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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 12 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FNDF SCHWAB STRATEGIC TR 13,541.0 $612K 0.07% NEW $45.21 +16.3%
222 DLR DIGITAL RLTY TR INC Real Estate 3,950.0 $611K 0.07% NEW $154.71 +21.2%
223 NHC NATIONAL HEALTHCARE CORP Healthcare 4,450.0 $610K 0.07% NEW $137.09 +45.6%
224 NFLX NETFLIX INC Communication Services 6,421.0 $602K 0.07% NEW $93.76 -6.5%
225 UBER UBER TECHNOLOGIES INC Technology 7,347.0 $600K 0.07% NEW $81.71 -11.0%
226 CORT CORCEPT THERAPEUTICS INC Healthcare 17,098.0 $595K 0.07% NEW $34.80 +69.4%
227 TRNO TERRENO RLTY CORP Real Estate 9,790.0 $575K 0.06% NEW $58.71 +11.0%
228 MUR MURPHY OIL CORP Energy 18,263.0 $571K 0.06% NEW $31.25 +30.3%
229 POR PORTLAND GEN ELEC CO Utilities 11,884.0 $570K 0.06% NEW $47.99 +2.9%
230 NSIT INSIGHT ENTERPRISES INC Technology 6,906.0 $563K 0.06% NEW $81.47 +7.7%
231 BBY BEST BUY INC Consumer Cyclical 8,306.0 $556K 0.06% NEW $66.93 -14.1%
232 SHEL SHELL PLC Energy 7,421.0 $545K 0.06% NEW $73.48 +20.5%
233 WINA WINMARK CORP Consumer Cyclical 1,346.0 $545K 0.06% NEW $404.94 -13.5%
234 MOD MODINE MFG CO Consumer Cyclical 4,078.0 $544K 0.06% NEW $133.51 +86.3%
235 RSPR INVESCO EXCHANGE TRADED FD T 16,088.0 $541K 0.06% NEW $33.63 +6.0%
236 ENTERGY CORP NEW 5,838.0 $540K 0.06% NEW $92.43
237 ICF ISHARES TR 9,000.0 $537K 0.06% NEW $59.67 +13.4%
238 IBMP ISHARES TR 20,676.0 $525K 0.06% NEW $25.39 -0.2%
239 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,488.0 $522K 0.06% NEW $350.55 +15.6%
240 MGY MAGNOLIA OIL & GAS CORP Energy 23,659.0 $518K 0.06% NEW $21.89 +38.7%
Page 12 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%