account_balance
Investment manager · 13F filer · SEC CIK 810384
James Investment Research, Inc.
Reported value$936Mas of Sep 30, 2026
Positions373 17 new, 19 sold out
Top 10 weight26.9%NVDA alone is 4%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.3%Trimmed −4%
AAPLApple Inc.
3.8%Trimmed −3%
MSFTMicrosoft Corp
3.8%Trimmed −3%
GOOGLAlphabet Inc.
3.7%Trimmed −3%
JPMJPMorgan Chase & Co
2.4%Trimmed −3%
IAUiShares Gold Trust
2.3%Trimmed −2%
ENVAEnova International, Inc.
2.0%Trimmed −12%
CATCaterpillar Inc
1.6%Trimmed −8%
AMZNAmazon.com Inc
1.6%Trimmed −3%
AVGOBroadcom Inc.
1.5%−5%
WMTWalmart Inc.
1.4%Trimmed −4%
METAMeta Platforms, Inc.
1.4%Added +7%
NVDANVIDIA Corp
4.3%Trimmed −4%
AAPLApple Inc.
3.8%Trimmed −3%
MSFTMicrosoft Corp
3.8%−3%
GOOGLAlphabet Inc.
3.7%−3%
JPMJPMorgan Chase & Co
2.4%
IAUiShares Gold Trust
2.3%
ENVAEnova International, Inc.
2.0%
CATCaterpillar Inc
1.6%
AMZN1.6%AVGOWMT1.4%METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 4.3% Trimmed −4%AAPL Apple Inc. 3.8% Trimmed −3%MSFT Microsoft Corp 3.8% Trimmed −3%GOOGL Alphabet Inc. 3.7% Trimmed −3%JPM JPMorgan Chase & Co 2.4% Trimmed −3%IAU iShares Gold Trust 2.3% Trimmed −2%ENVA Enova International, Inc. 2.0% Trimmed −12%CAT Caterpillar Inc 1.6% Trimmed −8%AMZN Amazon.com Inc 1.6% Trimmed −3%AVGO Broadcom Inc. 1.5% Trimmed −5%WMT Walmart Inc. 1.4% Trimmed −4%META Meta Platforms, Inc. 1.4% Added +7%
What changed
Biggest moves since Jun 30, 2026
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