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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  "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,
  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,
  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

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SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:57.7K

Value:$891.3K

% of Portfolio:0.2% ($891.3K/$461.7M)

COMERICA INC /NEW/

CMA|200340107

Shares:14.8K

Value:$875.6K

% of Portfolio:0.2% ($875.6K/$461.7M)

SpartanNash Co

SPTN|847215100

Shares:42.5K

Value:$860.1K

% of Portfolio:0.2% ($860.1K/$461.7M)

Walt Disney Co

DIS|254687106

Shares:8.6K

Value:$847.5K

% of Portfolio:0.2% ($847.5K/$461.7M)

COMCAST CORP

CMCSA|20030N101

Shares:22.9K

Value:$845.0K

% of Portfolio:0.2% ($845.0K/$461.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:9.2K

Value:$826.2K

% of Portfolio:0.2% ($826.2K/$461.7M)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:13.3K

Value:$811.1K

% of Portfolio:0.2% ($811.1K/$461.7M)

TotalEnergies SE

TTE|89151E109

Shares:12.5K

Value:$808.1K

% of Portfolio:0.2% ($808.1K/$461.7M)

Marathon Petroleum Corp

MPC|56585A102

Shares:5.4K

Value:$793.4K

% of Portfolio:0.2% ($793.4K/$461.7M)

SCOTTS MIRACLE-GRO CO

SMG|810186106

Shares:14.3K

Value:$787.6K

% of Portfolio:0.2% ($787.6K/$461.7M)

HONDA MOTOR CO LTD

HMC|438128308

Shares:28.5K

Value:$774.1K

% of Portfolio:0.2% ($774.1K/$461.7M)

ICL Group Ltd.

ICL|M53213100

Shares:137.2K

Value:$770.8K

% of Portfolio:0.2% ($770.8K/$461.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:18.3K

Value:$761.9K

% of Portfolio:0.2% ($761.9K/$461.7M)

Shell plc

SHEL|780259305

Shares:10.4K

Value:$759.0K

% of Portfolio:0.2% ($759.0K/$461.7M)

46138E362

Shares:15.1K

Value:$758.5K

% of Portfolio:0.2% ($758.5K/$461.7M)

NIKE, Inc.

NKE|654106103

Shares:11.9K

Value:$754.0K

% of Portfolio:0.2% ($754.0K/$461.7M)

COCA COLA CO

KO|191216100

Shares:10.4K

Value:$746.2K

% of Portfolio:0.2% ($746.2K/$461.7M)

ETHAN ALLEN INTERIORS INC

ETD|297602104

Shares:26.8K

Value:$743.1K

% of Portfolio:0.2% ($743.1K/$461.7M)

GSK plc

GSK|37733W204

Shares:18.6K

Value:$721.6K

% of Portfolio:0.2% ($721.6K/$461.7M)

46137V431

Shares:7.1K

Value:$711.4K

% of Portfolio:0.2% ($711.4K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	57.7K	QoQ -16.29% (-11.2K) YoY -17.10% (-11.9K)	All Managers (Combined)	$891.3K	0.2% ($891.3K/$461.7M)	QoQ -10.69% (-$106.7K) YoY +8.87% (-$72.7K)
COMERICA INC /NEW/(CMAcusip200340107)	14.8K	QoQ 0.00% (-0) YoY -0.16% (-25)	All Managers (Combined)	$875.6K	0.2% ($875.6K/$461.7M)	QoQ -4.51% (-$41.4K) YoY +7.22% (-$59.0K)
SpartanNash Co(SPTNcusip847215100)	42.5K	QoQ 0.00% (+0) YoY -0.41% (-175)	All Managers (Combined)	$860.1K	0.2% ($860.1K/$461.7M)	QoQ +10.58% (+$82.4K) YoY -0.16% (-$1.4K)
Walt Disney Co(DIScusip254687106)	8.6K	QoQ +4.56% (-375) YoY -0.83% (-72)	All Managers (Combined)	$847.5K	0.2% ($847.5K/$461.7M)	QoQ -7.31% (-$66.9K) YoY -20.00% (-$212.0K)
COMCAST CORP(CMCSAcusip20030N101)	22.9K	QoQ +8.27% (+1.8K) YoY -1.17% (-273)	All Managers (Combined)	$845.0K	0.2% ($845.0K/$461.7M)	QoQ +6.45% (+$51.3K) YoY -15.88% (-$159.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	9.2K	QoQ +1.65% (-150) YoY +0.31% (-29)	All Managers (Combined)	$826.2K	0.2% ($826.2K/$461.7M)	QoQ -8.27% (-$74.5K) YoY -31.75% (-$384.5K)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	13.3K	QoQ 0.00% (+0) YoY -0.89% (-121)	All Managers (Combined)	$811.1K	0.2% ($811.1K/$461.7M)	QoQ +6.19% (+$47.3K) YoY -10.30% (-$93.2K)
TotalEnergies SE(TTEcusip89151E109)	12.5K	QoQ +1.80% (+221) YoY +0.36% (-46)	All Managers (Combined)	$808.1K	0.2% ($808.1K/$461.7M)	QoQ +20.83% (+$139.3K) YoY -5.66% (-$48.6K)
Marathon Petroleum Corp(MPCcusip56585A102)	5.4K	QoQ 0.00% (+0) YoY -0.85% (-47)	All Managers (Combined)	$793.4K	0.2% ($793.4K/$461.7M)	QoQ +4.43% (+$33.7K) YoY -28.31% (-$313.4K)
SCOTTS MIRACLE-GRO CO(SMGcusip810186106)	14.3K	QoQ +5.12% (-700) YoY 0.00% (-0)	All Managers (Combined)	$787.6K	0.2% ($787.6K/$461.7M)	QoQ -13.01% (-$117.8K) YoY -26.41% (-$282.7K)
HONDA MOTOR CO LTD(HMCcusip438128308)	28.5K	QoQ +4.39% (-1.2K) YoY -1.63% (-475)	All Managers (Combined)	$774.1K	0.2% ($774.1K/$461.7M)	QoQ -0.80% (-$6.3K) YoY -28.32% (-$305.9K)
ICL Group Ltd.(ICLcusipM53213100)	137.2K	QoQ 0.00% (+0) YoY NEW(+137.2K)	All Managers (Combined)	$770.8K	0.2% ($770.8K/$461.7M)	QoQ +13.39% (+$91.0K) YoY NEW(+$770.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	18.3K	QoQ -0.70% (-130) YoY +2.11% (+378)	All Managers (Combined)	$761.9K	0.2% ($761.9K/$461.7M)	QoQ -5.72% (-$46.2K) YoY +12.37% (+$83.9K)
Shell plc(SHELcusip780259305)	10.4K	QoQ 0.00% (+0) YoY -2.81% (-300)	All Managers (Combined)	$759.0K	0.2% ($759.0K/$461.7M)	QoQ +16.96% (+$110.1K) YoY +6.23% (-$44.5K)
(cusip46138E362)✕	15.1K	QoQ +0.08% (+13) YoY -47.35% (-13.6K)	All Managers (Combined)	$758.5K	0.2% ($758.5K/$461.7M)	QoQ +4.06% (+$29.6K) YoY -40.44% (-$515.2K)
NIKE, Inc.(NKEcusip654106103)	11.9K	QoQ 0.00% (-0) YoY +3274.14% (+11.5K)	All Managers (Combined)	$754.0K	0.2% ($754.0K/$461.7M)	QoQ -16.10% (-$144.8K) YoY +2179.10% (+$720.9K)
COCA COLA CO(KOcusip191216100)	10.4K	QoQ +21.53% (+1.8K) YoY +16.76% (+1.5K)	All Managers (Combined)	$746.2K	0.2% ($746.2K/$461.7M)	QoQ +39.80% (+$212.5K) YoY +36.69% (+$200.3K)
ETHAN ALLEN INTERIORS INC(ETDcusip297602104)	26.8K	QoQ 0.00% (-0) YoY -0.92% (-250)	All Managers (Combined)	$743.1K	0.2% ($743.1K/$461.7M)	QoQ -1.45% (-$11.0K) YoY -20.61% (-$192.9K)
GSK plc(GSKcusip37733W204)	18.6K	QoQ 0.00% (+0) YoY -1.95% (-372)	All Managers (Combined)	$721.6K	0.2% ($721.6K/$461.7M)	QoQ +14.54% (+$91.7K) YoY -11.40% (-$92.9K)
(cusip46137V431)✕	7.1K	QoQ 0.00% (-0) YoY +4.33% (-296)	All Managers (Combined)	$711.4K	0.2% ($711.4K/$461.7M)	QoQ -4.76% (-$35.6K) YoY -2.14% (-$15.6K)