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Portfolio (Quarterly) Guide ↗

JAMES INVESTMENT RESEARCH, INC.

· CIK 0000810384
13F Portfolio $891.2B AUM 359 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 61 Added 132 Reduced 22 Exited
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBR VANGUARD INDEX FDS 17,099.0 $3.7M 0.42% -852.0 -4.8% $217.25 +5.1%
42 DECK DECKERS OUTDOOR CORP Consumer Cyclical 37,102.0 $3.7M 0.42% -8K -17.8% $100.09 -6.5%
43 RF REGIONS FINANCIAL CORP NEW Financial Services 140,275.0 $3.7M 0.41% -6K -4.1% $26.12 +2.1%
44 TBBK BANCORP INC DEL Financial Services 67,552.0 $3.6M 0.41% -12K -15.6% $53.73 +0.9%
45 ISHARES TR 155,795.0 $3.6M 0.40% -5K -3.1% $22.93
46 IBDY ISHARES TR 137,551.0 $3.6M 0.40% -4K -2.7% $25.85 -1.1%
47 SHV ISHARES TR 31,125.0 $3.4M 0.39% -734.0 -2.3% $110.39 -0.1%
48 CDNS CADENCE DESIGN SYSTEM INC Technology 12,321.0 $3.4M 0.38% -1K -8.2% $277.87 +24.5%
49 XLC SELECT SECTOR SPDR TR 29,393.0 $3.3M 0.37% -2K -6.0% $110.86 +5.5%
50 VGIT VANGUARD SCOTTSDALE FDS 53,848.0 $3.2M 0.36% -943.0 -1.7% $59.55 -1.6%
51 AJG GALLAGHER ARTHUR J & CO Financial Services 14,534.0 $3.1M 0.35% -9K -39.4% $216.58 -4.4%
52 SUB ISHARES TR 29,533.0 $3.1M 0.35% -2K -7.5% $106.50 -0.3%
53 MTDR MATADOR RES CO Energy 49,735.0 $3.1M 0.35% -583.0 -1.2% $63.18 -4.5%
54 GE GE AEROSPACE Industrials 10,837.0 $3.1M 0.34% -103.0 -0.9% $283.77 -0.8%
55 XLV SELECT SECTOR SPDR TR 20,246.0 $3.0M 0.33% -443.0 -2.1% $146.61 -0.6%
56 TLT ISHARES TR 31,174.0 $2.7M 0.30% -1K -4.3% $86.69 -3.6%
57 VCSH VANGUARD SCOTTSDALE FDS 33,837.0 $2.7M 0.30% -552.0 -1.6% $79.27 -0.6%
58 SCCO SOUTHERN COPPER CORP Basic Materials 15,287.0 $2.6M 0.29% -186.0 -1.2% $172.06 +2.7%
59 TIP ISHARES TR 23,472.0 $2.6M 0.29% -482.0 -2.0% $110.36 +0.1%
60 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,946.0 $2.6M 0.29% -55.0 -1.4% $650.34 +13.6%
Page 3 of 7  ·  132 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 24.5%
Financial Services 21.2%
Consumer Cyclical 10.4%
Healthcare 9.1%
Industrials 9.0%
Communication Services 7.9%
Consumer Defensive 6.0%
Energy 5.7%
Basic Materials 2.5%
Real Estate 2.1%