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",
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  "AIG",
  "MT",
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  "BSAC",
  "T",
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  null,
  "E",
  "ENR",
  null,
  null,
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  null,
  null,
  null,
  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,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  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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  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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  null,
  null,
  "HTZWW",
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  null,
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  null,
  null,
  "IFN",
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  "ICE",
  null,
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  null,
  null,
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  "MX",
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  null,
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  null,
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  "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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  "TK",
  null,
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  null,
  "UHAL",
  "TGI",
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  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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  "NEXA",
  "MA",
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  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
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  "NDAQ",
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  null,
  null,
  "FHN",
  null,
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  null,
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  "GPC",
  null,
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  "OXY",
  null,
  null,
  "EMN",
  null,
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  "DG",
  "IJR",
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  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
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  null,
  null,
  null,
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  null,
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  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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  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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  null,
  null,
  null,
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  "O",
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  null,
  null,
  null,
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  null,
  null,
  null,
  "IBM",
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  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,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  "PRGO",
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  "ARE",
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  "WMG",
  "AMCR",
  "GM",
  "HAL",
  "APTV",
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  "ALB",
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  "EL",
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  "IP",
  "F",
  "WEC",
  "DEO",
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  "IWP",
  "IWR",
  "VLY",
  null,
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  null,
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  null,
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  "CCU",
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  null,
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  "ES",
  "FDP",
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  "HBB",
  "HOFT",
  "IPG",
  null,
  null,
  "JBLU",
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  "KN",
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  "VIGI",
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  "NIO",
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  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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  "VOO",
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  null,
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  "V",
  null,
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  "WBD",
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  "DTE",
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  null,
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  null,
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  null,
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  null,
  null,
  "TTD",
  null,
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  "TRP",
  "ONL",
  "RYAM",
  null,
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  null,
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  null,
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  "DIA",
  null,
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  null,
  null,
  "DINO",
  null,
  "LYB",
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  null,
  null,
  null,
  null,
  "UHS",
  null,
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  null,
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  null,
  null,
  "ESGU",
  null,
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  "EG",
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  null,
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  "SSBK",
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  null,
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  null,
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  null,
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  "DOOO",
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  "CHRW",
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  "CSTE",
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  "CM",
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  "CE",
  "CATO",
  "CX",
  "CVE",
  "CNC",
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  "CHX",
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  "CVX",
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  "CLX",
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  null,
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  null,
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  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
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  "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 11 of 49

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STMicroelectronics N.V.

STM|861012102

Shares:20.3K

Value:$446.7K

% of Portfolio:0.1% ($446.7K/$461.7M)

Stellantis N.V.

STLA|N82405106

Shares:39.2K

Value:$438.9K

% of Portfolio:0.1% ($438.9K/$461.7M)

Huntsman CORP

HUN|447011107

Shares:27.7K

Value:$436.7K

% of Portfolio:0.1% ($436.7K/$461.7M)

CARNIVAL CORP

CCL|143658300

Shares:22.3K

Value:$435.3K

% of Portfolio:0.1% ($435.3K/$461.7M)

PEPSICO INC

PEP|713448108

Shares:2.9K

Value:$433.5K

% of Portfolio:0.1% ($433.5K/$461.7M)

TELEFONICA S A

TEF|879382208

Shares:93.0K

Value:$433.3K

% of Portfolio:0.1% ($433.3K/$461.7M)

Capri Holdings Ltd

CPRI|G1890L107

Shares:21.7K

Value:$427.5K

% of Portfolio:0.1% ($427.5K/$461.7M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:12.5K

Value:$427.1K

% of Portfolio:0.1% ($427.1K/$461.7M)

Bunge Global SA

BG|H11356104

Shares:5.6K

Value:$426.0K

% of Portfolio:0.1% ($426.0K/$461.7M)

BP PLC

BP|055622104

Shares:12.4K

Value:$417.8K

% of Portfolio:0.1% ($417.8K/$461.7M)

CIVITAS RESOURCES, INC.

CIVI|17888H103

Shares:11.9K

Value:$416.1K

% of Portfolio:0.1% ($416.1K/$461.7M)

922908363

VOO|922908363

Shares:807

Value:$414.7K

% of Portfolio:0.1% ($414.7K/$461.7M)

921910816

MGK|921910816

Shares:1.3K

Value:$410.5K

% of Portfolio:0.1% ($410.5K/$461.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.5K

Value:$410.0K

% of Portfolio:0.1% ($410.0K/$461.7M)

DOMINION ENERGY, INC

D|25746U109

Shares:7.3K

Value:$408.3K

% of Portfolio:0.1% ($408.3K/$461.7M)

SK TELECOM CO LTD

SKM|78440P306

Shares:19.1K

Value:$405.2K

% of Portfolio:0.1% ($405.2K/$461.7M)

97717W570

Shares:6.8K

Value:$402.5K

% of Portfolio:0.1% ($402.5K/$461.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.4K

Value:$402.3K

% of Portfolio:0.1% ($402.3K/$461.7M)

775109200

Shares:14.9K

Value:$398.9K

% of Portfolio:0.1% ($398.9K/$461.7M)

Andersons, Inc.

ANDE|034164103

Shares:9.2K

Value:$393.5K

% of Portfolio:0.1% ($393.5K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STMicroelectronics N.V.(STMcusip861012102)	20.3K	QoQ +0.44% (-90) YoY +367.58% (+16.0K)	All Managers (Combined)	$446.7K	0.1% ($446.7K/$461.7M)	QoQ -11.66% (-$59.0K) YoY +137.46% (+$258.6K)
Stellantis N.V.(STLAcusipN82405106)	39.2K	QoQ 0.00% (-0) YoY -2.73% (-1.1K)	All Managers (Combined)	$438.9K	0.1% ($438.9K/$461.7M)	QoQ -14.09% (-$72.0K) YoY -61.47% (-$700.2K)
Huntsman CORP(HUNcusip447011107)	27.7K	QoQ 0.00% (-0) YoY +0.09% (-25)	All Managers (Combined)	$436.7K	0.1% ($436.7K/$461.7M)	QoQ -12.42% (-$61.9K) YoY -39.28% (-$282.5K)
CARNIVAL CORP(CCLcusip143658300)	22.3K	QoQ 0.00% (-0) YoY +0.11% (+25)	All Managers (Combined)	$435.3K	0.1% ($435.3K/$461.7M)	QoQ -21.62% (-$120.1K) YoY +19.65% (+$71.5K)
PEPSICO INC(PEPcusip713448108)	2.9K	QoQ +82.62% (+1.3K) YoY +136.19% (+1.7K)	All Managers (Combined)	$433.5K	0.1% ($433.5K/$461.7M)	QoQ +80.08% (+$192.8K) YoY +102.35% (+$219.3K)
TELEFONICA S A(TEFcusip879382208)	93.0K	QoQ 0.00% (+0) YoY -3.94% (-3.8K)	All Managers (Combined)	$433.3K	0.1% ($433.3K/$461.7M)	QoQ +15.92% (+$59.5K) YoY +1.50% (-$6.4K)
Capri Holdings Ltd(CPRIcusipG1890L107)	21.7K	QoQ +3.83% (-800) YoY -1.14% (-250)	All Managers (Combined)	$427.5K	0.1% ($427.5K/$461.7M)	QoQ -2.72% (-$12.0K) YoY -56.94% (-$565.4K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	12.5K	QoQ 0.00% (+0) YoY -3.66% (-475)	All Managers (Combined)	$427.1K	0.1% ($427.1K/$461.7M)	QoQ +17.38% (+$63.3K) YoY -22.84% (-$126.5K)
Bunge Global SA(BGcusipH11356104)	5.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$426.0K	0.1% ($426.0K/$461.7M)	QoQ -1.72% (-$7.5K) YoY -25.45% (-$145.5K)
BP PLC(BPcusip055622104)	12.4K	QoQ -1.55% (-195) YoY -9.14% (-1.2K)	All Managers (Combined)	$417.8K	0.1% ($417.8K/$461.7M)	QoQ +12.53% (-$46.5K) YoY -18.52% (-$95.0K)
CIVITAS RESOURCES, INC.(CIVIcusip17888H103)	11.9K	QoQ 0.00% (-0) YoY NEW(+11.9K)	All Managers (Combined)	$416.1K	0.1% ($416.1K/$461.7M)	QoQ -23.93% (-$130.9K) YoY NEW(+$416.1K)
(VOOcusip922908363)	807	QoQ +806.74% (+718) YoY +80600.00% (+806)	All Managers (Combined)	$414.7K	0.1% ($414.7K/$461.7M)	QoQ +764.83% (+$366.8K) YoY +86121.41% (+$414.2K)
(MGKcusip921910816)	1.3K	QoQ -0.15% (-2) YoY -2.56% (-35)	All Managers (Combined)	$410.5K	0.1% ($410.5K/$461.7M)	QoQ -10.19% (-$46.6K) YoY +5.00% (-$19.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.5K	QoQ -10.03% (-170) YoY -9.01% (-151)	All Managers (Combined)	$410.0K	0.1% ($410.0K/$461.7M)	QoQ -18.44% (-$92.7K) YoY +7.51% (-$28.7K)
DOMINION ENERGY, INC(Dcusip25746U109)	7.3K	QoQ 0.00% (+0) YoY +0.46% (+34)	All Managers (Combined)	$408.3K	0.1% ($408.3K/$461.7M)	QoQ +4.10% (+$16.1K) YoY +14.52% (+$51.8K)
SK TELECOM CO LTD(SKMcusip78440P306)	19.1K	QoQ 0.00% (+0) YoY -3.78% (-750)	All Managers (Combined)	$405.2K	0.1% ($405.2K/$461.7M)	QoQ +1.04% (+$4.2K) YoY -5.12% (-$21.9K)
(cusip97717W570)✕	6.8K	QoQ -1.22% (-84) YoY -70.35% (-16.0K)	All Managers (Combined)	$402.5K	0.1% ($402.5K/$461.7M)	QoQ -5.82% (-$24.9K) YoY -71.04% (-$987.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.4K	QoQ +8.06% (+181) YoY +10.22% (+225)	All Managers (Combined)	$402.3K	0.1% ($402.3K/$461.7M)	QoQ +23.90% (+$77.6K) YoY +15.53% (+$54.1K)
(cusip775109200)✕	14.9K	QoQ +24.94% (+3.0K) YoY -7.41% (-1.2K)	All Managers (Combined)	$398.9K	0.1% ($398.9K/$461.7M)	QoQ +8.68% (+$31.9K) YoY -39.63% (-$262.0K)
Andersons, Inc.(ANDEcusip034164103)	9.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$393.5K	0.1% ($393.5K/$461.7M)	QoQ +5.94% (+$22.1K) YoY -25.16% (-$132.4K)