JAMES INVESTMENT RESEARCH, INC. - Portfolio overview

JAMES INVESTMENT RESEARCH, INC. has 391 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 3.59%
  2. GOOGL - ALPHABET INC, 3.43%
  3. AAPL - APPLE INC, 3.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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