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",
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  null,
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  "ADBE",
  "SPTN",
  "FLG",
  "APD",
  "BABA",
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  null,
  "MRC",
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  null,
  "KTB",
  "VONG",
  null,
  "GOOGL",
  "AVT",
  "MAGN",
  "VDE",
  "VYX",
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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,
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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,
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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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  null,
  null,
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  null,
  null,
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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",
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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,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  "MDLZ",
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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,
  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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  "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,
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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,
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  null,
  null,
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  null,
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  null,
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  "WMG",
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  "GM",
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  "IP",
  "F",
  "WEC",
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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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  "KN",
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  "NIO",
  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,
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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,
  null,
  null,
  null,
  null,
  "WWW",
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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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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "UHS",
  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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  "PM",
  null,
  null,
  "AWK",
  null,
  null,
  "MO",
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  "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 28 of 49

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464288513

Shares:339

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$461.7M)

Principal Real Estate Income Fund

PGZ|74255X104

Shares:2.5K

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$461.7M)

Autodesk, Inc.

ADSK|052769106

Shares:100

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$461.7M)

Bank OZK

OZK|06417N103

Shares:600

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$461.7M)

464287242

Shares:238

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$461.7M)

TRIUMPH GROUP INC

TGI|896818101

Shares:1.0K

Value:$25.3K

% of Portfolio:0.0% ($25.3K/$461.7M)

Prologis, Inc.

PLD|74340W103

Shares:225

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$461.7M)

72201R833

Shares:249

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$461.7M)

SOUTHERN CO

SO|842587107

Shares:270

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$461.7M)

YPF SOCIEDAD ANONIMA

YPF|984245100

Shares:700

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$461.7M)

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

DFP|33848W106

Shares:1.2K

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$461.7M)

Sensata Technologies Holding plc

ST|G8060N102

Shares:1.0K

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$461.7M)

81369Y886

Shares:305

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$461.7M)

OCEANEERING INTERNATIONAL INC

OII|675232102

Shares:1.1K

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$461.7M)

STARZ ENTERTAINMENT CORP /CN/

LGF-B|535919500

Shares:3.0K

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$461.7M)

922020805

Shares:479

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$461.7M)

Celanese Corp

CE|150870103

Shares:420

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$461.7M)

46429B267

Shares:1.0K

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$461.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:109

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$461.7M)

464287507

IJH|464287507

Shares:405

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288513)✕	339	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$26.7K	0.0% ($26.7K/$461.7M)	QoQ +0.30% (+$82) YoY +1.49% (+$394)
Principal Real Estate Income Fund(PGZcusip74255X104)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$26.3K	0.0% ($26.3K/$461.7M)	QoQ +6.57% (+$1.6K) YoY +1.93% (+$500)
Autodesk, Inc.(ADSKcusip052769106)	100	QoQ 0.00% (-0) YoY -93.05% (-1.3K)	All Managers (Combined)	$26.2K	0.0% ($26.2K/$461.7M)	QoQ -11.42% (-$3.4K) YoY -93.01% (-$348.6K)
Bank OZK(OZKcusip06417N103)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$26.1K	0.0% ($26.1K/$461.7M)	QoQ -2.42% (-$648) YoY -4.42% (-$1.2K)
(cusip464287242)✕	238	QoQ 0.00% (+0) YoY +164.44% (+148)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$461.7M)	QoQ +1.73% (+$440) YoY +163.87% (+$16.1K)
TRIUMPH GROUP INC(TGIcusip896818101)	1.0K	QoQ -96.70% (-29.4K) YoY -96.67% (-29.1K)	All Managers (Combined)	$25.3K	0.0% ($25.3K/$461.7M)	QoQ -95.53% (-$541.6K) YoY -94.39% (-$427.1K)
Prologis, Inc.(PLDcusip74340W103)	225	QoQ +42.40% (+67) YoY +42.40% (+67)	All Managers (Combined)	$25.2K	0.0% ($25.2K/$461.7M)	QoQ +50.60% (+$8.5K) YoY +22.25% (+$4.6K)
(cusip72201R833)✕	249	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.1K	0.0% ($25.1K/$461.7M)	QoQ +0.27% (+$69) YoY +0.07% (+$20)
SOUTHERN CO(SOcusip842587107)	270	QoQ +400.00% (+216) YoY NEW(+270)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$461.7M)	QoQ +458.53% (+$20.4K) YoY NEW(+$24.8K)
YPF SOCIEDAD ANONIMA(YPFcusip984245100)	700	QoQ -61.11% (-1.1K) YoY -66.66% (-1.4K)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$461.7M)	QoQ -67.94% (-$52.0K) YoY -41.01% (-$17.1K)
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc(DFPcusip33848W106)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.3K	0.0% ($24.3K/$461.7M)	QoQ +1.50% (+$360) YoY +5.58% (+$1.3K)
Sensata Technologies Holding plc(STcusipG8060N102)	1.0K	QoQ +150.00% (+600) YoY 0.00% (-0)	All Managers (Combined)	$24.3K	0.0% ($24.3K/$461.7M)	QoQ +121.44% (+$13.3K) YoY -33.94% (-$12.5K)
(cusip81369Y886)✕	305	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$461.7M)	QoQ +4.17% (+$964) YoY +20.10% (+$4.0K)
OCEANEERING INTERNATIONAL INC(OIIcusip675232102)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$461.7M)	QoQ -16.37% (-$4.7K) YoY -6.79% (-$1.7K)
STARZ ENTERTAINMENT CORP /CN/(LGF-Bcusip535919500)	3.0K	QoQ +9.00% (+250) YoY 0.00% (-0)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$461.7M)	QoQ +14.35% (+$3.0K) YoY -14.93% (-$4.2K)
(cusip922020805)✕	479	QoQ -10.63% (-57) YoY -2.64% (-13)	All Managers (Combined)	$23.9K	0.0% ($23.9K/$461.7M)	QoQ -7.90% (-$2.1K) YoY +1.44% (-$340)
Celanese Corp(CEcusip150870103)	420	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$23.8K	0.0% ($23.8K/$461.7M)	QoQ -17.97% (-$5.2K) YoY -66.96% (-$48.3K)
(cusip46429B267)✕	1.0K	QoQ 0.00% (+0) YoY -34.03% (-535)	All Managers (Combined)	$23.8K	0.0% ($23.8K/$461.7M)	QoQ +0.02% (+$5) YoY -33.41% (-$12.0K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	109	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$23.7K	0.0% ($23.7K/$461.7M)	QoQ +18.63% (+$3.7K) YoY +10.12% (+$2.2K)
(IJHcusip464287507)	405	QoQ 0.00% (-0) YoY -19.00% (-95)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$461.7M)	QoQ -6.35% (-$1.6K) YoY -22.18% (-$6.7K)