BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 6 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 T AT&T INC Communication Services 79,656.0 $2.0M 0.22% NEW $24.84 +0.5%
102 PATK PATRICK INDS INC Consumer Cyclical 18,214.0 $2.0M 0.22% NEW $108.43 -18.1%
103 R RYDER SYS INC Industrials 10,286.0 $2.0M 0.21% NEW $191.39 +23.1%
104 WELL WELLTOWER INC Real Estate 10,332.0 $1.9M 0.21% NEW $185.61 +15.9%
105 HALO HALOZYME THERAPEUTICS INC Healthcare 26,562.0 $1.8M 0.20% NEW $67.30 +2.2%
106 IBDR ISHARES TR 73,593.0 $1.8M 0.20% NEW $24.23 -0.0%
107 CSCO CISCO SYS INC Technology 22,912.0 $1.8M 0.19% NEW $77.03 +49.6%
108 LNG CHENIERE ENERGY INC Energy 9,078.0 $1.8M 0.19% NEW $194.39 +25.8%
109 GLD SPDR GOLD TR Financial Services 4,298.0 $1.7M 0.19% NEW $396.31 +5.0%
110 SPSB SPDR SERIES TRUST 55,871.0 $1.7M 0.18% NEW $30.20 -0.7%
111 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,391.0 $1.7M 0.18% NEW $487.25 +15.9%
112 CI THE CIGNA GROUP Healthcare 5,960.0 $1.6M 0.18% NEW $275.23 +3.6%
113 NUKZ EXCHANGE TRADED CONCEPTS TRU 24,464.0 $1.6M 0.17% NEW $63.50 +8.2%
114 INVA INNOVIVA INC Healthcare 77,157.0 $1.5M 0.17% NEW $19.99 +12.3%
115 DE DEERE & CO Industrials 3,271.0 $1.5M 0.17% NEW $465.57 +21.4%
116 SCHF SCHWAB STRATEGIC TR 62,323.0 $1.5M 0.16% NEW $24.04 +12.6%
117 NEE NEXTERA ENERGY INC Utilities 18,644.0 $1.5M 0.16% NEW $80.28 +10.5%
118 VEU VANGUARD INTL EQUITY INDEX F 20,334.0 $1.5M 0.16% NEW $73.56 +11.4%
119 HCA HCA HEALTHCARE INC Healthcare 3,190.0 $1.5M 0.16% NEW $466.86 -15.0%
120 VWO VANGUARD INTL EQUITY INDEX F 27,649.0 $1.5M 0.16% NEW $53.76 +8.9%
Page 6 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%