Investment-Research--Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  "ESGR",
  "MTCH",
  "MCHI",
  "BNT",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "VDE",
  "AXP",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "DUK",
  "COOP",
  "NUV",
  "FFIN",
  "BGR",
  "GD",
  "GILD",
  "HD",
  "MCD",
  "UNP",
  "EMR",
  "BKNG",
  "META",
  "MFA",
  null,
  "IVW",
  "IJH",
  "PLX",
  "SEDG",
  null,
  "IQV",
  null,
  null,
  "LRCX",
  null,
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FIS",
  "GE",
  "HRL",
  "NU",
  "OXY",
  "ORLY",
  "ADM",
  "AER",
  "HSY",
  "IJR",
  "ORCL",
  "KHC",
  "NOC",
  "IRT",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "IEFA",
  "CGC",
  null,
  "NOW",
  "SHOP",
  "O",
  "SHEL",
  "RTX",
  "AMT",
  "SBUX",
  "SNPS",
  "TMO",
  "TFC",
  "UBER",
  "UPS",
  null,
  "VO",
  "AA",
  "SOUN",
  "SCHW",
  null,
  "PRF",
  "EME",
  "VIG",
  null,
  null,
  "PTON",
  "RVLV",
  "GL",
  null,
  "TSM",
  "IT",
  null,
  "BN.TO",
  "VYM",
  null,
  "DD",
  "MUSA",
  "ADSK",
  "GM",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "GNRC",
  "BIRD",
  "BKR",
  "GRDN",
  "IDXX",
  "PEG",
  "NVO",
  "AMZN",
  null,
  "MSI",
  null,
  null,
  "IVE",
  null,
  "HOG",
  "DKNG",
  "VEU",
  "VGT",
  "VEA",
  "VXUS",
  "VTWO",
  "BNDX",
  "MGV",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VEEV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WING",
  "XRX",
  "WDAY",
  "ZETA",
  "SOFI",
  "SCHG",
  null,
  null,
  "IHG",
  "MHK",
  "JCI",
  null,
  null,
  "PFGC",
  "OTIS",
  "ONL",
  "CRM",
  "RBLX",
  null,
  "RDDT",
  "SPOT",
  "GEV",
  "MELI",
  "ESGU",
  "FDX",
  "LULU",
  "BAC",
  "BRK-B",
  "BLK",
  "BBY",
  "BA",
  null,
  "BMY",
  "BBU",
  "BBUC",
  "CARR",
  "CVX",
  "CB",
  "CRUS",
  "CMG",
  "CHH",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DAL",
  "DXCM",
  "IJT",
  "ADI",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "ANET",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 250
Total Value: 239385241
Accession Number: 0001802136-25-000003
Form Type: 13F-HR
CIK: investment-research--advisory-group
Manager Name: Investment-Research--Advisory-Group

Data Enrichment

88% identified

221 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

250 positions • $239.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 13

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HORMEL FOODS CORP /DE/

HRL|440452100

Shares:728

Value:$22.5K

% of Portfolio:0.0% ($22.5K/$239.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:201

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$239.4M)

SHOPIFY INC.

SHOP|82509L107

Shares:220

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$239.4M)

81369Y209

Shares:142

Value:$20.7K

% of Portfolio:0.0% ($20.7K/$239.4M)

88634T428

Shares:1.3K

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$239.4M)

MERCADOLIBRE INC

MELI|58733R102

Shares:10

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$239.4M)

81369Y407

Shares:94

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$239.4M)

Medtronic plc

MDT|G5960L103

Shares:202

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$239.4M)

GARTNER INC

IT|366651107

Shares:43

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$239.4M)

Zoetis Inc.

ZTS|98978V103

Shares:108

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$239.4M)

12626K203

Shares:200

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$239.4M)

AT&T INC.

T|00206R102

Shares:600

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$239.4M)

808524300

SCHG|808524300

Shares:608

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$239.4M)

Sea Ltd

SE|81141R100

Shares:116

Value:$15.1K

% of Portfolio:0.0% ($15.1K/$239.4M)

389637109

Shares:368

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$239.4M)

PEPSICO INC

PEP|713448108

Shares:88

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$239.4M)

STATE STREET CORP

STT|857477103

Shares:142

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$239.4M)

Baker Hughes Co

BKR|05722G100

Shares:287

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$239.4M)

General Motors Co

GM|37045V100

Shares:265

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$239.4M)

Shell plc

SHEL|780259305

Shares:165

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$239.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HORMEL FOODS CORP /DE/(HRLcusip440452100)	728	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.5K	0.0% ($22.5K/$239.4M)	QoQ -1.37% (-$313) YoY -11.32% (-$2.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	201	QoQ NEW(+201) YoY NEW(+201)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$239.4M)	QoQ NEW(+$22.0K) YoY NEW(+$22.0K)
SHOPIFY INC.(SHOPcusip82509L107)	220	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$239.4M)	QoQ -10.20% (-$2.4K) YoY +23.73% (+$4.0K)
(cusip81369Y209)✕	142	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$20.7K	0.0% ($20.7K/$239.4M)	QoQ +6.13% (+$1.2K) YoY -1.16% (-$245)
(cusip88634T428)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$239.4M)	QoQ NEW(+$19.7K) YoY NEW(+$19.7K)
MERCADOLIBRE INC(MELIcusip58733R102)	10	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$239.4M)	QoQ +14.73% (+$2.5K) YoY +29.02% (+$4.4K)
(cusip81369Y407)✕	94	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$239.4M)	QoQ -11.98% (-$2.5K) YoY +7.37% (+$1.3K)
Medtronic plc(MDTcusipG5960L103)	202	QoQ +85.32% (+93) YoY +85.32% (+93)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$239.4M)	QoQ +108.47% (+$9.4K) YoY +91.09% (+$8.7K)
GARTNER INC(ITcusip366651107)	43	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$239.4M)	QoQ -13.35% (-$2.8K) YoY -11.94% (-$2.4K)
Zoetis Inc.(ZTScusip98978V103)	108	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$239.4M)	QoQ +1.05% (+$186) YoY -2.69% (-$493)
(cusip12626K203)✕	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$239.4M)	QoQ -4.91% (-$910) YoY +1.98% (+$342)
AT&T INC.(Tcusip00206R102)	600	QoQ NEW(+600) YoY -15.96% (-114)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$239.4M)	QoQ NEW(+$17.0K) YoY +35.12% (-$4.4K)
(SCHGcusip808524300)	608	QoQ NEW(+608) YoY NEW(+608)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$239.4M)	QoQ NEW(+$15.2K) YoY NEW(+$15.2K)
Sea Ltd(SEcusip81141R100)	116	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.1K	0.0% ($15.1K/$239.4M)	QoQ +22.98% (+$2.8K) YoY +142.96% (+$8.9K)
(cusip389637109)✕	368	QoQ 0.00% (-0) YoY NEW(+368)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$239.4M)	QoQ -12.85% (-$2.0K) YoY NEW(+$13.4K)
PEPSICO INC(PEPcusip713448108)	88	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$239.4M)	QoQ -1.39% (-$186) YoY -14.32% (-$2.2K)
STATE STREET CORP(STTcusip857477103)	142	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$239.4M)	QoQ -8.78% (-$1.2K) YoY +15.79% (+$1.7K)
Baker Hughes Co(BKRcusip05722G100)	287	QoQ 0.00% (+0) YoY NEW(+287)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$239.4M)	QoQ +7.13% (+$842) YoY NEW(+$12.6K)
General Motors Co(GMcusip37045V100)	265	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$239.4M)	QoQ -11.71% (-$1.7K) YoY +3.70% (+$445)
Shell plc(SHELcusip780259305)	165	QoQ NEW(+165) YoY NEW(+165)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$239.4M)	QoQ NEW(+$12.1K) YoY NEW(+$12.1K)