Schechter-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "FLEX",
  "NTR",
  "PBR-A",
  "ITUB",
  "RJF",
  null,
  "GIL",
  null,
  "ATR",
  "HUBG",
  "MU",
  null,
  "ACN",
  "KBR",
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "APD",
  "BABA",
  "NGVT",
  "JLL",
  null,
  "ALL",
  "GOOGL",
  "BOOT",
  null,
  null,
  null,
  "IBAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AXP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "APG",
  null,
  null,
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "SAN",
  "WRB",
  "BYD",
  "BSX",
  "COF",
  "CMI",
  "PHG",
  "LPL",
  "DUK",
  "ERJ",
  "RYAAY",
  "RC",
  "EOG",
  "EXPE",
  "FCX",
  "FRA",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  "IBN",
  null,
  "AZN",
  "MCD",
  "INTU",
  "FMX",
  null,
  "FE",
  "SNN",
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  "ACI",
  "HSBC",
  "HMC",
  "LEN",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "NCA",
  null,
  null,
  "KGC",
  "KMI",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "MPC",
  "MMC",
  null,
  "PWR",
  null,
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "MFG",
  null,
  null,
  null,
  "MDLZ",
  "MUFG",
  null,
  "MS",
  "TMUS",
  "DXC",
  null,
  "EQIX",
  "BAYAR",
  null,
  "FRME",
  "FIS",
  "FND",
  "FTV",
  null,
  "GE",
  "GPC",
  null,
  "GRFS",
  "HES",
  "HAS",
  null,
  "NVS",
  null,
  null,
  null,
  null,
  null,
  null,
  "OMC",
  "ODFL",
  "ORLY",
  null,
  "PCAR",
  null,
  null,
  null,
  "BX",
  null,
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  null,
  null,
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VHT",
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  null,
  "GBDC",
  "IVV",
  "MRCC",
  "PHM",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  null,
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  null,
  "KEYS",
  "LPLA",
  null,
  "NMR",
  "JPC",
  "AMGN",
  "KVUE",
  "MSTR",
  "DGX",
  null,
  "REGN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPGI",
  null,
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  "RITM",
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TKC",
  "TRV",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "VNQ",
  "NEM",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "MNST",
  "ALC",
  "PAG",
  "VWO",
  null,
  null,
  "AWI",
  null,
  null,
  "CHT",
  null,
  "IWV",
  null,
  "LPX",
  "PRF",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "MOD",
  "TSCO",
  null,
  "ULTA",
  "IWO",
  "SU",
  "GDDY",
  "SNY",
  "TSM",
  "IT",
  "GSK",
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "TT",
  "VRSK",
  "AGCO",
  "SEIC",
  "MUSA",
  "ADSK",
  "AON",
  "AEE",
  "GM",
  "STWD",
  "AVY",
  "USFD",
  "AFL",
  "TKR",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "WAB",
  "WSO",
  "F",
  "GNRC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "WCN",
  "AIZ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "ENIC",
  null,
  null,
  null,
  "IFF",
  "KT",
  "IDXX",
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "NIO",
  "IVE",
  "HCA",
  "HDB",
  "ABEV",
  "HBAN",
  null,
  "DKNG",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WTW",
  "WMB",
  null,
  "WF",
  "WPP",
  "WDAY",
  "YUM",
  "XYL",
  "ADC",
  null,
  "UMC",
  null,
  "DTE",
  "DY",
  "CNQ",
  "AEM",
  "DVY",
  "IHG",
  "MSCI",
  "MTZ",
  "NSC",
  "NOK",
  "RDY",
  "INFY",
  "NXPI",
  "MFC",
  "MKL",
  "SO",
  "TAK",
  "USPH",
  "TTD",
  "SJM",
  "TRMB",
  "PPL",
  "PFGC",
  "OTIS",
  "SW",
  "PSX",
  "PLNT",
  "CRM",
  "RNR",
  "SHG",
  "TDY",
  "SYY",
  "DIA",
  "OTEX",
  "SPOT",
  "LII",
  "LYV",
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "MCK",
  "SPYV",
  "GWW",
  "PSA",
  "NRG",
  "PAYC",
  "FDX",
  "AME",
  "STM",
  "KMB",
  "LULU",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDC",
  "BHP",
  "BJ",
  "BA",
  "OWL",
  "SAM",
  "BWA",
  "BMY",
  "BCO",
  "BTI",
  "BR",
  "CACI",
  "CHRW",
  "CAE",
  "CNI",
  "CDNS",
  "CARR",
  "CSL",
  "CBOE",
  "CBRE",
  "CASY",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CHE",
  "CVX",
  "CB",
  "CHDN",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  null,
  "KO",
  "CCEP",
  "CCOI",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CTVA",
  "CSGP",
  "CRH",
  "CVS",
  "DHR",
  "DELL",
  "DAR",
  "DE",
  "FANG",
  "DAL",
  "DFS",
  "DLR",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 1,410
Total Value: 1214367860
Accession Number: 0001951586-25-000003
Form Type: 13F-HR
CIK: schechter-investment-advisors
Manager Name: Schechter-Investment-Advisors

Data Enrichment

87% identified

1,230 identified180 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,410 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 32

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TARGET CORP

TGT|87612E106

Shares:9.2K

Value:$956.5K

% of Portfolio:0.1% ($956.5K/$1.2B)

STMicroelectronics N.V.

STM|861012102

Shares:43.4K

Value:$953.7K

% of Portfolio:0.1% ($953.7K/$1.2B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:12.8K

Value:$953.2K

% of Portfolio:0.1% ($953.2K/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:4.0K

Value:$946.0K

% of Portfolio:0.1% ($946.0K/$1.2B)

BlackRock, Inc.

BLK|09290D101

Shares:991

Value:$938.2K

% of Portfolio:0.1% ($938.2K/$1.2B)

HONDA MOTOR CO LTD

HMC|438128308

Shares:34.6K

Value:$937.4K

% of Portfolio:0.1% ($937.4K/$1.2B)

CUMMINS INC

CMI|231021106

Shares:3.0K

Value:$930.6K

% of Portfolio:0.1% ($930.6K/$1.2B)

AGCO CORP /DE

AGCO|001084102

Shares:9.9K

Value:$917.0K

% of Portfolio:0.1% ($917.0K/$1.2B)

Eaton Corp plc

ETN|G29183103

Shares:3.4K

Value:$915.8K

% of Portfolio:0.1% ($915.8K/$1.2B)

SMITH & NEPHEW PLC

SNN|83175M205

Shares:32.2K

Value:$913.4K

% of Portfolio:0.1% ($913.4K/$1.2B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:622

Value:$891.1K

% of Portfolio:0.1% ($891.1K/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:3.6K

Value:$875.9K

% of Portfolio:0.1% ($875.9K/$1.2B)

SYNOPSYS INC

SNPS|871607107

Shares:2.0K

Value:$875.7K

% of Portfolio:0.1% ($875.7K/$1.2B)

Prologis, Inc.

PLD|74340W103

Shares:7.8K

Value:$869.5K

% of Portfolio:0.1% ($869.5K/$1.2B)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:3.6K

Value:$867.0K

% of Portfolio:0.1% ($867.0K/$1.2B)

46137V118

Shares:13.5K

Value:$864.9K

% of Portfolio:0.1% ($864.9K/$1.2B)

CAE INC

CAE|124765108

Shares:35.1K

Value:$862.2K

% of Portfolio:0.1% ($862.2K/$1.2B)

US Foods Holding Corp.

USFD|912008109

Shares:12.8K

Value:$838.3K

% of Portfolio:0.1% ($838.3K/$1.2B)

KONINKLIJKE PHILIPS NV

PHG|500472303

Shares:32.6K

Value:$829.0K

% of Portfolio:0.1% ($829.0K/$1.2B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:4.7K

Value:$821.5K

% of Portfolio:0.1% ($821.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TARGET CORP(TGTcusip87612E106)	9.2K	QoQ -23.70% (-2.8K) YoY -42.67% (-6.8K)	All Managers (Combined)	$956.5K	0.1% ($956.5K/$1.2B)	QoQ -41.09% (-$667.3K) YoY -66.23% (-$1.9M)
STMicroelectronics N.V.(STMcusip861012102)	43.4K	QoQ +43.00% (+13.1K) YoY +155.94% (+26.5K)	All Managers (Combined)	$953.7K	0.1% ($953.7K/$1.2B)	QoQ +25.76% (+$195.4K) YoY +29.98% (+$220.0K)
DuPont de Nemours, Inc.(DDcusip26614N102)	12.8K	QoQ -5.51% (-745) YoY -16.26% (-2.5K)	All Managers (Combined)	$953.2K	0.1% ($953.2K/$1.2B)	QoQ -7.45% (-$76.8K) YoY -18.44% (-$215.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	4.0K	QoQ +6.13% (+231) YoY +19.93% (+664)	All Managers (Combined)	$946.0K	0.1% ($946.0K/$1.2B)	QoQ +7.11% (+$62.8K) YoY +11.46% (+$97.3K)
BlackRock, Inc.(BLKcusip09290D101)	991	QoQ -9.24% (-101) YoY NEW(+991)	All Managers (Combined)	$938.2K	0.1% ($938.2K/$1.2B)	QoQ -16.20% (-$181.4K) YoY NEW(+$938.2K)
HONDA MOTOR CO LTD(HMCcusip438128308)	34.6K	QoQ +12.34% (+3.8K) YoY +16.06% (-4.8K)	All Managers (Combined)	$937.4K	0.1% ($937.4K/$1.2B)	QoQ +6.75% (+$59.3K) YoY -15.42% (-$170.9K)
CUMMINS INC(CMIcusip231021106)	3.0K	QoQ -20.80% (-780) YoY -28.28% (-1.2K)	All Managers (Combined)	$930.6K	0.1% ($930.6K/$1.2B)	QoQ -28.79% (-$376.3K) YoY -23.71% (-$289.2K)
AGCO CORP /DE(AGCOcusip001084102)	9.9K	QoQ -30.16% (-4.3K) YoY -31.47% (-4.5K)	All Managers (Combined)	$917.0K	0.1% ($917.0K/$1.2B)	QoQ -30.84% (-$409.0K) YoY -48.43% (-$861.4K)
Eaton Corp plc(ETNcusipG29183103)	3.4K	QoQ -1.52% (-52) YoY -27.40% (-1.3K)	All Managers (Combined)	$915.8K	0.1% ($915.8K/$1.2B)	QoQ -19.33% (-$219.5K) YoY -36.88% (-$535.2K)
SMITH & NEPHEW PLC(SNNcusip83175M205)	32.2K	QoQ -8.83% (-3.1K) YoY +15.18% (+4.2K)	All Managers (Combined)	$913.4K	0.1% ($913.4K/$1.2B)	QoQ +5.22% (-$45.4K) YoY +28.85% (+$204.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	622	QoQ -1.89% (-12) YoY -6.74% (-45)	All Managers (Combined)	$891.1K	0.1% ($891.1K/$1.2B)	QoQ +18.52% (-$139.3K) YoY +18.34% (-$138.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	3.6K	QoQ -9.48% (-376) YoY -15.59% (-663)	All Managers (Combined)	$875.9K	0.1% ($875.9K/$1.2B)	QoQ +3.98% (-$33.6K) YoY 0.00% (-$34)
SYNOPSYS INC(SNPScusip871607107)	2.0K	QoQ -7.76% (-172) YoY +11.09% (-204)	All Managers (Combined)	$875.7K	0.1% ($875.7K/$1.2B)	QoQ -18.50% (-$198.9K) YoY -16.63% (-$174.7K)
Prologis, Inc.(PLDcusip74340W103)	7.8K	QoQ -18.92% (-1.8K) YoY -33.08% (-3.8K)	All Managers (Combined)	$869.5K	0.1% ($869.5K/$1.2B)	QoQ -14.24% (-$144.4K) YoY -42.55% (-$644.0K)
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	3.6K	QoQ -7.52% (-294) YoY -8.81% (-349)	All Managers (Combined)	$867.0K	0.1% ($867.0K/$1.2B)	QoQ -10.80% (-$105.0K) YoY -6.88% (-$64.1K)
(cusip46137V118)✕	13.5K	QoQ +8.80% (+1.1K) YoY NEW(+13.5K)	All Managers (Combined)	$864.9K	0.1% ($864.9K/$1.2B)	QoQ +4.40% (+$36.5K) YoY NEW(+$864.9K)
CAE INC(CAEcusip124765108)	35.1K	QoQ -22.16% (-10.0K) YoY NEW(+35.1K)	All Managers (Combined)	$862.2K	0.1% ($862.2K/$1.2B)	QoQ -24.58% (-$281.1K) YoY NEW(+$862.2K)
US Foods Holding Corp.(USFDcusip912008109)	12.8K	QoQ +9.91% (+1.2K) YoY +5.06% (+617)	All Managers (Combined)	$838.3K	0.1% ($838.3K/$1.2B)	QoQ +6.65% (+$52.3K) YoY +27.42% (+$180.4K)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	32.6K	QoQ -11.29% (-4.2K) YoY -38.89% (-20.8K)	All Managers (Combined)	$829.0K	0.1% ($829.0K/$1.2B)	QoQ -11.01% (-$102.6K) YoY -22.40% (-$239.3K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	4.7K	QoQ -4.57% (-224) YoY -7.79% (-395)	All Managers (Combined)	$821.5K	0.1% ($821.5K/$1.2B)	QoQ -13.02% (-$123.0K) YoY +0.29% (-$2.4K)