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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 12 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AVT AVNET INC Technology 10,749.0 $662K 0.07% $61.62 +33.6%
222 AVA AVISTA CORP Utilities 16,075.0 $645K 0.07% $40.14 +1.9%
223 XLRE SELECT SECTOR SPDR TR 15,735.0 $642K 0.07% -1K -8.6% $40.83 +7.6%
224 AX AXOS FINANCIAL INC Financial Services 7,548.0 $642K 0.07% $85.09 -1.7%
225 ENTERGY CORP NEW 5,703.0 $641K 0.07% -135.0 -2.3% $112.36
226 DXC DXC TECHNOLOGY CO Technology 50,478.0 $635K 0.07% $12.57 -26.3%
227 SOUTHSTATE BK CORP 6,835.0 $632K 0.07% $92.52
228 POR PORTLAND GEN ELEC CO Utilities 11,901.0 $628K 0.07% $52.77 -8.5%
229 NFLX NETFLIX INC. Communication Services 6,432.0 $618K 0.07% $96.15 -6.8%
230 TRNO TERRENO RLTY CORP Real Estate 9,801.0 $602K 0.07% $61.42 +7.1%
231 DTCR GLOBAL X FDS 24,806.0 $594K 0.07% +7K +43.2% $23.96 +23.2%
232 IDCC INTERDIGITAL INC Technology 1,944.0 $587K 0.07% $302.00 -12.6%
233 BKE BUCKLE INC Consumer Cyclical 11,528.0 $581K 0.07% $50.36 -4.9%
234 VGK VANGUARD INTL EQUITY INDEX F 6,841.0 $564K 0.06% +700.0 +11.4% $82.43 +4.8%
235 NUE NUCOR CORP Basic Materials 3,332.0 $563K 0.06% -634.0 -16.0% $169.10 +33.9%
236 ENSG ENSIGN GROUP INC Healthcare 2,792.0 $563K 0.06% $201.50 -12.3%
237 CVSA COVISTA INC Consumer Cyclical 4,876.0 $562K 0.06% $115.25 +10.9%
238 CRAI CRA INTL INC Industrials 3,450.0 $558K 0.06% $161.88 -10.5%
239 ICF ISHARES TR 9,000.0 $557K 0.06% $61.89 +8.8%
240 FNDF SCHWAB STRATEGIC TR 11,297.0 $553K 0.06% -2K -16.6% $48.93 +7.4%
Page 12 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%