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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 11 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWD ISHARES TR 3,584.0 $766K 0.09% -160.0 -4.3% $213.67 +8.4%
202 BRC BRADY CORP Industrials 9,413.0 $765K 0.09% NEW $81.24 +5.3%
203 XLI SELECT SECTOR SPDR TR 4,705.0 $761K 0.09% -310.0 -6.2% $161.73 +4.3%
204 EWG ISHARES INC 19,027.0 $755K 0.09% +500.0 +2.7% $39.67 +6.0%
205 MUR MURPHY OIL CORP Energy 18,289.0 $754K 0.09% $41.25 -2.0%
206 HLI HOULIHAN LOKEY INC Financial Services 5,248.0 $754K 0.09% $143.62 +5.9%
207 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,831.0 $751K 0.08% +1K +56.5% $265.32 +14.1%
208 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 8,220.0 $751K 0.08% NEW $91.37 -21.0%
209 MGY MAGNOLIA OIL & GAS CORP Energy 23,736.0 $749K 0.08% $31.57 -5.3%
210 LRCX LAM RESEARCH CORP Technology 3,504.0 $749K 0.08% -985.0 -21.9% $213.66 +30.1%
211 CW CURTISS WRIGHT CORP Industrials 1,050.0 $715K 0.08% +202.0 +23.8% $681.12 +4.3%
212 NHC NATIONAL HEALTHCARE CORP Healthcare 4,456.0 $712K 0.08% $159.70 +22.9%
213 FXF INVESCO CURRENCYSHARES SWISS Financial Services 6,411.0 $708K 0.08% -180.0 -2.7% $110.41 +1.3%
214 IDA IDACORP INC Utilities 4,930.0 $705K 0.08% $142.97 -1.6%
215 DLR DIGITAL RLTY TR INC Real Estate 3,850.0 $694K 0.08% -100.0 -2.5% $180.21 +4.6%
216 CORT CORCEPT THERAPEUTICS INC Healthcare 17,122.0 $690K 0.08% $40.31 +36.7%
217 SHEL SHELL PLC Energy 7,398.0 $688K 0.08% $93.00 -4.7%
218 DINO HF SINCLAIR CORP Energy 10,985.0 $685K 0.08% $62.39 +12.7%
219 AGM FEDERAL AGRIC MTG CORP Financial Services 4,567.0 $678K 0.08% $148.35 +15.6%
220 MOD MODINE MFG CO Consumer Cyclical 3,119.0 $676K 0.08% -959.0 -23.5% $216.71 +14.0%
Page 11 of 18  ·  359 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%