JAMES INVESTMENT RESEARCH, INC. Q2 2025 Filing

Filed August 1, 2025

Portfolio Value

$841.0M

Holdings

338

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (338 positions)

StockValue
MSFTMICROSOFT CORP
$37.4M
NVDANVIDIA CORPORATION
$35.6M
AAPLAPPLE INC
$26.3M
IAU*ISHARES GOLD TR
$22.3M
GOOGLALPHABET INC
$22.2M
JPMJPMORGAN CHASE & CO.
$22.0M
ENVAENOVA INTL INC
$18.4M
WMTWALMART INC
$18.0M
AMZNAMAZON COM INC
$14.6M
METAMETA PLATFORMS INC
$13.7M
PGPROCTER AND GAMBLE CO
$13.3M
NVMINOVA LTD
$13.0M
MAMASTERCARD INCORPORATED
$12.3M
AVGOBROADCOM INC
$12.0M
CATCATERPILLAR INC
$11.2M
MCDMCDONALDS CORP
$10.7M
GSGOLDMAN SACHS GROUP INC
$10.6M
IGSBISHARES TR
$10.6M
SHYISHARES TR
$10.4M
JBLJABIL INC
$9.9M
HDHOME DEPOT INC
$9.7M
LLYELI LILLY & CO
$8.9M
URIUNITED RENTALS INC
$8.8M
XLKSELECT SECTOR SPDR TR
$8.6M
FLOTISHARES TR
$8.6M
TMUST-MOBILE US INC
$8.3M
AJGGALLAGHER ARTHUR J & CO
$8.3M
BLKBLACKROCK INC
$8.3M
EFAISHARES TR
$8.3M
ABTABBOTT LABS
$7.6M
IWMISHARES TR
$7.5M
IEIISHARES TR
$7.0M
CVXCHEVRON CORP NEW
$6.9M
ABBVABBVIE INC
$6.5M
ETNEATON CORP PLC
$6.5M
ASMLASML HOLDING N V
$5.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.7M
JNJJOHNSON & JOHNSON
$5.6M
IEIINSIGHT ENTERPRISES INC
$5.6M
IEFISHARES TR
$5.5M
VLOVALERO ENERGY CORP
$5.5M
AGGISHARES TR
$5.1M
LINLINDE PLC
$5.1M
VRIGINVESCO ACTIVELY MANAGED EXC
$5.0M
CBRECBRE GROUP INC
$4.8M
CASYCASEYS GEN STORES INC
$4.8M
AEPAMERICAN ELEC PWR CO INC
$4.7M
TBBKBANCORP INC DEL
$4.6M
DECKDECKERS OUTDOOR CORP
$4.5M
MHOM/I HOMES INC
$4.5M
SHLDGLOBAL X FDS
$4.5M
CDNSCADENCE DESIGN SYSTEM INC
$4.3M
AZNASTRAZENECA PLC
$4.2M
LQDISHARES TR
$4.1M
COSTCOSTCO WHSL CORP NEW
$4.1M
IGIBISHARES TR
$4.1M
IBDYISHARES TR
$4.0M
SHVISHARES TR
$4.0M
SCHBSCHWAB STRATEGIC TR
$3.8M
VBRVANGUARD INDEX FDS
$3.7M
IBMSISHARES TR
$3.6M
TLTISHARES TR
$3.5M
RFREGIONS FINANCIAL CORP NEW
$3.5M
XLCSELECT SECTOR SPDR TR
$3.5M
SUBISHARES TR
$3.4M
VGITVANGUARD SCOTTSDALE FDS
$3.4M
EWGISHARES INC
$3.3M
TIPISHARES TR
$3.2M
MBBISHARES TR
$3.1M
XOMEXXON MOBIL CORP
$3.1M
TJXTJX COS INC NEW
$3.1M
TAT&T INC
$3.1M
PIPRPIPER SANDLER COMPANIES
$3.1M
VGLTVANGUARD SCOTTSDALE FDS
$3.0M
STIPISHARES TR
$2.9M
XLVSELECT SECTOR SPDR TR
$2.9M
CITHE CIGNA GROUP
$2.9M
FUMBFIRST TR EXCH TRADED FD III
$2.8M
VCSHVANGUARD SCOTTSDALE FDS
$2.8M
EATBRINKER INTL INC
$2.7M
NFLXNETFLIX INC
$2.5M
SPYSPDR S&P 500 ETF TR
$2.5M
MTDRMATADOR RES CO
$2.5M
NIJNELNET INC
$2.5M
TFLOISHARES TR
$2.5M
IWBISHARES TR
$2.5M
LPLALPL FINL HLDGS INC
$2.5M
MUBISHARES TR
$2.4M
ZTSZOETIS INC
$2.3M
SHMSPDR SERIES TRUST
$2.3M
LNGCHENIERE ENERGY INC
$2.3M
VCITVANGUARD SCOTTSDALE FDS
$2.2M
MTGMGIC INVT CORP WIS
$2.2M
EUADSPINNAKER ETF SERIES
$2.2M
DEDEERE & CO
$2.1M
IVVISHARES TR
$2.1M
GEGE AEROSPACE
$2.1M
AVYAVERY DENNISON CORP
$2.0M
PCCPC CONNECTION INC
$2.0M
RWJINVESCO EXCH TRADED FD TR II
$1.9M
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