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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 Q4 2023 · Filed October 31, 2023 · Accession 0000810384-23-000005

Total Value
$757.5M
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT100,885$31.9M4.20%
2APPLE INCAAPL156,763$26.8M3.54%
3ALPHABET INCGOOG174,358$22.8M3.01%
4NVIDIA CORPORATIONNVDA37,735$16.4M2.17%
5ISHARES TR464287457172,564$14.0M1.84%
6UNITEDHEALTH GROUP INCUNH27,118$13.7M1.80%
7ISHARES TR464288646273,229$13.6M1.80%
8ISHARES GOLD TRIAU382,229$13.4M1.77%
9JPMORGAN CHASE & COVYLD87,668$12.7M1.68%
10WALMART INCWMT76,955$12.3M1.62%
11MCDONALDS CORPMCD46,088$12.1M1.60%
12CHEVRON CORP NEWCVX71,278$12.0M1.59%
13PROCTER AND GAMBLE CO74271810975,333$11.0M1.45%
14ELI LILLY & COLLY19,598$10.5M1.39%
15HOME DEPOT INCHD34,542$10.4M1.38%
16ENOVA INTL INC29357K103198,518$10.1M1.33%
17MASTERCARD INCORPORATEDMA25,296$10.0M1.32%
18CATERPILLAR INCCAT35,792$9.8M1.29%
19ISHARES TR46428866184,013$9.5M1.25%
20SELECT SECTOR SPDR TR81369Y80355,399$9.1M1.20%
21AMAZON COM INCAMZN69,016$8.8M1.16%
22JABIL INCJBL67,288$8.5M1.13%
23ISHARES TR46428744092,743$8.5M1.12%
24ISHARES TR46429B655166,270$8.5M1.12%
25GALLAGHER ARTHUR J & CO36357610935,376$8.1M1.06%
26JOHNSON & JOHNSONJNJ50,600$7.9M1.04%
27INSIGHT ENTERPRISES INCNSIT53,595$7.8M1.03%
28ASTRAZENECA PLCAZN104,922$7.1M0.94%
29VALERO ENERGY CORPVLO49,947$7.1M0.93%
30ISHARES TR46428717666,959$6.9M0.92%
31ABBOTT LABSABLZF70,506$6.8M0.90%
32NOVA LTDNVMI60,558$6.8M0.90%
33ISHARES TR46428743275,856$6.7M0.89%
34BLACKROCK INCBLK10,313$6.7M0.88%
35ISHARES TR464288638136,814$6.7M0.88%
36ISHARES TR46428867956,965$6.3M0.83%
37ABBVIE INCABBV42,199$6.3M0.83%
38GOLDMAN SACHS GROUP INCGSCE18,565$6.0M0.79%
39EATON CORP PLCETN27,716$5.9M0.78%
40META PLATFORMS INCMETA19,372$5.8M0.77%
41UNITED RENTALS INCURI12,903$5.7M0.76%
42T-MOBILE US INCTMUSZ40,616$5.7M0.75%
43ISHARES TR46428765532,176$5.7M0.75%
44ASML HOLDING N VASMLF9,259$5.5M0.72%
45ACCENTURE PLC IRELANDACN17,462$5.4M0.71%
46INVESCO EXCH TRADED FD TR IIIVZ146,930$5.4M0.71%
47INVESCO ACTIVELY MANAGED ETFIVZ209,849$5.2M0.69%
48VANGUARD INDEX FDS92290861132,689$5.2M0.69%
49BROADCOM INCAVGO6,063$5.0M0.66%
50DANAHER CORPORATION23585110220,049$5.0M0.66%
51DECKERS OUTDOOR CORPDECK9,527$4.9M0.65%
52DEERE & CODE12,903$4.9M0.64%
53CADENCE DESIGN SYSTEM INCCDNS20,488$4.8M0.63%
54LPL FINL HLDGS INC50212V10019,915$4.7M0.62%
55ISHARES TR46429B74747,751$4.6M0.61%
56PROLOGIS INC.PLDGP40,982$4.6M0.61%
57ISHARES TR46434V86088,757$4.5M0.59%
58LINDE PLCLIN11,860$4.4M0.58%
59AVERY DENNISON CORPAVY23,695$4.3M0.57%
60MATADOR RES COMTDR72,582$4.3M0.57%
61SELECT SECTOR SPDR TR81369Y40725,121$4.0M0.53%
62VANGUARD SCOTTSDALE FDS92206C40952,634$4.0M0.52%
63BERKSHIRE HATHAWAY INC DELBRK-A11,260$3.9M0.52%
64SEMPRASREA57,695$3.9M0.52%
65ISHARES TR46428841437,651$3.9M0.51%
66ISHARES TR46428815837,433$3.9M0.51%
67SPDR SER TR78468R73983,209$3.8M0.51%
68ISHARES TR46428722639,732$3.7M0.49%
69THERMO FISHER SCIENTIFIC INCTMO6,827$3.5M0.46%
70ZOETIS INCZTS19,861$3.5M0.46%
71PEPSICO INCPEP20,044$3.4M0.45%
72VANGUARD SCOTTSDALE FDS92206C81347,182$3.4M0.45%
73SELECT SECTOR SPDR TR81369Y20924,694$3.2M0.42%
74M/I HOMES INCMHO37,745$3.2M0.42%
75UNION PAC CORPUNP15,275$3.1M0.41%
76NEXTERA ENERGY INCNEE-PW53,341$3.1M0.40%
77VANGUARD SCOTTSDALE FDS92206C84754,508$3.0M0.40%
78LOCKHEED MARTIN CORPLMT7,232$3.0M0.39%
79SYSCO CORPSYY43,709$2.9M0.38%
80NORTHROP GRUMMAN CORPNOC6,478$2.9M0.38%
81ELEVANCE HEALTH INCELV6,339$2.8M0.36%
82SELECT SECTOR SPDR TR81369Y85241,843$2.7M0.36%
83AMERICAN ELEC PWR CO INC02553710136,172$2.7M0.36%
84CONOCOPHILLIPSCOP21,451$2.6M0.34%
85ISHARES TR46428858828,333$2.5M0.33%
86CBRE GROUP INCCBRE33,610$2.5M0.33%
87ISHARES TR46428746535,105$2.4M0.32%
88SPDR SER TR78464A47482,214$2.4M0.32%
89COMCAST CORP NEWCCZ53,822$2.4M0.32%
90ISHARES TR4642872005,387$2.3M0.31%
91CISCO SYS INCCSCO42,776$2.3M0.30%
92NUCOR CORPNUE14,576$2.3M0.30%
93COSTCO WHSL CORP NEW22160K1053,902$2.2M0.29%
94SPDR SER TR78464A69852,088$2.2M0.29%
95NELNET INCNNI23,388$2.1M0.28%
96ISHARES TR4642876228,835$2.1M0.27%
97ISHARES TR46428865320,918$2.1M0.27%
98INVESCO EXCH TRADED FD TR IIIVZ90,941$2.0M0.27%
99SPDR S&P 500 ETF TRSPY4,631$2.0M0.26%
100OXFORD INDS INC69149730920,387$2.0M0.26%
101INVESCO ACTVELY MNGD ETC FDIVZ130,044$1.9M0.26%
102ENCORE WIRE CORPECR10,404$1.9M0.25%
103EXXON MOBIL CORPXOM16,116$1.9M0.25%
104ISHARES TR46428816617,870$1.9M0.25%
105REGIONS FINANCIAL CORP NEWRF-PF108,625$1.9M0.25%
106BANCORP INC DELTBBK53,986$1.9M0.25%
107TJX COS INC NEW87254010919,868$1.8M0.23%
108AMERICAN TOWER CORP NEW03027X10010,591$1.7M0.23%
109VANGUARD SCOTTSDALE FDS92206C70630,425$1.7M0.23%
110CHENIERE ENERGY INCLNG10,181$1.7M0.22%
111PIONEER NAT RES CO7237871077,316$1.7M0.22%
112VANGUARD SCOTTSDALE FDS92206C87021,833$1.7M0.22%
113PIPER SANDLER COMPANIESPIPR11,242$1.6M0.22%
114TRACTOR SUPPLY COTSCO8,007$1.6M0.21%
115PC CONNECTION INCCNXN30,145$1.6M0.21%
116AMEREN CORPAEE21,049$1.6M0.21%
117ISHARES TR46428734137,505$1.5M0.20%
118CF INDS HLDGS INC12526910017,781$1.5M0.20%
119FIRST TR EXCH TRADED FD III33740J10469,974$1.4M0.18%
120ISHARES SILVER TRSLV66,111$1.3M0.18%
121SCHWAB CHARLES CORPSCHW-PJ23,691$1.3M0.17%
122DARDEN RESTAURANTS INCDRI8,365$1.2M0.16%
123BEST BUY INCBBY17,131$1.2M0.16%
124DONNELLEY FINL SOLUTIONS INC25787G10020,924$1.2M0.16%
125CASEYS GEN STORES INC1475281034,230$1.1M0.15%
126AMGEN INCAMGN4,184$1.1M0.15%
127SPDR GOLD TRGLD6,388$1.1M0.14%
128FEDERAL AGRIC MTG CORP3131483067,073$1.1M0.14%
129SCHWAB STRATEGIC TR80852410221,882$1.1M0.14%
130INGLES MKTS INC45703010414,438$1.1M0.14%
131FIRST TR EXCHANGE TRADED FD33734X84623,867$1.1M0.14%
132ISHARES TR4642876307,862$1.1M0.14%
133ALLSTATE CORPALL-PJ9,558$1.1M0.14%
134PRIMERICA INCPRI5,433$1.1M0.14%
135INVESCO QQQ TRIVZ2,937$1.1M0.14%
136GENERAC HLDGS INCGNRC9,465$1.0M0.14%
137ISHARES TR46428780410,823$1.0M0.13%
138INNOVIVA INCINVA76,812$997,7880.13%
139ISHARES TR4642875986,506$987,7410.13%
140FTI CONSULTING INCFCN5,456$973,4050.13%
141JAMES HARDIE INDS PLC47030M10637,064$972,5590.13%
142INNOSPEC INCIOSP9,512$972,1260.13%
143CELANESE CORP DELCE7,484$939,3980.12%
144MGIC INVT CORP WIS55284810356,187$937,7610.12%
145EVERCORE INCEVR6,774$933,9990.12%
146PFIZER INCPFE28,026$929,6220.12%
147INTEGER HLDGS CORPITGR11,465$899,2000.12%
148SCHNITZER STEEL INDS INC80688210632,254$898,2740.12%
149SPDR SER TR78464A88811,200$857,5840.11%
150DIGITAL RLTY TR INC2538681036,711$812,1650.11%
151OFG BANCORPOFG26,348$786,7510.10%
152BOISE CASCADE CO DELBCC7,582$781,2490.10%
153PATRICK INDS INC70334310310,351$776,9460.10%
154VANECK ETF TRUST92189H20117,150$756,3150.10%
155MERCHANTS BANCORP INDMBINN26,278$728,4260.10%
156WINMARK CORPWINA1,935$722,0070.10%
157SELECT SECTOR SPDR TR81369Y86021,043$716,9350.09%
158INSTALLED BLDG PRODS INC45780R1015,681$709,5000.09%
159WARRIOR MET COAL INCHCC13,871$708,5310.09%
160BRINKER INTL INC10964110022,333$705,4990.09%
161DYNAVAX TECHNOLOGIES CORP26815820147,090$695,5190.09%
162SUPER MICRO COMPUTER INCSMCI2,512$688,8410.09%
163HOULIHAN LOKEY INCHLI6,338$678,9270.09%
164RADIAN GROUP INCRDN26,984$677,5680.09%
165CIVITAS RESOURCES INC17888H1038,109$655,7750.09%
166SSGA ACTIVE ETF TR78467V60815,565$652,6400.09%
167UNITED THERAPEUTICS CORP DELUTHR2,883$651,1830.09%
168FIRST BANCORP P R31867270648,062$646,9150.09%
169AMERICAN WTR WKS CO INC NEW0304201035,216$645,8970.09%
170INVESCO EXCHANGE TRADED FD TIVZ22,025$630,3560.08%
171ASSURED GUARANTY LTDAGO10,369$627,5320.08%
172HAVERTY FURNITURE COS INC41959610121,608$621,8780.08%
173SCHWAB STRATEGIC TR80852478911,230$618,7010.08%
174COCA COLA CONS INCCOKE966$614,6850.08%
175CONCENTRIX CORPCNXC7,545$604,4300.08%
176SELECT SECTOR SPDR TR81369Y7045,825$590,5390.08%
177CENTRAL GARDEN & PET COCENTA14,584$584,6730.08%
178SCHWAB STRATEGIC TR80852475518,423$583,4560.08%
179ISHARES TR4642894383,786$582,4000.08%
180ISHARES TR4642872425,677$579,1680.08%
181BOYD GAMING CORPBYD9,401$571,8630.08%
182DORIAN LPG LTDLPG19,682$565,4640.07%
183HILLENBRAND INC43157110813,224$559,5070.07%
184ARCBEST CORPARCB5,384$547,2840.07%
185DISNEY WALT CO2546871066,685$541,8190.07%
186HF SINCLAIR CORPDINO9,487$540,0950.07%
187ISHARES TR4642888856,206$535,5780.07%
188LXP INDUSTRIAL TRUSTLXP-PC58,946$524,6190.07%
189WESCO INTL INC95082P1053,579$514,7320.07%
190SCHWAB STRATEGIC TR8085243006,994$508,6040.07%
191AMERICAN EQTY INVT LIFE HLD0256762069,462$507,5420.07%
192CORCEPT THERAPEUTICS INCCORT18,165$494,9050.07%
193VANGUARD MUN BD FDS92290774610,260$493,5060.07%
194ISHARES TR46428723412,951$491,4900.06%
195SPDR SER TR78464A7634,238$487,4120.06%
196NUVEEN SELECT MAT MUN FDNU56,809$481,1730.06%
197AMN HEALTHCARE SVCS INC0017441015,632$479,7340.06%
198PHOTRONICS INCPLAB22,644$457,6350.06%
199OTTER TAIL CORPOTTR5,978$453,8500.06%
200ISHARES TR4642886124,469$452,8440.06%
201ISHARES TR4642875649,000$451,4400.06%
202MAGNOLIA OIL & GAS CORPMGY19,213$440,1700.06%
203ACCO BRANDS CORPACCO74,997$430,4830.06%
204PORTLAND GEN ELEC CO73650884710,527$426,1330.06%
205CALLON PETE CO DEL13123X50810,731$419,7970.06%
206UNITED STS LIME & MINERALS IUNTCW2,070$416,0700.05%
207AVNET INCAVT8,299$399,9290.05%
208NUVEEN MUN VALUE FD INCNU48,116$397,4380.05%
209SELECT SECTOR SPDR TR81369Y60511,888$394,3250.05%
210SCHWAB STRATEGIC TR80852470616,381$392,1610.05%
211CLEVELAND-CLIFFS INC NEWCLF24,745$386,7640.05%
212SOUTHSTATE CORPORATIONSSB5,655$380,9210.05%
213V2X INCVVX7,334$378,8740.05%
214DOLLAR GEN CORP NEW2566771053,548$375,3780.05%
215INVESCO EXCHANGE TRADED FD TIVZ8,871$373,2920.05%
216VIRTUS ETF TR II92790A40515,492$369,9490.05%
217CAPRI HOLDINGS LIMITEDCPRI7,021$369,3750.05%
218UTAH MED PRODS INC9174881084,292$369,1120.05%
219AGREE RLTY CORP0084921006,550$361,8220.05%
220IDACORP INCIDA3,776$353,6220.05%
221NETFLIX INCNFLX935$353,0560.05%
222CRA INTL INC12618T1053,450$347,6220.05%
223POTLATCHDELTIC CORPORATION7376301037,626$346,1440.05%
224OPTION CARE HEALTH INCOPCH10,564$341,7450.05%
225VISHAY INTERTECHNOLOGY INCVSH13,705$338,7880.04%
226OLD DOMINION FREIGHT LINE INODFL819$335,0860.04%
227VANGUARD ADMIRAL FDS INC9219328444,216$328,4860.04%
228VITAL ENERGY INC5168062055,912$327,6430.04%
229YETI HLDGS INCYETI6,710$323,5560.04%
230ISHARES TR46435G1024,359$323,4810.04%
231CENTURY CMNTYS INC1565043004,769$318,4740.04%
232PROGRESS SOFTWARE CORP7433121005,975$314,1660.04%
233SHOE CARNIVAL INCSCVL12,950$311,1890.04%
234ANDERSONS INCANDE6,032$310,7080.04%
235EPLUS INCPLUS4,684$297,5280.04%
236AMERICAN FINL GROUP INC OHIO0259321042,646$295,4790.04%
237WISDOMTREE TRWT8,021$294,8520.04%
238COHU INCCOHU8,183$281,8230.04%
239SIGA TECHNOLOGIES INCSIGA53,546$281,1170.04%
240EZCORP INCEZPW33,213$274,0070.04%
241MARRIOTT VACATIONS WORLDWIDEVAC2,686$270,2920.04%
242SPDR SER TR78464A3593,825$259,3350.03%
243ISHARES TR4642886878,600$259,2900.03%
244PHYSICIANS RLTY TR71943U10421,125$257,5140.03%
245INVESCO EXCH TRADED FD TR IIIVZ11,307$255,1990.03%
246LAM RESEARCH CORPLRCX400$250,7080.03%
247ELTEK LTDELTK25,907$245,3390.03%
248FEDERATED HERMES INCFHI7,198$243,7960.03%
249TERRENO RLTY CORP88146M1014,225$239,9800.03%
250ENOVIX CORPORATIONENVX18,996$238,4000.03%
251ISHARES INC4642865097,000$234,2200.03%
252AXOS FINANCIAL INCAX6,171$233,6340.03%
253TARGET CORPTGT2,111$233,4130.03%
254HERITAGE CRYSTAL CLEAN INC42726M1065,122$232,2830.03%
255CAMBRIA ETF TR1320612013,750$231,9750.03%
256ISHARES TR4642886204,755$228,5730.03%
257NATIONAL HEALTHCARE CORPNHC3,566$228,1530.03%
258TRANSCAT INCTRNS2,256$221,0200.03%
259VAREX IMAGING CORPVREX11,670$219,2790.03%
260VISHAY PRECISION GROUP INCVPG6,514$218,7400.03%
261STAG INDL INC85254J1026,035$208,2680.03%
262INVESCO EXCH TRADED FD TR IIIVZ5,222$204,6500.03%
263EOS ENERGY ENTERPRISES INCEOSE93,741$201,5430.03%
264XENIA HOTELS & RESORTS INCXHR17,039$200,7190.03%
265NUVEEN MUNICIPAL CREDIT INCNU18,248$190,3270.03%
266SABRA HEALTH CARE REIT INCSBRA10,060$140,2360.02%
267PURECYCLE TECHNOLOGIES INCPCTTW23,456$131,5880.02%
268BOS BETTER ONLINE SOLUTIONSBOSC36,565$131,2680.02%
269ARC DOCUMENT SOLUTIONS INC00191G10335,885$114,1140.02%
270SELECTA BIOSCIENCES INC81621210495,757$101,5020.01%
271CPS TECHNOLOGIES CORPCPSH35,952$99,9470.01%
272MANHATTAN BRDG CAP INC56280310619,386$93,0530.01%
273URANIUM ENERGY CORPUEC16,517$85,0630.01%
274VIRCO MFG COVIRC10,503$83,3940.01%
275GLOBAL SELF STORAGE INCSELF15,600$75,8160.01%
276WILLAMETTE VY VINEYARD INC96913610012,921$75,3940.01%
277AMERICAN SHARED HOSPITAL SVC02959510529,725$73,4210.01%
278CPI AEROSTRUCTURES INCCVU21,579$72,0740.01%
279NATURAL ALTERNATIVES INTL IN63884230210,022$65,0430.01%
280DATA I O CORPDAIO15,402$58,6820.01%
281SURGEPAYS INCSURG10,000$46,8000.01%
282PHX MINERALS INC69291A10011,000$40,0400.01%
283AXT INCAXTI16,000$38,4000.01%
284RAVE RESTAURANT GROUP INCRAVE15,000$35,5500.00%
285CBAK ENERGY TECHNOLOGY INCCBAT37,000$30,3030.00%
286GAIA INC NEWGAIA10,600$28,8320.00%
287FLEXIBLE SOLUTIONS INTL INCFLEX10,000$27,2000.00%
288LUMENT FINANCE TRUST INCLFT-PA10,000$20,8000.00%
289DIXIE GROUP INCDXYN18,331$12,6300.00%
290SUPERIOR DRILLING PRODS INC86815310715,000$11,9990.00%