James Investment Research Inc has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $829 Million distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.5M, Nvidia Corp with a value of $28.6M, Apple Inc. with a value of $24.6M, Alphabet Inc. with a value of $24.3M, and Jpmorgan Chase & CO with a value of $16.3M.
Examining the 13F form we can see an increase of $39.2M in the current position value, from $790M to 829M.
Below you can find more details about James Investment Research Inc portfolio as well as his latest detailed transactions.
Portfolio value
$829 Million
ETFs: $211 Million
Technology: $154 Million
Financial Services: $95.6 Million
Healthcare: $77.8 Million
Consumer Cyclical: $72 Million
Industrials: $60.8 Million
Communication Services: $44 Million
Consumer Defensive: $39 Million
Other: $70 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions