Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JAMES INVESTMENT RESEARCH, INC. (CIK 810384) reported $891.2M across 358 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($32.5M, 3.65%), GOOGL ($31.1M, 3.48%), AAPL ($29.1M, 3.27%), MSFT ($26.0M, 2.91%), IAU ($25.1M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $32.5M | 3.65% | 186,502 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $31.1M | 3.48% | 108,010 | Trimmed |
| 3 | AAPL | APPLE INC | $29.1M | 3.27% | 114,759 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $26.0M | 2.91% | 70,144 | Trimmed |
| 5 | IAU | ISHARES GOLD TR | $25.1M | 2.82% | 284,994 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $20.7M | 2.33% | 70,491 | Trimmed |
| 7 | WMT | WALMART INC | $19.0M | 2.14% | 153,209 | Trimmed |
| 8 | ENVA | ENOVA INTL INC | $17.6M | 1.97% | 129,372 | Trimmed |
| 9 | CAT | CATERPILLAR INC | $17.4M | 1.95% | 24,547 | Trimmed |
| 10 | NVMI | NOVA LTD | $16.3M | 1.83% | 37,647 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $12.7M | 1.42% | 60,802 | Trimmed |
| 12 | AVGO | BROADCOM INC | $12.6M | 1.41% | 40,630 | Trimmed |
| 13 | GS | GOLDMAN SACHS GROUP INC | $12.1M | 1.36% | 14,334 | Trimmed |
| 14 | JBL | JABIL INC | $11.6M | 1.30% | 43,666 | Trimmed |
| 15 | IGSB | ISHARES TR | $10.4M | 1.17% | 198,459 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $10.4M | 1.17% | 50,185 | Added |
| 17 | SHY | ISHARES TR | $10.1M | 1.13% | 122,478 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $10.0M | 1.12% | 10,858 | Trimmed |
| 19 | FLOT | ISHARES TR | $9.8M | 1.10% | 192,447 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $9.7M | 1.09% | 31,171 | Trimmed |
| 21 | META | META PLATFORMS INC | $9.6M | 1.08% | 16,751 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $9.5M | 1.07% | 19,012 | Trimmed |
| 23 | IWM | ISHARES TR | $9.3M | 1.05% | 37,630 | Added |
| 24 | VLO | VALERO ENERGY CORP | $9.3M | 1.04% | 37,585 | Trimmed |
| 25 | PG | PROCTER & GAMBLE CO | $8.8M | 0.98% | 60,685 | Added |
Source: SEC Form 13F filings · as of 2026-03-31