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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 9 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 YETI YETI HLDGS INC Consumer Cyclical 22,945.0 $1.0M 0.11% NEW $44.17 +0.2%
162 IBM INTERNATIONAL BUSINESS MACHS Technology 3,382.0 $1.0M 0.11% NEW $296.21 -24.9%
163 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,387.0 $991K 0.11% NEW $184.02 +7.6%
164 EMLC VANECK ETF TRUST 38,223.0 $987K 0.11% NEW $25.82 -2.1%
165 KTB KONTOOR BRANDS INC Consumer Cyclical 15,896.0 $971K 0.11% NEW $61.09 +5.2%
166 ADC AGREE RLTY CORP Real Estate 13,291.0 $957K 0.10% NEW $72.03 +4.8%
167 USLM UNITED STS LIME & MINERALS I Basic Materials 7,966.0 $954K 0.10% NEW $119.74 -14.1%
168 IGLB ISHARES TR 18,906.0 $954K 0.10% NEW $50.45 -2.7%
169 PDBC INVESCO ACTVELY MNGD ETC FD 70,942.0 $940K 0.10% NEW $13.25 +38.6%
170 BCC BOISE CASCADE CO DEL Basic Materials 12,697.0 $934K 0.10% NEW $73.60 -9.3%
171 PLD PROLOGIS INC. Real Estate 7,265.0 $927K 0.10% NEW $127.66 +12.6%
172 PSMT PRICESMART INC Consumer Defensive 7,546.0 $926K 0.10% NEW $122.67 +34.5%
173 AGGY WISDOMTREE TR 20,878.0 $920K 0.10% NEW $44.05 -1.9%
174 URBN URBAN OUTFITTERS INC Consumer Cyclical 12,171.0 $916K 0.10% NEW $75.26 -6.5%
175 HLI HOULIHAN LOKEY INC Financial Services 5,242.0 $913K 0.10% NEW $174.19 -14.2%
176 EFG ISHARES TR 7,897.0 $900K 0.10% NEW $113.92 +5.4%
177 FELV FIDELITY COVINGTON TRUST 25,528.0 $885K 0.10% NEW $34.66 +10.7%
178 LMT LOCKHEED MARTIN CORP Industrials 1,811.0 $876K 0.10% NEW $483.67 +7.2%
179 FSMB FIRST TR EXCH TRADED FD III 43,586.0 $874K 0.10% NEW $20.04 -0.5%
180 OTTR OTTER TAIL CORP Utilities 10,618.0 $858K 0.09% NEW $80.81 +7.1%
Page 9 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%