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",
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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,
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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,
  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",
  "OUST",
  "MD",
  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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  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,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  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,
  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,
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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,
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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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  "NIO",
  null,
  null,
  "CLF",
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "HBAN",
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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,
  "VICI",
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  "WBD",
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  null,
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  null,
  null,
  null,
  "WWW",
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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,
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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,
  "ESGU",
  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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  "CSTE",
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  "CM",
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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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  "GOOG",
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  "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 37 of 49

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464288877

Shares:116

Value:$6.8K

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

Edwards Lifesciences Corp

EW|28176E108

Shares:94

Value:$6.8K

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

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:22

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$461.7M)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:75

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$461.7M)

HUMANA INC

HUM|444859102

Shares:25

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$461.7M)

DIAGEO PLC

DEO|25243Q205

Shares:63

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$461.7M)

Coupang, Inc.

CPNG|22266T109

Shares:300

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$461.7M)

464288281

Shares:72

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$461.7M)

921937819

BIV|921937819

Shares:84

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$461.7M)

81369Y308

Shares:78

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$461.7M)

33738D804

Shares:336

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$461.7M)

464288638

Shares:120

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$461.7M)

464288885

EFG|464288885

Shares:63

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$461.7M)

HOVNANIAN ENTERPRISES INC

HOV|442487401

Shares:60

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$461.7M)

46434V803

HEFA|46434V803

Shares:170

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$461.7M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:72

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$461.7M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:56

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$461.7M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:145

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$461.7M)

Warner Music Group Corp.

WMG|934550203

Shares:189

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$461.7M)

GENTEX CORP

GNTX|371901109

Shares:253

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288877)✕	116	QoQ NEW(+116) YoY NEW(+116)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$461.7M)	QoQ NEW(+$6.8K) YoY NEW(+$6.8K)
Edwards Lifesciences Corp(EWcusip28176E108)	94	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$461.7M)	QoQ -2.09% (-$146) YoY -24.15% (-$2.2K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	22	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$461.7M)	QoQ +7.40% (+$465) YoY +25.23% (+$1.4K)
EAST WEST BANCORP INC(EWBCcusip27579R104)	75	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$461.7M)	QoQ -6.26% (-$450) YoY +13.46% (+$799)
HUMANA INC(HUMcusip444859102)	25	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$461.7M)	QoQ +4.28% (+$272) YoY -23.68% (-$2.1K)
DIAGEO PLC(DEOcusip25243Q205)	63	QoQ +800.00% (+56) YoY +800.00% (+56)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$461.7M)	QoQ +641.79% (+$5.7K) YoY +534.19% (+$5.6K)
Coupang, Inc.(CPNGcusip22266T109)	300	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$461.7M)	QoQ -0.22% (-$15) YoY +23.27% (+$1.2K)
(cusip464288281)✕	72	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$461.7M)	QoQ +1.73% (+$111) YoY +1.02% (+$66)
(BIVcusip921937819)	84	QoQ 0.00% (+0) YoY +78.72% (+37)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$461.7M)	QoQ +2.46% (+$155) YoY +81.48% (+$2.9K)
(cusip81369Y308)✕	78	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$461.7M)	QoQ +3.88% (+$238) YoY +6.95% (+$414)
(cusip33738D804)✕	336	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$461.7M)	QoQ +0.37% (+$24) YoY +0.90% (+$57)
(cusip464288638)✕	120	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$461.7M)	QoQ +1.95% (+$121) YoY +1.77% (+$110)
(EFGcusip464288885)	63	QoQ NEW(+63) YoY NEW(+63)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$461.7M)	QoQ NEW(+$6.3K) YoY NEW(+$6.3K)
HOVNANIAN ENTERPRISES INC(HOVcusip442487401)	60	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$461.7M)	QoQ -21.74% (-$1.7K) YoY -33.27% (-$3.1K)
(HEFAcusip46434V803)	170	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$461.7M)	QoQ +4.41% (+$261) YoY +4.03% (+$239)
ENTERGY CORP /DE/(ETRcusip29364G103)	72	QoQ NEW(+72) YoY NEW(+72)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$461.7M)	QoQ NEW(+$6.2K) YoY NEW(+$6.2K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	56	QoQ NEW(+56) YoY -99.31% (-8.1K)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$461.7M)	QoQ NEW(+$6.1K) YoY -99.13% (-$699.5K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	145	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$461.7M)	QoQ -6.36% (-$404) YoY +12.90% (+$679)
Warner Music Group Corp.(WMGcusip934550203)	189	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$461.7M)	QoQ +1.12% (+$66) YoY -5.06% (-$316)
GENTEX CORP(GNTXcusip371901109)	253	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$461.7M)	QoQ -18.90% (-$1.4K) YoY -35.48% (-$3.2K)