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Portfolio (Quarterly) Guide ↗

JAMES INVESTMENT RESEARCH, INC.

· CIK 0000810384
13F Portfolio $916M AUM 361 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 361 New
Page 11 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BLOK AMPLIFY ETF TR 12,691.0 $722K 0.08% NEW $56.89 +9.2%
202 JMBS JANUS DETROIT STR TR 15,677.0 $716K 0.08% NEW $45.69 -2.0%
203 GCT GIGACLOUD TECHNOLOGY INC Technology 17,990.0 $707K 0.08% NEW $39.28 -6.2%
204 XLRE SELECT SECTOR SPDR TR 17,206.0 $694K 0.08% NEW $40.35 +9.7%
205 SEIX VIRTUS ETF TR II 29,722.0 $694K 0.08% NEW $23.34 -0.6%
206 CRAI CRA INTL INC Industrials 3,450.0 $692K 0.08% NEW $200.70 -27.4%
207 AVEM AMERICAN CENTY ETF TR 8,970.0 $691K 0.07% NEW $77.02 +19.3%
208 NOC NORTHROP GRUMMAN CORP Industrials 1,197.0 $683K 0.07% NEW $570.36 -3.5%
209 ACLS AXCELIS TECHNOLOGIES INC Technology 8,281.0 $665K 0.07% NEW $80.34 +85.8%
210 AX AXOS FINANCIAL INC Financial Services 7,538.0 $649K 0.07% NEW $86.16 -0.8%
211 NUE NUCOR CORP Basic Materials 3,966.0 $647K 0.07% NEW $163.11 +37.1%
212 SOUTHSTATE BK CORP 6,825.0 $642K 0.07% NEW $94.11
213 EEM ISHARES TR 11,729.0 $642K 0.07% NEW $54.71 +19.3%
214 XLF SELECT SECTOR SPDR TR 11,477.0 $629K 0.07% NEW $54.77 -5.8%
215 IDA IDACORP INC Utilities 4,923.0 $623K 0.07% NEW $126.56 +11.8%
216 IDCC INTERDIGITAL INC Technology 1,941.0 $618K 0.07% NEW $318.38 -17.1%
217 AVA AVISTA CORP Utilities 15,999.0 $617K 0.07% NEW $38.54 +6.6%
218 IBDU ISHARES TR 26,340.0 $616K 0.07% NEW $23.41 -1.2%
219 ANDE ANDERSONS INC Consumer Defensive 11,584.0 $616K 0.07% NEW $53.17 +32.2%
220 BKE BUCKLE INC Consumer Cyclical 11,513.0 $615K 0.07% NEW $53.42 -10.0%
Page 11 of 19  ·  361 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.8%
Financial Services 24.1%
Consumer Cyclical 10.3%
Communication Services 8.8%
Healthcare 8.3%
Industrials 7.8%
Consumer Defensive 5.5%
Energy 3.8%
Real Estate 2.2%
Basic Materials 2.0%