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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CI THE CIGNA GROUP Healthcare 4,868.0 $1.3M 0.15% -1K -18.3% $266.75 +6.2%
82 AGZ ISHARES TR 11,602.0 $1.3M 0.14% -1K -9.3% $109.71 -1.2%
83 AVY AVERY DENNISON CORP Industrials 7,194.0 $1.2M 0.14% -317.0 -4.2% $172.68 -10.3%
84 QQQ INVESCO QQQ TR Financial Services 2,015.0 $1.2M 0.13% -35.0 -1.7% $577.18 +21.6%
85 XLY SELECT SECTOR SPDR TR 10,582.0 $1.2M 0.13% -1K -9.2% $108.98 +5.2%
86 CF CF INDUSTRIES HOLD Basic Materials 8,666.0 $1.1M 0.13% -981.0 -10.2% $129.84 -3.3%
87 PRI PRIMERICA INC Financial Services 4,476.0 $1.1M 0.13% -123.0 -2.7% $250.48 +11.5%
88 IWN ISHARES TR 5,863.0 $1.1M 0.12% -36.0 -0.6% $189.59 +7.6%
89 PDBC INVESCO ACTVELY MNGD ETC FD 62,481.0 $1.1M 0.12% -8K -11.9% $17.32 +8.7%
90 LMT LOCKHEED MARTIN CORP Industrials 1,735.0 $1.0M 0.12% -76.0 -4.2% $604.39 -13.1%
91 XHB SPDR SERIES TRUST 10,328.0 $1.0M 0.11% -69.0 -0.7% $98.72 -5.0%
92 KTB KONTOOR BRANDS INC Consumer Cyclical 14,471.0 $1.0M 0.11% -1K -9.0% $70.29 -10.2%
93 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,092.0 $998K 0.11% -295.0 -5.5% $196.04 -2.5%
94 KRE SPDR SERIES TRUST 15,237.0 $993K 0.11% -600.0 -3.8% $65.15 +3.4%
95 IBMO ISHARES TR 35,835.0 $918K 0.10% -20K -35.4% $25.63 -0.1%
96 CIBR FIRST TR EXCHANGE-TRADED FD 14,633.0 $917K 0.10% -420.0 -2.8% $62.68 +29.1%
97 PLD PROLOGIS INC. Real Estate 6,922.0 $915K 0.10% -343.0 -4.7% $132.18 +6.9%
98 FUMB FIRST TR EXCH TRADED FD III 45,571.0 $914K 0.10% -84K -64.9% $20.05 +0.0%
99 EFG ISHARES TR 7,844.0 $874K 0.10% -53.0 -0.7% $111.37 +6.2%
100 FSMB FIRST TR EXCH TRADED FD III 42,880.0 $856K 0.10% -706.0 -1.6% $19.96 -0.1%
Page 5 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%