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",
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  "ENTG",
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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,
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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,
  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,
  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,
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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,
  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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  "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,
  null,
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  null,
  null,
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  "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 48 of 49

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05156X850

Shares:24

Value:$105

% of Portfolio:0.0% ($105/$461.7M)

78464A375

Shares:3

Value:$100

% of Portfolio:0.0% ($100/$461.7M)

Veralto Corp

VLTO|92338C103

Shares:1

Value:$97

% of Portfolio:0.0% ($97/$461.7M)

Fluence Energy, Inc.

FLNC|34379V103

Shares:20

Value:$97

% of Portfolio:0.0% ($97/$461.7M)

83087C204

Shares:134

Value:$76

% of Portfolio:0.0% ($76/$461.7M)

Snap Inc

SNAP|83304A106

Shares:8

Value:$70

% of Portfolio:0.0% ($70/$461.7M)

Kontoor Brands, Inc.

KTB|50050N103

Shares:1

Value:$64

% of Portfolio:0.0% ($64/$461.7M)

PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:10

Value:$63

% of Portfolio:0.0% ($63/$461.7M)

Orion Properties Inc.

ONL|68629Y103

Shares:24

Value:$51

% of Portfolio:0.0% ($51/$461.7M)

829658202

Shares:2

Value:$38

% of Portfolio:0.0% ($38/$461.7M)

PRECISION BIOSCIENCES INC

DTIL|74019P207

Shares:8

Value:$38

% of Portfolio:0.0% ($38/$461.7M)

74915M100

Shares:185

Value:$37

% of Portfolio:0.0% ($37/$461.7M)

05330T205

Shares:20

Value:$35

% of Portfolio:0.0% ($35/$461.7M)

Sunrun Inc.

RUN|86771W105

Shares:5

Value:$29

% of Portfolio:0.0% ($29/$461.7M)

138035704

Shares:30

Value:$27

% of Portfolio:0.0% ($27/$461.7M)

464288224

Shares:2

Value:$23

% of Portfolio:0.0% ($23/$461.7M)

808524722

Shares:1

Value:$23

% of Portfolio:0.0% ($23/$461.7M)

Adaptimmune Therapeutics PLC

ADAP|00653A107

Shares:100

Value:$20

% of Portfolio:0.0% ($20/$461.7M)

98138J305

Shares:1

Value:$2

% of Portfolio:0.0% ($2/$461.7M)

52328E113

Shares:22

Value:$1

% of Portfolio:0.0% ($1/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip05156X850)✕	24	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$105	0.0% ($105/$461.7M)	QoQ +2.94% (+$3) YoY 0.00% (+$0)
(cusip78464A375)✕	3	QoQ 0.00% (+0) YoY -92.68% (-38)	All Managers (Combined)	$100	0.0% ($100/$461.7M)	QoQ +2.04% (+$2) YoY -92.53% (-$1.2K)
Veralto Corp(VLTOcusip92338C103)	1	QoQ 0.00% (-0) YoY -98.30% (-58)	All Managers (Combined)	$97	0.0% ($97/$461.7M)	QoQ -4.90% (-$5) YoY -98.14% (-$5.1K)
Fluence Energy, Inc.(FLNCcusip34379V103)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$97	0.0% ($97/$461.7M)	QoQ NEW(+$97) YoY NEW(+$97)
(cusip83087C204)✕	134	QoQ 0.00% (-0) YoY NEW(+134)	All Managers (Combined)	$76	0.0% ($76/$461.7M)	QoQ -50.64% (-$78) YoY NEW(+$76)
Snap Inc(SNAPcusip83304A106)	8	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$70	0.0% ($70/$461.7M)	QoQ -18.60% (-$16) YoY -23.91% (-$22)
Kontoor Brands, Inc.(KTBcusip50050N103)	1	QoQ 0.00% (-0) YoY NEW(+1)	All Managers (Combined)	$64	0.0% ($64/$461.7M)	QoQ -24.70% (-$21) YoY NEW(+$64)
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	10	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$63	0.0% ($63/$461.7M)	QoQ -27.58% (-$24) YoY +46.51% (+$20)
Orion Properties Inc.(ONLcusip68629Y103)	24	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$51	0.0% ($51/$461.7M)	QoQ -42.69% (-$38) YoY -39.28% (-$33)
(cusip829658202)✕	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$38	0.0% ($38/$461.7M)	QoQ -25.49% (-$13) YoY -32.14% (-$18)
PRECISION BIOSCIENCES INC(DTILcusip74019P207)	8	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$38	0.0% ($38/$461.7M)	QoQ +26.66% (+$8) YoY -64.81% (-$70)
(cusip74915M100)✕	185	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$37	0.0% ($37/$461.7M)	QoQ -39.34% (-$24) YoY -83.77% (-$191)
(cusip05330T205)✕	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$35	0.0% ($35/$461.7M)	QoQ -53.33% (-$40) YoY NEW(+$35)
Sunrun Inc.(RUNcusip86771W105)	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$29	0.0% ($29/$461.7M)	QoQ -36.95% (-$17) YoY -56.06% (-$37)
(cusip138035704)✕	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$27	0.0% ($27/$461.7M)	QoQ -67.07% (-$55) YoY -89.57% (-$232)
(cusip464288224)✕	2	QoQ 0.00% (+0) YoY -99.63% (-550)	All Managers (Combined)	$23	0.0% ($23/$461.7M)	QoQ 0.00% (+$0) YoY -99.70% (-$7.7K)
(cusip808524722)✕	1	QoQ 0.00% (-0) YoY -99.41% (-171)	All Managers (Combined)	$23	0.0% ($23/$461.7M)	QoQ -8.00% (-$2) YoY -99.73% (-$8.7K)
Adaptimmune Therapeutics PLC(ADAPcusip00653A107)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20	0.0% ($20/$461.7M)	QoQ -62.96% (-$34) YoY -87.34% (-$138)
(cusip98138J305)✕	1	QoQ -66.66% (-2) YoY NEW(+1)	All Managers (Combined)	$2	0.0% ($2/$461.7M)	QoQ 0.00% (-$0) YoY NEW(+$2)
(cusip52328E113)✕	22	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1	0.0% ($1/$461.7M)	QoQ -50.00% (-$1) YoY -66.66% (-$2)