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,
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "APD",
  "BABA",
  "KSS",
  null,
  "MRC",
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  null,
  "KTB",
  "VONG",
  null,
  "GOOGL",
  "AVT",
  "MAGN",
  "VDE",
  "VYX",
  "RIG",
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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,
  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,
  "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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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  "IFN",
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  "ICE",
  null,
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  null,
  null,
  "LXU",
  "MX",
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  null,
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  null,
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  "MG",
  "IIM",
  null,
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  null,
  "IVW",
  "PK",
  "OUST",
  "MD",
  null,
  null,
  "IJH",
  null,
  null,
  "RR",
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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",
  "TGI",
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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,
  "KMI",
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
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  "MA",
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  "APA",
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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,
  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,
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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,
  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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  "APTV",
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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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  "VIGI",
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  "NIO",
  null,
  null,
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  null,
  null,
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  null,
  null,
  "PLUG",
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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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  "VOO",
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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,
  "TTD",
  null,
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  null,
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  null,
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  null,
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  "PTEN",
  "DIA",
  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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  "KRO",
  "PEGA",
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  "NVT",
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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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  "SSBK",
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  null,
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  null,
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  null,
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  "SAM",
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  "BTI",
  "BF-B",
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  "CWH",
  "CSTE",
  "CZR",
  "CM",
  "CNI",
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  "CARS",
  "CPRI",
  "CCL",
  "CE",
  "CATO",
  "CX",
  "CVE",
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  "CLX",
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  null,
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  null,
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  "MAR",
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  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

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MRC GLOBAL INC.

MRC|55345K103

Shares:1.2K

Value:$13.8K

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

TruBridge, Inc.

TBRG|205306103

Shares:500

Value:$13.8K

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

Palantir Technologies Inc.

PLTR|69608A108

Shares:160

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$461.7M)

Zoetis Inc.

ZTS|98978V103

Shares:80

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$461.7M)

Adient plc

ADNT|G0084W101

Shares:997

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$461.7M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:25

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$461.7M)

BCE INC

BCE|05534B760

Shares:553

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$461.7M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:52

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$461.7M)

Paramount Global

PARA|92556H206

Shares:1.1K

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$461.7M)

PAN AMERICAN SILVER CORP

PAAS|697900108

Shares:486

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$461.7M)

Nexa Resources S.A.

NEXA|L67359106

Shares:2.0K

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$461.7M)

EVERSOURCE ENERGY

ES|30040W108

Shares:199

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$461.7M)

Avery Dennison Corp

AVY|053611109

Shares:69

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$461.7M)

AMGEN INC

AMGN|031162100

Shares:39

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$461.7M)

025072604

AVEM|025072604

Shares:200

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$461.7M)

500767736

Shares:642

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$461.7M)

33738R605

Shares:217

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$461.7M)

922042874

VGK|922042874

Shares:166

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$461.7M)

880198205

Shares:1.3K

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$461.7M)

COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

Shares:1.2K

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MRC GLOBAL INC.(MRCcusip55345K103)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$461.7M)	QoQ -10.17% (-$1.6K) YoY -8.67% (-$1.3K)
TruBridge, Inc.(TBRGcusip205306103)	500	QoQ -64.28% (-900) YoY -64.28% (-900)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$461.7M)	QoQ -50.15% (-$13.8K) YoY +6.60% (-$852)
Palantir Technologies Inc.(PLTRcusip69608A108)	160	QoQ +6.66% (+10) YoY -75.38% (-490)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$461.7M)	QoQ +19.03% (+$2.2K) YoY -9.71% (-$1.5K)
Zoetis Inc.(ZTScusip98978V103)	80	QoQ 0.00% (+0) YoY +12.67% (+9)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$461.7M)	QoQ +1.05% (+$138) YoY +9.63% (+$1.2K)
Adient plc(ADNTcusipG0084W101)	997	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$461.7M)	QoQ -25.36% (-$4.4K) YoY -60.93% (-$20.0K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	25	QoQ 0.00% (+0) YoY -62.68% (-42)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$461.7M)	QoQ +9.10% (+$1.1K) YoY -60.08% (-$19.3K)
BCE INC(BCEcusip05534B760)	553	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$461.7M)	QoQ -0.95% (-$122) YoY -32.43% (-$6.1K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	52	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$461.7M)	QoQ +7.23% (+$851) YoY +18.35% (+$2.0K)
Paramount Global(PARAcusip92556H206)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$461.7M)	QoQ +14.34% (+$1.6K) YoY +1.61% (+$199)
PAN AMERICAN SILVER CORP(PAAScusip697900108)	486	QoQ -72.98% (-1.3K) YoY -88.92% (-3.9K)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$461.7M)	QoQ -65.49% (-$23.8K) YoY -81.03% (-$53.6K)
Nexa Resources S.A.(NEXAcusipL67359106)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$461.7M)	QoQ -29.54% (-$5.2K) YoY -13.40% (-$1.9K)
EVERSOURCE ENERGY(EScusip30040W108)	199	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$461.7M)	QoQ +8.14% (+$931) YoY +3.91% (+$466)
Avery Dennison Corp(AVYcusip053611109)	69	QoQ NEW(+69) YoY +885.71% (+62)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$461.7M)	QoQ NEW(+$12.3K) YoY +685.66% (+$10.7K)
AMGEN INC(AMGNcusip031162100)	39	QoQ NEW(+39) YoY -26.41% (-14)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$461.7M)	QoQ NEW(+$12.2K) YoY -19.37% (-$2.9K)
(AVEMcusip025072604)	200	QoQ 0.00% (+0) YoY NEW(+200)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$461.7M)	QoQ +2.34% (+$276) YoY NEW(+$12.0K)
(cusip500767736)✕	642	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$461.7M)	QoQ +5.30% (+$604) YoY -1.32% (-$161)
(cusip33738R605)✕	217	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$461.7M)	QoQ -7.10% (-$911) YoY -4.13% (-$514)
(VGKcusip922042874)	166	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$461.7M)	QoQ +10.62% (+$1.1K) YoY +4.26% (+$477)
(cusip880198205)✕	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$461.7M)	QoQ -3.96% (-$480) YoY NEW(+$11.6K)
COMPASS MINERALS INTERNATIONAL INC(CMPcusip20451N101)	1.2K	QoQ 0.00% (-0) YoY -36.57% (-700)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$461.7M)	QoQ -17.42% (-$2.4K) YoY -62.56% (-$18.8K)