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JAMES INVESTMENT RESEARCH, INC.

JAMES INVESTMENT RESEARCH, INC. is a Mutual Fund institutional filer with the SEC under CIK 810384, reporting 373 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OH
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-22

Top 10 portfolio positions

The largest reported holdings in JAMES INVESTMENT RESEARCH, INC.'s most recent 13F filing, ranked by reported market value.

  1. NVIDIA CORPORATION (NVDA)
  2. APPLE INC (AAPL)
  3. MICROSOFT CORP (MSFT)
  4. ALPHABET INC (GOOGL)
  5. JPMORGAN CHASE & CO (JPM)
  6. ISHARES GOLD TR (IAU)
  7. ENOVA INTL INC (ENVA)
  8. CATERPILLAR INC (CAT)
  9. AMAZON COM INC (AMZN)
  10. BROADCOM INC (AVGO)
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