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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

JAMES INVESTMENT RESEARCH INC

Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0000810384-23-000004

Total Value
$782.3M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT101,264$34.5M4.41%
2APPLE INCAAPL156,867$30.4M3.89%
3ALPHABET INCGOOG175,281$21.0M2.68%
4NVIDIA CORPORATIONNVDA40,152$17.0M2.17%
5ISHARES TR464287457176,724$14.3M1.83%
6UNITEDHEALTH GROUP INCUNH29,212$14.0M1.79%
7ISHARES TR464288646277,907$13.9M1.78%
8MCDONALDS CORPMCD46,388$13.8M1.77%
9ISHARES GOLD TRIAU377,209$13.7M1.75%
10JPMORGAN CHASE & COVYLD88,362$12.9M1.64%
11WALMART INCWMT77,167$12.1M1.55%
12ISHARES TR464287432117,096$12.1M1.54%
13PROCTER AND GAMBLE CO74271810975,901$11.5M1.47%
14VANGUARD INDEX FDS92290861168,882$11.4M1.46%
15CHEVRON CORP NEWCVX71,961$11.3M1.45%
16ISHARES TR46428866197,962$11.3M1.44%
17LILLY ELI & COLLY23,163$10.9M1.39%
18HOME DEPOT INCHD34,702$10.8M1.38%
19ENOVA INTL INC29357K103199,172$10.6M1.35%
20ISHARES TR46429B655197,145$10.0M1.28%
21MASTERCARD INCORPORATEDMA25,269$9.9M1.27%
22SELECT SECTOR SPDR TR81369Y80356,866$9.9M1.26%
23ISHARES TR46428744092,429$8.9M1.14%
24CATERPILLAR INCCAT36,120$8.9M1.14%
25AMAZON COM INCAMZN66,264$8.6M1.10%
26ISHARES TR464288638168,020$8.5M1.09%
27JOHNSON & JOHNSONJNJ51,079$8.5M1.08%
28INSIGHT ENTERPRISES INCNSIT54,412$8.0M1.02%
29GALLAGHER ARTHUR J & CO36357610935,866$7.9M1.01%
30ABBOTT LABSABLZF70,994$7.7M0.99%
31ASTRAZENECA PLCAZN105,278$7.5M0.96%
32ASML HOLDING N VASMLF10,363$7.5M0.96%
33ISHARES TR46428717669,416$7.5M0.95%
34BLACKROCK INCBLK10,464$7.2M0.92%
35JABIL INCJBL66,389$7.2M0.92%
36NOVA LTDNVMI58,112$6.8M0.87%
37ISHARES TR46428867958,367$6.4M0.82%
38GOLDMAN SACHS GROUP INCGSCE18,915$6.1M0.78%
39VALERO ENERGY CORPVLO50,189$5.9M0.75%
40ISHARES TR46428765531,060$5.8M0.74%
41INVESCO ACTIVELY MANAGED ETFIVZ232,854$5.8M0.74%
42ABBVIE INCABBV42,742$5.8M0.74%
43T-MOBILE US INCTMUSZ41,026$5.7M0.73%
44UNITED RENTALS INCURI12,715$5.7M0.72%
45INVESCO EXCH TRADED FD TR IIIVZ48,033$5.4M0.70%
46ACCENTURE PLC IRELANDACN17,518$5.4M0.69%
47DEERE & CODE12,916$5.2M0.67%
48EATON CORP PLCETN25,772$5.2M0.66%
49META PLATFORMS INCMETA17,900$5.1M0.66%
50THERMO FISHER SCIENTIFIC INCTMO9,703$5.1M0.65%
51PROLOGIS INC.PLDGP41,115$5.0M0.64%
52BROADCOM INCAVGO5,569$4.8M0.62%
53CADENCE DESIGN SYSTEM INCCDNS20,595$4.8M0.62%
54ISHARES TR46429B74748,688$4.8M0.61%
55DECKERS OUTDOOR CORPDECK8,626$4.6M0.58%
56ISHARES TR46434V86089,665$4.5M0.58%
57LINDE PLCLIN11,815$4.5M0.58%
58LPL FINL HLDGS INC50212V10020,476$4.5M0.57%
59SEMPRASREA30,062$4.4M0.56%
60SELECT SECTOR SPDR TR81369Y40725,088$4.3M0.54%
61VANGUARD SCOTTSDALE FDS92206C40955,438$4.2M0.54%
62AVERY DENNISON CORPAVY24,211$4.2M0.53%
63NORTHROP GRUMMAN CORPNOC8,904$4.1M0.52%
64NEXTERA ENERGY INCNEE-PW54,278$4.0M0.51%
65ISHARES TR46428841437,651$4.0M0.51%
66ISHARES TR46428815837,633$3.9M0.50%
67SPDR SER TR78468R73982,909$3.9M0.50%
68DANAHER CORPORATION23585110216,189$3.9M0.50%
69VANGUARD SCOTTSDALE FDS92206C81348,165$3.8M0.48%
70ISHARES TR46428722638,041$3.7M0.48%
71PEPSICO INCPEP20,083$3.7M0.48%
72BERKSHIRE HATHAWAY INC DELBRK-A10,644$3.6M0.46%
73MATADOR RES COMTDR69,257$3.6M0.46%
74AMERICAN ELEC PWR CO INC02553710140,769$3.4M0.44%
75SELECT SECTOR SPDR TR81369Y20925,624$3.4M0.43%
76ZOETIS INCZTS19,423$3.3M0.43%
77LOCKHEED MARTIN CORPLMT7,191$3.3M0.42%
78SYSCO CORPSYY44,340$3.3M0.42%
79UNION PAC CORPUNP15,310$3.1M0.40%
80M/I HOMES INCMHO34,281$3.0M0.38%
81ELEVANCE HEALTH INCELV6,385$2.8M0.36%
82ISHARES TR46428858830,158$2.8M0.36%
83SELECT SECTOR SPDR TR81369Y85242,088$2.7M0.35%
84CBRE GROUP INCCBRE32,772$2.6M0.34%
85ISHARES TR46428746535,105$2.5M0.33%
86ISHARES TR46428865322,942$2.5M0.32%
87SPDR SER TR78464A47482,214$2.4M0.31%
88ISHARES TR4642872005,396$2.4M0.31%
89NUCOR CORPNUE14,639$2.4M0.31%
90ISHARES TR4642876229,282$2.3M0.29%
91NELNET INCNNI23,388$2.3M0.29%
92COMCAST CORP NEWCCZ53,426$2.2M0.28%
93COSTCO WHSL CORP NEW22160K1053,934$2.1M0.27%
94AMERICAN TOWER CORP NEW03027X10010,865$2.1M0.27%
95INVESCO ACTVELY MNGD ETC FDIVZ154,484$2.1M0.27%
96INVESCO EXCH TRADED FD TR IIIVZ91,996$2.0M0.26%
97CONOCOPHILLIPSCOP19,622$2.0M0.26%
98ISHARES TR46428816618,529$2.0M0.25%
99SPDR S&P 500 ETF TRSPY4,442$2.0M0.25%
100SPDR SER TR78464A69847,352$1.9M0.25%
101OXFORD INDS INC69149730919,223$1.9M0.24%
102REGIONS FINANCIAL CORP NEWRF-PF102,867$1.8M0.23%
103TRACTOR SUPPLY COTSCO8,153$1.8M0.23%
104PFIZER INCPFE47,710$1.8M0.22%
105EXXON MOBIL CORPXOM16,217$1.7M0.22%
106VANGUARD SCOTTSDALE FDS92206C87021,833$1.7M0.22%
107ENCORE WIRE CORPECR9,065$1.7M0.22%
108AMEREN CORPAEE20,404$1.7M0.21%
109DARDEN RESTAURANTS INCDRI9,362$1.6M0.20%
110TJX COS INC NEW87254010918,228$1.5M0.20%
111PIONEER NAT RES CO7237871077,350$1.5M0.19%
112INGLES MKTS INC45703010417,839$1.5M0.19%
113PIPER SANDLER COMPANIESPIPR11,242$1.5M0.19%
114BEST BUY INCBBY17,289$1.4M0.18%
115ISHARES TR46428734137,620$1.4M0.18%
116FIRST TR EXCH TRADED FD III33740J10469,974$1.4M0.18%
117CHENIERE ENERGY INCLNG9,103$1.4M0.18%
118PC CONNECTION INCCNXN30,145$1.4M0.17%
119ISHARES SILVER TRSLV63,541$1.3M0.17%
120CF INDS HLDGS INC12526910017,993$1.2M0.16%
121ALLSTATE CORPALL-PJ10,904$1.2M0.15%
122AMN HEALTHCARE SVCS INC00174410110,866$1.2M0.15%
123FIRST TR EXCHANGE TRADED FD33734X84625,151$1.1M0.15%
124SPDR GOLD TRGLD6,371$1.1M0.15%
125ISHARES TR4642876307,920$1.1M0.14%
126ISHARES TR46428780410,807$1.1M0.14%
127FTI CONSULTING INCFCN5,456$1.0M0.13%
128ISHARES TR4642875986,536$1.0M0.13%
129SCHWAB CHARLES CORPSCHW-PJ17,985$1.0M0.13%
130FEDERAL AGRIC MTG CORP3131483067,073$1.0M0.13%
131INTEGER HLDGS CORPITGR11,465$1.0M0.13%
132JAMES HARDIE INDS PLC47030M10636,720$987,4010.13%
133DOLLAR GEN CORP NEW2566771055,788$982,6870.13%
134INNOVIVA INCINVA76,812$977,8170.12%
135SCHNITZER STEEL INDS INC80688210632,254$967,2970.12%
136SPDR SER TR78464A88811,927$957,7380.12%
137INNOSPEC INCIOSP9,512$955,3850.12%
138DONNELLEY FINL SOLUTIONS INC25787G10020,924$952,6700.12%
139BANCORP INC DELTBBK28,562$932,5490.12%
140AMGEN INCAMGN4,085$906,9520.12%
141CELANESE CORP DELCE7,744$896,7610.11%
142BOISE CASCADE CO DELBCC9,443$853,1750.11%
143AMERICAN EQTY INVT LIFE HLD02567620616,121$840,0650.11%
144EVERCORE INCEVR6,774$837,1990.11%
145GENERAC HLDGS INCGNRC5,575$831,4000.11%
146PATRICK INDS INC70334310310,351$828,0800.11%
147SELECT SECTOR SPDR TR81369Y86021,417$807,2070.10%
148RADIAN GROUP INCRDN31,887$806,1030.10%
149VANECK ETF TRUST92189H20117,150$790,1010.10%
150DIGITAL RLTY TR INC2538681036,891$784,6780.10%
151WINMARK CORPWINA2,324$772,6600.10%
152SIMPLIFY EXCHANGE TRADED FUN82889N85512,267$770,1220.10%
153AMERICAN WTR WKS CO INC NEW0304201035,362$765,4260.10%
154SCHWAB STRATEGIC TR80852410214,695$759,7320.10%
155SUPER MICRO COMPUTER INCSMCI2,968$739,7740.09%
156BRINKER INTL INC10964110019,539$715,1270.09%
157INVESCO EXCHANGE TRADED FD TIVZ22,123$691,9740.09%
158OFG BANCORPOFG26,348$687,1560.09%
159INVESCO EXCHANGE TRADED FD TIVZ2,330$685,2300.09%
160ISHARES TR4642888857,180$685,0440.09%
161HILLENBRAND INC43157110813,224$678,1270.09%
162MERCHANTS BANCORP INDMBINN26,278$672,1910.09%
163MGIC INVT CORP WIS55284810341,646$657,5900.08%
164INVESCO QQQ TRIVZ1,776$656,0900.08%
165HAVERTY FURNITURE COS INC41959610121,608$652,9940.08%
166SIMPLIFY EXCHANGE TRADED FUN82889N65728,738$651,7780.08%
167SSGA ACTIVE ETF TR78467V60815,565$651,7070.08%
168ISHARES TR4642894384,041$640,7410.08%
169SELECT SECTOR SPDR TR81369Y7045,837$626,4270.08%
170HOULIHAN LOKEY INCHLI6,338$623,0890.08%
171COCA COLA CONS INCCOKE966$614,3950.08%
172CONCENTRIX CORPCNXC7,576$611,7620.08%
173DISNEY WALT CO2546871066,837$610,4070.08%
174SCHWAB STRATEGIC TR80852475518,347$592,4250.08%
175FIRST BANCORP P R31867270648,062$587,3180.08%
176PHOTRONICS INCPLAB22,644$583,9890.07%
177ASSURED GUARANTY LTDAGO10,369$578,5900.07%
178LXP INDUSTRIAL TRUSTLXP-PC58,946$574,7240.07%
179SPDR SER TR78464A7634,568$559,9450.07%
180HF SINCLAIR CORPDINO12,232$545,6700.07%
181WARRIOR MET COAL INCHCC13,871$540,2750.07%
182SCHWAB STRATEGIC TR8085247899,459$536,7070.07%
183CENTRAL GARDEN & PET COCENTA14,620$533,0450.07%
184DYNAVAX TECHNOLOGIES CORP26815820141,235$532,7560.07%
185ISHARES TR46428723413,451$532,1220.07%
186ARCBEST CORPARCB5,384$531,9390.07%
187ISHARES TR4642872424,829$522,2080.07%
188NUVEEN SELECT MAT MUN FDNU56,809$511,2810.07%
189CIVITAS RESOURCES INC17888H1037,352$510,0080.07%
190DORIAN LPG LTDLPG19,682$504,8430.06%
191ISHARES TR4642875649,000$500,1300.06%
192PORTLAND GEN ELEC CO73650884710,527$492,9790.06%
193PDC ENERGY INC69327R1016,848$487,1670.06%
194VANGUARD MUN BD FDS9229077469,650$484,6230.06%
195OTTER TAIL CORPOTTR5,978$472,0230.06%
196ISHARES TR4642886124,469$459,8600.06%
197WESCO INTL INC95082P1052,514$450,1570.06%
198UNITED STS LIME & MINERALS IUNTCW2,070$432,4020.06%
199AGREE RLTY CORP0084921006,550$428,3050.05%
200AVNET INCAVT8,299$418,6850.05%
201NUVEEN MUN VALUE FD INCNU48,116$418,6090.05%
202CLEVELAND-CLIFFS INC NEWCLF24,745$414,7260.05%
203CORCEPT THERAPEUTICS INCCORT18,165$404,1710.05%
204POTLATCHDELTIC CORPORATION7376301037,644$403,9850.05%
205SELECT SECTOR SPDR TR81369Y60511,926$402,0250.05%
206MAGNOLIA OIL & GAS CORPMGY19,213$401,5520.05%
207SCHWAB STRATEGIC TR80852470616,273$400,8040.05%
208UTAH MED PRODS INC9174881084,292$400,0140.05%
209NETFLIX INCNFLX907$399,5240.05%
210ACCO BRANDS CORPACCO74,997$390,7340.05%
211IDACORP INCIDA3,776$387,4180.05%
212BOYD GAMING CORPBYD5,480$380,1480.05%
213SOUTHSTATE CORPORATIONSSB5,655$372,0990.05%
214TARGET CORPTGT2,787$367,6050.05%
215CENTURY CMNTYS INC1565043004,769$365,4010.05%
216V2X INCVVX7,334$363,4730.05%
217CRA INTL INC12618T1053,450$351,9000.04%
218SCHWAB STRATEGIC TR8085243004,638$347,6180.04%
219VIRTUS ETF TR II92790A40514,604$344,2270.04%
220OPTION CARE HEALTH INCOPCH10,564$343,2240.04%
221COHU INCCOHU8,183$340,0850.04%
222MARRIOTT VACATIONS WORLDWIDEVAC2,686$329,6260.04%
223AMERICAN FINL GROUP INC OHIO0259321042,646$314,2130.04%
224ALLEGIANT TRAVEL COALGT2,416$305,0920.04%
225SHOE CARNIVAL INCSCVL12,950$304,0660.04%
226VANGUARD ADMIRAL FDS INC9219328443,684$303,2640.04%
227OLD DOMINION FREIGHT LINE INODFL819$302,8250.04%
228PHYSICIANS RLTY TR71943U10421,125$295,5390.04%
229ANDERSONS INCANDE6,032$278,3770.04%
230EZCORP INCEZPW33,213$278,3250.04%
231VAREX IMAGING CORPVREX11,670$275,0620.04%
232INVESCO EXCHANGE TRADED FD TIVZ1,965$271,0130.03%
233SIGA TECHNOLOGIES INCSIGA53,546$270,4070.03%
234SPDR SER TR78464A3593,825$267,5590.03%
235VITAL ENERGY INC5168062055,912$266,9270.03%
236ISHARES TR4642886878,600$265,9980.03%
237EPLUS INCPLUS4,684$263,7090.03%
238INVESCO EXCH TRADED FD TR IIIVZ6,330$261,7460.03%
239INVESCO EXCH TRADED FD TR IIIVZ11,307$260,9660.03%
240YETI HLDGS INCYETI6,710$260,6160.03%
241LAM RESEARCH CORPLRCX402$258,4300.03%
242TERRENO RLTY CORP88146M1014,225$253,9230.03%
243CAPRI HOLDINGS LIMITEDCPRI7,021$251,9840.03%
244ISHARES INC4642865097,000$244,9300.03%
245AXOS FINANCIAL INCAX6,171$243,3840.03%
246ELTEK LTDELTK25,907$242,2300.03%
247VISHAY PRECISION GROUP INCVPG6,514$241,9950.03%
248ISHARES TR4642886204,755$238,1780.03%
249GLACIER BANCORP INC NEWGBCI7,504$233,9000.03%
250PROGRESS SOFTWARE CORP7433121004,023$233,7360.03%
251INTEST CORPINTT8,511$223,4990.03%
252NATIONAL HEALTHCARE CORPNHC3,566$220,4500.03%
253CADENCE BANK12740C10311,065$217,3170.03%
254CAMBRIA ETF TR1320612013,542$216,6640.03%
255STAG INDL INC85254J1026,035$216,5360.03%
256STANDARD MTR PRODS INC8536661055,733$215,1020.03%
257CLEARWAY ENERGY INCCWEN-A7,493$214,0000.03%
258NUVEEN MUNICIPAL CREDIT INCNU18,248$212,7720.03%
259ENOVIX CORPORATIONENVX11,654$210,2380.03%
260WISDOMTREE TRWT6,038$210,1220.03%
261XENIA HOTELS & RESORTS INCXHR17,039$209,7500.03%
262CALLON PETE CO DEL13123X5085,935$208,1400.03%
263ENPHASE ENERGY INCENPH1,228$205,6650.03%
264BOS BETTER ONLINE SOLUTIONSBOSC36,565$123,0410.02%
265SABRA HEALTH CARE REIT INCSBRA10,060$118,4060.02%
266ARC DOCUMENT SOLUTIONS INC00191G10335,885$116,2670.01%
267SELECTA BIOSCIENCES INC81621210495,757$107,2480.01%
268CPS TECHNOLOGIES CORPCPSH35,952$100,6660.01%
269MANHATTAN BRDG CAP INC56280310619,386$97,8990.01%
270CPI AEROSTRUCTURES INCCVU21,579$83,9420.01%
271GLOBAL SELF STORAGE INCSELF15,600$78,7800.01%
272AMERICAN SHARED HOSPITAL SVC02959510529,725$75,9590.01%
273WILLAMETTE VY VINEYARD INC96913610012,921$73,6500.01%
274NATURAL ALTERNATIVES INTL IN63884230210,022$72,1580.01%
275DATA I O CORPDAIO15,402$66,0750.01%
276CBAK ENERGY TECHNOLOGY INCCBAT37,000$45,1400.01%
277VIRCO MFG COVIRC10,503$43,7980.01%
278PHX MINERALS INC69291A10011,000$34,3200.00%
279FLEXIBLE SOLUTIONS INTL INCFLEX10,000$26,7000.00%
280GAIA INC NEWGAIA10,600$24,4860.00%
281DIXIE GROUP INCDXYN18,331$24,3800.00%
282LUMENT FINANCE TRUST INCLFT-PA10,000$19,0000.00%
283SUPERIOR DRILLING PRODS INC86815310715,000$18,4500.00%
284KATAPULT HOLDINGS INCKPLTW20,000$18,0000.00%