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,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  "ANDE",
  "LOW",
  "AVEM",
  "ABR",
  "CP.TO",
  "FMS",
  "ARCC",
  "SAN",
  "BGS",
  "BIDU",
  "FLNC",
  "HTZ",
  null,
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DBEF",
  null,
  "CCI",
  "KMT",
  null,
  "PHG",
  null,
  "LEG",
  "LNC",
  null,
  "LPL",
  "DUK",
  "OII",
  "MMI",
  "EVT",
  "MLKN",
  "D",
  "NICE",
  "M",
  "ESS",
  "REZI",
  "PUK",
  "UTG",
  "SBH",
  "QS",
  "PII",
  "DAVA",
  "ECG",
  "WTRG",
  null,
  "FG",
  null,
  "EQNR",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  "MATW",
  "LXFR",
  "LPG",
  "PNR",
  "FFBC",
  "UP",
  "FERG",
  "ADNT",
  null,
  "FITB",
  null,
  "NVRI",
  "GD",
  null,
  null,
  "AISP",
  "GILD",
  null,
  "AMCX",
  "AIV",
  "HON",
  "HD",
  "BNED",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  "CLW",
  null,
  "MCD",
  null,
  null,
  null,
  "DFP",
  null,
  "BEN",
  null,
  "FE",
  "SNN",
  "UNP",
  null,
  "MATV",
  "QCOM",
  "GLPI",
  "TX",
  null,
  null,
  "GIII",
  "ACI",
  null,
  "BTO",
  "HUBB",
  "HSBC",
  null,
  null,
  "HTZWW",
  "HMC",
  "GSIE",
  "INVZ",
  "IIPR",
  "ING",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "IFN",
  "IGT",
  "NWL",
  "ICE",
  null,
  "META",
  null,
  null,
  "LXU",
  "MX",
  "LCUT",
  null,
  "LGF-A",
  "MFA",
  "LUNR",
  null,
  "MFIN",
  "MTUS",
  "HEFA",
  "MG",
  "IIM",
  null,
  "NNBR",
  null,
  "IVW",
  "PK",
  "OUST",
  "MD",
  null,
  null,
  "IJH",
  null,
  null,
  "RR",
  "BRW",
  null,
  "SSP",
  null,
  null,
  null,
  "SWK",
  "SNCR",
  "STXS",
  "TK",
  null,
  "SUP",
  "ODP",
  null,
  "UHAL",
  "TGI",
  "TG",
  "UNFI",
  "TBI",
  "UEIC",
  "TBRG",
  null,
  null,
  "IQV",
  null,
  "RNP",
  null,
  "ELPC",
  null,
  null,
  "PGZ",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "SYM",
  "MMC",
  "TLRY",
  "NEXA",
  "MA",
  "ACCO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DXC",
  "NDAQ",
  "ELF",
  "ETD",
  "EPR",
  "EXC",
  null,
  null,
  "FHN",
  null,
  "FIS",
  null,
  "FTV",
  "FL",
  "GE",
  "THG",
  "GPC",
  null,
  "NTRS",
  "HUN",
  "RHI",
  "HIG",
  "HAS",
  "TEVA",
  "HOV",
  "FMC",
  "OXY",
  null,
  null,
  "EMN",
  null,
  "SMR",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PYPL",
  null,
  "PEP",
  "PNC",
  null,
  null,
  "VGSH",
  "DNP",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "PBR",
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "TU",
  "OGN",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MGA",
  "MPW",
  "NMR",
  "AMGN",
  "KVUE",
  null,
  "PARA",
  "DGX",
  "PPG",
  "FNDX",
  null,
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "SMFG",
  "ERIC",
  "VIV",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "AAP",
  "MET",
  "DTIL",
  "NATL",
  "VXF",
  "SOUN",
  "VV",
  "ATNM",
  "TWI",
  "SNV",
  "MRNA",
  "SCHW",
  "GOOS",
  "OIS",
  "EWBC",
  "MDU",
  "PDS",
  "PHIN",
  "XPER",
  "EPC",
  "PAG",
  null,
  "TCPC",
  "SCS",
  "ACWV",
  null,
  null,
  null,
  "VWO",
  "VRN.TO",
  "BCH",
  "ACHR",
  null,
  "HR",
  "SBAC",
  "LGF-B",
  null,
  null,
  null,
  null,
  "ADAP",
  "VCIT",
  null,
  "ACTG",
  null,
  "NGG",
  null,
  "HOUS",
  "AEO",
  null,
  "VIG",
  null,
  "RNST",
  null,
  "LYG",
  "TTE",
  null,
  null,
  "CYH",
  "TEF",
  "TENB",
  "TROX",
  "TRS",
  null,
  null,
  "NXT",
  "IWO",
  "PTON",
  "GT",
  "SU",
  "WY",
  "IWN",
  null,
  "SNY",
  "IEF",
  null,
  "TSM",
  "SMG",
  "GSK",
  "OHI",
  "GPN",
  null,
  null,
  null,
  null,
  "ETR",
  "VYM",
  "GEF",
  "DD",
  null,
  "EA",
  "GVA",
  "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",
  "DKNG",
  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  null,
  "VYMI",
  "VALE",
  null,
  "MGK",
  null,
  "VXUS",
  "VGLT",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  null,
  "VSTS",
  "VTRS",
  "V",
  null,
  "VICI",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WTI",
  "WU",
  "WFC",
  "WHR",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "WWW",
  "KLG",
  null,
  "WPP",
  "WYNN",
  "XRX",
  "XEL",
  "WKC",
  "YPF",
  "IUSG",
  "SOLV",
  null,
  null,
  "DTE",
  "GNTX",
  "NXST",
  "MTB",
  "JHG",
  "CNQ",
  "GEN",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "LEA",
  null,
  "LVS",
  "NSC",
  "MHK",
  "KEY",
  "VAC",
  "NOK",
  "NDSN",
  "JCI",
  "HST",
  "NUS",
  "MGM",
  "NOV",
  "ICL",
  "SO",
  "TAK",
  null,
  null,
  "TTD",
  null,
  "SON",
  "SJM",
  "SKM",
  "PPL",
  "TRP",
  "ONL",
  "RYAM",
  null,
  "SW",
  "PSX",
  "CRM",
  "SWKS",
  "SNAP",
  "RBLX",
  null,
  "SIG",
  null,
  "RUN",
  "SUI",
  "RBRK",
  "SYY",
  "PTEN",
  "DIA",
  null,
  "SEE",
  null,
  null,
  "DINO",
  null,
  "LYB",
  "HBI",
  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,
  "OZK",
  "BBD",
  "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",
  "CMA",
  "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,
  "DFAX",
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  "DDS",
  "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 18 of 49

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ServiceNow, Inc.

NOW|81762P102

Shares:171

Value:$136.1K

% of Portfolio:0.0% ($136.1K/$461.7M)

NOMURA HOLDINGS INC

NMR|65535H208

Shares:22.0K

Value:$135.3K

% of Portfolio:0.0% ($135.3K/$461.7M)

ENBRIDGE INC

ENB|29250N105

Shares:3.1K

Value:$135.2K

% of Portfolio:0.0% ($135.2K/$461.7M)

Baker Hughes Co

BKR|05722G100

Shares:3.1K

Value:$135.1K

% of Portfolio:0.0% ($135.1K/$461.7M)

Tesla, Inc.

TSLA|88160R101

Shares:510

Value:$132.2K

% of Portfolio:0.0% ($132.2K/$461.7M)

92206C870

VCIT|92206C870

Shares:1.6K

Value:$130.6K

% of Portfolio:0.0% ($130.6K/$461.7M)

GRANITE CONSTRUCTION INC

GVA|387328107

Shares:1.7K

Value:$130.3K

% of Portfolio:0.0% ($130.3K/$461.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:546

Value:$129.0K

% of Portfolio:0.0% ($129.0K/$461.7M)

25434V880

DFAX|25434V880

Shares:4.9K

Value:$128.7K

% of Portfolio:0.0% ($128.7K/$461.7M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:1.9K

Value:$128.6K

% of Portfolio:0.0% ($128.6K/$461.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:421

Value:$128.6K

% of Portfolio:0.0% ($128.6K/$461.7M)

B&G Foods, Inc.

BGS|05508R106

Shares:18.7K

Value:$128.5K

% of Portfolio:0.0% ($128.5K/$461.7M)

81369Y209

Shares:873

Value:$127.5K

% of Portfolio:0.0% ($127.5K/$461.7M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:2.6K

Value:$126.0K

% of Portfolio:0.0% ($126.0K/$461.7M)

Elevance Health, Inc.

ELV|036752103

Shares:282

Value:$122.7K

% of Portfolio:0.0% ($122.7K/$461.7M)

Gen Digital Inc.

GEN|668771108

Shares:4.6K

Value:$122.1K

% of Portfolio:0.0% ($122.1K/$461.7M)

Duke Energy CORP

DUK|26441C204

Shares:999

Value:$121.8K

% of Portfolio:0.0% ($121.8K/$461.7M)

Alcoa Corp

AA|013872106

Shares:3.9K

Value:$120.1K

% of Portfolio:0.0% ($120.1K/$461.7M)

808524805

SCHF|808524805

Shares:6.0K

Value:$118.4K

% of Portfolio:0.0% ($118.4K/$461.7M)

Mativ Holdings, Inc.

MATV|808541106

Shares:18.6K

Value:$115.6K

% of Portfolio:0.0% ($115.6K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ServiceNow, Inc.(NOWcusip81762P102)	171	QoQ NEW(+171) YoY NEW(+171)	All Managers (Combined)	$136.1K	0.0% ($136.1K/$461.7M)	QoQ NEW(+$136.1K) YoY NEW(+$136.1K)
NOMURA HOLDINGS INC(NMRcusip65535H208)	22.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$135.3K	0.0% ($135.3K/$461.7M)	QoQ +6.21% (+$7.9K) YoY -4.20% (-$5.9K)
ENBRIDGE INC(ENBcusip29250N105)	3.1K	QoQ +9.47% (+264) YoY +9.47% (+264)	All Managers (Combined)	$135.2K	0.0% ($135.2K/$461.7M)	QoQ +14.32% (+$16.9K) YoY +34.07% (+$34.4K)
Baker Hughes Co(BKRcusip05722G100)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$135.1K	0.0% ($135.1K/$461.7M)	QoQ +7.14% (+$9.0K) YoY +31.19% (+$32.1K)
Tesla, Inc.(TSLAcusip88160R101)	510	QoQ -9.09% (-51) YoY -19.30% (-122)	All Managers (Combined)	$132.2K	0.0% ($132.2K/$461.7M)	QoQ -41.65% (-$94.4K) YoY +18.96% (-$21.1K)
(VCITcusip92206C870)	1.6K	QoQ -0.43% (-7) YoY -0.43% (-7)	All Managers (Combined)	$130.6K	0.0% ($130.6K/$461.7M)	QoQ +1.41% (-$1.8K) YoY +1.10% (-$1.4K)
GRANITE CONSTRUCTION INC(GVAcusip387328107)	1.7K	QoQ -37.02% (-1.0K) YoY -80.80% (-7.3K)	All Managers (Combined)	$130.3K	0.0% ($130.3K/$461.7M)	QoQ -45.86% (-$110.4K) YoY -74.67% (-$384.1K)
UNION PACIFIC CORP(UNPcusip907818108)	546	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$129.0K	0.0% ($129.0K/$461.7M)	QoQ +3.59% (+$4.5K) YoY -3.94% (-$5.3K)
(DFAXcusip25434V880)	4.9K	QoQ 0.00% (+0) YoY +100.28% (+2.5K)	All Managers (Combined)	$128.7K	0.0% ($128.7K/$461.7M)	QoQ +5.39% (+$6.6K) YoY +106.26% (+$66.3K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	1.9K	QoQ +14.71% (+250) YoY -3.70% (-75)	All Managers (Combined)	$128.6K	0.0% ($128.6K/$461.7M)	QoQ +0.97% (+$1.2K) YoY -58.77% (-$183.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	421	QoQ +11.37% (+43) YoY +7.12% (+28)	All Managers (Combined)	$128.6K	0.0% ($128.6K/$461.7M)	QoQ +16.24% (+$18.0K) YoY +31.05% (+$30.5K)
B&G Foods, Inc.(BGScusip05508R106)	18.7K	QoQ +1.63% (+300) YoY +1.90% (-350)	All Managers (Combined)	$128.5K	0.0% ($128.5K/$461.7M)	QoQ +1.33% (+$1.7K) YoY -38.80% (-$81.5K)
(cusip81369Y209)✕	873	QoQ 0.00% (+0) YoY +5.30% (+44)	All Managers (Combined)	$127.5K	0.0% ($127.5K/$461.7M)	QoQ +6.13% (+$7.4K) YoY +4.08% (+$5.0K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	2.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$126.0K	0.0% ($126.0K/$461.7M)	QoQ -0.10% (-$127) YoY -24.04% (-$39.9K)
Elevance Health, Inc.(ELVcusip036752103)	282	QoQ +20.00% (+47) YoY +20.00% (+47)	All Managers (Combined)	$122.7K	0.0% ($122.7K/$461.7M)	QoQ +41.48% (+$36.0K) YoY +0.65% (+$802)
Gen Digital Inc.(GENcusip668771108)	4.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$122.1K	0.0% ($122.1K/$461.7M)	QoQ -3.06% (-$3.9K) YoY +18.48% (+$19.0K)
Duke Energy CORP(DUKcusip26441C204)	999	QoQ -0.10% (-1) YoY -23.74% (-311)	All Managers (Combined)	$121.8K	0.0% ($121.8K/$461.7M)	QoQ +13.09% (-$14.1K) YoY -3.82% (-$4.8K)
Alcoa Corp(AAcusip013872106)	3.9K	QoQ 0.00% (-0) YoY -1.37% (-55)	All Managers (Combined)	$120.1K	0.0% ($120.1K/$461.7M)	QoQ -19.26% (-$28.7K) YoY -10.97% (-$14.8K)
(SCHFcusip808524805)	6.0K	QoQ -5.22% (-330) YoY +100.00% (+3.0K)	All Managers (Combined)	$118.4K	0.0% ($118.4K/$461.7M)	QoQ +1.33% (-$1.6K) YoY +1.38% (+$1.6K)
Mativ Holdings, Inc.(MATVcusip808541106)	18.6K	QoQ +12.42% (-2.0K) YoY -1.98% (-375)	All Managers (Combined)	$115.6K	0.0% ($115.6K/$461.7M)	QoQ -35.74% (-$64.3K) YoY -67.43% (-$239.3K)