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",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "APD",
  "BABA",
  "KSS",
  null,
  "MRC",
  "NGVT",
  null,
  "KTB",
  "VONG",
  null,
  "GOOGL",
  "AVT",
  "MAGN",
  "VDE",
  "VYX",
  "RIG",
  "VTS",
  "AXP",
  null,
  null,
  "AXL",
  "SCHH",
  "AIG",
  "MT",
  "BATRK",
  "BSAC",
  "T",
  "BRFS",
  "BLK",
  null,
  "E",
  "ENR",
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  "ANDE",
  "LOW",
  "AVEM",
  "ABR",
  "CP.TO",
  "FMS",
  "ARCC",
  "SAN",
  "BGS",
  "BIDU",
  "FLNC",
  "HTZ",
  null,
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DBEF",
  null,
  "CCI",
  "KMT",
  null,
  "PHG",
  null,
  "LEG",
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  null,
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  "D",
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  "M",
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  "PUK",
  "UTG",
  "SBH",
  "QS",
  "PII",
  "DAVA",
  "ECG",
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  null,
  "FG",
  null,
  "EQNR",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  "MATW",
  "LXFR",
  "LPG",
  "PNR",
  "FFBC",
  "UP",
  "FERG",
  "ADNT",
  null,
  "FITB",
  null,
  "NVRI",
  "GD",
  null,
  null,
  "AISP",
  "GILD",
  null,
  "AMCX",
  "AIV",
  "HON",
  "HD",
  "BNED",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  "CLW",
  null,
  "MCD",
  null,
  null,
  null,
  "DFP",
  null,
  "BEN",
  null,
  "FE",
  "SNN",
  "UNP",
  null,
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  "QCOM",
  "GLPI",
  "TX",
  null,
  null,
  "GIII",
  "ACI",
  null,
  "BTO",
  "HUBB",
  "HSBC",
  null,
  null,
  "HTZWW",
  "HMC",
  "GSIE",
  "INVZ",
  "IIPR",
  "ING",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "IFN",
  "IGT",
  "NWL",
  "ICE",
  null,
  "META",
  null,
  null,
  "LXU",
  "MX",
  "LCUT",
  null,
  "LGF-A",
  "MFA",
  "LUNR",
  null,
  "MFIN",
  "MTUS",
  "HEFA",
  "MG",
  "IIM",
  null,
  "NNBR",
  null,
  "IVW",
  "PK",
  "OUST",
  "MD",
  null,
  null,
  "IJH",
  null,
  null,
  "RR",
  "BRW",
  null,
  "SSP",
  null,
  null,
  null,
  "SWK",
  "SNCR",
  "STXS",
  "TK",
  null,
  "SUP",
  "ODP",
  null,
  "UHAL",
  "TGI",
  "TG",
  "UNFI",
  "TBI",
  "UEIC",
  "TBRG",
  null,
  null,
  "IQV",
  null,
  "RNP",
  null,
  "ELPC",
  null,
  null,
  "PGZ",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "SYM",
  "MMC",
  "TLRY",
  "NEXA",
  "MA",
  "ACCO",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DXC",
  "NDAQ",
  "ELF",
  "ETD",
  "EPR",
  "EXC",
  null,
  null,
  "FHN",
  null,
  "FIS",
  null,
  "FTV",
  "FL",
  "GE",
  "THG",
  "GPC",
  null,
  "NTRS",
  "HUN",
  "RHI",
  "HIG",
  "HAS",
  "TEVA",
  "HOV",
  "FMC",
  "OXY",
  null,
  null,
  "EMN",
  null,
  "SMR",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PYPL",
  null,
  "PEP",
  "PNC",
  null,
  null,
  "VGSH",
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  "IJK",
  null,
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  null,
  null,
  "PBR",
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
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  "TU",
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  "PLTR",
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  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MGA",
  "MPW",
  "NMR",
  "AMGN",
  "KVUE",
  null,
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  "DGX",
  "PPG",
  "FNDX",
  null,
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "SMFG",
  "ERIC",
  "VIV",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "AAP",
  "MET",
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  "GOOS",
  "OIS",
  "EWBC",
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  "XPER",
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  "PAG",
  null,
  "TCPC",
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  "ACWV",
  null,
  null,
  null,
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  "BCH",
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  null,
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  "SBAC",
  "LGF-B",
  null,
  null,
  null,
  null,
  "ADAP",
  "VCIT",
  null,
  "ACTG",
  null,
  "NGG",
  null,
  "HOUS",
  "AEO",
  null,
  "VIG",
  null,
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  null,
  "LYG",
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  null,
  null,
  "CYH",
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  "TENB",
  "TROX",
  "TRS",
  null,
  null,
  "NXT",
  "IWO",
  "PTON",
  "GT",
  "SU",
  "WY",
  "IWN",
  null,
  "SNY",
  "IEF",
  null,
  "TSM",
  "SMG",
  "GSK",
  "OHI",
  "GPN",
  null,
  null,
  null,
  null,
  "ETR",
  "VYM",
  "GEF",
  "DD",
  null,
  "EA",
  "GVA",
  "EW",
  "VRT",
  "TV",
  "GES",
  null,
  "R",
  "MUR",
  "RRC",
  "PRGO",
  "RYN",
  "LFUS",
  "ST",
  "MKSI",
  "MAT",
  "PBF",
  "UGI",
  "ARE",
  "ALGN",
  "ADSK",
  "SSB",
  "WMG",
  "AMCR",
  "GM",
  "HAL",
  "APTV",
  "BLD",
  "TOL",
  "AVY",
  "ALB",
  "AFL",
  "AMD",
  "VFC",
  "EL",
  "SDY",
  "DRI",
  "TAP",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "VLY",
  null,
  "DPG",
  null,
  "GSLC",
  null,
  "AEP",
  "BKR",
  "CCU",
  "CMTL",
  "ECVT",
  null,
  "GCO",
  "EVCM",
  "ES",
  "FDP",
  "GCI",
  "GIFI",
  "HBB",
  "HOFT",
  "IPG",
  null,
  null,
  "JBLU",
  "INVH",
  "IPI",
  "KN",
  "KT",
  "IEX",
  "VIGI",
  "AMZN",
  "SCHB",
  "NIO",
  null,
  null,
  "CLF",
  null,
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "OVV",
  "ESGD",
  null,
  "COLD",
  "HII",
  "KD",
  "FNB",
  null,
  null,
  "UCB",
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  "SMP",
  null,
  null,
  null,
  "HBAN",
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  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  null,
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  "VALE",
  null,
  "MGK",
  null,
  "VXUS",
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  "BNDX",
  "VTEB",
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  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
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  null,
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  "V",
  null,
  "VICI",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WTI",
  "WU",
  "WFC",
  "WHR",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "WWW",
  "KLG",
  null,
  "WPP",
  "WYNN",
  "XRX",
  "XEL",
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  "IUSG",
  "SOLV",
  null,
  null,
  "DTE",
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  "NXST",
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  null,
  "SCHD",
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  null,
  "SCHF",
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  "LW",
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  null,
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  "NSC",
  "MHK",
  "KEY",
  "VAC",
  "NOK",
  "NDSN",
  "JCI",
  "HST",
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  "NOV",
  "ICL",
  "SO",
  "TAK",
  null,
  null,
  "TTD",
  null,
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  "SKM",
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  "TRP",
  "ONL",
  "RYAM",
  null,
  "SW",
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  "CRM",
  "SWKS",
  "SNAP",
  "RBLX",
  null,
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  null,
  "RUN",
  "SUI",
  "RBRK",
  "SYY",
  "PTEN",
  "DIA",
  null,
  "SEE",
  null,
  null,
  "DINO",
  null,
  "LYB",
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  null,
  null,
  null,
  null,
  "UHS",
  null,
  "CHWY",
  "KRO",
  "PEGA",
  "MTH",
  "NVT",
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  null,
  "EXR",
  null,
  null,
  "ESGU",
  null,
  "UDR",
  "EG",
  "FDX",
  null,
  "ALLY",
  "STLA",
  "MSGE",
  "SSBK",
  "STM",
  null,
  "MKTX",
  "AUR",
  "ADP",
  "BAC",
  null,
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  "BHC",
  "BMO",
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  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BYND",
  null,
  "BA",
  "BAH",
  "BHF",
  "SAM",
  "BWA",
  "BMY",
  "BTI",
  "BF-B",
  "DOOO",
  "BIP",
  "BR",
  "BG",
  "CHRW",
  "BWXT",
  "CWH",
  "CSTE",
  "CZR",
  "CM",
  "CNI",
  "CPT",
  "CARS",
  "CPRI",
  "CCL",
  "CE",
  "CATO",
  "CX",
  "CVE",
  "CNC",
  "CF",
  "CHX",
  "CC",
  "CVX",
  "GTLS",
  "CHTR",
  "CB",
  "CMG",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CLX",
  "CME",
  "COKE",
  "KO",
  "CGNX",
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  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CNDT",
  "COP",
  "CMP",
  "STZ",
  "CEG",
  "CTRA",
  "COTY",
  "CTVA",
  "CPNG",
  "CRDO",
  "CBRL",
  "CRWD",
  "CVS",
  "CUBE",
  "DHR",
  "DAN",
  "DE",
  "DBI",
  "DB",
  "DVN",
  "DAL",
  null,
  "DFAX",
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  "DDS",
  "DIN",
  "DNOW",
  "DPZ",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "NFLX",
  "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

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British American Tobacco p.l.c.

BTI|110448107

Shares:24.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$461.7M)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:37.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$461.7M)

APA Corp

APA|03743Q108

Shares:47.4K

Value:$995.4K

% of Portfolio:0.2% ($995.4K/$461.7M)

74347B573

Shares:16.8K

Value:$993.6K

% of Portfolio:0.2% ($993.6K/$461.7M)

78463X848

Shares:33.5K

Value:$991.7K

% of Portfolio:0.2% ($991.7K/$461.7M)

33738D101

Shares:26.4K

Value:$989.1K

% of Portfolio:0.2% ($989.1K/$461.7M)

ING GROEP NV

ING|456837103

Shares:50.3K

Value:$984.7K

% of Portfolio:0.2% ($984.7K/$461.7M)

UGI CORP /PA/

UGI|902681105

Shares:29.6K

Value:$978.0K

% of Portfolio:0.2% ($978.0K/$461.7M)

Kraft Heinz Co

KHC|500754106

Shares:31.6K

Value:$962.9K

% of Portfolio:0.2% ($962.9K/$461.7M)

RYDER SYSTEM INC

R|783549108

Shares:6.6K

Value:$945.6K

% of Portfolio:0.2% ($945.6K/$461.7M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:7.2K

Value:$944.8K

% of Portfolio:0.2% ($944.8K/$461.7M)

VALLEY NATIONAL BANCORP

VLY|919794107

Shares:103.9K

Value:$923.7K

% of Portfolio:0.2% ($923.7K/$461.7M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:5.5K

Value:$920.1K

% of Portfolio:0.2% ($920.1K/$461.7M)

464287671

IUSG|464287671

Shares:7.2K

Value:$916.8K

% of Portfolio:0.2% ($916.8K/$461.7M)

INTEL CORP

INTC|458140100

Shares:40.3K

Value:$915.1K

% of Portfolio:0.2% ($915.1K/$461.7M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:5.2K

Value:$913.8K

% of Portfolio:0.2% ($913.8K/$461.7M)

FEDEX CORP

FDX|31428X106

Shares:3.7K

Value:$905.9K

% of Portfolio:0.2% ($905.9K/$461.7M)

STARBUCKS CORP

SBUX|855244109

Shares:9.2K

Value:$904.9K

% of Portfolio:0.2% ($904.9K/$461.7M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:26.4K

Value:$899.6K

% of Portfolio:0.2% ($899.6K/$461.7M)

316092204

Shares:10.6K

Value:$893.2K

% of Portfolio:0.2% ($893.2K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
British American Tobacco p.l.c.(BTIcusip110448107)	24.4K	QoQ +0.72% (+175) YoY -1.11% (-275)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$461.7M)	QoQ +14.72% (+$129.4K) YoY +34.12% (-$256.5K)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	37.1K	QoQ +514.23% (+31.1K) YoY +514.23% (+31.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$461.7M)	QoQ +495.37% (+$838.8K) YoY +411.26% (+$810.9K)
APA Corp(APAcusip03743Q108)	47.4K	QoQ +29.97% (+10.9K) YoY +2091.43% (+45.2K)	All Managers (Combined)	$995.4K	0.2% ($995.4K/$461.7M)	QoQ +18.32% (+$154.1K) YoY +1239.85% (+$921.1K)
(cusip74347B573)✕	16.8K	QoQ +8.56% (+1.3K) YoY +154.00% (+10.2K)	All Managers (Combined)	$993.6K	0.2% ($993.6K/$461.7M)	QoQ +2.13% (+$20.8K) YoY +33.15% (+$247.4K)
(cusip78463X848)✕	33.5K	QoQ -3.22% (-1.1K) YoY -5.33% (-1.9K)	All Managers (Combined)	$991.7K	0.2% ($991.7K/$461.7M)	QoQ +2.45% (-$23.7K) YoY -1.40% (-$14.1K)
(cusip33738D101)✕	26.4K	QoQ -4.86% (-1.3K) YoY -65.81% (-50.8K)	All Managers (Combined)	$989.1K	0.2% ($989.1K/$461.7M)	QoQ +0.04% (-$489) YoY -56.59% (-$1.3M)
ING GROEP NV(INGcusip456837103)	50.3K	QoQ 0.00% (+0) YoY -2.14% (-1.1K)	All Managers (Combined)	$984.7K	0.2% ($984.7K/$461.7M)	QoQ +25.01% (+$197.0K) YoY +16.25% (-$137.7K)
UGI CORP /PA/(UGIcusip902681105)	29.6K	QoQ -0.16% (-50) YoY -0.42% (-125)	All Managers (Combined)	$978.0K	0.2% ($978.0K/$461.7M)	QoQ +16.94% (-$141.7K) YoY +34.19% (-$249.2K)
Kraft Heinz Co(KHCcusip500754106)	31.6K	QoQ +5.41% (+1.6K) YoY +99.73% (+15.8K)	All Managers (Combined)	$962.9K	0.2% ($962.9K/$461.7M)	QoQ +4.45% (+$41.0K) YoY +64.71% (+$378.3K)
RYDER SYSTEM INC(Rcusip783549108)	6.6K	QoQ 0.00% (-0) YoY -36.62% (-3.8K)	All Managers (Combined)	$945.6K	0.2% ($945.6K/$461.7M)	QoQ -8.31% (-$85.8K) YoY -24.17% (-$301.4K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	7.2K	QoQ +1.10% (+78) YoY +0.04% (-3)	All Managers (Combined)	$944.8K	0.2% ($944.8K/$461.7M)	QoQ +8.92% (+$77.4K) YoY -22.59% (-$275.8K)
VALLEY NATIONAL BANCORP(VLYcusip919794107)	103.9K	QoQ 0.00% (-0) YoY NEW(+103.9K)	All Managers (Combined)	$923.7K	0.2% ($923.7K/$461.7M)	QoQ -1.87% (-$17.7K) YoY NEW(+$923.7K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	5.5K	QoQ -2.60% (-148) YoY -52.99% (-6.2K)	All Managers (Combined)	$920.1K	0.2% ($920.1K/$461.7M)	QoQ -6.06% (-$59.4K) YoY -50.11% (-$924.5K)
(IUSGcusip464287671)	7.2K	QoQ +8.85% (-587) YoY +28.63% (+1.6K)	All Managers (Combined)	$916.8K	0.2% ($916.8K/$461.7M)	QoQ -0.72% (-$6.7K) YoY +39.46% (+$259.4K)
INTEL CORP(INTCcusip458140100)	40.3K	QoQ +11.70% (+4.2K) YoY +1.32% (-526)	All Managers (Combined)	$915.1K	0.2% ($915.1K/$461.7M)	QoQ +26.52% (+$191.8K) YoY -47.90% (-$841.5K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	5.2K	QoQ +0.95% (-49) YoY +0.95% (+49)	All Managers (Combined)	$913.8K	0.2% ($913.8K/$461.7M)	QoQ -7.98% (-$79.3K) YoY +9.80% (+$81.6K)
FEDEX CORP(FDXcusip31428X106)	3.7K	QoQ 0.00% (-0) YoY -30.01% (-1.6K)	All Managers (Combined)	$905.9K	0.2% ($905.9K/$461.7M)	QoQ -13.34% (-$139.5K) YoY -41.11% (-$632.6K)
STARBUCKS CORP(SBUXcusip855244109)	9.2K	QoQ -39.06% (-5.9K) YoY -24.98% (-3.1K)	All Managers (Combined)	$904.9K	0.2% ($904.9K/$461.7M)	QoQ -34.49% (-$476.5K) YoY -19.48% (-$219.0K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	26.4K	QoQ 0.00% (+0) YoY -2.67% (-725)	All Managers (Combined)	$899.6K	0.2% ($899.6K/$461.7M)	QoQ +8.86% (+$73.3K) YoY +13.86% (-$109.5K)
(cusip316092204)✕	10.6K	QoQ +9.30% (-900) YoY +30.38% (+2.5K)	All Managers (Combined)	$893.2K	0.2% ($893.2K/$461.7M)	QoQ -5.21% (-$49.2K) YoY +33.59% (+$224.6K)