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",
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  "AES",
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  "ENTG",
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  null,
  null,
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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,
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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,
  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,
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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,
  null,
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]

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 45 of 49

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VEEVA SYSTEMS INC

VEEV|922475108

Shares:5

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$461.7M)

Archer Aviation Inc.

ACHR|03945R102

Shares:159

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$461.7M)

Aptiv PLC

APTV|G3265R107

Shares:18

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$461.7M)

MPLX LP

MPLX|55336V100

Shares:20

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$461.7M)

Tenable Holdings, Inc.

TENB|88025T102

Shares:30

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$461.7M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:11

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$461.7M)

Constellation Energy Corp

CEG|21037T109

Shares:5

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$461.7M)

CATERPILLAR INC

CAT|149123101

Shares:3

Value:$989

% of Portfolio:0.0% ($989/$461.7M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:10

Value:$987

% of Portfolio:0.0% ($987/$461.7M)

PRUDENTIAL PLC

PUK|74435K204

Shares:44

Value:$946

% of Portfolio:0.0% ($946/$461.7M)

33737K205

Shares:11

Value:$933

% of Portfolio:0.0% ($933/$461.7M)

808524888

Shares:26

Value:$933

% of Portfolio:0.0% ($933/$461.7M)

Ouster, Inc.

OUST|68989M202

Shares:100

Value:$898

% of Portfolio:0.0% ($898/$461.7M)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:30

Value:$894

% of Portfolio:0.0% ($894/$461.7M)

464287606

IJK|464287606

Shares:10

Value:$833

% of Portfolio:0.0% ($833/$461.7M)

33734X192

Shares:8

Value:$818

% of Portfolio:0.0% ($818/$461.7M)

808524698

Shares:36

Value:$809

% of Portfolio:0.0% ($809/$461.7M)

Symbotic Inc.

SYM|87151X101

Shares:40

Value:$808

% of Portfolio:0.0% ($808/$461.7M)

HDFC BANK LTD

HDB|40415F101

Shares:12

Value:$797

% of Portfolio:0.0% ($797/$461.7M)

LEAR CORP

LEA|521865204

Shares:9

Value:$794

% of Portfolio:0.0% ($794/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VEEVA SYSTEMS INC(VEEVcusip922475108)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$461.7M)	QoQ +10.18% (+$107) YoY 0.00% (+$0)
Archer Aviation Inc.(ACHRcusip03945R102)	159	QoQ +60.60% (+60) YoY NEW(+159)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$461.7M)	QoQ +17.09% (+$165) YoY NEW(+$1.1K)
Aptiv PLC(APTVcusipG3265R107)	18	QoQ 0.00% (-0) YoY NEW(+18)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$461.7M)	QoQ -1.65% (-$18) YoY NEW(+$1.1K)
MPLX LP(MPLXcusip55336V100)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$461.7M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
Tenable Holdings, Inc.(TENBcusip88025T102)	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$461.7M)	QoQ -11.17% (-$132) YoY -29.26% (-$434)
COLGATE PALMOLIVE CO(CLcusip194162103)	11	QoQ NEW(+11) YoY -93.82% (-167)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$461.7M)	QoQ NEW(+$1.0K) YoY -93.48% (-$15.0K)
Constellation Energy Corp(CEGcusip21037T109)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$461.7M)	QoQ -9.91% (-$111) YoY NEW(+$1.0K)
CATERPILLAR INC(CATcusip149123101)	3	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$989	0.0% ($989/$461.7M)	QoQ -9.09% (-$99) YoY -10.00% (-$110)
BWX Technologies, Inc.(BWXTcusip05605H100)	10	QoQ NEW(+10) YoY NEW(+10)	All Managers (Combined)	$987	0.0% ($987/$461.7M)	QoQ NEW(+$987) YoY NEW(+$987)
PRUDENTIAL PLC(PUKcusip74435K204)	44	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$946	0.0% ($946/$461.7M)	QoQ +34.95% (+$245) YoY +11.55% (+$98)
(cusip33737K205)✕	11	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$933	0.0% ($933/$461.7M)	QoQ -0.53% (-$5) YoY +6.99% (+$61)
(cusip808524888)✕	26	QoQ -36.58% (-15) YoY -36.58% (-15)	All Managers (Combined)	$933	0.0% ($933/$461.7M)	QoQ -33.73% (-$475) YoY -36.44% (-$535)
Ouster, Inc.(OUSTcusip68989M202)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$898	0.0% ($898/$461.7M)	QoQ -26.51% (-$324) YoY +13.09% (+$104)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$894	0.0% ($894/$461.7M)	QoQ -6.28% (-$60) YoY -4.48% (-$42)
(IJKcusip464287606)	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$833	0.0% ($833/$461.7M)	QoQ -8.36% (-$76) YoY NEW(+$833)
(cusip33734X192)✕	8	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$818	0.0% ($818/$461.7M)	QoQ -14.16% (-$135) YoY +6.92% (+$53)
(cusip808524698)✕	36	QoQ 0.00% (+0) YoY +100.00% (+18)	All Managers (Combined)	$809	0.0% ($809/$461.7M)	QoQ +1.76% (+$14) YoY +0.99% (+$8)
Symbotic Inc.(SYMcusip87151X101)	40	QoQ NEW(+40) YoY NEW(+40)	All Managers (Combined)	$808	0.0% ($808/$461.7M)	QoQ NEW(+$808) YoY NEW(+$808)
HDFC BANK LTD(HDBcusip40415F101)	12	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$797	0.0% ($797/$461.7M)	QoQ +4.04% (+$31) YoY +18.60% (+$125)
LEAR CORP(LEAcusip521865204)	9	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$794	0.0% ($794/$461.7M)	QoQ -6.80% (-$58) YoY -39.11% (-$510)