James Investment Research Inc Purchases in Q2 2025

James Investment Research Inc

  • $813 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
55.4K
+ 150.06%
$72.96 - $90.39 $4.04M - $5.01M
92.3K $8.25M
NVMI
Nova Ltd.

Technology
2.42K
+ 5.41%
$162.03 - $275.2 $392K - $667K
47.2K $13M
EWG
Ishares Msci Germany ETF

ETFs
45.3K
+ 140.12%
$33.22 - $42.57 $1.51M - $1.93M
77.6K $3.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.5K
New
$39.89 - $49.46 $1.1M - $1.36M
27.5K $1.36M
AEP
American Electric Power CO Inc

Utilities
13.9K
+ 44.6%
$98.59 - $109.11 $1.37M - $1.52M
45.1K $4.68M
CI
Cigna Corp

Healthcare
2.88K
+ 47.9%
$301.89 - $340.04 $868K - $978K
8.88K $2.94M
CASY
Caseys General Stores Inc

Consumer Cyclical
467
+ 5.22%
$415.82 - $510.91 $194K - $239K
9.41K $4.8M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
7.32K
New
$100.45 - $111.8 $735K - $818K
7.32K $817K
NFLX
Netflix Inc

Communication Services
45
+ 2.43%
$855.86 - $1339.13 $38.5K - $60.3K
1.9K $2.54M
RTX
Raytheon Technologies Corp

Industrials
5.59K
New
$113.75 - $148.48 $635K - $829K
5.59K $815K
UBER
Uber Technologies, Inc

Technology
7.08K
New
$64.62 - $93.3 $457K - $660K
7.08K $660K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.01K
+ 9.07%
$89.13 - $167.48 $89.9K - $169K
12.1K $1.84M
TJX
Tjx Companies Inc

Consumer Cyclical
4.78K
+ 23.51%
$119.13 - $135.03 $569K - $645K
25.1K $3.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.3K
+ 7.54%
$19.1 - $23.83 $216K - $269K
161K $3.84M
R
Ryder System Inc

Industrials
3.17K
+ 46.39%
$130.14 - $160.88 $413K - $510K
10K $1.59M
DVY
Ishares Tr

ETFs
4.43K
New
$118.37 - $134.86 $524K - $598K
4.43K $588K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.9K
+ 52.4%
$97.29 - $105.63 $574K - $623K
17.2K $1.74M
ETR
Entergy Corp

Utilities
6.25K
New
$79.01 - $86.61 $493K - $541K
6.25K $519K
AVAV
Aero Vironment Inc

Industrials
1.7K
New
$111.65 - $284.95 $190K - $485K
1.7K $484K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.47K
+ 138.41%
$71.86 - $82.66 $393K - $452K
9.42K $778K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
27.9K
New
$13.96 - $16.51 $389K - $460K
27.9K $453K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.26K
+ 47.33%
$48.13 - $49.85 $446K - $462K
28.8K $1.41M
CSCO
Cisco Systems, Inc.

Technology
4.19K
+ 22.73%
$53.19 - $69.38 $223K - $291K
22.6K $1.57M
ACMR
Acm Research, Inc.

Technology
16.1K
New
$18.33 - $26.51 $295K - $427K
16.1K $416K
LNG
Cheniere Energy, Inc.

Energy
1.23K
+ 15.23%
$197.25 - $244.33 $242K - $300K
9.3K $2.26M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.9K
+ 8.32%
$22.27 - $29.21 $109K - $143K
63.8K $1.86M
IDCC
Inter Digital, Inc.

Communication Services
1.71K
New
$183.37 - $234.7 $313K - $401K
1.71K $383K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.32K
+ 4.57%
$50.1 - $51.02 $367K - $374K
168K $8.56M
LPLA
Lpl Financial Holdings Inc.

Financial Services
92
+ 1.41%
$283.31 - $388.96 $26.1K - $35.8K
6.6K $2.47M
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 16.99%
$416.06 - $551.64 $133K - $177K
2.2K $1.22M
EOSE
Eos Energy Enterprises, Inc.

Industrials
46.8K
+ 79.36%
$3.3 - $7.11 $154K - $333K
106K $541K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.75K
New
$153.99 - $182.0 $269K - $319K
1.75K $315K
EFG
Msci Eafe Growth ETF

ETFs
2.24K
+ 44.87%
$89.8 - $112.0 $201K - $251K
7.24K $810K
ACLS
Axcelis Technologies Inc

Technology
3.98K
New
$42.42 - $70.92 $169K - $282K
3.98K $277K
COST
Costco Wholesale Corp

Consumer Defensive
91
+ 2.26%
$908.13 - $1056.85 $82.6K - $96.2K
4.11K $4.07M
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 3.1%
$498.8 - $620.9 $50.4K - $62.7K
3.36K $2.09M
MTG
Mgic Investment Corp

Financial Services
313
+ 0.4%
$22.43 - $28.1 $7.02K - $8.8K
79.1K $2.2M
NEM
Newmont Corp

Basic Materials
4.14K
New
$44.18 - $59.46 $183K - $246K
4.14K $241K
SNX
Td Synnex Corp

Technology
1.77K
New
$95.81 - $137.79 $169K - $243K
1.77K $239K
IBM
International Business Machines Corp

Technology
744
New
$221.03 - $294.78 $164K - $219K
744 $219K
EBND
Spdr Bloomberg Emerging Market

ETFs
10.1K
New
$19.57 - $21.4 $198K - $217K
10.1K $216K
GNRC
Generac Holdings Inc.

Industrials
650
+ 9.0%
$101.92 - $143.21 $66.2K - $93.1K
7.87K $1.13M
AORT
Artivion, Inc.

Healthcare
6.75K
New
$22.19 - $31.19 $150K - $211K
6.75K $210K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
4.04K
New
$33.46 - $53.52 $135K - $216K
4.04K $208K
ORCL
Oracle Corp

Technology
946
New
$122.82 - $218.63 $116K - $207K
946 $206K
FNDB
Schwab Fundamental U S Broad M

ETFs
5.37K
+ 7.92%
$20.36 - $23.98 $109K - $129K
73.2K $1.76M
RSG
Republic Services, Inc.

Industrials
567
+ 8.46%
$227.2 - $258.07 $129K - $146K
7.27K $1.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.78K
+ 7.44%
$17.76 - $22.1 $49.4K - $61.5K
40.2K $888K
VEU
Vanguard Ftse All World Ex Us

ETFs
948
+ 7.8%
$54.19 - $67.22 $51.4K - $63.7K
13.1K $880K
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email