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",
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  "MOS",
  "AAL",
  "ENTG",
  "LYFT",
  "HUM",
  null,
  null,
  "SABR",
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  null,
  "ARM",
  "MU",
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  "APD",
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  "KSS",
  null,
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  null,
  "KTB",
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  null,
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  null,
  null,
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  "T",
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  null,
  "E",
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  null,
  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,
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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,
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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,
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  null,
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  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,
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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,
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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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  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,
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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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  "JBLU",
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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,
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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,
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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,
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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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  "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 32 of 49

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TRIMAS CORP

TRS|896215209

Shares:700

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$461.7M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:63

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$461.7M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:98

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$461.7M)

922908751

VB|922908751

Shares:73

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$461.7M)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:1.1K

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$461.7M)

Organon & Co.

OGN|68622V106

Shares:1.1K

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$461.7M)

EPR PROPERTIES

EPR|26884U109

Shares:300

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$461.7M)

TEEKAY CORP LTD

TK|G8726T105

Shares:2.4K

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$461.7M)

MEDALLION FINANCIAL CORP

MFIN|583928106

Shares:1.8K

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$461.7M)

EDGEWELL PERSONAL CARE Co

EPC|28035Q102

Shares:500

Value:$15.6K

% of Portfolio:0.0% ($15.6K/$461.7M)

808524847

SCHH|808524847

Shares:719

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$461.7M)

92206C102

VGSH|92206C102

Shares:255

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$461.7M)

Sanofi

SNY|80105N105

Shares:268

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$461.7M)

NORDSTROM INC

JWN|655664100

Shares:600

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$461.7M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:173

Value:$14.6K

% of Portfolio:0.0% ($14.6K/$461.7M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:30

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$461.7M)

74347X831

Shares:250

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$461.7M)

464288752

Shares:150

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$461.7M)

808524771

FNDX|808524771

Shares:591

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$461.7M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:38

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRIMAS CORP(TRScusip896215209)	700	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$461.7M)	QoQ -4.71% (-$812) YoY -12.34% (-$2.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	63	QoQ +231.57% (+44) YoY +231.57% (+44)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$461.7M)	QoQ +199.77% (+$10.8K) YoY +194.09% (+$10.7K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	98	QoQ +44.11% (+30) YoY +180.00% (+63)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$461.7M)	QoQ +21.14% (+$2.8K) YoY +241.62% (+$11.5K)
(VBcusip922908751)	73	QoQ 0.00% (-0) YoY NEW(+73)	All Managers (Combined)	$16.2K	0.0% ($16.2K/$461.7M)	QoQ -7.70% (-$1.4K) YoY NEW(+$16.2K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$461.7M)	QoQ +11.50% (+$1.6K) YoY -5.72% (-$965)
Organon & Co.(OGNcusip68622V106)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$461.7M)	QoQ -0.20% (-$32) YoY -20.80% (-$4.2K)
EPR PROPERTIES(EPRcusip26884U109)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$461.7M)	QoQ +18.81% (+$2.5K) YoY +23.93% (+$3.0K)
TEEKAY CORP LTD(TKcusipG8726T105)	2.4K	QoQ 0.00% (-0) YoY NEW(+2.4K)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$461.7M)	QoQ -5.19% (-$864) YoY NEW(+$15.8K)
MEDALLION FINANCIAL CORP(MFINcusip583928106)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$461.7M)	QoQ -7.24% (-$1.2K) YoY +10.11% (+$1.4K)
EDGEWELL PERSONAL CARE Co(EPCcusip28035Q102)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$15.6K	0.0% ($15.6K/$461.7M)	QoQ -7.11% (-$1.2K) YoY -19.22% (-$3.7K)
(SCHHcusip808524847)	719	QoQ -18.94% (-168) YoY -16.87% (-146)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$461.7M)	QoQ -17.20% (-$3.2K) YoY -11.92% (-$2.1K)
(VGSHcusip92206C102)	255	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.0K	0.0% ($15.0K/$461.7M)	QoQ +0.87% (+$130) YoY +1.06% (+$158)
Sanofi(SNYcusip80105N105)	268	QoQ NEW(+268) YoY -97.74% (-11.6K)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$461.7M)	QoQ NEW(+$14.9K) YoY -97.42% (-$561.9K)
NORDSTROM INC(JWNcusip655664100)	600	QoQ -97.22% (-21.0K) YoY -97.50% (-23.4K)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$461.7M)	QoQ -97.18% (-$507.3K) YoY -96.98% (-$471.8K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	173	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$14.6K	0.0% ($14.6K/$461.7M)	QoQ +8.99% (+$1.2K) YoY -2.25% (-$336)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	30	QoQ NEW(+30) YoY NEW(+30)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$461.7M)	QoQ NEW(+$14.5K) YoY NEW(+$14.5K)
(cusip74347X831)✕	250	QoQ NEW(+250) YoY NEW(+250)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$461.7M)	QoQ NEW(+$14.3K) YoY NEW(+$14.3K)
(cusip464288752)✕	150	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$461.7M)	QoQ -7.91% (-$1.2K) YoY -17.75% (-$3.1K)
(FNDXcusip808524771)	591	QoQ -41.88% (-426) YoY +74.33% (-252)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$461.7M)	QoQ -42.05% (-$10.1K) YoY -38.91% (-$8.9K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	38	QoQ +1166.66% (+35) YoY +1166.66% (+35)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$461.7M)	QoQ +1170.19% (+$12.7K) YoY +1057.33% (+$12.6K)