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Portfolio (Quarterly) Guide ↗

JAMES INVESTMENT RESEARCH, INC.

· CIK 0000810384
13F Portfolio $916M AUM 361 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 361 New
Page 5 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCSH VANGUARD SCOTTSDALE FDS 34,389.0 $2.7M 0.30% NEW $79.73 -1.3%
82 SPY SPDR S&P 500 ETF TR Financial Services 4,001.0 $2.7M 0.30% NEW $681.92 +7.9%
83 TIP ISHARES TR 23,954.0 $2.6M 0.29% NEW $109.91 +0.2%
84 FUMB FIRST TR EXCH TRADED FD III 129,935.0 $2.6M 0.28% NEW $20.06 +0.0%
85 FOX FOX CORP Communication Services 39,859.0 $2.6M 0.28% NEW $64.93 -11.3%
86 FNDB SCHWAB STRATEGIC TR 96,806.0 $2.6M 0.28% NEW $26.57 +11.6%
87 IWB ISHARES TR 6,880.0 $2.6M 0.28% NEW $373.44 +7.2%
88 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 8,389.0 $2.5M 0.28% NEW $303.89 +31.1%
89 SCHG SCHWAB STRATEGIC TR 75,629.0 $2.5M 0.27% NEW $32.62 +3.9%
90 SHM SPDR SERIES TRUST 48,840.0 $2.3M 0.26% NEW $47.99 -0.6%
91 MUB ISHARES TR 21,682.0 $2.3M 0.25% NEW $107.11 -1.3%
92 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,068.0 $2.3M 0.25% NEW $176.47 -20.1%
93 LPLA LPL FINL HLDGS INC Financial Services 6,340.0 $2.3M 0.25% NEW $357.17 -19.3%
94 SCCO SOUTHERN COPPER CORP Basic Materials 15,473.0 $2.2M 0.24% NEW $143.47 +18.9%
95 IVV ISHARES TR 3,172.0 $2.2M 0.24% NEW $684.94 +7.9%
96 TFLO ISHARES TR 42,981.0 $2.2M 0.24% NEW $50.46 +0.2%
97 VCIT VANGUARD SCOTTSDALE FDS 25,791.0 $2.2M 0.24% NEW $83.75 -2.5%
98 MTDR MATADOR RES CO Energy 50,318.0 $2.1M 0.23% NEW $42.44 +46.4%
99 CNXN PC CONNECTION INC Technology 35,071.0 $2.0M 0.22% NEW $57.76 +11.0%
100 RWJ INVESCO EXCH TRADED FD TR II 41,410.0 $2.0M 0.22% NEW $48.72 +9.4%
Page 5 of 19  ·  361 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 25.8%
Financial Services 24.1%
Consumer Cyclical 10.3%
Communication Services 8.8%
Healthcare 8.3%
Industrials 7.8%
Consumer Defensive 5.5%
Energy 3.8%
Real Estate 2.2%
Basic Materials 2.0%