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",
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  "AXP",
  null,
  null,
  "AXL",
  "SCHH",
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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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  "HEFA",
  "MG",
  "IIM",
  null,
  "NNBR",
  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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  "ODP",
  null,
  "UHAL",
  "TGI",
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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,
  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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  "TLRY",
  "NEXA",
  "MA",
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  "MDT",
  "APA",
  "MSFT",
  "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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  "GPC",
  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,
  "NOW",
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  "O",
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  null,
  null,
  null,
  "SPYG",
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  null,
  null,
  null,
  "IBM",
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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,
  "ETR",
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  null,
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  null,
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  "PRGO",
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  "ARE",
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  "SSB",
  "WMG",
  "AMCR",
  "GM",
  "HAL",
  "APTV",
  "BLD",
  "TOL",
  "AVY",
  "ALB",
  "AFL",
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  "EL",
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  "DRI",
  "TAP",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "VLY",
  null,
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  null,
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  null,
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  "BKR",
  "CCU",
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  null,
  "GCO",
  "EVCM",
  "ES",
  "FDP",
  "GCI",
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  "HBB",
  "HOFT",
  "IPG",
  null,
  null,
  "JBLU",
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  "IPI",
  "KN",
  "KT",
  "IEX",
  "VIGI",
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  "NIO",
  null,
  null,
  "CLF",
  null,
  null,
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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,
  "HBAN",
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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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  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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  "PTEN",
  "DIA",
  null,
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  null,
  null,
  "DINO",
  null,
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  null,
  null,
  null,
  null,
  "UHS",
  null,
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  "KRO",
  "PEGA",
  "MTH",
  "NVT",
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  null,
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  null,
  null,
  "ESGU",
  null,
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  "EG",
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  null,
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  "SSBK",
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  null,
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  null,
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  "BYND",
  null,
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  "SAM",
  "BWA",
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  "BTI",
  "BF-B",
  "DOOO",
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  "CHRW",
  "BWXT",
  "CWH",
  "CSTE",
  "CZR",
  "CM",
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  "CE",
  "CATO",
  "CX",
  "CVE",
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  "CHX",
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  "CVX",
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  "C",
  "CLX",
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  "CL",
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  "COTY",
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  null,
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  null,
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  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
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  "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

Page 8 of 49

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EXXON MOBIL CORP

XOM|30231G102

Shares:6.0K

Value:$709.6K

% of Portfolio:0.2% ($709.6K/$461.7M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:8.1K

Value:$709.5K

% of Portfolio:0.2% ($709.5K/$461.7M)

RIO TINTO PLC

RIO|767204100

Shares:11.7K

Value:$703.8K

% of Portfolio:0.2% ($703.8K/$461.7M)

BANK OF CHILE

BCH|059520106

Shares:26.5K

Value:$702.3K

% of Portfolio:0.2% ($702.3K/$461.7M)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:9.1K

Value:$696.1K

% of Portfolio:0.2% ($696.1K/$461.7M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:6.2K

Value:$694.3K

% of Portfolio:0.2% ($694.3K/$461.7M)

TELEFONICA BRASIL S.A.

VIV|87936R205

Shares:79.2K

Value:$690.7K

% of Portfolio:0.1% ($690.7K/$461.7M)

SUNCOR ENERGY INC

SU|867224107

Shares:17.8K

Value:$687.4K

% of Portfolio:0.1% ($687.4K/$461.7M)

336920103

Shares:6.1K

Value:$681.6K

% of Portfolio:0.1% ($681.6K/$461.7M)

HOME DEPOT, INC.

HD|437076102

Shares:1.8K

Value:$677.6K

% of Portfolio:0.1% ($677.6K/$461.7M)

464287655

IWM|464287655

Shares:3.4K

Value:$673.9K

% of Portfolio:0.1% ($673.9K/$461.7M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:9.0K

Value:$671.4K

% of Portfolio:0.1% ($671.4K/$461.7M)

BORGWARNER INC

BWA|099724106

Shares:23.4K

Value:$669.8K

% of Portfolio:0.1% ($669.8K/$461.7M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.9K

Value:$668.4K

% of Portfolio:0.1% ($668.4K/$461.7M)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

Shares:44.9K

Value:$667.9K

% of Portfolio:0.1% ($667.9K/$461.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.7K

Value:$667.7K

% of Portfolio:0.1% ($667.7K/$461.7M)

General Motors Co

GM|37045V100

Shares:14.2K

Value:$667.0K

% of Portfolio:0.1% ($667.0K/$461.7M)

PPL Corp

PPL|69351T106

Shares:18.3K

Value:$662.4K

% of Portfolio:0.1% ($662.4K/$461.7M)

CITIGROUP INC

C|172967424

Shares:9.3K

Value:$661.0K

% of Portfolio:0.1% ($661.0K/$461.7M)

RTX Corp

RTX|75513E101

Shares:5.0K

Value:$656.9K

% of Portfolio:0.1% ($656.9K/$461.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	6.0K	QoQ +33.05% (+1.5K) YoY +37.14% (+1.6K)	All Managers (Combined)	$709.6K	0.2% ($709.6K/$461.7M)	QoQ +47.11% (+$227.2K) YoY +40.33% (+$203.9K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	8.1K	QoQ 0.00% (-0) YoY -1.82% (-150)	All Managers (Combined)	$709.5K	0.2% ($709.5K/$461.7M)	QoQ -3.51% (-$25.9K) YoY -13.69% (-$112.6K)
RIO TINTO PLC(RIOcusip767204100)	11.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$703.8K	0.2% ($703.8K/$461.7M)	QoQ +2.15% (+$14.9K) YoY -5.74% (-$42.9K)
BANK OF CHILE(BCHcusip059520106)	26.5K	QoQ -41.08% (-18.5K) YoY -40.98% (-18.4K)	All Managers (Combined)	$702.3K	0.2% ($702.3K/$461.7M)	QoQ -31.18% (-$318.3K) YoY -29.80% (-$298.2K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	9.1K	QoQ +7.73% (+650) YoY 0.00% (-0)	All Managers (Combined)	$696.1K	0.2% ($696.1K/$461.7M)	QoQ +3.15% (+$21.3K) YoY -21.49% (-$190.6K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	6.2K	QoQ 0.00% (-0) YoY -9.13% (-625)	All Managers (Combined)	$694.3K	0.2% ($694.3K/$461.7M)	QoQ -5.77% (-$42.6K) YoY -13.56% (-$108.9K)
TELEFONICA BRASIL S.A.(VIVcusip87936R205)	79.2K	QoQ -1.10% (-888) YoY -2.59% (-2.1K)	All Managers (Combined)	$690.7K	0.1% ($690.7K/$461.7M)	QoQ +14.21% (-$86.0K) YoY -15.65% (-$128.2K)
SUNCOR ENERGY INC(SUcusip867224107)	17.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$687.4K	0.1% ($687.4K/$461.7M)	QoQ +8.52% (+$54.0K) YoY +4.90% (+$32.1K)
(cusip336920103)✕	6.1K	QoQ 0.00% (-0) YoY +1.53% (+92)	All Managers (Combined)	$681.6K	0.1% ($681.6K/$461.7M)	QoQ -6.50% (-$47.4K) YoY +7.23% (+$46.0K)
HOME DEPOT, INC.(HDcusip437076102)	1.8K	QoQ +13.43% (+219) YoY -6.37% (-126)	All Managers (Combined)	$677.6K	0.1% ($677.6K/$461.7M)	QoQ +6.87% (+$43.6K) YoY -10.55% (-$80.0K)
(IWMcusip464287655)	3.4K	QoQ +1.74% (-58) YoY +1.74% (-58)	All Managers (Combined)	$673.9K	0.1% ($673.9K/$461.7M)	QoQ -8.13% (-$59.7K) YoY -3.48% (-$24.3K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	9.0K	QoQ 0.00% (-0) YoY -9.85% (-983)	All Managers (Combined)	$671.4K	0.1% ($671.4K/$461.7M)	QoQ -7.53% (-$54.8K) YoY -9.24% (-$68.4K)
BORGWARNER INC(BWAcusip099724106)	23.4K	QoQ 0.00% (-0) YoY -0.82% (-195)	All Managers (Combined)	$669.8K	0.1% ($669.8K/$461.7M)	QoQ -9.87% (-$73.4K) YoY -18.21% (-$149.2K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.9K	QoQ -5.48% (-225) YoY -56.83% (-5.1K)	All Managers (Combined)	$668.4K	0.1% ($668.4K/$461.7M)	QoQ +9.41% (-$57.5K) YoY -45.81% (-$565.3K)
TAKEDA PHARMACEUTICAL CO LTD(TAKcusip874060205)	44.9K	QoQ +3.99% (+1.7K) YoY -1.91% (-875)	All Managers (Combined)	$667.9K	0.1% ($667.9K/$461.7M)	QoQ +16.79% (+$96.1K) YoY +5.00% (-$31.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.7K	QoQ -32.83% (-1.3K) YoY -51.24% (-2.9K)	All Managers (Combined)	$667.7K	0.1% ($667.7K/$461.7M)	QoQ -31.27% (-$303.8K) YoY -40.29% (-$450.6K)
General Motors Co(GMcusip37045V100)	14.2K	QoQ -11.67% (-1.9K) YoY -44.69% (-11.5K)	All Managers (Combined)	$667.0K	0.1% ($667.0K/$461.7M)	QoQ -22.02% (-$188.4K) YoY -42.64% (-$495.9K)
PPL Corp(PPLcusip69351T106)	18.3K	QoQ +0.99% (+181) YoY -9.02% (-1.8K)	All Managers (Combined)	$662.4K	0.1% ($662.4K/$461.7M)	QoQ +12.35% (+$72.8K) YoY +19.33% (-$107.3K)
CITIGROUP INC(Ccusip172967424)	9.3K	QoQ -11.79% (-1.2K) YoY -15.61% (-1.7K)	All Managers (Combined)	$661.0K	0.1% ($661.0K/$461.7M)	QoQ -11.03% (-$82.0K) YoY -5.27% (-$36.8K)
RTX Corp(RTXcusip75513E101)	5.0K	QoQ +1.43% (+70) YoY -14.95% (-872)	All Managers (Combined)	$656.9K	0.1% ($656.9K/$461.7M)	QoQ +16.10% (+$91.1K) YoY +15.50% (-$88.2K)