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",
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  "AES",
  "NBR",
  "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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  null,
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  null,
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  null,
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  null,
  null,
  "AXL",
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  "T",
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  null,
  "E",
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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,
  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,
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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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  "PK",
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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,
  null,
  null,
  null,
  null,
  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,
  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,
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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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  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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  "F",
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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,
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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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  "CM",
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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,
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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 36 of 49

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DEVON ENERGY CORP/DE

DVN|25179M103

Shares:220

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$461.7M)

46434G863

Shares:235

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$461.7M)

97717X578

Shares:260

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$461.7M)

NORTHERN TRUST CORP

NTRS|665859104

Shares:81

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$461.7M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:155

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$461.7M)

GULF ISLAND FABRICATION INC

GIFI|402307102

Shares:1.2K

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$461.7M)

381430503

GSLC|381430503

Shares:69

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$461.7M)

46137V837

Shares:75

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$461.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:56

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$461.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:100

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$461.7M)

Kenvue Inc.

KVUE|49177J102

Shares:302

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$461.7M)

JETBLUE AIRWAYS CORP

JBLU|477143101

Shares:1.5K

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$461.7M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:17

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$461.7M)

IDEX CORP /DE/

IEX|45167R104

Shares:39

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$461.7M)

78468R622

Shares:74

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$461.7M)

97717W380

Shares:310

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$461.7M)

EOG RESOURCES INC

EOG|26875P101

Shares:54

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$461.7M)

DTE ENERGY CO

DTE|233331107

Shares:50

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$461.7M)

Spirit AeroSystems Holdings, Inc.

SPR|848574109

Shares:200

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$461.7M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:200

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEVON ENERGY CORP/DE(DVNcusip25179M103)	220	QoQ +10.00% (+20) YoY +10.00% (-20)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$461.7M)	QoQ +25.69% (+$1.7K) YoY -18.01% (-$1.8K)
(cusip46434G863)✕	235	QoQ 0.00% (+0) YoY NEW(+235)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$461.7M)	QoQ +4.66% (+$366) YoY NEW(+$8.2K)
(cusip97717X578)✕	260	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$461.7M)	QoQ +1.27% (+$101) YoY +4.77% (+$366)
NORTHERN TRUST CORP(NTRScusip665859104)	81	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$461.7M)	QoQ -3.75% (-$312) YoY +10.93% (+$788)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	155	QoQ 0.00% (-0) YoY NEW(+155)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$461.7M)	QoQ -16.73% (-$1.6K) YoY NEW(+$7.8K)
GULF ISLAND FABRICATION INC(GIFIcusip402307102)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$461.7M)	QoQ -5.13% (-$420) YoY -12.10% (-$1.1K)
(GSLCcusip381430503)	69	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$461.7M)	QoQ -4.41% (-$351) YoY +6.05% (+$434)
(cusip46137V837)✕	75	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$461.7M)	QoQ -7.08% (-$572) YoY +1.21% (+$90)
ABBOTT LABORATORIES(ABTcusip002824100)	56	QoQ -70.52% (-134) YoY -69.72% (-129)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$461.7M)	QoQ -65.43% (-$14.1K) YoY -64.67% (-$13.6K)
Uber Technologies, Inc(UBERcusip90353T100)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$461.7M)	QoQ +20.78% (+$1.3K) YoY -5.36% (-$413)
Kenvue Inc.(KVUEcusip49177J102)	302	QoQ NEW(+302) YoY +1787.50% (+286)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$461.7M)	QoQ NEW(+$7.2K) YoY +2011.37% (+$6.9K)
JETBLUE AIRWAYS CORP(JBLUcusip477143101)	1.5K	QoQ 0.00% (-0) YoY -1.31% (-20)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$461.7M)	QoQ -38.67% (-$4.6K) YoY -35.89% (-$4.0K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	17	QoQ +41.66% (+5) YoY +41.66% (+5)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$461.7M)	QoQ +39.79% (+$2.0K) YoY +49.54% (+$2.4K)
IDEX CORP /DE/(IEXcusip45167R104)	39	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$461.7M)	QoQ -13.52% (-$1.1K) YoY -25.83% (-$2.5K)
(cusip78468R622)✕	74	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$461.7M)	QoQ -0.18% (-$13) YoY +0.09% (+$7)
(cusip97717W380)✕	310	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$461.7M)	QoQ -0.48% (-$34) YoY +1.22% (+$84)
EOG RESOURCES INC(EOGcusip26875P101)	54	QoQ 0.00% (+0) YoY +184.21% (+35)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$461.7M)	QoQ +4.62% (+$306) YoY +185.09% (+$4.5K)
DTE ENERGY CO(DTEcusip233331107)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$461.7M)	QoQ +14.50% (+$876) YoY +23.31% (+$1.3K)
Spirit AeroSystems Holdings, Inc.(SPRcusip848574109)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$461.7M)	QoQ +1.11% (+$76) YoY -4.46% (-$322)
Super Micro Computer, Inc.(SMCIcusip86800U302)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$461.7M)	QoQ NEW(+$6.8K) YoY NEW(+$6.8K)