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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 8 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FCN FTI CONSULTING INC Industrials 7,212.0 $1.3M 0.14% $176.77 -13.0%
142 AGZ ISHARES TR 11,602.0 $1.3M 0.14% -1K -9.3% $109.71 -1.1%
143 AVY AVERY DENNISON CORP Industrials 7,194.0 $1.2M 0.14% -317.0 -4.2% $172.68 -10.7%
144 USFR WISDOMTREE TR 24,615.0 $1.2M 0.14% NEW $50.34 +0.2%
145 VTEB VANGUARD MUN BD FDS 24,791.0 $1.2M 0.14% +208.0 +0.8% $49.89 -0.4%
146 RDN RADIAN GROUP INC Financial Services 37,164.0 $1.2M 0.14% $33.08 +14.4%
147 ITGR INTEGER HLDGS CORP Healthcare 13,671.0 $1.2M 0.14% $88.00 +2.2%
148 JMBS JANUS DETROIT STR TR 26,243.0 $1.2M 0.13% +11K +67.4% $45.18 -1.5%
149 ACMR ACM RESH INC Technology 29,650.0 $1.2M 0.13% $39.35 +68.9%
150 QQQ INVESCO QQQ TR Financial Services 2,015.0 $1.2M 0.13% -35.0 -1.7% $577.18 +21.5%
151 XLY SELECT SECTOR SPDR TR 10,582.0 $1.2M 0.13% -1K -9.2% $108.98 +5.6%
152 PSMT PRICESMART INC Consumer Defensive 7,557.0 $1.1M 0.13% $150.50 +8.2%
153 CF CF INDUSTRIES HOLD Basic Materials 8,666.0 $1.1M 0.13% -981.0 -10.2% $129.84 -1.5%
154 PRI PRIMERICA INC Financial Services 4,476.0 $1.1M 0.13% -123.0 -2.7% $250.48 +12.0%
155 IWN ISHARES TR 5,863.0 $1.1M 0.12% -36.0 -0.6% $189.59 +7.7%
156 ULTA ULTA BEAUTY INC Consumer Cyclical 2,107.0 $1.1M 0.12% NEW $522.71 -8.2%
157 AGO ASSURED GUARANTY LTD Financial Services 13,456.0 $1.1M 0.12% $81.48 -4.6%
158 SUPN SUPERNUS PHARMACEUTICALS Healthcare 21,004.0 $1.1M 0.12% $51.69 -6.5%
159 PDBC INVESCO ACTVELY MNGD ETC FD 62,481.0 $1.1M 0.12% -8K -11.9% $17.32 +8.8%
160 LMT LOCKHEED MARTIN CORP Industrials 1,735.0 $1.0M 0.12% -76.0 -4.2% $604.39 -12.6%
Page 8 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%