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",
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  "SMCI",
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  null,
  "ARM",
  "MU",
  null,
  null,
  null,
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  null,
  "MPLX",
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  null,
  null,
  "MMM",
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  null,
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  "SPTN",
  "FLG",
  "APD",
  "BABA",
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  null,
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  null,
  "KTB",
  "VONG",
  null,
  "GOOGL",
  "AVT",
  "MAGN",
  "VDE",
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  null,
  null,
  "AXL",
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  "MT",
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  "T",
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  null,
  "E",
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  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,
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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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  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,
  "ICF",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  "MDLZ",
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  "NDAQ",
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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,
  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,
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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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  "ST",
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  "ARE",
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  "WMG",
  "AMCR",
  "GM",
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  "APTV",
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  "TOL",
  "AVY",
  "ALB",
  "AFL",
  "AMD",
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  "EL",
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  "DRI",
  "TAP",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "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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  null,
  null,
  "JBLU",
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  "NIO",
  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,
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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,
  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,
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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,
  "ESGU",
  null,
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  "EG",
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  null,
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  null,
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  null,
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  null,
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  "SAM",
  "BWA",
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  "BTI",
  "BF-B",
  "DOOO",
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  "CHRW",
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  "CSTE",
  "CZR",
  "CM",
  "CNI",
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  "CE",
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  "CVE",
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  "CHX",
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  null,
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  null,
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  "MAR",
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  null,
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  "TSLA",
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  "PM",
  null,
  null,
  "AWK",
  null,
  null,
  "MO",
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  "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 2 of 49

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464287119

Shares:55.2K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$461.7M)

92206C680

VONG|92206C680

Shares:47.9K

Value:$4.4M

% of Portfolio:1.0% ($4.4M/$461.7M)

37954Y673

Shares:117.1K

Value:$4.4M

% of Portfolio:1.0% ($4.4M/$461.7M)

233051200

DBEF|233051200

Shares:100.7K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$461.7M)

Apple Inc.

AAPL|037833100

Shares:18.0K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$461.7M)

464288687

Shares:126.3K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$461.7M)

464289511

Shares:75.9K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$461.7M)

464287200

IVV|464287200

Shares:6.5K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$461.7M)

46137V621

Shares:245.8K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$461.7M)

92189F429

Shares:208.6K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$461.7M)

78464A292

Shares:94.5K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$461.7M)

78464A821

Shares:29.5K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$461.7M)

46138E354

Shares:30.6K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$461.7M)

808524607

SCHA|808524607

Shares:95.7K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$461.7M)

92647N873

Shares:38.6K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$461.7M)

78464A359

Shares:28.3K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$461.7M)

921946794

VYMI|921946794

Shares:28.9K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$461.7M)

CF Industries Holdings, Inc.

CF|125269100

Shares:27.0K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$461.7M)

97717W315

Shares:48.9K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$461.7M)

Unum Group

UNM|91529Y106

Shares:24.4K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287119)✕	55.2K	QoQ +27.07% (+11.8K) YoY +247.57% (+39.3K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$461.7M)	QoQ +14.86% (+$578.2K) YoY +272.94% (+$3.3M)
(VONGcusip92206C680)	47.9K	QoQ +26.85% (+10.1K) YoY +244.23% (+34.0K)	All Managers (Combined)	$4.4M	1.0% ($4.4M/$461.7M)	QoQ +13.94% (+$543.9K) YoY +268.54% (+$3.2M)
(cusip37954Y673)✕	117.1K	QoQ +28.80% (+26.2K) YoY +259.97% (+84.6K)	All Managers (Combined)	$4.4M	1.0% ($4.4M/$461.7M)	QoQ +20.26% (+$744.4K) YoY +241.16% (+$3.1M)
(DBEFcusip233051200)	100.7K	QoQ +13.85% (+12.3K) YoY +58.55% (+37.2K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$461.7M)	QoQ +19.08% (+$699.1K) YoY +67.73% (+$1.8M)
Apple Inc.(AAPLcusip037833100)	18.0K	QoQ +6.58% (-1.1K) YoY +8.15% (+1.4K)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$461.7M)	QoQ -5.45% (-$231.3K) YoY +40.10% (+$1.1M)
(cusip464288687)✕	126.3K	QoQ +16.08% (+17.5K) YoY +66.33% (+50.4K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$461.7M)	QoQ +13.46% (+$460.7K) YoY +58.59% (+$1.4M)
(cusip464289511)✕	75.9K	QoQ +15.94% (+10.4K) YoY +68.23% (+30.8K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$461.7M)	QoQ +17.89% (+$578.9K) YoY +64.05% (+$1.5M)
(IVVcusip464287200)	6.5K	QoQ 0.00% (-0) YoY -2.61% (-174)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$461.7M)	QoQ -4.54% (-$173.2K) YoY +4.08% (-$142.5K)
(cusip46137V621)✕	245.8K	QoQ +18.21% (+37.9K) YoY +80.17% (+109.4K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$461.7M)	QoQ +16.02% (+$484.8K) YoY +68.82% (+$1.4M)
(cusip92189F429)✕	208.6K	QoQ +18.25% (+32.2K) YoY +80.16% (+92.8K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$461.7M)	QoQ +14.89% (+$453.3K) YoY +70.69% (+$1.4M)
(cusip78464A292)✕	94.5K	QoQ 0.00% (-9) YoY -1.46% (-1.4K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$461.7M)	QoQ -1.80% (-$56.4K) YoY -8.47% (-$283.4K)
(cusip78464A821)✕	29.5K	QoQ -0.44% (-132) YoY -3.00% (-912)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$461.7M)	QoQ -8.95% (-$230.4K) YoY -11.70% (-$310.3K)
(cusip46138E354)✕	30.6K	QoQ -0.64% (-198) YoY -2.72% (-858)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$461.7M)	QoQ +6.05% (-$130.4K) YoY +10.33% (-$214.0K)
(SCHAcusip808524607)	95.7K	QoQ -0.44% (-424) YoY +94.02% (-46.4K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$461.7M)	QoQ -9.79% (-$243.5K) YoY -7.67% (-$186.4K)
(cusip92647N873)✕	38.6K	QoQ -4.77% (-1.9K) YoY -8.31% (-3.5K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$461.7M)	QoQ -7.96% (-$191.8K) YoY -6.07% (-$143.2K)
(cusip78464A359)✕	28.3K	QoQ -0.62% (-178) YoY -4.96% (-1.5K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$461.7M)	QoQ -2.24% (-$49.8K) YoY -0.31% (-$6.8K)
(VYMIcusip921946794)	28.9K	QoQ +34.42% (+7.4K) YoY +345.26% (+22.4K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$461.7M)	QoQ +45.92% (+$670.3K) YoY +376.90% (+$1.7M)
CF Industries Holdings, Inc.(CFcusip125269100)	27.0K	QoQ 0.00% (-0) YoY -4.34% (-1.2K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$461.7M)	QoQ -8.40% (-$193.5K) YoY -10.16% (-$238.7K)
(cusip97717W315)✕	48.9K	QoQ +36.25% (+13.0K) YoY +351.80% (+38.1K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$461.7M)	QoQ +41.60% (+$604.7K) YoY +354.39% (+$1.6M)
Unum Group(UNMcusip91529Y106)	24.4K	QoQ 0.00% (+0) YoY -29.80% (-10.3K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$461.7M)	QoQ +11.54% (+$205.5K) YoY +6.56% (-$122.3K)