Investors 13F annual report
Investors is an investment fund managing more than $182 million ran by Tyler Christenson. There are currently 157 companies in Mr. Christenson’s portfolio. The largest investments include Vanguard Index Fds and 3M Co, together worth $28.9 million.
$182 million Assets Under Management (AUM)
As of 3rd May 2022, Investors’s top holding is 85,316 shares of Vanguard Index Fds currently worth over $19 million and making up 10.4% of the portfolio value.
In addition, the fund holds 49,919 shares of 3M Co worth $9.92 million, whose value fell 16.5% in the past six months.
The third-largest holding is Apple Inc worth $7.96 million and the next is Spdr Sp 500 Etf Tr worth $5.28 million, with 12,325 shares owned.
Currently, Investors's portfolio is worth at least $182 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Investors
The Investors office and employees reside in Plymouth, Minnesota. According to the last 13-F report filed with the SEC, Tyler Christenson serves as the CCO at Investors.
Recent trades
In the most recent 13F filing, Investors revealed that it had opened a new position in
Star Peak Corp Ii and bought 183,750 shares worth $1.82 million.
The investment fund also strengthened its position in Vanguard Index Fds by buying
1,158 additional shares.
This makes their stake in Vanguard Index Fds total 85,316 shares worth $19 million.
On the other hand, there are companies that Investors is getting rid of from its portfolio.
Investors closed its position in Gw Pharmaceuticals Plc on 10th May 2022.
It sold the previously owned 7,541 shares for $1.64 million.
Tyler Christenson also disclosed a decreased stake in Berkshire Hathaway by approximately 0.1%.
This leaves the value of the investment at $3.64 million and 13,102 shares.
Tyler Christenson investment strategy
Investors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Industrials — making up 9.8% of
the total portfolio value.
The fund focuses on investments in the United States as
47.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
41% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $182 billion.
The complete list of Investors trades based on 13F SEC filings
These positions were updated on May 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
1.38%
85,316
|
$18,982,000 | 10.45% |
| 3M Co. |
0.28%
49,919
|
$9,915,000 | 5.46% |
| Apple Inc |
2.53%
58,080
|
$7,955,000 | 4.38% |
| Spdr Sp 500 Etf Tr |
5.62%
12,325
|
$5,276,000 | 2.90% |
| Decarbonization Plus Acqu Co |
18.55%
385,300
|
$3,972,000 | 2.19% |
| Corteva Inc |
7.83%
88,184
|
$3,911,000 | 2.15% |
| Berkshire Hathaway Inc. |
1.36%
13,102
|
$3,641,000 | 2.00% |
| Vanguard World Fds |
0.11%
8,292
|
$3,307,000 | 1.82% |
| Microsoft Corporation |
0.30%
10,820
|
$2,931,000 | 1.61% |
| Vanguard Specialized Funds |
1.43%
15,900
|
$2,461,000 | 1.35% |
| Ishares U S Etf Tr |
1.53%
48,351
|
$2,426,000 | 1.34% |
| Medtronic Plc |
3.76%
18,330
|
$2,275,000 | 1.25% |
| Ishares Tr |
7.26%
159,242
|
$16,971,000 | 9.34% |
| Xcel Energy Inc. |
0.27%
30,880
|
$2,034,000 | 1.12% |
| Select Sector Spdr Tr |
0.28%
70,429
|
$3,625,000 | 2.00% |
| Janus Detroit Str Tr |
7.39%
37,995
|
$1,908,000 | 1.05% |
| Donaldson Co. Inc. |
0.83%
29,703
|
$1,887,000 | 1.04% |
| Johnson Johnson |
5.81%
11,385
|
$1,875,000 | 1.03% |
| Salesforce Inc |
6.98%
7,561
|
$1,847,000 | 1.02% |
| Verizon Communications Inc |
22.76%
32,788
|
$1,837,000 | 1.01% |
| Star Peak Corp Ii |
Opened
183,750
|
$1,819,000 | 1.00% |
| MP Materials Corp. |
4.68%
48,900
|
$1,802,000 | 0.99% |
| Amazon.com Inc. |
2.88%
506
|
$1,741,000 | 0.96% |
| Gw Pharmaceuticals Plc |
Closed
7,541
|
$1,636,000 | |
| Target Corp |
2.02%
6,460
|
$1,562,000 | 0.86% |
| First Tr Lrg Cp Vl Alphadex |
8.13%
23,492
|
$1,542,000 | 0.85% |
| First Busey Corp. |
No change
54,906
|
$1,354,000 | 0.75% |
| Spdr Gold Tr |
14.21%
7,900
|
$1,308,000 | 0.72% |
| Hormel Foods Corp. |
2.67%
26,212
|
$1,252,000 | 0.69% |
| Vanguard World Fd |
9.66%
8,153
|
$1,242,000 | 0.68% |
| Vanguard Bd Index Fds |
20.99%
18,162
|
$1,545,000 | 0.85% |
| Spdr Dow Jones Indl Average |
1.66%
3,440
|
$1,187,000 | 0.65% |
| DuPont de Nemours Inc |
0.74%
15,224
|
$1,179,000 | 0.65% |
| First Tr Exchng Traded Fd Vi |
Opened
21,584
|
$1,158,000 | 0.64% |
| Disney Walt Co |
2.05%
6,580
|
$1,157,000 | 0.64% |
| Carrier Global Corporation |
2.50%
22,947
|
$1,115,000 | 0.61% |
| Abbvie Inc |
2.30%
9,803
|
$1,104,000 | 0.61% |
| Alps Etf Tr |
0.01%
30,064
|
$1,095,000 | 0.60% |
| Pimco Etf Tr |
3.06%
9,527
|
$1,057,000 | 0.58% |
| Boeing Co. |
0.28%
4,235
|
$1,015,000 | 0.56% |
| First Tr Exchange-traded Fd |
0.65%
28,728
|
$1,862,000 | 1.02% |
| Pacer Fds Tr |
3.03%
80,860
|
$2,775,000 | 1.53% |
| Spdr Ser Tr |
33.40%
50,687
|
$2,882,000 | 1.59% |
| Honeywell International Inc |
3.33%
4,440
|
$974,000 | 0.54% |
| First Tr Exchange-traded Fd |
Opened
20,228
|
$972,000 | 0.54% |
| Adobe Systems Incorporated |
0.12%
1,625
|
$952,000 | 0.52% |
| Alibaba Group Hldg Ltd |
113.00%
4,194
|
$951,000 | 0.52% |
| Advanced Micro Devices Inc. |
6.24%
9,615
|
$903,000 | 0.50% |
| Jpmorgan Chase Co |
0.34%
37,799
|
$1,531,000 | 0.84% |
| General Mls Inc |
2.50%
14,252
|
$868,000 | 0.48% |
| Wisdomtree Tr |
12.69%
23,509
|
$1,112,000 | 0.61% |
| Ishares Inc |
8.10%
12,547
|
$841,000 | 0.46% |
| Merck Co Inc |
0.90%
10,337
|
$804,000 | 0.44% |
| Pfizer Inc. |
3.25%
19,834
|
$777,000 | 0.43% |
| Home Depot, Inc. |
3.30%
2,373
|
$757,000 | 0.42% |
| Spdr Ser Tr |
Opened
24,196
|
$753,000 | 0.41% |
| First Tr Exchange Trad Fd Vi |
5.12%
31,553
|
$746,000 | 0.41% |
| Costco Whsl Corp New |
3.95%
1,840
|
$728,000 | 0.40% |
| Exxon Mobil Corp. |
3.98%
11,155
|
$704,000 | 0.39% |
| Digi International, Inc. |
15.40%
34,030
|
$684,000 | 0.38% |
| AMGEN Inc. |
0.04%
2,735
|
$667,000 | 0.37% |
| Ecolab, Inc. |
0.03%
3,157
|
$650,000 | 0.36% |
| Coinbase Global Inc |
Opened
2,491
|
$631,000 | 0.35% |
| Unitedhealth Group Inc |
2.78%
1,553
|
$622,000 | 0.34% |
| Starbucks Corp. |
2.18%
5,435
|
$608,000 | 0.33% |
| Wells Fargo Co New |
17.03%
13,373
|
$606,000 | 0.33% |
| Intel Corp. |
2.74%
10,530
|
$591,000 | 0.33% |
| General Electric Co. |
34.05%
43,459
|
$585,000 | 0.32% |
| Tjx Cos Inc New |
51.65%
8,603
|
$580,000 | 0.32% |
| Att Inc |
6.24%
19,868
|
$572,000 | 0.31% |
| Graco Inc. |
5.83%
7,422
|
$562,000 | 0.31% |
| Caterpillar Inc. |
22.93%
2,525
|
$550,000 | 0.30% |
| DraftKings Inc. |
48.31%
10,530
|
$549,000 | 0.30% |
| Cisco Sys Inc |
3.49%
10,312
|
$547,000 | 0.30% |
| Origin Materials Inc |
Opened
65,150
|
$534,000 | 0.29% |
| Cassava Sciences Inc |
4.69%
6,100
|
$521,000 | 0.29% |
| Mcdonalds Corp |
0.04%
2,234
|
$516,000 | 0.28% |
| Us Bancorp Del |
0.53%
8,764
|
$499,000 | 0.27% |
| Ark Etf Tr |
2.59%
11,065
|
$752,000 | 0.41% |
| Ssga Active Etf Tr |
Opened
10,548
|
$488,000 | 0.27% |
| Bk Of America Corp |
1.77%
11,749
|
$484,000 | 0.27% |
| Vanguard Scottsdale Fds |
15.11%
5,067
|
$482,000 | 0.27% |
| Ford Mtr Co Del |
52.92%
32,027
|
$476,000 | 0.26% |
| Chevron Corp. |
10.24%
4,491
|
$470,000 | 0.26% |
| Nike, Inc. |
0.03%
3,013
|
$465,000 | 0.26% |
| Invesco Exchange Traded Fd T |
7.87%
12,765
|
$823,000 | 0.45% |
| Bausch Health Cos Inc |
3.20%
15,115
|
$443,000 | 0.24% |
| Procter And Gamble Co |
5.87%
3,244
|
$438,000 | 0.24% |
| Ssga Active Etf Tr |
22.38%
9,058
|
$438,000 | 0.24% |
| Invesco Exch Traded Fd Tr Ii |
8.59%
12,484
|
$430,000 | 0.24% |
| Anthem Inc |
No change
1,118
|
$427,000 | 0.24% |
| Goldman Sachs Etf Tr |
50.31%
4,690
|
$403,000 | 0.22% |
| Franklin Etf Tr |
No change
4,193
|
$398,000 | 0.22% |
| Lilly Eli Co |
4.11%
1,723
|
$395,000 | 0.22% |
| International Paper Co. |
0.11%
6,410
|
$393,000 | 0.22% |
| Pepsico Inc |
0.19%
2,637
|
$391,000 | 0.22% |
| Mckesson Corporation |
9.09%
2,040
|
$390,000 | 0.21% |
| Masco Corp. |
18.17%
6,440
|
$379,000 | 0.21% |
| Delta Air Lines, Inc. |
1.89%
8,393
|
$363,000 | 0.20% |
| Micron Technology Inc. |
21.14%
4,234
|
$360,000 | 0.20% |
| Norfolk Southn Corp |
No change
1,338
|
$355,000 | 0.20% |
| Spdr Ser Tr |
Closed
18,006
|
$628,000 | |
| NVIDIA Corp |
Opened
435
|
$348,000 | 0.19% |
| Vanguard Index Fds |
Opened
3,422
|
$348,000 | 0.19% |
| Abbott Labs |
1.42%
3,001
|
$348,000 | 0.19% |
| Canopy Growth Corporation |
0.71%
14,087
|
$341,000 | 0.19% |
| Cleveland-Cliffs Inc |
Opened
15,832
|
$341,000 | 0.19% |
| Visa Inc |
3.94%
1,426
|
$333,000 | 0.18% |
| Coca-Cola Co |
0.18%
6,120
|
$331,000 | 0.18% |
| Deere Co |
No change
932
|
$329,000 | 0.18% |
| Oracle Corp. |
0.05%
4,175
|
$325,000 | 0.18% |
| Tesla Inc |
8.59%
468
|
$318,000 | 0.18% |
| Mondelez International Inc. |
45.27%
5,049
|
$315,000 | 0.17% |
| PayPal Holdings Inc |
1.51%
1,075
|
$313,000 | 0.17% |
| Daktronics Inc. |
45.79%
47,350
|
$312,000 | 0.17% |
| Palantir Technologies Inc. |
36.49%
11,772
|
$310,000 | 0.17% |
| Generac Holdings Inc |
8.15%
730
|
$303,000 | 0.17% |
| General Mtrs Co |
36.03%
5,059
|
$299,000 | 0.16% |
| Lumos Pharma Inc |
1.37%
29,600
|
$296,000 | 0.16% |
| Modine Mfg Co |
31.09%
17,500
|
$290,000 | 0.16% |
| Raytheon Technologies Corporation |
Opened
3,388
|
$289,000 | 0.16% |
| Texas Instrs Inc |
0.47%
1,485
|
$286,000 | 0.16% |
| First Tr Value Line Divid In |
0.71%
7,107
|
$283,000 | 0.16% |
| American Tower Corp. |
18.56%
1,041
|
$281,000 | 0.15% |
| Eaton Corp Plc |
6.30%
1,839
|
$273,000 | 0.15% |
| Paychex Inc. |
0.79%
2,508
|
$269,000 | 0.15% |
| Freeport-McMoRan Inc |
Opened
7,215
|
$268,000 | 0.15% |
| Skyline Champion Corp |
No change
5,000
|
$267,000 | 0.15% |
| Qualcomm, Inc. |
0.93%
1,846
|
$264,000 | 0.15% |
| Invesco Actively Managed Etf |
Closed
4,703
|
$263,000 | |
| NextEra Energy Inc |
2.84%
3,553
|
$260,000 | 0.14% |
| Walgreens Boots Alliance Inc |
7.67%
4,927
|
$259,000 | 0.14% |
| Duke Energy Corp. |
Opened
2,593
|
$256,000 | 0.14% |
| Altria Group Inc. |
Closed
4,988
|
$255,000 | |
| Select Sector Spdr Tr |
Opened
5,631
|
$250,000 | 0.14% |
| Comcast Corp New |
0.23%
4,341
|
$248,000 | 0.14% |
| Blackrock Inc. |
10.40%
267
|
$234,000 | 0.13% |
| Proshares Tr |
No change
15,000
|
$231,000 | 0.13% |
| Vaneck Vectors Etf Tr |
No change
6,904
|
$227,000 | 0.12% |
| Marriott Intl Inc New |
Closed
1,515
|
$224,000 | |
| Qorvo Inc |
9.88%
1,140
|
$223,000 | 0.12% |
| Meta Platforms Inc |
20.94%
642
|
$223,000 | 0.12% |
| Bristol-Myers Squibb Co. |
15.36%
3,322
|
$222,000 | 0.12% |
| Brinks Co |
5.61%
2,825
|
$217,000 | 0.12% |
| Ishares Tr |
Opened
7,019
|
$424,000 | 0.23% |
| Philip Morris International Inc |
6.89%
2,134
|
$212,000 | 0.12% |
| Lockheed Martin Corp. |
Closed
562
|
$208,000 | |
| NetFlix Inc |
No change
391
|
$207,000 | 0.11% |
| Broadcom Inc. |
1.38%
430
|
$205,000 | 0.11% |
| Tcf Finl Corp |
Closed
4,403
|
$205,000 | |
| Boston Beer Co., Inc. |
No change
200
|
$204,000 | 0.11% |
| CSX Corp. |
Closed
2,085
|
$201,000 | |
| Nuveen Municipal Credit Inc |
No change
11,000
|
$189,000 | 0.10% |
| Huntington Bancshares, Inc. |
Opened
13,220
|
$189,000 | 0.10% |
| Nokia Corp |
93.35%
33,937
|
$181,000 | 0.10% |
| Cemex Sab De Cv |
19.25%
21,375
|
$180,000 | 0.10% |
| Blackrock Muniyield Quality |
No change
11,600
|
$172,000 | 0.09% |
| Consolidated Comm Hldgs Inc |
11.16%
15,924
|
$140,000 | 0.08% |
| Dnp Select Income Fd Inc |
No change
12,305
|
$129,000 | 0.07% |
| Annaly Capital Management In |
Opened
13,358
|
$119,000 | 0.07% |
| Sirius XM Holdings Inc |
No change
17,397
|
$114,000 | 0.06% |
| Banco Santander S.A. |
Opened
22,977
|
$90,000 | 0.05% |
| EZCorp, Inc. |
No change
10,196
|
$61,000 | 0.03% |
| Matinas Biopharma Holdings Inc |
No change
45,000
|
$35,000 | 0.02% |
| Corbus Pharmaceuticals Hldgs |
No change
10,000
|
$18,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 165 holdings | |||
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