James Investment Research Inc has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $853 Million distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $32.6M, Apple Inc. with a value of $31.8M, Alphabet Inc. with a value of $25.1M, and Ishares Gold Trust with a value of $17.9M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $827M to 853M.

Below you can find more details about James Investment Research Inc portfolio as well as his latest detailed transactions.

Portfolio value $853 Million
ETFs: $218 Million
Technology: $159 Million
Financial Services: $103 Million
Healthcare: $82 Million
Consumer Cyclical: $75.5 Million
Industrials: $58.5 Million
Communication Services: $47.6 Million
Consumer Defensive: $40.6 Million
Other: $63.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $853 Million
  • Prior Value $827 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
Track This Portfolio

Track James Investment Research Inc Portfolio

Follow James Investment Research Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.