.16M | $13.16M | - | $7.99M | 154.8% | -7.354% |
| ABBV AbbVie Inc. | 1,505 | $149,877.88 | $377,664.7 | - | $227,786.82 | 151.98% | -2.513% |
| ABT Abbott Laboratories | 14,565 | $1.74M | $1.54M | - | -$198,662.24 | -11.43% | +0.085% |
| ADM Archer-Daniels-Midland Co | 3,223 | $234,280 | $255,487.21 | - | $21,207.21 | 9.05% | -1.662% |
| AEP American Electric Power Company, Inc. | 21,279 | $2M | $2.72M | - | $717,774.18 | 35.84% | +0.055% |
| AIQ Global X Artificial Intelligence & Technology ETF | 8,970 | $418,629.93 | $528,243.3 | - | $109,613.37 | 26.18% | +0.341% |
| AMAT Applied Materials, Inc. | 850 | $614,555 | $431,519.51 | - | -$183,035.49 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 11,619 | $2.12M | $5.53M | - | $3.41M | 160.87% | -1.904% |
| AMP Ameriprise Financial, Inc. | 2,480 | $321,219.5 | $1.35M | - | $1.03M | 321.42% | +0.253% |
| AMZN Amazon.com Inc | 2,094 | $440,778.7 | $568,688.5 | - | $127,909.8 | 29.02% | +15.321% |
| AVGO Broadcom Inc. | 9,024 | $2.78M | $3.51M | - | $735,912.37 | 26.5% | +0.371% |
| AXP American Express Company | 5,340 | $660,166.6 | $1.8M | - | $1.14M | 171.99% | -0.376% |
| BAC Bank of America Corporation | 55,581 | $2.3M | $3.44M | - | $1.14M | 49.54% | +0.356% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,266 | $207,656 | $207,746.88 | - | $90.88 | 0.04% | +0.033% |
| BKT BKT | 35,076 | $432,794.04 | $432,794.04 | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 13,000 | $680,652.66 | $849,030 | - | $168,377.34 | 24.74% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 103,135 | $7.43M | $7.45M | - | $20,368.52 | 0.27% | -0.262% |
| BNY BlackRock New York Municipal Income Trust | 14,278 | $1.6M | $2.23M | - | $631,855.67 | 39.49% | +0.16% |
| BSV Vanguard Short-Term Bond ETF | 8,911 | $697,841.88 | $691,315.38 | - | -$6,526.5 | -0.94% | -0.077% |
| BSX Boston Scientific Corporation | 13,103 | $926,868.71 | $612,303.19 | - | -$314,565.52 | -33.94% | +1.587% |
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FAQ
Which stocks have generated the highest profits for Vectors Research Management?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $7.97M, NVIDIA Corporation - $7.53M, Invesco S&P 500 Equal Weight ETF - $7.44M, Vanguard S&P 500 ETF - $7.34M, and Energy Select Sector SPDR Fund - $5.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pathward Financial, Inc - $3.61M, iShares MSCI USA Momentum Factor ETF - $991,619.67, Raytheon Co - $919,538.51, BlackRock Income Trust - $884,892.36, and Okta Inc - $756,887.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vectors Research Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.98M earned over time. The largest contributors to dividend income include Invesco Variable Rate Investment Grade ETF - $3.95M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $3.67M, iShares 0-5 Year High Yield Corporate Bond ETF - $2.95M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.5M, and Vanguard Mortgage-Backed Securities Fund - $2.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vectors Research Management's monthly returns?
Vectors Research Management's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Vectors Research Management's strategy be considered aggressive or moderate?
Vectors Research Management's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Vectors Research Management's strategy?
Vectors Research Management's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
