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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.21K
+ 23.72%
$62.73 - $78.42 $75.7K - $94.7K
6.3K $487K
FNDF
Schwab Fundamental Intl Large

ETFs
1.59K
+ 11.23%
$32.25 - $40.02 $51.4K - $63.8K
15.8K $631K
XSMO
Invesco S&P Smallcap Momentum

ETFs
867
+ 8.44%
$55.15 - $68.11 $47.8K - $59.1K
11.1K $757K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.04K
+ 4.27%
$24.38 - $30.18 $25.4K - $31.4K
25.4K $765K
MHH
Mastech Digital, Inc.

Industrials
12.1K
New
$6.39 - $9.71 $77.5K - $118K
12.1K $86K
AVEM
American Centy ETF Tr Avantis

ETFs
473
+ 7.8%
$53.08 - $68.54 $25.1K - $32.4K
6.54K $447K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.5K
+ 8.82%
$22.92 - $28.05 $34.3K - $42K
18.5K $517K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
3.91K
+ 15.43%
$9.22 - $12.79 $36K - $50K
29.2K $367K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.05K
+ 2.25%
$47.02 - $47.83 $49.3K - $50.1K
47.7K $2.28M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.96K
+ 9.91%
$100.44 - $129.37 $397K - $512K
43.9K $4.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
402
+ 0.78%
$96.84 - $99.46 $38.9K - $40K
51.8K $5.14M
APT
Alpha Pro Tech LTD

Industrials
11.1K
New
$4.16 - $5.01 $46K - $55.4K
11.1K $51K
EZPW
Ezcorp Inc

Financial Services
5.51K
+ 14.26%
$12.97 - $16.38 $71.4K - $90.2K
44.1K $612K
BTG
B2 Gold Corp

Basic Materials
11.3K
New
$2.64 - $3.77 $29.8K - $42.6K
11.3K $40K
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
12.6K
New
$2.74 - $3.24 $34.5K - $40.7K
12.6K $38K
SURG
Surge Pays, Inc.

Technology
6K
+ 46.15%
$2.23 - $3.36 $13.4K - $20.2K
19K $59K
CBAT
Cbak Energy Technology, Inc.

Industrials
15.5K
+ 41.95%
$0.64 - $1.23 $9.93K - $19.1K
52.5K $61K
DAIO
Data I/O Corp

Technology
7K
+ 45.45%
$1.95 - $3.1 $13.7K - $21.7K
22.4K $69K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1K
+ 3.83%
$25.04 - $25.18 $25K - $25.2K
27.1K $682K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
492
+ 5.3%
$42.51 - $43.7 $20.9K - $21.5K
9.78K $426K
OCUP
Ocuphire Pharma, Inc.

Healthcare
16.4K
New
N/A
16.4K $16K
XLP
Consumer Staples Sector Spdr

ETFs
209
+ 4.4%
N/A
4.95K $376K
JMBS
Janus Detroit Str Tr Henderson

ETFs
363
+ 3.18%
$43.89 - $45.45 $15.9K - $16.5K
11.8K $529K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
286
+ 0.98%
$23.03 - $23.59 $6.59K - $6.75K
29.3K $691K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.02%
$77.74 - $78.78 $77.7 - $78.8
5.81K $457K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
1.8K
+ 9.29%
$4.85 - $5.95 $8.73K - $10.7K
21.2K $115K
Lam Research Corp
355
+ 8.88%
N/A
4.36K $0
Fidelity Covington Trust
1.37K
+ 7.82%
N/A
18.9K $0
Exchange Traded Concepts Tru
4.98K
New
N/A
4.98K $0
Global X Fds
26.5K
+ 55.68%
N/A
74K $0
Spinnaker ETF Series
50.8K
New
N/A
50.8K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 0.56%
$483.48 - $539.8 $31.9K - $35.6K
11.8K $5.73M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
13.1K
+ 692.48%
$105.72 - $1416.0 $1.38M - $18.5M
15K $1.67M
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
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