Long-term investor
James Investment Research, Inc. @jamesinvestmentresearchi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000810384).
Record
- Tracked since 2025-06-30 (477 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days -4.9% · 6 months +9.0% · 1 year +24.9% · all +24.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 3.8% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- ENVA · 3.1% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- CAT · 2.2% · long · since 2025-06-30
- IAU · 2.2% · long · since 2025-06-30
- NVMI · 1.6% · long · since 2025-06-30
- AVGO · 1.6% · long · since 2025-06-30
- WMT · 1.5% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30