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",
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  null,
  "ARM",
  "MU",
  null,
  null,
  null,
  "FNDA",
  null,
  "MPLX",
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  null,
  null,
  "MMM",
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  null,
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  "APD",
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  null,
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  null,
  "KTB",
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  null,
  "GOOGL",
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  "VYX",
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  null,
  null,
  "AXL",
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  "T",
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  null,
  "E",
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  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,
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  null,
  null,
  null,
  null,
  null,
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  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,
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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,
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  null,
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  "PK",
  "OUST",
  "MD",
  null,
  null,
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  null,
  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,
  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,
  null,
  null,
  null,
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  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  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,
  null,
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  null,
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  null,
  null,
  null,
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  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,
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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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  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,
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  null,
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  null,
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  null,
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  null,
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  "IP",
  "F",
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  null,
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  null,
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  null,
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  null,
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  "ES",
  "FDP",
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  null,
  null,
  "JBLU",
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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,
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  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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  "V",
  null,
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  "WBD",
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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,
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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,
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  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,
  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,
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  "MAR",
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  null,
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  "GOOG",
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  "TSLA",
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  "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 16 of 49

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52468L406

Shares:4.5K

Value:$184.9K

% of Portfolio:0.0% ($184.9K/$461.7M)

ArcelorMittal

MT|03938L203

Shares:6.4K

Value:$184.6K

% of Portfolio:0.0% ($184.6K/$461.7M)

HP INC

HPQ|40434L105

Shares:6.6K

Value:$183.6K

% of Portfolio:0.0% ($183.6K/$461.7M)

PBF Energy Inc.

PBF|69318G106

Shares:9.6K

Value:$183.3K

% of Portfolio:0.0% ($183.3K/$461.7M)

81369Y803

XLK|81369Y803

Shares:885

Value:$182.7K

% of Portfolio:0.0% ($182.7K/$461.7M)

464288661

Shares:1.5K

Value:$178.4K

% of Portfolio:0.0% ($178.4K/$461.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:846

Value:$177.3K

% of Portfolio:0.0% ($177.3K/$461.7M)

464288679

Shares:1.6K

Value:$175.1K

% of Portfolio:0.0% ($175.1K/$461.7M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.7K

Value:$174.1K

% of Portfolio:0.0% ($174.1K/$461.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:965

Value:$173.4K

% of Portfolio:0.0% ($173.4K/$461.7M)

PIPER SANDLER COMPANIES

PIPR|724078100

Shares:700

Value:$173.4K

% of Portfolio:0.0% ($173.4K/$461.7M)

Meta Platforms, Inc.

META|30303M102

Shares:300

Value:$172.9K

% of Portfolio:0.0% ($172.9K/$461.7M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:1.0K

Value:$170.7K

% of Portfolio:0.0% ($170.7K/$461.7M)

ENVIRI Corp

NVRI|415864107

Shares:25.5K

Value:$169.4K

% of Portfolio:0.0% ($169.4K/$461.7M)

KONINKLIJKE PHILIPS NV

PHG|500472303

Shares:6.6K

Value:$168.8K

% of Portfolio:0.0% ($168.8K/$461.7M)

ASTRAZENECA PLC

AZN|046353108

Shares:2.3K

Value:$166.1K

% of Portfolio:0.0% ($166.1K/$461.7M)

STEELCASE INC

SCS|858155203

Shares:15.0K

Value:$164.4K

% of Portfolio:0.0% ($164.4K/$461.7M)

808524839

Shares:7.1K

Value:$164.3K

% of Portfolio:0.0% ($164.3K/$461.7M)

KOHLS Corp

KSS|500255104

Shares:20.0K

Value:$163.5K

% of Portfolio:0.0% ($163.5K/$461.7M)

46434V860

Shares:3.2K

Value:$163.1K

% of Portfolio:0.0% ($163.1K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip52468L406)✕	4.5K	QoQ +0.35% (+16) YoY -25.59% (-1.6K)	All Managers (Combined)	$184.9K	0.0% ($184.9K/$461.7M)	QoQ +7.18% (+$12.4K) YoY -17.25% (-$38.6K)
ArcelorMittal(MTcusip03938L203)	6.4K	QoQ -3.19% (-211) YoY -7.84% (-545)	All Managers (Combined)	$184.6K	0.0% ($184.6K/$461.7M)	QoQ +20.74% (-$31.7K) YoY -3.60% (-$6.9K)
HP INC(HPQcusip40434L105)	6.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$183.6K	0.0% ($183.6K/$461.7M)	QoQ -15.13% (-$32.8K) YoY -8.37% (-$16.8K)
PBF Energy Inc.(PBFcusip69318G106)	9.6K	QoQ -3.27% (-325) YoY -3.27% (-325)	All Managers (Combined)	$183.3K	0.0% ($183.3K/$461.7M)	QoQ -30.45% (-$80.2K) YoY -67.92% (-$388.1K)
(XLKcusip81369Y803)	885	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$182.7K	0.0% ($182.7K/$461.7M)	QoQ -11.19% (-$23.0K) YoY -0.85% (-$1.6K)
(cusip464288661)✕	1.5K	QoQ +0.33% (+5) YoY -20.77% (-396)	All Managers (Combined)	$178.4K	0.0% ($178.4K/$461.7M)	QoQ +2.57% (+$4.5K) YoY -19.18% (-$42.4K)
AbbVie Inc.(ABBVcusip00287Y109)	846	QoQ +14.17% (+105) YoY +14.17% (+105)	All Managers (Combined)	$177.3K	0.0% ($177.3K/$461.7M)	QoQ +34.61% (+$45.6K) YoY +31.36% (+$42.3K)
(cusip464288679)✕	1.6K	QoQ +0.37% (+6) YoY -18.29% (-355)	All Managers (Combined)	$175.1K	0.0% ($175.1K/$461.7M)	QoQ +0.69% (+$1.2K) YoY -18.35% (-$39.4K)
CONOCOPHILLIPS(COPcusip20825C104)	1.7K	QoQ 0.00% (+0) YoY -0.89% (-15)	All Managers (Combined)	$174.1K	0.0% ($174.1K/$461.7M)	QoQ +5.89% (+$9.7K) YoY -18.22% (-$38.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	965	QoQ +10.28% (+90) YoY +10.28% (+90)	All Managers (Combined)	$173.4K	0.0% ($173.4K/$461.7M)	QoQ +5.69% (+$9.3K) YoY +13.76% (+$21.0K)
PIPER SANDLER COMPANIES(PIPRcusip724078100)	700	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$173.4K	0.0% ($173.4K/$461.7M)	QoQ -17.43% (-$36.6K) YoY +24.77% (+$34.4K)
Meta Platforms, Inc.(METAcusip30303M102)	300	QoQ -0.33% (-1) YoY 0.00% (+0)	All Managers (Combined)	$172.9K	0.0% ($172.9K/$461.7M)	QoQ -1.88% (-$3.3K) YoY +18.69% (+$27.2K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$170.7K	0.0% ($170.7K/$461.7M)	QoQ +12.15% (+$18.5K) YoY +27.11% (+$36.4K)
ENVIRI Corp(NVRIcusip415864107)	25.5K	QoQ -1.01% (-260) YoY -2.33% (-610)	All Managers (Combined)	$169.4K	0.0% ($169.4K/$461.7M)	QoQ -14.50% (-$28.8K) YoY -29.02% (-$69.3K)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	6.6K	QoQ 0.00% (+0) YoY -71.26% (-16.5K)	All Managers (Combined)	$168.8K	0.0% ($168.8K/$461.7M)	QoQ +0.31% (+$532) YoY -63.50% (-$293.6K)
ASTRAZENECA PLC(AZNcusip046353108)	2.3K	QoQ +11.88% (+240) YoY -28.77% (-913)	All Managers (Combined)	$166.1K	0.0% ($166.1K/$461.7M)	QoQ +25.50% (+$33.8K) YoY -22.72% (-$48.9K)
STEELCASE INC(SCScusip858155203)	15.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$164.4K	0.0% ($164.4K/$461.7M)	QoQ -7.27% (-$12.9K) YoY -16.20% (-$31.8K)
(cusip808524839)✕	7.1K	QoQ 0.00% (+0) YoY +86.09% (-3.3K)	All Managers (Combined)	$164.3K	0.0% ($164.3K/$461.7M)	QoQ +2.02% (+$3.3K) YoY -6.30% (-$11.1K)
KOHLS Corp(KSScusip500255104)	20.0K	QoQ +7.33% (-1.4K) YoY +0.62% (-125)	All Managers (Combined)	$163.5K	0.0% ($163.5K/$461.7M)	QoQ -37.46% (-$98.0K) YoY -71.76% (-$415.6K)
(cusip46434V860)✕	3.2K	QoQ +0.40% (+13) YoY -25.53% (-1.1K)	All Managers (Combined)	$163.1K	0.0% ($163.1K/$461.7M)	QoQ +0.78% (+$1.3K) YoY -25.58% (-$56.1K)