Position in HALO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,701,514
-$86,108 QoQ
Shares Held
26,327
-0.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 98.6211873741786.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3788126258214.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026JAMES INVESTMENT RESEARCH, INC. holds $5,613,887 across 7 Biotechnology names. HALO ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVA |
Innoviva, Inc.
|
77,227 | $1,799,389 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
This page
|
26,327 | $1,701,514 | |
| 3 | CPRX |
Catalyst Pharmaceuticals, Inc.
|
33,685 | $834,040 | |
| 4 | CORT |
Corcept Therapeutics Inc
|
17,122 | $690,187 | |
| 5 | ZYME |
Zymeworks Inc.
|
10,925 | $273,562 | |
| 6 | TBPH |
Theravance Biopharma, Inc.
|
14,833 | $240,739 | |
| 7 | IRD |
Opus Genetics, Inc.
|
16,364 | $74,456 |
All Filings in HALO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,701,514 | 26,327 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,787,622 | 26,562 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,751,423 | 37,516 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,867,049 | 35,891 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,330,851 | 36,528 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,366,361 | 28,579 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,664,253 | 29,075 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,108,565 | 21,172 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||