Fund HoldingsJAMES INVESTMENT RESEARCH, INC.

Total Portfolio Value
$782.33M
Total Bought
$782.33M
Total Sold
$755.8K
Net Transaction
+$781.58M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0101,264+101,264034,4854.41%+34,485
APPLE INC(AAPL)0156,867+156,867030,4273.89%+30,427
ALPHABET INC(GOOG)0175,281+175,281020,9812.68%+20,981
NVIDIA CORPORATION(NVDA)040,152+40,152016,9852.17%+16,985
ISHARES TR0176,724+176,724014,3291.83%+14,329
UNITEDHEALTH GROUP INC(UNH)029,212+29,212014,0401.79%+14,040
ISHARES TR0277,907+277,907013,9431.78%+13,943
MCDONALDS CORP(MCD)046,388+46,388013,8431.77%+13,843
ISHARES GOLD TR(IAU)0377,209+377,209013,7271.75%+13,727
JPMORGAN CHASE & CO(JPM)088,362+88,362012,8511.64%+12,851
WALMART INC(WMT)077,167+77,167012,1291.55%+12,129
ISHARES TR0117,096+117,096012,0541.54%+12,054
PROCTER AND GAMBLE CO(PG)075,901+75,901011,5171.47%+11,517
VANGUARD INDEX FDS068,882+68,882011,3931.46%+11,393
CHEVRON CORP NEW(CVX)071,961+71,961011,3231.45%+11,323
ISHARES TR097,962+97,962011,2911.44%+11,291
LILLY ELI & CO(LLY)023,163+23,163010,8631.39%+10,863
HOME DEPOT INC(HD)034,702+34,702010,7801.38%+10,780
ENOVA INTL INC(ENVA)0199,172+199,172010,5801.35%+10,580
ISHARES TR
FLTG RATE NT ETF
0197,145+197,145010,0191.28%+10,019
MASTERCARD INCORPORATED(MA)025,269+25,26909,9381.27%+9,938
SELECT SECTOR SPDR TR
ST STR TECHN ETF
056,866+56,86609,8871.26%+9,887
ISHARES TR092,429+92,42908,9291.14%+8,929
CATERPILLAR INC(CAT)036,120+36,12008,8871.14%+8,887
AMAZON COM INC(AMZN)066,264+66,26408,6381.10%+8,638
ISHARES TR0168,020+168,02008,4971.09%+8,497
JOHNSON & JOHNSON(JNJ)051,079+51,07908,4551.08%+8,455
INSIGHT ENTERPRISES INC(NSIT)054,412+54,41207,9631.02%+7,963
GALLAGHER ARTHUR J & CO(AJG)035,866+35,86607,8751.01%+7,875
ABBOTT LABS070,994+70,99407,7400.99%+7,740
ASTRAZENECA PLC(AZN)0105,278+105,27807,5350.96%+7,535
ASML HOLDING N V
N Y REGISTRY SHS
010,363+10,36307,5110.96%+7,511
ISHARES TR069,416+69,41607,4710.95%+7,471
BLACKROCK INC(BLK)010,464+10,46407,2320.92%+7,232
JABIL INC(JBL)066,389+66,38907,1650.92%+7,165
NOVA LTD(NVMI)058,112+58,11206,8170.87%+6,817
ISHARES TR058,367+58,36706,4470.82%+6,447
GOLDMAN SACHS GROUP INC(GS)018,915+18,91506,1010.78%+6,101
VALERO ENERGY CORP(VLO)050,189+50,18905,8870.75%+5,887
ISHARES TR031,060+31,06005,8170.74%+5,817
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
0232,854+232,85405,7960.74%+5,796
ABBVIE INC(ABBV)042,742+42,74205,7590.74%+5,759
T-MOBILE US INC(TMUS)041,026+41,02605,6990.73%+5,699
UNITED RENTALS INC(URI)012,715+12,71505,6630.72%+5,663
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
048,033+48,03305,4470.70%+5,447
ACCENTURE PLC IRELAND
SHS CLASS A
017,518+17,51805,4060.69%+5,406
DEERE & CO(DE)012,916+12,91605,2330.67%+5,233
EATON CORP PLC(ETN)025,772+25,77205,1830.66%+5,183
META PLATFORMS INC(META)017,900+17,90005,1370.66%+5,137
THERMO FISHER SCIENTIFIC INC(TMO)09,703+9,70305,0630.65%+5,063
PROLOGIS INC.(PLD)041,115+41,11505,0420.64%+5,042
BROADCOM INC(AVGO)05,569+5,56904,8310.62%+4,831
CADENCE DESIGN SYSTEM INC(CDNS)020,595+20,59504,8300.62%+4,830
ISHARES TR
0-5 YR TIPS ETF
048,688+48,68804,7520.61%+4,752
DECKERS OUTDOOR CORP(DECK)08,626+8,62604,5520.58%+4,552
ISHARES TR
TRS FLT RT BD
089,665+89,66504,5430.58%+4,543
LINDE PLC(LIN)011,815+11,81504,5020.58%+4,502
LPL FINL HLDGS INC(LPLA)020,476+20,47604,4520.57%+4,452
SEMPRA(SRE)030,062+30,06204,3770.56%+4,377
SELECT SECTOR SPDR TR
ST STR DISCR ETF
025,088+25,08804,2600.54%+4,260
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
055,438+55,43804,1940.54%+4,194
AVERY DENNISON CORP024,211+24,21104,1590.53%+4,159
NORTHROP GRUMMAN CORP(NOC)08,904+8,90404,0590.52%+4,059
NEXTERA ENERGY INC(NEE)054,278+54,27804,0270.51%+4,027
ISHARES TR037,651+37,65104,0180.51%+4,018
ISHARES TR037,633+37,63303,9150.50%+3,915
SPDR SER TR
ST NUVE TERM ETF
082,909+82,90903,9010.50%+3,901
DANAHER CORPORATION(DHR)016,189+16,18903,8850.50%+3,885
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
048,165+48,16503,7800.48%+3,780
ISHARES TR038,041+38,04103,7260.48%+3,726
PEPSICO INC(PEP)020,083+20,08303,7200.48%+3,720
BERKSHIRE HATHAWAY INC DEL010,644+10,64403,6300.46%+3,630
MATADOR RES CO(MTDR)069,257+69,25703,6240.46%+3,624
AMERICAN ELEC PWR CO INC040,769+40,76903,4330.44%+3,433
SELECT SECTOR SPDR TR
ST STR CARE ETF
025,624+25,62403,4010.43%+3,401
ZOETIS INC(ZTS)019,423+19,42303,3450.43%+3,345
LOCKHEED MARTIN CORP(LMT)07,191+7,19103,3110.42%+3,311
SYSCO CORP(SYY)044,340+44,34003,2900.42%+3,290
UNION PAC CORP(UNP)015,310+15,31003,1330.40%+3,133
M/I HOMES INC(MHO)034,281+34,28102,9890.38%+2,989
ELEVANCE HEALTH INC(ELV)06,385+6,38502,8370.36%+2,837
ISHARES TR030,158+30,15802,8130.36%+2,813
SELECT SECTOR SPDR TR
ST STR SVC ETF
042,088+42,08802,7390.35%+2,739
CBRE GROUP INC(CBRE)032,772+32,77202,6450.34%+2,645
ISHARES TR035,105+35,10502,5450.33%+2,545
ISHARES TR022,942+22,94202,5410.32%+2,541
SPDR SER TR
ST SHOR CORP ETF
082,214+82,21402,4200.31%+2,420
ISHARES TR05,396+5,39602,4050.31%+2,405
NUCOR CORP(NUE)014,639+14,63902,4010.31%+2,401
ISHARES TR09,282+9,28202,2620.29%+2,262
NELNET INC(NNI)023,388+23,38802,2560.29%+2,256
COMCAST CORP NEW(CCZ)053,426+53,42602,2200.28%+2,220
COSTCO WHSL CORP NEW(COST)03,934+3,93402,1180.27%+2,118
AMERICAN TOWER CORP NEW(AMT)010,865+10,86502,1070.27%+2,107
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0154,484+154,48402,1020.27%+2,102
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
091,996+91,99602,0470.26%+2,047
CONOCOPHILLIPS(COP)019,622+19,62202,0330.26%+2,033
ISHARES TR018,529+18,52901,9820.25%+1,982
SPDR S&P 500 ETF TR(SPY)04,442+4,44201,9690.25%+1,969
SPDR SER TR
ST STR SP REGBNK
047,352+47,35201,9330.25%+1,933
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