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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 7 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWC ISHARES TR 9,403.0 $1.5M 0.16% NEW $157.70 +14.5%
122 VCLT VANGUARD SCOTTSDALE FDS 19,469.0 $1.5M 0.16% NEW $75.85 -2.6%
123 IBDS ISHARES TR 60,428.0 $1.5M 0.16% NEW $24.28 -0.3%
124 IBMO ISHARES TR 55,435.0 $1.4M 0.15% NEW $25.64 -0.0%
125 AGZ ISHARES TR 12,797.0 $1.4M 0.15% NEW $110.25 -1.4%
126 VRP INVESCO EXCH TRADED FD TR II 57,925.0 $1.4M 0.15% NEW $24.33 -0.6%
127 XLY SELECT SECTOR SPDR TR 11,648.0 $1.4M 0.15% NEW $119.41 -1.8%
128 HCC WARRIOR MET COAL INC Energy 15,746.0 $1.4M 0.15% NEW $88.17 -3.3%
129 EUAD SPINNAKER ETF SERIES 32,749.0 $1.4M 0.15% NEW $42.13 -5.5%
130 AVY AVERY DENNISON CORP Industrials 7,511.0 $1.4M 0.15% NEW $181.88 -14.2%
131 SCHE SCHWAB STRATEGIC TR 41,661.0 $1.4M 0.15% NEW $32.75 +8.4%
132 AMGN AMGEN INC Healthcare 4,096.0 $1.3M 0.15% NEW $327.31 +1.1%
133 RDN RADIAN GROUP INC Financial Services 37,117.0 $1.3M 0.15% NEW $35.99 +4.3%
134 STLD STEEL DYNAMICS INC Basic Materials 7,787.0 $1.3M 0.14% NEW $169.45 +33.9%
135 DYNAVAX TECHNOLOGIES CORP 82,924.0 $1.3M 0.14% NEW $15.38
136 QQQ INVESCO QQQ TR Financial Services 2,050.0 $1.3M 0.14% NEW $614.31 +15.6%
137 FBP FIRST BANCORP P R Financial Services 60,562.0 $1.3M 0.14% NEW $20.73 +16.4%
138 GNRC GENERAC HLDGS INC Industrials 9,075.0 $1.2M 0.14% NEW $136.37 +78.1%
139 VTEB VANGUARD MUN BD FDS 24,583.0 $1.2M 0.14% NEW $50.29 -1.1%
140 FCN FTI CONSULTING INC Industrials 7,203.0 $1.2M 0.13% NEW $170.83 -8.9%
Page 7 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%