Investors-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "OI",
  "JWN",
  "PINS",
  "PIPR",
  "KTOS",
  "GDX",
  "MASI",
  null,
  "NTR",
  "TROW",
  "NLY",
  "XP",
  "ITUB",
  "RJF",
  "AES",
  "NBR",
  "MOS",
  "AAL",
  "ENTG",
  "LYFT",
  "HUM",
  null,
  null,
  "SABR",
  "RF",
  "SPR",
  "SMCI",
  "BCE",
  null,
  "ARM",
  "MU",
  null,
  null,
  null,
  "FNDA",
  null,
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "APD",
  "BABA",
  "KSS",
  null,
  "MRC",
  "NGVT",
  null,
  "KTB",
  "VONG",
  null,
  "GOOGL",
  "AVT",
  "MAGN",
  "VDE",
  "VYX",
  "RIG",
  "VTS",
  "AXP",
  null,
  null,
  "AXL",
  "SCHH",
  "AIG",
  "MT",
  "BATRK",
  "BSAC",
  "T",
  "BRFS",
  "BLK",
  null,
  "E",
  "ENR",
  null,
  null,
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  "BUD",
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  "ANDE",
  "LOW",
  "AVEM",
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  "FMS",
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  null,
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "MATW",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "HUBB",
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  null,
  null,
  "HTZWW",
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  "ING",
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  null,
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  null,
  null,
  "IFN",
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  "NWL",
  "ICE",
  null,
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  null,
  null,
  "LXU",
  "MX",
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  null,
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  "MFA",
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  null,
  "MFIN",
  "MTUS",
  "HEFA",
  "MG",
  "IIM",
  null,
  "NNBR",
  null,
  "IVW",
  "PK",
  "OUST",
  "MD",
  null,
  null,
  "IJH",
  null,
  null,
  "RR",
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  null,
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  null,
  null,
  null,
  "SWK",
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  "STXS",
  "TK",
  null,
  "SUP",
  "ODP",
  null,
  "UHAL",
  "TGI",
  "TG",
  "UNFI",
  "TBI",
  "UEIC",
  "TBRG",
  null,
  null,
  "IQV",
  null,
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  null,
  "ELPC",
  null,
  null,
  "PGZ",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "ICF",
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  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  "TLRY",
  "NEXA",
  "MA",
  "ACCO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
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  "NDAQ",
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  "ETD",
  "EPR",
  "EXC",
  null,
  null,
  "FHN",
  null,
  "FIS",
  null,
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  "FL",
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  "GPC",
  null,
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  "HUN",
  "RHI",
  "HIG",
  "HAS",
  "TEVA",
  "HOV",
  "FMC",
  "OXY",
  null,
  null,
  "EMN",
  null,
  "SMR",
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  "AMP",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  null,
  "DOC",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  "TU",
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  "VZ",
  null,
  null,
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  "AMGN",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  "NOW",
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  "SPG",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "SPLG",
  null,
  null,
  null,
  "IBM",
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  "SMFG",
  "ERIC",
  "VIV",
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  "TD",
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  "VO",
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  "MET",
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  "EWBC",
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  "XPER",
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  "PAG",
  null,
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  null,
  null,
  null,
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  null,
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  "LGF-B",
  null,
  null,
  null,
  null,
  "ADAP",
  "VCIT",
  null,
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  null,
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  null,
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  "AEO",
  null,
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  null,
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  null,
  "LYG",
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  null,
  null,
  "CYH",
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  "TENB",
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  "TRS",
  null,
  null,
  "NXT",
  "IWO",
  "PTON",
  "GT",
  "SU",
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  "IWN",
  null,
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  "IEF",
  null,
  "TSM",
  "SMG",
  "GSK",
  "OHI",
  "GPN",
  null,
  null,
  null,
  null,
  "ETR",
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  "GEF",
  "DD",
  null,
  "EA",
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  "EW",
  "VRT",
  "TV",
  "GES",
  null,
  "R",
  "MUR",
  "RRC",
  "PRGO",
  "RYN",
  "LFUS",
  "ST",
  "MKSI",
  "MAT",
  "PBF",
  "UGI",
  "ARE",
  "ALGN",
  "ADSK",
  "SSB",
  "WMG",
  "AMCR",
  "GM",
  "HAL",
  "APTV",
  "BLD",
  "TOL",
  "AVY",
  "ALB",
  "AFL",
  "AMD",
  "VFC",
  "EL",
  "SDY",
  "DRI",
  "TAP",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "VLY",
  null,
  "DPG",
  null,
  "GSLC",
  null,
  "AEP",
  "BKR",
  "CCU",
  "CMTL",
  "ECVT",
  null,
  "GCO",
  "EVCM",
  "ES",
  "FDP",
  "GCI",
  "GIFI",
  "HBB",
  "HOFT",
  "IPG",
  null,
  null,
  "JBLU",
  "INVH",
  "IPI",
  "KN",
  "KT",
  "IEX",
  "VIGI",
  "AMZN",
  "SCHB",
  "NIO",
  null,
  null,
  "CLF",
  null,
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "OVV",
  "ESGD",
  null,
  "COLD",
  "HII",
  "KD",
  "FNB",
  null,
  null,
  "UCB",
  "HDB",
  "ABEV",
  "SMP",
  null,
  null,
  null,
  "HBAN",
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  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  null,
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  "VALE",
  null,
  "MGK",
  null,
  "VXUS",
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  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  null,
  "VSTS",
  "VTRS",
  "V",
  null,
  "VICI",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WTI",
  "WU",
  "WFC",
  "WHR",
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  "WMB",
  null,
  null,
  null,
  null,
  null,
  "WWW",
  "KLG",
  null,
  "WPP",
  "WYNN",
  "XRX",
  "XEL",
  "WKC",
  "YPF",
  "IUSG",
  "SOLV",
  null,
  null,
  "DTE",
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  "NXST",
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  null,
  "SCHD",
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  null,
  "SCHF",
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  "LW",
  "LEA",
  null,
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  "NSC",
  "MHK",
  "KEY",
  "VAC",
  "NOK",
  "NDSN",
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  "HST",
  "NUS",
  "MGM",
  "NOV",
  "ICL",
  "SO",
  "TAK",
  null,
  null,
  "TTD",
  null,
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  "SKM",
  "PPL",
  "TRP",
  "ONL",
  "RYAM",
  null,
  "SW",
  "PSX",
  "CRM",
  "SWKS",
  "SNAP",
  "RBLX",
  null,
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  null,
  "RUN",
  "SUI",
  "RBRK",
  "SYY",
  "PTEN",
  "DIA",
  null,
  "SEE",
  null,
  null,
  "DINO",
  null,
  "LYB",
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  null,
  null,
  null,
  null,
  "UHS",
  null,
  "CHWY",
  "KRO",
  "PEGA",
  "MTH",
  "NVT",
  "PAAS",
  null,
  "EXR",
  null,
  null,
  "ESGU",
  null,
  "UDR",
  "EG",
  "FDX",
  null,
  "ALLY",
  "STLA",
  "MSGE",
  "SSBK",
  "STM",
  null,
  "MKTX",
  "AUR",
  "ADP",
  "BAC",
  null,
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  "BNS",
  "BHC",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BYND",
  null,
  "BA",
  "BAH",
  "BHF",
  "SAM",
  "BWA",
  "BMY",
  "BTI",
  "BF-B",
  "DOOO",
  "BIP",
  "BR",
  "BG",
  "CHRW",
  "BWXT",
  "CWH",
  "CSTE",
  "CZR",
  "CM",
  "CNI",
  "CPT",
  "CARS",
  "CPRI",
  "CCL",
  "CE",
  "CATO",
  "CX",
  "CVE",
  "CNC",
  "CF",
  "CHX",
  "CC",
  "CVX",
  "GTLS",
  "CHTR",
  "CB",
  "CMG",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CLX",
  "CME",
  "COKE",
  "KO",
  "CGNX",
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  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CNDT",
  "COP",
  "CMP",
  "STZ",
  "CEG",
  "CTRA",
  "COTY",
  "CTVA",
  "CPNG",
  "CRDO",
  "CBRL",
  "CRWD",
  "CVS",
  "CUBE",
  "DHR",
  "DAN",
  "DE",
  "DBI",
  "DB",
  "DVN",
  "DAL",
  null,
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  "DIN",
  "DNOW",
  "DPZ",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  null,
  "AWK",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 962
Total Value: 461743685
Accession Number: 0001062993-25-007197
Form Type: 13F-HR
CIK: investors-research
Manager Name: Investors-Research

Data Enrichment

75% identified

720 identified242 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

962 positions • $461.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 49

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464289438

Shares:72.6K

Value:$15.3M

% of Portfolio:3.3% ($15.3M/$461.7M)

78464A409

SPYG|78464A409

Shares:179.0K

Value:$14.4M

% of Portfolio:3.1% ($14.4M/$461.7M)

808524201

SCHX|808524201

Shares:640.8K

Value:$14.1M

% of Portfolio:3.1% ($14.1M/$461.7M)

78464A854

SPLG|78464A854

Shares:215.0K

Value:$14.1M

% of Portfolio:3.1% ($14.1M/$461.7M)

464287101

Shares:51.2K

Value:$13.9M

% of Portfolio:3.0% ($13.9M/$461.7M)

922908637

VV|922908637

Shares:52.3K

Value:$13.4M

% of Portfolio:2.9% ($13.4M/$461.7M)

33733E104

Shares:147.1K

Value:$13.2M

% of Portfolio:2.9% ($13.2M/$461.7M)

92647N667

Shares:249.4K

Value:$12.9M

% of Portfolio:2.8% ($12.9M/$461.7M)

316092600

Shares:177.7K

Value:$12.1M

% of Portfolio:2.6% ($12.1M/$461.7M)

78464A805

Shares:147.2K

Value:$10.0M

% of Portfolio:2.2% ($10.0M/$461.7M)

464287150

ITOT|464287150

Shares:70.0K

Value:$8.5M

% of Portfolio:1.9% ($8.5M/$461.7M)

921946406

VYM|921946406

Shares:52.3K

Value:$6.7M

% of Portfolio:1.5% ($6.7M/$461.7M)

032108409

Shares:165.3K

Value:$6.7M

% of Portfolio:1.5% ($6.7M/$461.7M)

46137V563

Shares:305.7K

Value:$6.6M

% of Portfolio:1.4% ($6.6M/$461.7M)

808524797

SCHD|808524797

Shares:229.1K

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$461.7M)

464288273

Shares:100.2K

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$461.7M)

81369Y506

Shares:64.5K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$461.7M)

46138E511

Shares:443.9K

Value:$5.0M

% of Portfolio:1.1% ($5.0M/$461.7M)

MICROSOFT CORP

MSFT|594918104

Shares:13.1K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$461.7M)

336917109

Shares:111.5K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289438)✕	72.6K	QoQ +6.62% (-4.5K) YoY +24.08% (+14.1K)	All Managers (Combined)	$15.3M	3.3% ($15.3M/$461.7M)	QoQ -4.39% (-$704.0K) YoY +34.16% (+$3.9M)
(SPYGcusip78464A409)	179.0K	QoQ +7.57% (-12.6K) YoY +28.92% (+40.2K)	All Managers (Combined)	$14.4M	3.1% ($14.4M/$461.7M)	QoQ -1.63% (-$239.3K) YoY +41.65% (+$4.2M)
(SCHXcusip808524201)	640.8K	QoQ +7.46% (+44.5K) YoY +283.18% (+473.6K)	All Managers (Combined)	$14.1M	3.1% ($14.1M/$461.7M)	QoQ +2.36% (+$326.5K) YoY +36.33% (+$3.8M)
(SPLGcusip78464A854)	215.0K	QoQ +7.42% (+14.9K) YoY +27.36% (+46.2K)	All Managers (Combined)	$14.1M	3.1% ($14.1M/$461.7M)	QoQ +2.47% (+$341.0K) YoY +36.11% (+$3.8M)
(cusip464287101)✕	51.2K	QoQ +6.89% (+3.3K) YoY +25.68% (+10.5K)	All Managers (Combined)	$13.9M	3.0% ($13.9M/$461.7M)	QoQ +0.22% (+$31.3K) YoY +37.58% (+$3.8M)
(VVcusip922908637)	52.3K	QoQ +7.39% (+3.6K) YoY +27.29% (+11.2K)	All Managers (Combined)	$13.4M	2.9% ($13.4M/$461.7M)	QoQ +2.35% (+$308.4K) YoY +36.46% (+$3.6M)
(cusip33733E104)✕	147.1K	QoQ +8.09% (+11.0K) YoY +30.25% (+34.2K)	All Managers (Combined)	$13.2M	2.9% ($13.2M/$461.7M)	QoQ +10.33% (+$1.2M) YoY +36.31% (+$3.5M)
(cusip92647N667)✕	249.4K	QoQ +8.41% (+19.4K) YoY +32.06% (+60.5K)	All Managers (Combined)	$12.9M	2.8% ($12.9M/$461.7M)	QoQ +10.22% (+$1.2M) YoY +35.61% (+$3.4M)
(cusip316092600)✕	177.7K	QoQ +8.92% (+14.6K) YoY +33.53% (+44.6K)	All Managers (Combined)	$12.1M	2.6% ($12.1M/$461.7M)	QoQ +13.88% (+$1.5M) YoY +30.76% (+$2.9M)
(cusip78464A805)✕	147.2K	QoQ -0.55% (-822) YoY -4.46% (-6.9K)	All Managers (Combined)	$10.0M	2.2% ($10.0M/$461.7M)	QoQ -5.31% (-$562.0K) YoY +1.28% (-$127.1K)
(ITOTcusip464287150)	70.0K	QoQ -2.55% (-1.8K) YoY -7.03% (-5.3K)	All Managers (Combined)	$8.5M	1.9% ($8.5M/$461.7M)	QoQ -7.56% (-$698.7K) YoY -1.62% (-$141.0K)
(VYMcusip921946406)	52.3K	QoQ +7.85% (+3.8K) YoY +25.87% (+10.8K)	All Managers (Combined)	$6.7M	1.5% ($6.7M/$461.7M)	QoQ +9.01% (+$557.5K) YoY +34.16% (+$1.7M)
(cusip032108409)✕	165.3K	QoQ +8.66% (+13.2K) YoY +29.27% (+37.4K)	All Managers (Combined)	$6.7M	1.5% ($6.7M/$461.7M)	QoQ +9.44% (+$581.6K) YoY +35.55% (+$1.8M)
(cusip46137V563)✕	305.7K	QoQ +9.09% (+25.5K) YoY +29.15% (+69.0K)	All Managers (Combined)	$6.6M	1.4% ($6.6M/$461.7M)	QoQ +10.17% (+$606.3K) YoY +34.28% (+$1.7M)
(SCHDcusip808524797)	229.1K	QoQ +8.84% (+18.6K) YoY +301.67% (+172.1K)	All Managers (Combined)	$6.4M	1.4% ($6.4M/$461.7M)	QoQ +11.39% (+$655.2K) YoY +39.29% (+$1.8M)
(cusip464288273)✕	100.2K	QoQ -4.64% (-4.9K) YoY -9.89% (-11.0K)	All Managers (Combined)	$6.4M	1.4% ($6.4M/$461.7M)	QoQ -0.28% (-$18.2K) YoY -9.61% (-$677.2K)
(cusip81369Y506)✕	64.5K	QoQ -0.40% (-265) YoY -3.70% (-2.5K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$461.7M)	QoQ +8.64% (-$479.7K) YoY -4.68% (-$296.0K)
(cusip46138E511)✕	443.9K	QoQ +12.12% (+48.0K) YoY +43.78% (+135.2K)	All Managers (Combined)	$5.0M	1.1% ($5.0M/$461.7M)	QoQ +9.10% (+$415.7K) YoY +35.79% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	13.1K	QoQ -0.63% (-84) YoY +1.41% (-183)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$461.7M)	QoQ -11.50% (-$641.0K) YoY -9.51% (-$518.4K)
(cusip336917109)✕	111.5K	QoQ +12.93% (+12.8K) YoY +50.43% (+37.4K)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$461.7M)	QoQ +21.85% (+$868.9K) YoY +69.83% (+$2.0M)