Holdings of JAMES INVESTMENT RESEARCH, INC.
324 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 27.7 % of the equity sleeve
Sector breakdown
- Technology 15.9 %
- Financials 7.6 %
- Communication 6.2 %
- Funds 6.1 %
- Consumer discretionary 5.3 %
- Health care 5.1 %
- Industrials 4.7 %
- Consumer staples 3.8 %
- Energy 2.3 %
- Utilities 1.0 %
- Real estate 1.0 %
- Materials 0.5 %
- Unattributed 40.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.5 %
- NL 1.0 %
- TW 0.3 %
- GB 0.1 %
- BR 0.1 %
- CA 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 319 | 822M $ | 98.48 % |
| 2 | NL | 1 | 8.6M $ | 1.03 % |
| 3 | TW | 1 | 2.9M $ | 0.34 % |
| 4 | GB | 1 | 688K $ | 0.08 % |
| 5 | BR | 1 | 481.8K $ | 0.06 % |
| 6 | CA | 1 | 49.1K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 301 | Amtech Systems Inc | 14,600 | 170.5K $ | |
| 302 | CPS Technologies Corp | 41,072 | 153.6K $ | |
| 303 | Eos Energy Enterprises Inc | 28,108 | 139.4K $ | |
| 304 | Trio-Tech International | 24,016 | 138.8K $ | |
| 305 | CPI Aerostructures Inc | 34,848 | 136.6K $ | |
| 306 | GLOBAL SELF STORAGE INC | 24,100 | 123.2K $ | |
| 307 | Manhattan Bridge Capital Inc | 21,186 | 94.3K $ | |
| 308 | Opus Genetics Inc | 16,364 | 74.5K $ | |
| 309 | Pioneer Power Solutions Inc | 21,786 | 70.8K $ | |
| 310 | Mastech Digital Inc | 12,126 | 69K $ | |
| 311 | Rave Restaurant Group Inc | 25,000 | 66.3K $ | |
| 312 | Virco Mfg. Corp | 10,503 | 64.3K $ | |
| 313 | Data I/O Corp | 22,402 | 56.7K $ | |
| 314 | Broadwind Inc | 27,100 | 56.4K $ | |
| 315 | Koss Corp | 15,475 | 55.4K $ | |
| 316 | Alpha Pro Tech Ltd | 11,050 | 49.1K $ | |
| 317 | CBAK ENERGY TECHNOLOGY INC | 52,521 | 43.4K $ | |
| 318 | American Shared Hospital Services | 29,725 | 43.1K $ | |
| 319 | Willamette Valley Vineyards Inc | 12,921 | 33.2K $ | |
| 320 | Gaia Inc | 10,600 | 29.4K $ | |
| 321 | Tandy Leather Factory Inc | 12,573 | 29K $ | |
| 322 | Natural Alternatives International Inc | 10,022 | 26.4K $ | |
| 323 | SURGEPAYS INC | 32,500 | 24.4K $ | |
| 324 | Lument Finance Trust Inc | 18,000 | 22.7K $ |