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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 3 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 11,474.0 $5.8M 0.63% NEW $502.65
42 MHO M/I HOMES INC Consumer Cyclical 43,024.0 $5.5M 0.60% NEW $127.95 -3.2%
43 TBBK BANCORP INC DEL Financial Services 80,028.0 $5.4M 0.59% NEW $67.52 -19.6%
44 ETN EATON CORP PLC Industrials 16,887.0 $5.4M 0.59% NEW $318.51 +19.9%
45 CBRE CBRE GROUP INC Real Estate 33,378.0 $5.4M 0.59% NEW $160.79 -20.3%
46 SCHB SCHWAB STRATEGIC TR 204,150.0 $5.4M 0.58% NEW $26.23 +7.5%
47 AEP AMERICAN ELEC PWR CO INC Utilities 45,866.0 $5.3M 0.58% NEW $115.31 +11.8%
48 LQD ISHARES TR 46,085.0 $5.1M 0.56% NEW $110.19 -2.8%
49 CASY CASEYS GEN STORES INC Consumer Cyclical 8,651.0 $4.8M 0.52% NEW $552.71 +54.2%
50 VRIG INVESCO ACTIVELY MANAGED EXC 190,335.0 $4.8M 0.52% NEW $25.10 -0.2%
51 DECK DECKERS OUTDOOR CORP Consumer Cyclical 45,111.0 $4.7M 0.51% NEW $103.67 -8.7%
52 SHLD GLOBAL X FDS 72,074.0 $4.7M 0.51% NEW $64.79 -1.2%
53 LIN LINDE PLC Basic Materials 10,293.0 $4.4M 0.48% NEW $426.39 +19.8%
54 ASTRAZENECA PLC 47,192.0 $4.3M 0.47% NEW $91.93
55 CDNS CADENCE DESIGN SYSTEM INC Technology 13,421.0 $4.2M 0.46% NEW $312.58 +8.2%
56 IGIB ISHARES TR 75,748.0 $4.1M 0.45% NEW $53.88 -2.6%
57 RF REGIONS FINANCIAL CORP NEW Financial Services 146,297.0 $4.0M 0.43% NEW $27.10 -0.5%
58 TJX TJX COS INC NEW Consumer Cyclical 25,692.0 $3.9M 0.43% NEW $153.61 -2.2%
59 VBR VANGUARD INDEX FDS 17,951.0 $3.8M 0.41% NEW $211.79 +6.7%
60 ISHARES TR 160,806.0 $3.7M 0.41% NEW $23.07
Page 3 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%