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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 14 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,809.0 $464K 0.05% NEW $256.77 +17.3%
262 XHR XENIA HOTELS & RESORTS INC Real Estate 32,770.0 $463K 0.05% NEW $14.14 +16.8%
263 SBRA SABRA HEALTH CARE REIT INC Real Estate 24,013.0 $455K 0.05% NEW $18.94 +11.6%
264 AVDV AMERICAN CENTY ETF TR 4,672.0 $439K 0.05% NEW $93.97 +13.5%
265 ANET ARISTA NETWORKS INC Technology 3,338.0 $437K 0.05% NEW $131.03 +8.3%
266 INSTALLED BLDG PRODS INC 1,674.0 $434K 0.05% NEW $259.39
267 UNP UNION PAC CORP Industrials 1,833.0 $424K 0.05% NEW $231.32 +17.2%
268 PLUS EPLUS INC Technology 4,684.0 $411K 0.04% NEW $87.70 -6.5%
269 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2,992.0 $409K 0.04% NEW $136.68 -1.2%
270 STAG STAG INDL INC Real Estate 11,086.0 $408K 0.04% NEW $36.76 +3.2%
271 VVX V2X INC Industrials 7,334.0 $400K 0.04% NEW $54.55 +31.0%
272 ARCB ARCBEST CORP Industrials 5,384.0 $399K 0.04% NEW $74.19 +60.5%
273 BKU BANKUNITED INC Financial Services 8,938.0 $398K 0.04% NEW $44.57 +3.0%
274 SLG SL GREEN RLTY CORP Real Estate 8,552.0 $392K 0.04% NEW $45.87 -11.5%
275 AVAV AEROVIRONMENT INC Industrials 1,612.0 $390K 0.04% NEW $241.89 -34.2%
276 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 20,400.0 $386K 0.04% NEW $18.94 -16.2%
277 EWC ISHARES INC 7,000.0 $378K 0.04% NEW $53.93 +7.0%
278 NSA NATIONAL STORAGE AFFILIATES Real Estate 13,345.0 $376K 0.04% NEW $28.21 +50.7%
279 ANIP ANI PHARMACEUTICALS INC Healthcare 4,643.0 $367K 0.04% NEW $78.94 +3.3%
280 DTCR GLOBAL X FDS 17,327.0 $366K 0.04% NEW $21.10 +41.2%
Page 14 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%