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,
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  "BUD",
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  "ANDE",
  "LOW",
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  null,
  null,
  null,
  null,
  "RQI",
  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,
  "MATW",
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  "UP",
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  null,
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  null,
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  "GD",
  null,
  null,
  "AISP",
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  null,
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  "AIV",
  "HON",
  "HD",
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  "HPQ",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  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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  "TX",
  null,
  null,
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  null,
  "BTO",
  "HUBB",
  "HSBC",
  null,
  null,
  "HTZWW",
  "HMC",
  "GSIE",
  "INVZ",
  "IIPR",
  "ING",
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  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",
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  null,
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  null,
  null,
  null,
  "SWK",
  "SNCR",
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  "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",
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  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "SYM",
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  "TLRY",
  "NEXA",
  "MA",
  "ACCO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
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  "NDAQ",
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  "ETD",
  "EPR",
  "EXC",
  null,
  null,
  "FHN",
  null,
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  null,
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  "GPC",
  null,
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  "HUN",
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  "HAS",
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  "FMC",
  "OXY",
  null,
  null,
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  null,
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  "DG",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
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  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
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  null,
  "DOC",
  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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  "TU",
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  "VZ",
  null,
  null,
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  "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",
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  "GLD",
  null,
  null,
  null,
  "SPYG",
  "BP",
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  "SPLG",
  null,
  null,
  null,
  "IBM",
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  "ERIC",
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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,
  "NXT",
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  "GT",
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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",
  "GES",
  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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  "ESGD",
  null,
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  "KD",
  "FNB",
  null,
  null,
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  "SMP",
  null,
  null,
  null,
  "HBAN",
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  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  null,
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  "VALE",
  null,
  "MGK",
  null,
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  "BNDX",
  "VTEB",
  "BND",
  "VBR",
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  "VB",
  "VOO",
  "VLTO",
  "VTV",
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  null,
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  "V",
  null,
  "VICI",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WTI",
  "WU",
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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",
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  "HST",
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  "TAK",
  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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  null,
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  null,
  null,
  "DINO",
  null,
  "LYB",
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  null,
  null,
  null,
  null,
  "UHS",
  null,
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  "KRO",
  "PEGA",
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  null,
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  null,
  null,
  "ESGU",
  null,
  "UDR",
  "EG",
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  null,
  "ALLY",
  "STLA",
  "MSGE",
  "SSBK",
  "STM",
  null,
  "MKTX",
  "AUR",
  "ADP",
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  null,
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  "BYND",
  null,
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  "SAM",
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  "DOOO",
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  "CHRW",
  "BWXT",
  "CWH",
  "CSTE",
  "CZR",
  "CM",
  "CNI",
  "CPT",
  "CARS",
  "CPRI",
  "CCL",
  "CE",
  "CATO",
  "CX",
  "CVE",
  "CNC",
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  "CHX",
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  "CVX",
  "GTLS",
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  "CMG",
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  "C",
  "CLX",
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  "KO",
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  "COIN",
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  "CTSH",
  "CL",
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  "COP",
  "CMP",
  "STZ",
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  "CTRA",
  "COTY",
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  "DAN",
  "DE",
  "DBI",
  "DB",
  "DVN",
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  null,
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  "DIN",
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  "DPZ",
  "EWJ",
  null,
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  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
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  "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 30 of 49

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464287481

IWP|464287481

Shares:170

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$461.7M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:281

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$461.7M)

HUBBELL INC

HUBB|443510607

Shares:60

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$461.7M)

DXC Technology Co

DXC|23355L106

Shares:1.2K

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$461.7M)

464287432

Shares:217

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$461.7M)

464285204

Shares:335

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$461.7M)

Intrepid Potash, Inc.

IPI|46121Y201

Shares:670

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$461.7M)

CEMEX SAB DE CV

CX|151290889

Shares:3.5K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$461.7M)

HERTZ GLOBAL HOLDINGS, INC

HTZ|42806J700

Shares:5.0K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$461.7M)

OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:510

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$461.7M)

46434V407

Shares:455

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$461.7M)

UNITED NATURAL FOODS INC

UNFI|911163103

Shares:700

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$461.7M)

LINDE PLC

LIN|G54950103

Shares:41

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$461.7M)

Accenture plc

ACN|G1151C101

Shares:61

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$461.7M)

464288521

Shares:330

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$461.7M)

FNB CORP/PA/

FNB|302520101

Shares:1.4K

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$461.7M)

S&P Global Inc.

SPGI|78409V104

Shares:37

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$461.7M)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:320

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$461.7M)

CME GROUP INC.

CME|12572Q105

Shares:69

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$461.7M)

Rubrik, Inc.

RBRK|781154109

Shares:300

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWPcusip464287481)	170	QoQ +73.46% (+72) YoY +73.46% (+72)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$461.7M)	QoQ +60.78% (+$7.6K) YoY +78.55% (+$8.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	281	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$461.7M)	QoQ -1.11% (-$225) YoY +10.91% (+$2.0K)
HUBBELL INC(HUBBcusip443510607)	60	QoQ NEW(+60) YoY NEW(+60)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$461.7M)	QoQ NEW(+$19.9K) YoY NEW(+$19.9K)
DXC Technology Co(DXCcusip23355L106)	1.2K	QoQ 0.00% (-0) YoY -1.44% (-17)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$461.7M)	QoQ -14.66% (-$3.4K) YoY -20.77% (-$5.2K)
(cusip464287432)✕	217	QoQ 0.00% (+0) YoY -29.08% (-89)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$461.7M)	QoQ +4.23% (+$803) YoY -31.77% (-$9.2K)
(cusip464285204)✕	335	QoQ 0.00% (+0) YoY -19.47% (-81)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$461.7M)	QoQ +19.08% (+$3.2K) YoY +13.02% (-$2.3K)
Intrepid Potash, Inc.(IPIcusip46121Y201)	670	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$461.7M)	QoQ +34.08% (+$5.0K) YoY +40.89% (+$5.7K)
CEMEX SAB DE CV(CXcusip151290889)	3.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$461.7M)	QoQ -0.53% (-$105) YoY -37.73% (-$11.9K)
HERTZ GLOBAL HOLDINGS, INC(HTZcusip42806J700)	5.0K	QoQ 0.00% (+0) YoY -20.66% (-1.3K)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$461.7M)	QoQ +7.65% (+$1.4K) YoY -60.07% (-$29.6K)
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	510	QoQ 0.00% (+0) YoY -81.31% (-2.2K)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$461.7M)	QoQ +0.60% (+$117) YoY -77.53% (-$67.0K)
(cusip46434V407)✕	455	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$461.7M)	QoQ -0.21% (-$41) YoY -0.06% (-$13)
UNITED NATURAL FOODS INC(UNFIcusip911163103)	700	QoQ -80.28% (-2.9K) YoY -80.28% (-2.9K)	All Managers (Combined)	$19.2K	0.0% ($19.2K/$461.7M)	QoQ -80.22% (-$77.8K) YoY -52.99% (-$21.6K)
LINDE PLC(LINcusipG54950103)	41	QoQ +173.33% (+26) YoY +173.33% (+26)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$461.7M)	QoQ +203.99% (+$12.8K) YoY +174.09% (+$12.1K)
Accenture plc(ACNcusipG1151C101)	61	QoQ +12.96% (+7) YoY +12.96% (+7)	All Managers (Combined)	$19.0K	0.0% ($19.0K/$461.7M)	QoQ +0.19% (+$37) YoY +1.69% (+$317)
(cusip464288521)✕	330	QoQ 0.00% (+0) YoY +2.48% (+8)	All Managers (Combined)	$19.0K	0.0% ($19.0K/$461.7M)	QoQ +0.50% (+$96) YoY +9.72% (+$1.7K)
FNB CORP/PA/(FNBcusip302520101)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$461.7M)	QoQ -8.99% (-$1.9K) YoY -4.60% (-$910)
S&P Global Inc.(SPGIcusip78409V104)	37	QoQ NEW(+37) YoY +825.00% (+33)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$461.7M)	QoQ NEW(+$18.8K) YoY +1004.58% (+$17.1K)
Brighthouse Financial, Inc.(BHFcusip10922N103)	320	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$461.7M)	QoQ +20.71% (+$3.2K) YoY +12.51% (+$2.1K)
CME GROUP INC.(CMEcusip12572Q105)	69	QoQ 0.00% (+0) YoY -18.82% (-16)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$461.7M)	QoQ +14.23% (+$2.3K) YoY +0.02% (-$5)
Rubrik, Inc.(RBRKcusip781154109)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$461.7M)	QoQ NEW(+$18.3K) YoY NEW(+$18.3K)