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",
  "NGVT",
  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,
  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,
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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,
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  "ICE",
  null,
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  null,
  null,
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  "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,
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  "TGI",
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  null,
  null,
  "IQV",
  null,
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  null,
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  null,
  null,
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  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,
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  "MA",
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  "MDLZ",
  "MS",
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  "NDAQ",
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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,
  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,
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  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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  "WMG",
  "AMCR",
  "GM",
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  "APTV",
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  "TOL",
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  "IP",
  "F",
  "WEC",
  "DEO",
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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,
  "PFG",
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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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  null,
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  "V",
  null,
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  "WBD",
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  "WMB",
  null,
  null,
  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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  "CVE",
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  null,
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  null,
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  null,
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  "GOOG",
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  "TSLA",
  "PLD",
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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:

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UDR, Inc.

UDR|902653104

Shares:130

Value:$5.9K

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

SONOCO PRODUCTS CO

SON|835495102

Shares:124

Value:$5.9K

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

97717X669

Shares:73

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$461.7M)

Hamilton Beach Brands Holding Co

HBB|40701T104

Shares:300

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$461.7M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:287

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$461.7M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:202

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$461.7M)

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:62

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$461.7M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:33

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$461.7M)

381430107

GSIE|381430107

Shares:159

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$461.7M)

CLOROX CO /DE/

CLX|189054109

Shares:38

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$461.7M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:57

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$461.7M)

33739H101

Shares:216

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$461.7M)

464286665

Shares:124

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$461.7M)

American Water Works Company, Inc.

AWK|030420103

Shares:36

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$461.7M)

09260Q108

Shares:848

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$461.7M)

33740J104

Shares:262

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$461.7M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:47

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$461.7M)

46434V282

Shares:86

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$461.7M)

25459Y207

Shares:57

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$461.7M)

808524854

Shares:198

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UDR, Inc.(UDRcusip902653104)	130	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$461.7M)	QoQ +4.05% (+$229) YoY +20.74% (+$1.0K)
SONOCO PRODUCTS CO(SONcusip835495102)	124	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$461.7M)	QoQ -3.28% (-$199) YoY -18.32% (-$1.3K)
(cusip97717X669)✕	73	QoQ 0.00% (-0) YoY NEW(+73)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$461.7M)	QoQ -1.32% (-$78) YoY NEW(+$5.8K)
Hamilton Beach Brands Holding Co(HBBcusip40701T104)	300	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$461.7M)	QoQ +15.44% (+$780) YoY -20.23% (-$1.5K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	287	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$461.7M)	QoQ -0.24% (-$14) YoY +7.84% (+$422)
KINDER MORGAN, INC.(KMIcusip49456B101)	202	QoQ -87.83% (-1.5K) YoY -86.14% (-1.3K)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$461.7M)	QoQ -87.32% (-$39.7K) YoY -78.44% (-$21.0K)
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	62	QoQ NEW(+62) YoY NEW(+62)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$461.7M)	QoQ NEW(+$5.7K) YoY NEW(+$5.7K)
Coinbase Global, Inc.(COINcusip19260Q107)	33	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$461.7M)	QoQ -30.63% (-$2.5K) YoY -35.03% (-$3.1K)
(GSIEcusip381430107)	159	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$461.7M)	QoQ +6.92% (+$367) YoY +3.96% (+$216)
CLOROX CO /DE/(CLXcusip189054109)	38	QoQ +22.58% (+7) YoY +22.58% (+7)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$461.7M)	QoQ +12.05% (+$607) YoY +18.87% (+$896)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	57	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$461.7M)	QoQ -3.99% (-$231) YoY -26.00% (-$2.0K)
(cusip33739H101)✕	216	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$461.7M)	QoQ +6.63% (+$343) YoY +7.57% (+$388)
(cusip464286665)✕	124	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$461.7M)	QoQ +0.66% (+$36) YoY +3.01% (+$160)
American Water Works Company, Inc.(AWKcusip030420103)	36	QoQ 0.00% (+0) YoY NEW(+36)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$461.7M)	QoQ +18.49% (+$829) YoY NEW(+$5.3K)
(cusip09260Q108)✕	848	QoQ 0.00% (-0) YoY -59.58% (-1.3K)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$461.7M)	QoQ -15.86% (-$1.0K) YoY -68.91% (-$11.8K)
(cusip33740J104)✕	262	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$461.7M)	QoQ +0.01% (+$1) YoY +0.30% (+$16)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	47	QoQ NEW(+47) YoY -38.96% (-30)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$461.7M)	QoQ NEW(+$5.1K) YoY -18.99% (-$1.2K)
(cusip46434V282)✕	86	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$461.7M)	QoQ -4.08% (-$212) YoY +7.56% (+$350)
(cusip25459Y207)✕	57	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$461.7M)	QoQ -2.87% (-$147) YoY -2.24% (-$114)
(cusip808524854)✕	198	QoQ -15.38% (-36) YoY -46.63% (-173)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$461.7M)	QoQ -13.40% (-$762) YoY -72.95% (-$13.3K)