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Home > Institutional Investor > James Investment Research Inc > Profile

Instuitional Investor - James Investment Research Inc

Fund Profile
Filing Period:
Fund Name: James Investment Research Inc
Portfolio Value $841,033,793
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 75,123 $37,367,097 4.44%
2.
Nvidia Corp
 NVDA 225,631 $35,647,442 4.24%
3.
Apple Inc.
 AAPL 128,220 $26,306,848 3.13%
4.
Ishares Trust
 IAU 357,680 $22,304,925 2.65%
5.
Alphabet Inc.
 GOOGL 125,719 $22,155,459 2.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)