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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 13 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AVT AVNET INC Technology 10,736.0 $516K 0.06% NEW $48.08 +73.8%
242 KRG KITE RLTY GROUP TR Real Estate 21,465.0 $515K 0.06% NEW $23.97 +9.5%
243 BSV VANGUARD BD INDEX FDS 6,526.0 $514K 0.06% NEW $78.81 -1.4%
244 VGK VANGUARD INTL EQUITY INDEX F 6,141.0 $513K 0.06% NEW $83.61 +4.1%
245 DINO HF SINCLAIR CORP Energy 10,971.0 $506K 0.06% NEW $46.08 +56.6%
246 SCHW SCHWAB CHARLES CORP Financial Services 5,054.0 $505K 0.06% NEW $99.91 -8.7%
247 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 4,870.0 $504K 0.06% NEW $103.47 +20.9%
248 CNXC CONCENTRIX CORP Technology 11,973.0 $498K 0.05% NEW $41.58 -42.3%
249 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,434.0 $494K 0.05% NEW $203.05 -6.9%
250 NUV NUVEEN MUN VALUE FD INC Financial Services 54,116.0 $490K 0.05% NEW $9.06 -0.2%
251 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 9,758.0 $488K 0.05% NEW $49.96 -2.1%
252 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 16,667.0 $487K 0.05% NEW $29.19 +17.7%
253 ENSG ENSIGN GROUP INC Healthcare 2,788.0 $486K 0.05% NEW $174.20 +0.3%
254 APLE APPLE HOSPITALITY REIT INC Real Estate 40,615.0 $481K 0.05% NEW $11.85 +18.5%
255 HILLENBRAND INC 15,065.0 $478K 0.05% NEW $31.72
256 XLU SELECT SECTOR SPDR TR 11,132.0 $475K 0.05% NEW $42.69 +4.7%
257 EMB ISHARES TR 4,879.0 $470K 0.05% NEW $96.28 -2.1%
258 CW CURTISS WRIGHT CORP Industrials 848.0 $467K 0.05% NEW $551.27 +29.7%
259 FEDERATED HERMES INC 8,940.0 $466K 0.05% NEW $52.07
260 OPCH OPTION CARE HEALTH INC Healthcare 14,610.0 $465K 0.05% NEW $31.86 -33.9%
Page 13 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%