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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 Q1 2024 · Filed May 1, 2024 · Accession 0000810384-24-000003

Total Value
$841.5M
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT89,222$37.5M4.46%
2NVIDIA CORPORATIONNVDA31,626$28.6M3.40%
3APPLE INCAAPL143,557$24.6M2.93%
4ALPHABET INCGOOG161,031$24.3M2.89%
5JPMORGAN CHASE & COVYLD81,398$16.3M1.94%
6ISHARES GOLD TRIAU363,209$15.3M1.81%
7WALMART INCWMT215,064$12.9M1.54%
8HOME DEPOT INCHD32,510$12.5M1.48%
9AMAZON COM INCAMZN68,540$12.4M1.47%
10CATERPILLAR INCCAT32,775$12.0M1.43%
11PROCTER AND GAMBLE CO74271810971,790$11.6M1.38%
12ELI LILLY & COLLY14,895$11.6M1.38%
13ISHARES TR464288646221,122$11.3M1.35%
14MASTERCARD INCORPORATEDMA23,297$11.2M1.33%
15MCDONALDS CORPMCD39,760$11.2M1.33%
16ENOVA INTL INC29357K103177,328$11.1M1.32%
17ISHARES TR464287457135,549$11.1M1.32%
18UNITEDHEALTH GROUP INCUNH22,176$11.0M1.30%
19SELECT SECTOR SPDR TR81369Y80352,304$10.9M1.29%
20NOVA LTDNVMI54,479$9.7M1.15%
21META PLATFORMS INCMETA19,404$9.4M1.12%
22INSIGHT ENTERPRISES INCNSIT48,459$9.0M1.07%
23UNITED RENTALS INCURI12,404$8.9M1.06%
24CHEVRON CORP NEWCVX54,690$8.6M1.03%
25EATON CORP PLCETN27,458$8.6M1.02%
26ISHARES TR46429B655166,000$8.5M1.01%
27ISHARES TR46428765538,922$8.2M0.97%
28BLACKROCK INCBLK9,608$8.0M0.95%
29JABIL INCJBL59,008$7.9M0.94%
30BROADCOM INCAVGO5,954$7.9M0.94%
31VALERO ENERGY CORPVLO45,748$7.8M0.93%
32ASML HOLDING N VASMLF8,046$7.8M0.93%
33DECKERS OUTDOOR CORPDECK7,862$7.4M0.88%
34ABBOTT LABSABLZF64,348$7.3M0.87%
35GALLAGHER ARTHUR J & CO36357610929,129$7.3M0.87%
36JOHNSON & JOHNSONJNJ45,991$7.3M0.86%
37ABBVIE INCABBV39,190$7.1M0.85%
38GOLDMAN SACHS GROUP INCGSCE17,017$7.1M0.84%
39ISHARES TR46428866156,713$6.6M0.78%
40ASTRAZENECA PLCAZN94,838$6.4M0.76%
41T-MOBILE US INCTMUSZ37,364$6.1M0.72%
42ISHARES TR464288638117,994$6.1M0.72%
43M/I HOMES INCMHO43,878$6.0M0.71%
44INVESCO ACTIVELY MANAGED ETFIVZ233,326$5.9M0.70%
45ACCENTURE PLC IRELANDACN16,531$5.7M0.68%
46ISHARES TR46428717651,505$5.5M0.66%
47ISHARES TR46428743257,393$5.4M0.65%
48ISHARES TR46428867948,779$5.4M0.64%
49DEERE & CODE12,868$5.3M0.63%
50PROLOGIS INC.PLDGP39,423$5.1M0.61%
51DANAHER CORPORATION23585110220,496$5.1M0.61%
52BERKSHIRE HATHAWAY INC DELBRK-A11,988$5.0M0.60%
53LINDE PLCLIN10,571$4.9M0.58%
54CADENCE DESIGN SYSTEM INCCDNS15,754$4.9M0.58%
55AVERY DENNISON CORPAVY21,150$4.7M0.56%
56VANGUARD INDEX FDS92290861124,001$4.6M0.55%
57ISHARES TR46428722646,286$4.5M0.54%
58MATADOR RES COMTDR67,719$4.5M0.54%
59ISHARES TR46436E130176,350$4.5M0.53%
60SELECT SECTOR SPDR TR81369Y40724,026$4.4M0.53%
61ISHARES TR46436E296186,546$4.2M0.50%
62LOCKHEED MARTIN CORPLMT8,947$4.1M0.48%
63ISHARES TR46434V86079,765$4.0M0.48%
64VANGUARD SCOTTSDALE FDS92206C40951,397$4.0M0.47%
65SEMPRASREA54,833$3.9M0.47%
66LPL FINL HLDGS INC50212V10014,697$3.9M0.46%
67ISHARES TR46428858841,117$3.8M0.45%
68UNION PAC CORPUNP15,072$3.7M0.44%
69VANGUARD SCOTTSDALE FDS92206C70663,014$3.7M0.44%
70ZOETIS INCZTS21,393$3.6M0.43%
71ISHARES TR46428815833,790$3.5M0.42%
72ENCORE WIRE CORPECR13,385$3.5M0.42%
73SPDR SER TR78468R73973,580$3.5M0.41%
74ISHARES TR46429B74734,568$3.4M0.41%
75ELEVANCE HEALTH INCELV6,618$3.4M0.41%
76AMERICAN ELEC PWR CO INC02553710138,790$3.3M0.40%
77SELECT SECTOR SPDR TR81369Y20922,601$3.3M0.40%
78PEPSICO INCPEP18,885$3.3M0.39%
79THE CIGNA GROUP1255231008,881$3.2M0.38%
80THERMO FISHER SCIENTIFIC INCTMO5,523$3.2M0.38%
81ISHARES TR46428744033,877$3.2M0.38%
82SYSCO CORPSYY39,091$3.2M0.38%
83CBRE GROUP INCCBRE32,040$3.1M0.37%
84NEXTERA ENERGY INCNEE-PW48,537$3.1M0.37%
85SELECT SECTOR SPDR TR81369Y85235,802$2.9M0.35%
86COSTCO WHSL CORP NEW22160K1053,796$2.8M0.33%
87NORTHROP GRUMMAN CORPNOC5,795$2.8M0.33%
88VANGUARD SCOTTSDALE FDS92206C81334,671$2.7M0.32%
89BANCORP INC DELTBBK80,826$2.7M0.32%
90NUCOR CORPNUE13,624$2.7M0.32%
91FIRST TR EXCH TRADED FD III33740J104126,676$2.5M0.30%
92ISHARES TR4642872004,783$2.5M0.30%
93ISHARES TR46428841423,140$2.5M0.30%
94SPDR S&P 500 ETF TRSPY4,706$2.5M0.29%
95CONOCOPHILLIPSCOP19,064$2.4M0.29%
96REGIONS FINANCIAL CORP NEWRF-PF115,172$2.4M0.29%
97INVESCO EXCH TRADED FD TR IIIVZ55,132$2.4M0.28%
98ISHARES TR4642876228,109$2.3M0.28%
99CASEYS GEN STORES INC1475281037,318$2.3M0.28%
100PIPER SANDLER COMPANIESPIPR10,978$2.2M0.26%
101OXFORD INDS INC69149730919,371$2.2M0.26%
102CISCO SYS INCCSCO43,258$2.2M0.26%
103INSTALLED BLDG PRODS INC45780R1017,941$2.1M0.24%
104TJX COS INC NEW87254010920,219$2.1M0.24%
105PC CONNECTION INCCNXN30,158$2.0M0.24%
106NELNET INCNNI20,758$2.0M0.23%
107AMERICAN TOWER CORP NEW03027X1009,810$1.9M0.23%
108COMCAST CORP NEWCCZ44,029$1.9M0.23%
109PRIMERICA INCPRI7,275$1.8M0.22%
110VANGUARD SCOTTSDALE FDS92206C87022,714$1.8M0.22%
111VANGUARD SCOTTSDALE FDS92206C84730,496$1.8M0.21%
112EXXON MOBIL CORPXOM15,509$1.8M0.21%
113SCHWAB STRATEGIC TR80852410229,190$1.8M0.21%
114BEST BUY INCBBY21,637$1.8M0.21%
115INVESCO EXCH TRADED FD TR IIIVZ73,562$1.7M0.21%
116ISHARES TR46428816615,941$1.7M0.20%
117SPDR SER TR78464A47457,314$1.7M0.20%
118DISNEY WALT CO25468710613,915$1.7M0.20%
119PIONEER NAT RES CO7237871076,442$1.7M0.20%
120MGIC INVT CORP WIS55284810374,335$1.7M0.20%
121TRACTOR SUPPLY COTSCO5,784$1.5M0.18%
122WINMARK CORPWINA4,138$1.5M0.18%
123INVESCO ACTVELY MNGD ETC FDIVZ105,045$1.5M0.17%
124CHENIERE ENERGY INCLNG8,758$1.4M0.17%
125DARDEN RESTAURANTS INCDRI8,045$1.3M0.16%
126INTEGER HLDGS CORPITGR11,466$1.3M0.16%
127EVERCORE INCEVR6,777$1.3M0.16%
128GENERAC HLDGS INCGNRC10,301$1.3M0.15%
129ISHARES TR46435U25950,934$1.3M0.15%
130NOVO-NORDISK A SNONOF9,739$1.3M0.15%
131ISHARES TR46428734129,016$1.2M0.15%
132PATRICK INDS INC70334310310,356$1.2M0.15%
133SPDR SER TR78464A88810,970$1.2M0.15%
134ISHARES SILVER TRSLV53,353$1.2M0.14%
135FEDERAL AGRIC MTG CORP3131483066,128$1.2M0.14%
136BOISE CASCADE CO DELBCC7,582$1.2M0.14%
137INVESCO QQQ TRIVZ2,614$1.2M0.14%
138JAMES HARDIE INDS PLC47030M10628,665$1.2M0.14%
139FTI CONSULTING INCFCN5,456$1.1M0.14%
140AMGEN INCAMGN4,025$1.1M0.14%
141ISHARES TR46428780410,210$1.1M0.13%
142CELANESE CORP DELCE6,553$1.1M0.13%
143BRINKER INTL INC10964110022,333$1.1M0.13%
144INGLES MKTS INC45703010414,438$1.1M0.13%
145VISHAY INTERTECHNOLOGY INCVSH48,506$1.1M0.13%
146DONNELLEY FINL SOLUTIONS INC25787G10017,362$1.1M0.13%
147INNOSPEC INCIOSP8,336$1.1M0.13%
148SPDR GOLD TRGLD5,164$1.1M0.13%
149FIRST TR EXCHANGE TRADED FD33734X84618,419$1.0M0.12%
150MERCHANTS BANCORP INDMBINN23,770$1.0M0.12%
151TAIWAN SEMICONDUCTOR MFG LTD8740391007,494$1.0M0.12%
152ISHARES TR4642886539,592$1.0M0.12%
153BOOT BARN HLDGS INCBOOT10,232$973,5750.12%
154OFG BANCORPOFG26,348$969,8700.12%
155ISHARES TR4642875985,205$932,2680.11%
156ASSURED GUARANTY LTDAGO10,369$904,6950.11%
157ISHARES TR46436E16335,794$903,6200.11%
158RADIAN GROUP INCRDN26,984$903,1540.11%
159SPDR SER TR78464A69817,961$903,0790.11%
160LAMB WESTON HLDGS INCLW8,452$900,3920.11%
161SELECT SECTOR SPDR TR81369Y86022,200$877,5660.10%
162ISHARES TR4642876305,515$875,8370.10%
163INNOVIVA INCINVA56,812$865,8150.10%
164SCHWAB STRATEGIC TR80852478912,761$845,5440.10%
165FIRST BANCORP P R31867270648,079$843,3060.10%
166WARRIOR MET COAL INCHCC13,880$842,5160.10%
167COCA COLA CONS INCCOKE966$817,6320.10%
168SCHWAB STRATEGIC TR8085243008,813$817,1410.10%
169HOULIHAN LOKEY INCHLI6,343$813,1090.10%
170SHELL PLCRYDAF11,932$799,9210.10%
171CF INDS HLDGS INC1252691009,520$792,1590.09%
172ARCBEST CORPARCB5,384$767,2200.09%
173DORIAN LPG LTDLPG19,682$756,9700.09%
174GENERAL MLS INC37033410410,666$746,3000.09%
175SELECT SECTOR SPDR TR81369Y7045,825$733,7170.09%
176DYNAVAX TECHNOLOGIES CORP26815820158,854$730,3780.09%
177INVESCO EXCHANGE TRADED FD TIVZ21,701$713,2290.08%
178VIRTUS ETF TR II92790A40529,681$711,1570.08%
179SPDR SER TR78464A3599,610$701,9140.08%
180ISHARES TR4642888856,555$680,3430.08%
181DIGITAL RLTY TR INC2538681034,718$679,5810.08%
182CENTRAL GARDEN & PET COCENTA18,135$669,5440.08%
183HILLENBRAND INC43157110813,225$665,0850.08%
184ISHARES TR4642894383,343$652,2190.08%
185UNITED THERAPEUTICS CORP DELUTHR2,823$648,5000.08%
186PETROLEO BRASILEIRO SA PETRO71654V40842,547$647,1400.08%
187ISHARES TR46435U28325,540$642,8420.08%
188PHOTRONICS INCPLAB22,644$641,2780.08%
189SCHWAB STRATEGIC TR80852475517,967$639,8050.08%
190VANECK ETF TRUST92189H20113,662$635,4200.08%
191BOYD GAMING CORPBYD9,294$625,6720.07%
192ISHARES TR46436E20527,340$623,8990.07%
193UNITED STS LIME & MINERALS IUNTCW2,070$617,1500.07%
194WESCO INTL INC95082P1053,579$613,0110.07%
195RADIUS RECYCLING INC80688210627,448$579,9760.07%
196CLEVELAND-CLIFFS INC NEWCLF24,745$562,7010.07%
197NETFLIX INCNFLX924$561,1730.07%
198ISHARES TR46428723413,604$558,8520.07%
199CIVITAS RESOURCES INC17888H1037,352$558,0900.07%
200ISHARES TR4642872425,093$554,7300.07%
201WESTLAKE CORPORATIONWLK3,625$553,9000.07%
202HF SINCLAIR CORPDINO8,970$541,5190.06%
203SPDR SER TR78464A7634,095$537,4280.06%
204AMERICAN EQTY INVT LIFE HLD0256762069,462$531,9540.06%
205LXP INDUSTRIAL TRUSTLXP-PC58,946$531,6930.06%
206INVESCO EXCHANGE TRADED FD TIVZ10,314$526,2200.06%
207VANGUARD ADMIRAL FDS INC9219328445,753$522,3720.06%
208ISHARES TR4642875649,000$519,3000.06%
209OTTER TAIL CORPOTTR5,976$516,3260.06%
210CRA INTL INC12618T1053,450$516,0510.06%
211CROCS INCCROX3,546$509,9150.06%
212MAGNOLIA OIL & GAS CORPMGY19,228$498,9670.06%
213SELECT SECTOR SPDR TR81369Y60511,768$495,6680.06%
214CONCENTRIX CORPCNXC7,404$490,2930.06%
215VANGUARD MUN BD FDS9229077469,593$485,4060.06%
216ISHARES TR4642874656,055$483,5520.06%
217SOUTHSTATE CORPORATIONSSB5,657$481,0150.06%
218HAVERTY FURNITURE COS INC41959610113,983$477,1000.06%
219SHOE CARNIVAL INCSCVL12,950$474,4880.06%
220NUVEEN MUN VALUE FD INCNU54,116$471,3500.06%
221CENTURY CMNTYS INC1565043004,769$460,2090.05%
222SIGA TECHNOLOGIES INCSIGA53,546$458,3540.05%
223CORCEPT THERAPEUTICS INCCORT18,155$457,3240.05%
224JANUS DETROIT STR TR47103U8529,964$449,3760.05%
225GRAPHIC PACKAGING HLDG COGPK15,296$446,3370.05%
226PORTLAND GEN ELEC CO73650884710,527$442,1340.05%
227LAM RESEARCH CORPLRCX452$439,1500.05%
228NATIONAL STORAGE AFFILIATESNSA-PB11,048$432,6400.05%
229VANECK ETF TRUST92189F41125,217$426,1670.05%
230DIGITALBRIDGE GROUP INCDBRG-PJ22,011$424,1520.05%
231ACCO BRANDS CORPACCO74,997$420,7330.05%
232ISHARES TR4642895118,117$418,1070.05%
233AVNET INCAVT8,306$411,8110.05%
234ISHARES TR46436E87416,775$401,5940.05%
235WISDOMTREE TRWT9,162$399,0970.05%
236MODINE MFG CO6078281004,078$388,1850.05%
237SELECT SECTOR SPDR TR81369Y8865,776$379,1940.05%
238EZCORP INCEZPW33,230$376,4960.04%
239ISHARES TR46434VBD115,115$375,0030.04%
240AGREE RLTY CORP0084921006,550$374,1360.04%
241SCHWAB CHARLES CORPSCHW-PJ5,154$372,8400.04%
242EPLUS INCPLUS4,684$367,8810.04%
243AMERICAN FINL GROUP INC OHIO0259321042,647$361,2630.04%
244POTLATCHDELTIC CORPORATION7376301037,626$358,5750.04%
245OPTION CARE HEALTH INCOPCH10,570$354,5180.04%
246IDACORP INCIDA3,778$350,9380.04%
247ALLEGIANT TRAVEL COALGT4,637$348,7490.04%
248ANDERSONS INCANDE6,032$346,0560.04%
249V2X INCVVX7,334$342,5710.04%
250ISHARES TR4642886123,260$338,9750.04%
251YETI HLDGS INCYETI8,752$337,3900.04%
252NATIONAL HEALTHCARE CORPNHC3,569$337,3060.04%
253SCHWAB STRATEGIC TR80852470613,238$334,2600.04%
254AXOS FINANCIAL INCAX6,174$333,6430.04%
255AXCELIS TECHNOLOGIES INCACLS2,968$330,9910.04%
256BEAZER HOMES USA INCBZH10,080$330,6240.04%
257PROGRESS SOFTWARE CORP7433121005,975$318,5270.04%
258AMN HEALTHCARE SVCS INC0017441015,068$316,8010.04%
259VITAL ENERGY INC5168062055,912$310,6160.04%
260CAMBRIA ETF TR1320612014,144$303,6310.04%
261UFP TECHNOLOGIES INCUFPT1,193$300,8750.04%
262ISHARES TR46436E59315,350$298,0970.04%
263ISHARES INC4642865097,758$296,9760.04%
264ISHARES TR46436E82513,696$294,4640.03%
265MARRIOTT VACATIONS WORLDWIDEVAC2,687$289,4710.03%
266ELTEK LTDELTK25,907$288,6040.03%
267TERRENO RLTY CORP88146M1014,227$280,6730.03%
268ISHARES TR46435U32511,000$277,9700.03%
269COHU INCCOHU8,183$272,7390.03%
270HEALTHPEAK PROPERTIES INCDOC14,247$267,1310.03%
271CHORD ENERGY CORPORATIONCHRD1,491$265,7560.03%
272ISHARES TR46435UAA911,100$264,1800.03%
273NUVEEN PFD & INCOME OPPORTUNNU36,500$262,4350.03%
274FEDERATED HERMES INCFHI7,198$259,9920.03%
275XENIA HOTELS & RESORTS INCXHR17,054$255,9810.03%
276ISHARES TR46436E72611,950$255,7300.03%
277TRANSCAT INCTRNS2,256$251,3860.03%
278ISHARES TR4642886204,755$241,4110.03%
279TARGET CORPTGT1,352$239,5880.03%
280ISHARES TR46435G1022,944$235,0200.03%
281STAG INDL INC85254J1026,040$232,1780.03%
282VISHAY PRECISION GROUP INCVPG6,514$230,1400.03%
283INVESCO EXCH TRADED FD TR IIIVZ9,776$229,2960.03%
284SPDR SER TR78464A6311,591$223,5510.03%
285ACME UTD CORP0048161044,755$223,4370.03%
286NUVEEN MUNICIPAL CREDIT INCNU18,248$223,3560.03%
287ISHARES TR46436E1489,150$222,2540.03%
288ISHARES TR46435U5566,455$221,7290.03%
289WISDOMTREE TRWT5,097$221,2100.03%
290WABASH NATL CORP9295661077,214$215,9870.03%
291SILVERBOW RES INC82836G1026,207$211,9070.03%
292VAREX IMAGING CORPVREX11,676$211,3360.03%
293SSGA ACTIVE ETF TR78467V6084,950$208,4450.02%
294JANUS DETROIT STR TR47103U1003,417$206,6600.02%
295PAR PAC HOLDINGS INCPARR5,474$202,8660.02%
296PURECYCLE TECHNOLOGIES INCPCTTW28,079$174,6510.02%
297ENOVIX CORPORATIONENVX19,563$156,7000.02%
298NUVEEN SELECT MAT MUN FDNU16,607$149,2970.02%
299SABRA HEALTH CARE REIT INCSBRA10,067$148,6900.02%
300VIRCO MFG COVIRC10,503$114,7980.01%
301BOS BETTER ONLINE SOLUTIONSBOSC36,565$111,5230.01%
302ZYMEWORKS INCZYME10,578$111,2810.01%
303ARC DOCUMENT SOLUTIONS INC00191G10335,885$99,4010.01%
304MANHATTAN BRDG CAP INC56280310619,386$98,0930.01%
305AMERICAN SHARED HOSPITAL SVC02959510529,725$87,6890.01%
306EOS ENERGY ENTERPRISES INCEOSE75,466$77,7300.01%
307AXT INCAXTI16,000$73,4400.01%
308GLOBAL SELF STORAGE INCSELF15,600$69,4200.01%
309WILLAMETTE VY VINEYARD INC96913610012,921$67,7060.01%
310CPS TECHNOLOGIES CORPCPSH35,952$66,5110.01%
311NATURAL ALTERNATIVES INTL IN63884230210,022$61,0340.01%
312DATA I O CORPDAIO15,402$54,2150.01%
313CPI AEROSTRUCTURES INCCVU21,579$50,4950.01%
314SURGEPAYS INCSURG13,000$50,0500.01%
315CBAK ENERGY TECHNOLOGY INCCBAT37,000$38,4800.00%
316PHX MINERALS INC69291A10011,000$37,5100.00%
317RAVE RESTAURANT GROUP INCRAVE15,000$32,8500.00%
318GAIA INC NEWGAIA10,600$32,6480.00%
319LUMENT FINANCE TRUST INCLFT-PA10,000$24,9000.00%
320FLEXIBLE SOLUTIONS INTL INCFLEX10,000$18,8000.00%
321SUPERIOR DRILLING PRODS INC86815310715,000$13,7100.00%
322DIXIE GROUP INCDXYN18,331$10,3960.00%