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",
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  "FMS",
  "ARCC",
  "SAN",
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  "FLNC",
  "HTZ",
  null,
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DBEF",
  null,
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  null,
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  null,
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  null,
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  "M",
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  null,
  "FG",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "MATW",
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  "UP",
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  null,
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  null,
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  "GD",
  null,
  null,
  "AISP",
  "GILD",
  null,
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  "AIV",
  "HON",
  "HD",
  "BNED",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  "CLW",
  null,
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  null,
  null,
  null,
  "DFP",
  null,
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  null,
  "FE",
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  null,
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  "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",
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  "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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  "IWF",
  null,
  null,
  null,
  "PYPL",
  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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  null,
  null,
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  "NMR",
  "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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  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
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  null,
  null,
  null,
  "IBM",
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  "VIV",
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  "VO",
  "AA",
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  "PAG",
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "ADAP",
  "VCIT",
  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,
  "CYH",
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  "TRS",
  null,
  null,
  "NXT",
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  "GT",
  "SU",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "ETR",
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  "DD",
  null,
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  "EW",
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  "TV",
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  null,
  "R",
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  "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",
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  "LUV",
  null,
  null,
  "PLUG",
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  "HOG",
  "OVV",
  "ESGD",
  null,
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  "HII",
  "KD",
  "FNB",
  null,
  null,
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  "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",
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  "BND",
  "VBR",
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  "VB",
  "VOO",
  "VLTO",
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  null,
  "VSTS",
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  "V",
  null,
  "VICI",
  "W",
  "WBD",
  "WMT",
  "WBA",
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  "WU",
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  "WHR",
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  "WMB",
  null,
  null,
  null,
  null,
  null,
  "WWW",
  "KLG",
  null,
  "WPP",
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  "IUSG",
  "SOLV",
  null,
  null,
  "DTE",
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  null,
  "SCHD",
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  null,
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  "LW",
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  null,
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  "NSC",
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  "KEY",
  "VAC",
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  "HST",
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  "ICL",
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  null,
  null,
  "TTD",
  null,
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  "TRP",
  "ONL",
  "RYAM",
  null,
  "SW",
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  null,
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  null,
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  "SYY",
  "PTEN",
  "DIA",
  null,
  "SEE",
  null,
  null,
  "DINO",
  null,
  "LYB",
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  null,
  null,
  null,
  null,
  "UHS",
  null,
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  "KRO",
  "PEGA",
  "MTH",
  "NVT",
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  null,
  "EXR",
  null,
  null,
  "ESGU",
  null,
  "UDR",
  "EG",
  "FDX",
  null,
  "ALLY",
  "STLA",
  "MSGE",
  "SSBK",
  "STM",
  null,
  "MKTX",
  "AUR",
  "ADP",
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  null,
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  "BHC",
  "BMO",
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  "BRK-B",
  "BAX",
  "BDX",
  "BYND",
  null,
  "BA",
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  "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",
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  "KO",
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  "CMA",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CNDT",
  "COP",
  "CMP",
  "STZ",
  "CEG",
  "CTRA",
  "COTY",
  "CTVA",
  "CPNG",
  "CRDO",
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  "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

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Warner Bros. Discovery, Inc.

WBD|934423104

Shares:9.5K

Value:$101.5K

% of Portfolio:0.0% ($101.5K/$461.7M)

922908769

VTI|922908769

Shares:364

Value:$100.0K

% of Portfolio:0.0% ($100.0K/$461.7M)

FIRST FINANCIAL BANCORP /OH/

FFBC|320209109

Shares:4.0K

Value:$99.9K

% of Portfolio:0.0% ($99.9K/$461.7M)

46434G103

IEMG|46434G103

Shares:1.8K

Value:$99.3K

% of Portfolio:0.0% ($99.3K/$461.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:471

Value:$94.3K

% of Portfolio:0.0% ($94.3K/$461.7M)

COTY INC.

COTY|222070203

Shares:17.2K

Value:$94.1K

% of Portfolio:0.0% ($94.1K/$461.7M)

46435G516

ESGD|46435G516

Shares:1.1K

Value:$92.9K

% of Portfolio:0.0% ($92.9K/$461.7M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:400

Value:$92.6K

% of Portfolio:0.0% ($92.6K/$461.7M)

81369Y852

Shares:951

Value:$91.7K

% of Portfolio:0.0% ($91.7K/$461.7M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:11.1K

Value:$90.9K

% of Portfolio:0.0% ($90.9K/$461.7M)

Chubb Ltd

CB|H1467J104

Shares:297

Value:$89.7K

% of Portfolio:0.0% ($89.7K/$461.7M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:497

Value:$89.1K

% of Portfolio:0.0% ($89.1K/$461.7M)

EverCommerce Inc.

EVCM|29977X105

Shares:8.8K

Value:$88.9K

% of Portfolio:0.0% ($88.9K/$461.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:416

Value:$88.1K

% of Portfolio:0.0% ($88.1K/$461.7M)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:65

Value:$87.8K

% of Portfolio:0.0% ($87.8K/$461.7M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:1.0K

Value:$86.9K

% of Portfolio:0.0% ($86.9K/$461.7M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:362

Value:$86.2K

% of Portfolio:0.0% ($86.2K/$461.7M)

464287598

IWD|464287598

Shares:458

Value:$86.2K

% of Portfolio:0.0% ($86.2K/$461.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:315

Value:$85.9K

% of Portfolio:0.0% ($85.9K/$461.7M)

TREDEGAR CORP

TG|894650100

Shares:11.0K

Value:$84.7K

% of Portfolio:0.0% ($84.7K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Warner Bros. Discovery, Inc.(WBDcusip934423104)	9.5K	QoQ 0.00% (+0) YoY -6.90% (-702)	All Managers (Combined)	$101.5K	0.0% ($101.5K/$461.7M)	QoQ +1.51% (+$1.5K) YoY +14.42% (-$12.8K)
(VTIcusip922908769)	364	QoQ -14.35% (-61) YoY NEW(+364)	All Managers (Combined)	$100.0K	0.0% ($100.0K/$461.7M)	QoQ -18.77% (-$23.1K) YoY NEW(+$100.0K)
FIRST FINANCIAL BANCORP /OH/(FFBCcusip320209109)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$99.9K	0.0% ($99.9K/$461.7M)	QoQ -7.06% (-$7.6K) YoY +11.41% (+$10.2K)
(IEMGcusip46434G103)	1.8K	QoQ +29.85% (+423) YoY +37.72% (+504)	All Managers (Combined)	$99.3K	0.0% ($99.3K/$461.7M)	QoQ +34.20% (+$25.3K) YoY +44.04% (+$30.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	471	QoQ -84.34% (-2.5K) YoY -84.34% (-2.5K)	All Managers (Combined)	$94.3K	0.0% ($94.3K/$461.7M)	QoQ -81.20% (-$407.4K) YoY -82.14% (-$433.7K)
COTY INC.(COTYcusip222070203)	17.2K	QoQ +7.50% (-1.2K) YoY -2.27% (-400)	All Managers (Combined)	$94.1K	0.0% ($94.1K/$461.7M)	QoQ -15.51% (-$17.3K) YoY -55.30% (-$116.4K)
(ESGDcusip46435G516)	1.1K	QoQ 0.00% (+0) YoY +47.27% (+365)	All Managers (Combined)	$92.9K	0.0% ($92.9K/$461.7M)	QoQ +7.28% (+$6.3K) YoY +50.56% (+$31.2K)
WASTE MANAGEMENT INC(WMcusip94106L109)	400	QoQ -11.89% (-54) YoY -12.85% (-59)	All Managers (Combined)	$92.6K	0.0% ($92.6K/$461.7M)	QoQ +1.08% (-$991) YoY -5.34% (-$5.2K)
(cusip81369Y852)✕	951	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$91.7K	0.0% ($91.7K/$461.7M)	QoQ -0.37% (-$342) YoY +18.11% (+$14.1K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	11.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$90.9K	0.0% ($90.9K/$461.7M)	QoQ -12.55% (-$13.0K) YoY -63.85% (-$160.5K)
Chubb Ltd(CBcusipH1467J104)	297	QoQ +20.24% (+50) YoY +20.24% (+50)	All Managers (Combined)	$89.7K	0.0% ($89.7K/$461.7M)	QoQ +31.42% (+$21.4K) YoY +40.13% (+$25.7K)
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	497	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$89.1K	0.0% ($89.1K/$461.7M)	QoQ +13.45% (+$10.6K) YoY +4.02% (+$3.4K)
EverCommerce Inc.(EVCMcusip29977X105)	8.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$88.9K	0.0% ($88.9K/$461.7M)	QoQ -8.44% (-$8.2K) YoY +7.00% (+$5.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	416	QoQ +21.28% (+73) YoY +21.28% (+73)	All Managers (Combined)	$88.1K	0.0% ($88.1K/$461.7M)	QoQ +13.69% (+$10.6K) YoY +25.12% (+$17.7K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	65	QoQ 0.00% (+0) YoY -53.57% (-75)	All Managers (Combined)	$87.8K	0.0% ($87.8K/$461.7M)	QoQ +7.14% (+$5.9K) YoY -25.94% (-$30.7K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	1.0K	QoQ -64.60% (-1.8K) YoY -64.60% (-1.8K)	All Managers (Combined)	$86.9K	0.0% ($86.9K/$461.7M)	QoQ -57.72% (-$118.7K) YoY -60.63% (-$133.9K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	362	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$86.2K	0.0% ($86.2K/$461.7M)	QoQ -14.60% (-$14.7K) YoY -5.59% (-$5.1K)
(IWDcusip464287598)	458	QoQ 0.00% (+0) YoY -50.80% (-473)	All Managers (Combined)	$86.2K	0.0% ($86.2K/$461.7M)	QoQ +1.63% (+$1.4K) YoY -48.31% (-$80.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	315	QoQ 0.00% (+0) YoY -3.37% (-11)	All Managers (Combined)	$85.9K	0.0% ($85.9K/$461.7M)	QoQ +3.45% (+$2.9K) YoY -6.76% (-$6.2K)
TREDEGAR CORP(TGcusip894650100)	11.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$84.7K	0.0% ($84.7K/$461.7M)	QoQ +0.26% (+$220) YoY +18.09% (+$13.0K)