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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGLB ISHARES TR 16,663.0 $827K 0.09% -2K -11.9% $49.63 -2.1%
102 NOC NORTHROP GRUMMAN CORP Industrials 1,154.0 $788K 0.09% -43.0 -3.6% $682.42 -19.0%
103 GVI ISHARES TR 7,253.0 $774K 0.09% -2K -24.3% $106.68 -1.2%
104 IWD ISHARES TR 3,584.0 $766K 0.09% -160.0 -4.3% $213.67 +8.1%
105 XLI SELECT SECTOR SPDR TR 4,705.0 $761K 0.09% -310.0 -6.2% $161.73 +4.1%
106 LRCX LAM RESEARCH CORP Technology 3,504.0 $749K 0.08% -985.0 -21.9% $213.66 +27.7%
107 FXF INVESCO CURRENCYSHARES SWISS Financial Services 6,411.0 $708K 0.08% -180.0 -2.7% $110.41 +1.3%
108 DLR DIGITAL RLTY TR INC Real Estate 3,850.0 $694K 0.08% -100.0 -2.5% $180.21 +4.6%
109 MOD MODINE MFG CO Consumer Cyclical 3,119.0 $676K 0.08% -959.0 -23.5% $216.71 +12.1%
110 XLRE SELECT SECTOR SPDR TR 15,735.0 $642K 0.07% -1K -8.6% $40.83 +7.0%
111 ENTERGY CORP NEW 5,703.0 $641K 0.07% -135.0 -2.3% $112.36
112 NUE NUCOR CORP Basic Materials 3,332.0 $563K 0.06% -634.0 -16.0% $169.10 +30.4%
113 FNDF SCHWAB STRATEGIC TR 11,297.0 $553K 0.06% -2K -16.6% $48.93 +7.3%
114 UBER UBER TECHNOLOGIES INC Technology 7,235.0 $520K 0.06% -112.0 -1.5% $71.93 +3.7%
115 RSPR INVESCO EXCHANGE TRADED FD T 15,547.0 $516K 0.06% -541.0 -3.4% $33.18 +7.3%
116 IBDU ISHARES TR 22,010.0 $512K 0.06% -4K -16.4% $23.26 -0.8%
117 XLF SELECT SECTOR SPDR TR 10,182.0 $503K 0.06% -1K -11.3% $49.37 +4.0%
118 XSMO INVESCO EXCHANGE TRADED FD T 6,449.0 $490K 0.06% -8K -55.3% $76.02 +9.9%
119 BSV VANGUARD BD INDEX FDS 5,911.0 $463K 0.05% -615.0 -9.4% $78.41 -0.9%
120 UNP UNION PAC CORP Industrials 1,684.0 $409K 0.05% -149.0 -8.1% $242.62 +12.0%
Page 6 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%