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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 9 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DVY ISHARES TR 6,895.0 $1.0M 0.12% +828.0 +13.7% $151.41 +0.8%
162 USLM UNITED STS LIME & MINERALS I Basic Materials 7,966.0 $1.0M 0.12% $130.61 -20.1%
163 MBIN MERCHANTS BANCORP IND Financial Services 23,770.0 $1.0M 0.11% $42.91 +5.2%
164 XHB SPDR SERIES TRUST 10,328.0 $1.0M 0.11% -69.0 -0.7% $98.72 -3.9%
165 KTB KONTOOR BRANDS INC Consumer Cyclical 14,471.0 $1.0M 0.11% -1K -9.0% $70.29 -8.6%
166 FELV FIDELITY COVINGTON TRUST 28,993.0 $1.0M 0.11% +3K +13.6% $34.91 +9.4%
167 AGGY WISDOMTREE TR 23,175.0 $1.0M 0.11% +2K +11.0% $43.45 -1.1%
168 ADC AGREE RLTY CORP Real Estate 13,310.0 $1.0M 0.11% $75.38 +0.3%
169 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,092.0 $998K 0.11% -295.0 -5.5% $196.04 -1.2%
170 KRE SPDR SERIES TRUST 15,237.0 $993K 0.11% -600.0 -3.8% $65.15 +3.7%
171 IMKTA INGLES MKTS INC Consumer Defensive 10,958.0 $985K 0.11% $89.89 -4.3%
172 BCC BOISE CASCADE CO DEL Basic Materials 12,710.0 $964K 0.11% $75.85 -13.7%
173 OTTR OTTER TAIL CORP Utilities 10,631.0 $933K 0.10% $87.77 +0.3%
174 IBMO ISHARES TR 35,835.0 $918K 0.10% -20K -35.4% $25.63 -0.0%
175 CIBR FIRST TR EXCHANGE-TRADED FD 14,633.0 $917K 0.10% -420.0 -2.8% $62.68 +28.3%
176 PLAB PHOTRONICS INC Technology 22,683.0 $917K 0.10% $40.41 +17.6%
177 PLD PROLOGIS INC. Real Estate 6,922.0 $915K 0.10% -343.0 -4.7% $132.18 +7.7%
178 FUMB FIRST TR EXCH TRADED FD III 45,571.0 $914K 0.10% -84K -64.9% $20.05 +0.0%
179 WT WISDOMTREE INC Financial Services 61,515.0 $896K 0.10% $14.56 +33.1%
180 CE CELANESE CORP DEL Basic Materials 13,484.0 $887K 0.10% NEW $65.77 -18.7%
Page 9 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%