JAMES INVESTMENT RESEARCH, INC.

CIK
810384
City
ALPHA
State / Country
OH

Top Portfolio Positions

245 positions · $655,520,092 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
186,502 $32,525,948 4.96%
GOOGL
Alphabet Inc.
Communication Services
108,010 $31,059,355 4.74%
AAPL
Apple Inc.
Technology
114,759 $29,124,686 4.44%
MSFT
Microsoft Corp
Technology
70,144 $25,965,204 3.96%
IAU
Ishares Gold Trust
284,994 $25,125,071 3.83%
JPM
Jpmorgan Chase & Co
Financial Services
70,491 $20,735,632 3.16%
WMT
Walmart Inc.
Consumer Defensive
153,209 $19,040,814 2.90%
ENVA
Enova International, Inc.
Financial Services
129,372 $17,572,598 2.68%
CAT
Caterpillar Inc
Industrials
24,547 $17,390,567 2.65%
NVMI
Nova Ltd.
Technology
37,647 $16,349,339 2.49%

Portfolio Trend

26 quarters · across all stocks

Holdings in NVMI

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $16,349,339 37,647
2025-12-31 $14,563,768 44,349
2025-09-30 $14,477,081 45,289
2025-06-30 $12,976,505 47,153
2025-03-31 $8,245,265 44,731
2024-12-31 $8,859,204 44,982
2024-09-30 $9,518,429 45,687
2024-06-30 $11,765,431 50,166
2024-03-31 $9,663,485 54,479
2023-12-31 $7,741,376 56,346
2023-09-30 $6,809,141 60,558
2023-06-30 $6,816,537 58,112
2023-03-31 $5,681,287 54,382
2022-12-31 $4,129,985 50,563
2022-09-30 $4,348,849 50,983
2022-06-30 $4,772,652 53,910
2022-03-31 $5,894,436 54,137
2021-12-31 $8,521,172 58,165
2021-09-30 $6,745,002 65,940
2021-06-30 $7,066,895 68,684
2021-03-31 $4,401,789 48,366
2020-12-31 $2,893,541 40,985
2020-09-30 $3,225,641 61,865
2020-06-30 $2,981,274 61,865
2020-03-31 $1,784,485 54,655