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Portfolio (Quarterly) Guide ↗

JAMES INVESTMENT RESEARCH, INC.

· CIK 0000810384
13F Portfolio $891M AUM 359 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 61 Added 132 Reduced 22 Exited
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGLT VANGUARD SCOTTSDALE FDS 45,769.0 $2.5M 0.28% -10K -18.6% $55.36 -3.9%
62 T AT&T INC Communication Services 78,710.0 $2.3M 0.26% -946.0 -1.2% $28.99 -15.7%
63 TFLO ISHARES TR 41,276.0 $2.1M 0.23% -2K -4.0% $50.63 -0.1%
64 RWJ INVESCO EXCH TRADED FD TR II 40,984.0 $2.1M 0.23% -426.0 -1.0% $50.48 +5.5%
65 IVV ISHARES TR 3,144.0 $2.1M 0.23% -28.0 -0.9% $653.21 +12.9%
66 WELL WELLTOWER INC Real Estate 10,096.0 $2.0M 0.22% -236.0 -2.3% $197.71 +7.5%
67 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,253.0 $1.9M 0.22% -138.0 -4.1% $592.98 -4.4%
68 BOOT BOOT BARN HLDGS INC Consumer Cyclical 12,948.0 $1.9M 0.21% -120.0 -0.9% $146.36 -3.3%
69 LPLA LPL FINL HLDGS INC Financial Services 6,186.0 $1.9M 0.21% -154.0 -2.4% $300.83 -1.7%
70 DE DEERE & CO Industrials 3,184.0 $1.8M 0.20% -87.0 -2.7% $563.30 +0.2%
71 CSCO CISCO SYS INC Technology 22,380.0 $1.7M 0.20% -532.0 -2.3% $77.59 +53.2%
72 NEE NEXTERA ENERGY INC Utilities 18,320.0 $1.7M 0.19% -324.0 -1.7% $92.88 +0.5%
73 HALO HALOZYME THERAPEUTICS INC Healthcare 26,327.0 $1.7M 0.19% -235.0 -0.9% $64.63 +4.3%
74 IBDR ISHARES TR 70,028.0 $1.7M 0.19% -4K -4.8% $24.24 -0.1%
75 SPSB SPDR SERIES TRUST 53,871.0 $1.6M 0.18% -2K -3.6% $30.07 -0.4%
76 GLD SPDR GOLD TR Financial Services 3,758.0 $1.6M 0.18% -540.0 -12.6% $430.29 -2.8%
77 IXC ISHARES TR 27,202.0 $1.6M 0.18% -463.0 -1.7% $57.61 +0.0%
78 MTG MGIC INVT CORP WIS Financial Services 58,194.0 $1.5M 0.17% -37K -38.9% $26.25 +0.5%
79 IBDS ISHARES TR 58,435.0 $1.4M 0.16% -2K -3.3% $24.24 -0.2%
80 EUAD SPINNAKER ETF SERIES 32,241.0 $1.3M 0.15% -508.0 -1.6% $40.74 -5.1%
Page 4 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%