Back to JAMES INVESTMENT RESEARCH, INC.

JAMES INVESTMENT RESEARCH, INC.

Q2 2026 13F filing

Updated 48 days ago

375 disclosed positions worth $983.8M

Portfolio value
$983.8M
Total holdings
375
New positions
27
Closed positions
11
Increased
86
Decreased
114
Turnover
10.1%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC

-2.3%
Value
$37.7M
Shares
105.5K
% Port
3.83%
N

NVIDIA CORPORATION

-1.5%
Value
$36.7M
Shares
183.7K
% Port
3.74%
A

APPLE INC

-4.0%
Value
$31.9M
Shares
110.1K
% Port
3.24%
E

ENOVA INTL INC

-3.6%
Value
$30M
Shares
124.8K
% Port
3.05%
M

MICROSOFT CORP

+0.5%
Value
$26.3M
Shares
70.5K
% Port
2.67%
J

JPMORGAN CHASE & CO

-2.9%
Value
$22.4M
Shares
68.5K
% Port
2.28%
C
7.CAT

CATERPILLAR INC

-15.4%
Value
$22.1M
Shares
20.8K
% Port
2.25%
I
8.IAU

ISHARES GOLD TR

-1.1%
Value
$21.3M
Shares
282.0K
% Port
2.16%
?
9.N/A

NOVA LTD

-21.8%
Value
$16M
Shares
29.4K
% Port
1.63%
A
10.AVGO

BROADCOM INC

+0.4%
Value
$15.4M
Shares
40.8K
% Port
1.57%
W
11.WMT

WALMART INC

-12.2%
Value
$15.2M
Shares
134.6K
% Port
1.55%
A
12.AMZN

AMAZON COM INC

+1.5%
Value
$14.7M
Shares
61.7K
% Port
1.50%
G

GOLDMAN SACHS GROUP INC

-1.3%
Value
$14.3M
Shares
14.1K
% Port
1.45%
S

SELECT SECTOR SPDR TR

+23.9%
Value
$13.5M
Shares
71.1K
% Port
1.38%
L
15.LLY

ELI LILLY & CO

+0.3%
Value
$13.1M
Shares
10.9K
% Port
1.33%
J
16.JBL

JABIL INC

-24.0%
Value
$12.8M
Shares
33.2K
% Port
1.30%
U
17.URI

UNITED RENTALS INC

-1.2%
Value
$12.5M
Shares
11.0K
% Port
1.27%
A

ASML HLDG NV

-3.7%
Value
$12.5M
Shares
6.3K
% Port
1.27%
E
19.ETHA

ISHARES TR

+5.0%
Value
$11.9M
Shares
39.5K
% Port
1.21%
?
20.N/A

ISHARES TR

+0.3%
Value
$10.4M
Shares
199.0K
% Port
1.06%
B
21.BLK

ISHARES TR

-0.5%
Value
$10M
Shares
121.9K
% Port
1.02%
M
22.MA

MASTERCARD INCORPORATED

-0.1%
Value
$9.8M
Shares
19.0K
% Port
0.99%
?
23.N/A

ISHARES TR

-2.3%
Value
$9.6M
Shares
188.0K
% Port
0.98%
M
24.META

META PLATFORMS INC

+0.8%
Value
$9.5M
Shares
16.9K
% Port
0.97%
J
25.JNJ

JOHNSON & JOHNSON

-1.2%
Value
$8.7M
Shares
34.2K
% Port
0.88%
H
26.HD

HOME DEPOT INC

-0.7%
Value
$8.6M
Shares
24.5K
% Port
0.88%
P
27.PG

PROCTER & GAMBLE CO

-3.4%
Value
$8.6M
Shares
58.6K
% Port
0.87%
A
28.ABBV

ABBVIE INC

-1.2%
Value
$8.6M
Shares
34.1K
% Port
0.87%
M
29.MCD

MCDONALDS CORP

-0.3%
Value
$8.4M
Shares
31.1K
% Port
0.85%
V
30.VLO

VALERO ENERGY CORP

-15.1%
Value
$8.3M
Shares
31.9K
% Port
0.84%
S

SCHWAB STRATEGIC TR

+17.2%
Value
$8M
Shares
275.8K
% Port
0.81%
C
32.CASY

CASEYS GEN STORES INC

-0.7%
Value
$7.5M
Shares
9.5K
% Port
0.77%
E
33.ETHA

ISHARES TR

-0.8%
Value
$7.5M
Shares
72.0K
% Port
0.76%
E
34.ETN

EATON CORP PLC

-5.3%
Value
$7.4M
Shares
17.5K
% Port
0.76%
E
35.ETHA

ISHARES TR

+3.4%
Value
$7.4M
Shares
63.2K
% Port
0.75%
E
36.ETHA

ISHARES TR

+16.9%
Value
$7.3M
Shares
73.9K
% Port
0.74%
C
37.CVX

CHEVRON CORPORATION

-15.5%
Value
$7M
Shares
42.4K
% Port
0.71%
?
38.N/A

M/I HOMES INC

+0.4%
Value
$6.9M
Shares
43.0K
% Port
0.70%
B
39.BSTZ

BLACKROCK INC

-1.4%
Value
$6.9M
Shares
7.2K
% Port
0.70%
E
40.ETHA

ISHARES TR

+12.3%
Value
$6.6M
Shares
69.3K
% Port
0.67%
A
41.AEP

AMERICAN ELEC PWR CO INC

+2.8%
Value
$6.4M
Shares
46.4K
% Port
0.65%
C
42.CDNS

CADENCE DESIGN SYSTEM INC

+24.9%
Value
$5.8M
Shares
15.4K
% Port
0.59%
B

BERKSHIRE HATHAWAY INC DEL

+0.3%
Value
$5.5M
Shares
11.0K
% Port
0.56%
L
44.LIN

LINDE PLC

-0.4%
Value
$5.5M
Shares
10.6K
% Port
0.56%
B
45.BLK

ISHARES TR

+10.0%
Value
$5.4M
Shares
49.7K
% Port
0.55%
?
46.N/A

GLOBAL X FDS

+4.2%
Value
$4.8M
Shares
79.7K
% Port
0.48%
S
47.SLV

ISHARES SILVER TR

-1.9%
Value
$4.7M
Shares
88.5K
% Port
0.48%
A
48.AZN

ASTRAZENECA PLC

-0.8%
Value
$4.5M
Shares
23.9K
% Port
0.46%
?
49.N/A

INVESCO ACTIVELY MANAGED EXC

-0.7%
Value
$4.5M
Shares
179.4K
% Port
0.46%
W
50.WDC

WESTERN DIGITAL CORP

+6.5%
Value
$4.4M
Shares
6.9K
% Port
0.45%