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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 2024 · Filed October 29, 2024 · Accession 0000810384-24-000007

Total Value
$866.6M
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT85,820$36.9M4.26%
2NVIDIA CORPORATIONNVDA268,223$32.6M3.76%
3APPLE INCAAPL136,548$31.8M3.67%
4ALPHABET INCGOOG151,450$25.1M2.90%
5ISHARES GOLD TRIAU360,494$17.9M2.07%
6JPMORGAN CHASE & CO.VYLD79,931$16.9M1.94%
7WALMART INCWMT204,804$16.5M1.91%
8ENOVA INTL INC29357K103172,387$14.4M1.67%
9AMAZON COM INCAMZN67,751$12.6M1.46%
10PROCTER AND GAMBLE CO74271810972,735$12.6M1.45%
11CATERPILLAR INCCAT31,994$12.5M1.44%
12HOME DEPOT INCHD28,845$11.7M1.35%
13MCDONALDS CORPMCD37,578$11.4M1.32%
14MASTERCARD INCORPORATEDMA22,762$11.2M1.30%
15ISHARES TR464288646212,952$11.2M1.29%
16UNITEDHEALTH GROUP INCUNH18,967$11.1M1.28%
17META PLATFORMS INCMETA19,002$10.9M1.26%
18ISHARES TR464287457129,856$10.8M1.25%
19SELECT SECTOR SPDR TR81369Y80347,558$10.7M1.24%
20ELI LILLY & COLLY12,094$10.7M1.24%
21UNITED RENTALS INCURI12,225$9.9M1.14%
22INSIGHT ENTERPRISES INCNSIT45,301$9.8M1.13%
23NOVA LTDNVMI45,687$9.5M1.10%
24BROADCOM INCAVGO54,588$9.4M1.09%
25EATON CORP PLCETN27,338$9.1M1.05%
26BLACKROCK INCBLK8,491$8.1M0.93%
27ISHARES TR46429B655156,201$8.0M0.92%
28GOLDMAN SACHS GROUP INCGSCE15,794$7.8M0.90%
29ISHARES TR46428765534,713$7.7M0.88%
30GALLAGHER ARTHUR J & CO36357610927,084$7.6M0.88%
31T-MOBILE US INCTMUSZ36,478$7.5M0.87%
32ABBVIE INCABBV38,093$7.5M0.87%
33M/I HOMES INCMHO43,808$7.5M0.87%
34CHEVRON CORP NEWCVX48,969$7.2M0.83%
35ISHARES TR46428866159,778$7.1M0.83%
36ABBOTT LABSABLZF59,209$6.8M0.78%
37JOHNSON & JOHNSONJNJ40,985$6.6M0.77%
38DECKERS OUTDOOR CORPDECK40,872$6.5M0.75%
39ASML HOLDING N VASMLF7,809$6.5M0.75%
40ASTRAZENECA PLCAZN83,088$6.5M0.75%
41ISHARES TR464288638114,537$6.2M0.71%
42ISHARES TR46428743262,171$6.1M0.70%
43VALERO ENERGY CORPVLO44,591$6.0M0.69%
44JABIL INCJBL48,315$5.8M0.67%
45ISHARES TR46428744058,456$5.7M0.66%
46BERKSHIRE HATHAWAY INC DELBRK-A12,046$5.5M0.64%
47INVESCO ACTIVELY MANAGED EXCIVZ216,264$5.4M0.63%
48DANAHER CORPORATION23585110219,270$5.4M0.62%
49LOCKHEED MARTIN CORPLMT8,726$5.1M0.59%
50ISHARES TR46428717645,634$5.0M0.58%
51ISHARES TR46428722649,669$5.0M0.58%
52LINDE PLCLIN10,434$5.0M0.57%
53ISHARES TR46428867943,974$4.9M0.56%
54VANGUARD INDEX FDS92290861123,282$4.7M0.54%
55AVERY DENNISON CORPAVY20,569$4.5M0.52%
56ISHARES TR46436E296186,052$4.4M0.50%
57ISHARES TR46436E130163,101$4.3M0.50%
58CBRE GROUP INCCBRE33,853$4.2M0.49%
59CADENCE DESIGN SYSTEM INCCDNS15,143$4.1M0.47%
60AMERICAN ELEC PWR CO INC02553710139,220$4.0M0.46%
61NEXTERA ENERGY INCNEE-PW47,572$4.0M0.46%
62BANCORP INC DELTBBK74,446$4.0M0.46%
63ZOETIS INCZTS20,299$4.0M0.46%
64ISHARES TR46428858841,345$4.0M0.46%
65PROLOGIS INC.PLDGP30,818$3.9M0.45%
66VANGUARD SCOTTSDALE FDS92206C70661,658$3.7M0.43%
67SELECT SECTOR SPDR TR81369Y40718,417$3.7M0.43%
68COSTCO WHSL CORP NEW22160K1054,162$3.7M0.43%
69SELECT SECTOR SPDR TR81369Y20923,882$3.7M0.42%
70ISHARES TR46428815834,386$3.7M0.42%
71UNION PAC CORPUNP14,767$3.6M0.42%
72EXXON MOBIL CORPXOM29,594$3.5M0.40%
73ELEVANCE HEALTH INCELV6,603$3.4M0.40%
74THERMO FISHER SCIENTIFIC INCTMO5,515$3.4M0.39%
75ACCENTURE PLC IRELANDACN9,225$3.3M0.38%
76SELECT SECTOR SPDR TR81369Y85234,663$3.1M0.36%
77PIPER SANDLER COMPANIESPIPR10,976$3.1M0.36%
78THE CIGNA GROUP1255231008,960$3.1M0.36%
79CASEYS GEN STORES INC1475281037,929$3.0M0.34%
80NORTHROP GRUMMAN CORPNOC5,640$3.0M0.34%
81MATADOR RES COMTDR57,759$2.9M0.33%
82VANGUARD SCOTTSDALE FDS92206C81334,271$2.8M0.32%
83VANGUARD SCOTTSDALE FDS92206C40934,600$2.7M0.32%
84REGIONS FINANCIAL CORP NEWRF-PF117,070$2.7M0.32%
85ISHARES TR46429B74726,600$2.7M0.31%
86ISHARES TR46434V86052,719$2.7M0.31%
87SPDR S&P 500 ETF TRSPY4,440$2.5M0.29%
88ISHARES TR4642876227,959$2.5M0.29%
89ISHARES TR46428841422,715$2.5M0.28%
90TJX COS INC NEW87254010920,546$2.4M0.28%
91ISHARES TR46428724221,218$2.4M0.28%
92NELNET INCNNI20,758$2.4M0.27%
93SPDR SER TR78468R73947,892$2.3M0.27%
94FIRST TR EXCHANGE-TRADED FD33740J104114,009$2.3M0.26%
95PC CONNECTION INCCNXN30,152$2.3M0.26%
96INVESCO EXCH TRADED FD TR IIIVZ49,617$2.3M0.26%
97SEMPRASREA26,911$2.3M0.26%
98SCHWAB STRATEGIC TR80852410233,626$2.2M0.26%
99AMERICAN TOWER CORP NEW03027X1009,605$2.2M0.26%
100VANGUARD MUN BD FDS92290774643,445$2.2M0.26%
101ISHARES TR46428865319,430$2.1M0.25%
102BOOT BARN HLDGS INCBOOT12,274$2.1M0.24%
103VANGUARD SCOTTSDALE FDS92206C87024,106$2.0M0.23%
104MGIC INVT CORP WIS55284810378,825$2.0M0.23%
105KONTOOR BRANDS INCKTB24,646$2.0M0.23%
106NUCOR CORPNUE13,314$2.0M0.23%
107ISHARES TR4642872003,423$2.0M0.23%
108INSTALLED BLDG PRODS INC45780R1017,941$2.0M0.23%
109BEST BUY INCBBY18,792$1.9M0.22%
110VANGUARD SCOTTSDALE FDS92206C84731,314$1.9M0.22%
111PRIMERICA INCPRI6,982$1.9M0.21%
112DEERE & CODE4,295$1.8M0.21%
113COCA COLA CONS INCCOKE1,355$1.8M0.21%
114EVERCORE INCEVR6,774$1.7M0.20%
115BRINKER INTL INC10964110022,326$1.7M0.20%
116LPL FINL HLDGS INC50212V1007,275$1.7M0.20%
117HALOZYME THERAPEUTICS INCHALO29,075$1.7M0.19%
118ISHARES TR46428816614,820$1.6M0.19%
119SPDR SER TR78464A47453,811$1.6M0.19%
120INTEGER HLDGS CORPITGR12,290$1.6M0.18%
121GENERAC HLDGS INCGNRC9,952$1.6M0.18%
122TRACTOR SUPPLY COTSCO5,433$1.6M0.18%
123ISHARES SILVER TRSLV54,859$1.6M0.18%
124CHENIERE ENERGY INCLNG8,527$1.5M0.18%
125COMCAST CORP NEWCCZ36,550$1.5M0.18%
126PATRICK INDS INC70334310310,354$1.5M0.17%
127TAIWAN SEMICONDUCTOR MFG LTD8740391008,156$1.4M0.16%
128RYDER SYS INCR9,375$1.4M0.16%
129ISHARES TR46435U25952,885$1.4M0.16%
130SPDR SER TR78464A88810,871$1.4M0.16%
131INGLES MKTS INC45703010418,122$1.4M0.16%
132AMGEN INCAMGN4,109$1.3M0.15%
133INVESCO ACTVELY MNGD ETC FDIVZ96,927$1.3M0.15%
134FTI CONSULTING INCFCN5,645$1.3M0.15%
135INNOVIVA INCINVA65,348$1.3M0.15%
136AT&T INCT-PC57,290$1.3M0.15%
137VANECK ETF TRUST92189H20126,719$1.3M0.14%
138PEPSICO INCPEP7,170$1.2M0.14%
139PFIZER INCPFE41,592$1.2M0.14%
140ISHARES TR46428780410,235$1.2M0.14%
141OFG BANCORPOFG26,348$1.2M0.14%
142INVESCO EXCH TRADED FD TR IIIVZ48,179$1.2M0.14%
143ISHARES TR46428734129,016$1.2M0.14%
144INVESCO QQQ TRIVZ2,387$1.2M0.13%
145FEDERAL AGRIC MTG CORP3131483066,128$1.1M0.13%
146DONNELLEY FINL SOLUTIONS INC25787G10017,362$1.1M0.13%
147SPDR GOLD TRGLD4,686$1.1M0.13%
148ISHARES TR46435UAA946,378$1.1M0.13%
149JAMES HARDIE INDS PLC47030M10627,910$1.1M0.13%
150DARDEN RESTAURANTS INCDRI6,799$1.1M0.13%
151NATIONAL STORAGE AFFILIATESNSA-PB22,704$1.1M0.13%
152SCHWAB STRATEGIC TR80852478915,197$1.1M0.12%
153MERCHANTS BANCORP INDMBINN23,770$1.1M0.12%
154BOISE CASCADE CO DELBCC7,580$1.1M0.12%
155NOVO-NORDISK A SNONOF8,850$1.1M0.12%
156WINMARK CORPWINA2,737$1.0M0.12%
157CONOCOPHILLIPSCOP9,775$1.0M0.12%
158SCHWAB STRATEGIC TR8085243009,874$1.0M0.12%
159FIRST BANCORP P R31867270648,060$1.0M0.12%
160UNITED STS LIME & MINERALS IUNTCW10,350$1.0M0.12%
161UNITED THERAPEUTICS CORP DELUTHR2,809$1.0M0.12%
162FIRST TR EXCHANGE TRADED FD33734X84616,937$1.0M0.12%
163HOULIHAN LOKEY INCHLI6,341$1.0M0.12%
164CISCO SYS INCCSCO18,637$991,8610.11%
165SPDR SER TR78464A69817,281$978,1050.11%
166SELECT SECTOR SPDR TR81369Y86021,838$975,5030.11%
167CENTRAL GARDEN & PET COCENTA30,302$951,4830.11%
168INNOSPEC INCIOSP8,336$942,7180.11%
169RADIAN GROUP INCRDN26,971$935,6240.11%
170ISHARES TR4642876305,580$930,8560.11%
171ISHARES TR4642875984,777$906,6750.10%
172WARRIOR MET COAL INCHCC13,875$886,6130.10%
173ISHARES TR46436E16333,630$857,2290.10%
174CORCEPT THERAPEUTICS INCCORT18,149$839,9360.10%
175SHELL PLCRYDAF12,614$831,8930.10%
176CELANESE CORP DELCE6,108$830,4500.10%
177ASSURED GUARANTY LTDAGO10,365$824,2250.10%
178AGREE RLTY CORP00849210010,821$815,1460.09%
179CF INDS HLDGS INC1252691009,369$803,8600.09%
180WISDOMTREE INCWT79,720$796,4030.09%
181INVESCO EXCHANGE TRADED FD TIVZ20,842$791,9960.09%
182SELECT SECTOR SPDR TR81369Y7045,825$788,9380.09%
183GENERAL MLS INC37033410410,325$762,5010.09%
184DYNAVAX TECHNOLOGIES CORP26815820167,134$747,8730.09%
185ISHARES TR4642888856,906$743,4310.09%
186DIGITAL RLTY TR INC2538681034,419$715,1270.08%
187WISDOMTREE TRWT13,947$703,7660.08%
188DORIAN LPG LTDLPG19,836$682,7550.08%
189ISHARES TR46435U28325,540$649,9930.08%
190OTTER TAIL CORPOTTR8,302$648,8840.07%
191WESCO INTL INC95082P1053,854$647,3950.07%
192NETFLIX INCNFLX912$646,8540.07%
193ISHARES TR46436E20527,340$642,7630.07%
194ISHARES TR4642894382,895$637,0450.07%
195SPDR SER TR78464A7634,370$620,7150.07%
196VIRTUS ETF TR II92790A40526,033$619,5850.07%
197FORESTAR GROUP INCFOR18,955$613,5730.07%
198DISNEY WALT CO2546871066,322$608,1130.07%
199ISHARES TR46434VBD124,115$605,2870.07%
200CRA INTL INC12618T1053,450$604,8540.07%
201ISHARES TR4642875649,000$593,1900.07%
202ARCBEST CORPARCB5,384$583,8950.07%
203PHOTRONICS INCPLAB23,038$570,4210.07%
204SHOE CARNIVAL INCSCVL12,950$567,8580.07%
205SCHWAB STRATEGIC TR80852475515,007$560,8120.06%
206YETI HLDGS INCYETI13,445$551,6480.06%
207SUPERNUS PHARMACEUTICALS INCSUPN17,644$550,1400.06%
208SOUTHSTATE CORPORATIONSSB5,657$549,7470.06%
209MODINE MFG CO6078281004,078$541,5180.06%
210CROCS INCCROX3,696$535,2180.06%
211WESTLAKE CORPORATIONWLK3,559$534,8820.06%
212TERRENO RLTY CORP88146M1018,001$534,7070.06%
213SELECT SECTOR SPDR TR81369Y60511,693$529,9270.06%
214DIGITALBRIDGE GROUP INCDBRG-PJ36,339$513,4700.06%
215RADIUS RECYCLING INC80688210627,447$508,8670.06%
216ISHARES TR4642874656,055$506,3800.06%
217PORTLAND GEN ELEC CO73650884710,524$504,1000.06%
218BEAZER HOMES USA INCBZH14,463$494,2010.06%
219CENTURY CMNTYS INC1565043004,769$491,1120.06%
220NUVEEN MUN VALUE FD INCNU54,116$488,1260.06%
221ISHARES TR46428723410,604$486,2990.06%
222ANDERSONS INCANDE9,478$475,2270.05%
223MAGNOLIA OIL & GAS CORPMGY19,223$469,4260.05%
224SELECT SECTOR SPDR TR81369Y8865,776$466,5850.05%
225EPLUS INCPLUS4,684$460,6250.05%
226INVESCO EXCHANGE TRADED FD TIVZ6,866$454,4610.05%
227GRAPHIC PACKAGING HLDG COGPK15,288$452,3720.05%
228AVNET INCAVT8,304$450,9900.05%
229NATIONAL HEALTHCARE CORPNHC3,568$448,7470.05%
230INGREDION INCINGR3,205$440,4630.05%
231IDACORP INCIDA4,208$433,8030.05%
232EZCORP INCEZPW38,608$432,7960.05%
233VISHAY INTERTECHNOLOGY INCVSH22,628$427,8950.05%
234VANECK ETF TRUST92189F41125,752$426,4530.05%
235JANUS DETROIT STR TR47103U8529,081$423,6290.05%
236BUCKLE INCBKE9,511$418,1990.05%
237AXCELIS TECHNOLOGIES INCACLS3,976$416,8840.05%
238ACCO BRANDS CORPACCO74,997$410,2340.05%
239V2X INCVVX7,334$409,6770.05%
240URBAN OUTFITTERS INCURBN10,521$403,0600.05%
241ISHARES TR46436E87416,775$402,6000.05%
242PROGRESS SOFTWARE CORP7433121005,974$402,4680.05%
243HF SINCLAIR CORPDINO8,966$399,6150.05%
244PETROLEO BRASILEIRO SA PETRO71654V40826,944$388,2630.04%
245AXOS FINANCIAL INCAX6,173$388,1580.04%
246ISHARES TR4642895117,207$386,2230.04%
247HAVERTY FURNITURE COS INC41959610113,983$384,1130.04%
248SCHWAB STRATEGIC TR80852470613,038$380,4490.04%
249UFP TECHNOLOGIES INCUFPT1,193$377,8230.04%
250XENIA HOTELS & RESORTS INCXHR25,315$373,9030.04%
251CIVITAS RESOURCES INC17888H1037,352$372,5260.04%
252SABRA HEALTH CARE REIT INCSBRA19,776$368,0310.04%
253HILLENBRAND INC43157110813,222$367,5720.04%
254FIDELITY COVINGTON TRUST31609A10711,774$364,5230.04%
255GLOBAL X FDS37960A5299,717$361,7640.04%
256SIGA TECHNOLOGIES INCSIGA53,546$361,4360.04%
257SPDR SER TR78468R7887,865$359,0370.04%
258CONCENTRIX CORPCNXC6,954$356,3930.04%
259AMERICAN FINL GROUP INC OHIO0259321042,647$356,2860.04%
260APPLIED INDL TECHNOLOGIES IN03820C1051,593$355,4460.04%
261ISHARES TR4642886123,290$352,3590.04%
262EOS ENERGY ENTERPRISES INCEOSE118,339$351,4670.04%
263STAG INDL INC85254J1028,968$350,5590.04%
264POTLATCHDELTIC CORPORATION7376301037,626$343,5510.04%
265SCHWAB CHARLES CORPSCHW-PJ5,154$334,0310.04%
266OPTION CARE HEALTH INCOPCH10,568$330,7780.04%
267LAM RESEARCH CORPLRCX400$326,4320.04%
268CLEVELAND-CLIFFS INC NEWCLF24,732$315,8280.04%
269SCHWAB STRATEGIC TR8085245083,785$314,4960.04%
270WISDOMTREE TRWT6,891$308,0970.04%
271SELECT SECTOR SPDR TR81369Y3083,658$303,6140.04%
272ISHARES TR46436E82513,696$302,7500.03%
273NUVEEN PFD & INCOME OPPORTUNNU36,500$294,5550.03%
274ISHARES TR46436E72613,150$291,5360.03%
275ISHARES INC4642865097,000$290,6400.03%
276FEDERATED HERMES INCFHI7,896$290,3360.03%
277ISHARES TR46436E59314,350$287,6460.03%
278SPDR SER TR78464A3593,700$283,3830.03%
279ELTEK LTDELTK25,907$282,6450.03%
280ISHARES TR46435U32511,000$281,9300.03%
281TRANSCAT INCTRNS2,256$272,4570.03%
282ACADEMY SPORTS & OUTDOORS INASO4,532$264,4880.03%
283PRICESMART INCPSMT2,878$264,1430.03%
284ALLEGIANT TRAVEL COALGT4,636$255,2580.03%
285ALKERMES PLCALKS9,108$254,9330.03%
286ISHARES TR4642886204,755$250,0180.03%
287INVESCO EXCHANGE TRADED FD TIVZ4,685$244,1350.03%
288ANI PHARMACEUTICALS INCANIP4,075$243,1150.03%
289NUVEEN MUNICIPAL CREDIT INCNU18,248$239,0490.03%
290CLEARWAY ENERGY INCCWEN-A7,493$229,8850.03%
291ISHARES TR46436E1489,150$229,7470.03%
292INVESCO EXCHANGE TRADED FD TIVZ3,191$225,0930.03%
293FIRST TR EXCHANGE-TRADED FD33739N1084,315$224,2070.03%
294ISHARES TR46435G1022,605$217,9600.03%
295OLYMPIC STEEL INC68162K1065,585$217,8150.03%
296ISHARES TR4642885622,389$212,1910.02%
297VERALTO CORPVLTO1,887$211,0800.02%
298TARGET CORPTGT1,352$210,7230.02%
299COHU INCCOHU8,183$210,3030.02%
300SSGA ACTIVE ETF TR78467V6084,950$206,7120.02%
301SYSCO CORPSYY2,619$204,4390.02%
302MARINEMAX INCHZO5,750$202,8030.02%
303LEMAITRE VASCULAR INCLMAT2,165$201,1070.02%
304PAR PAC HOLDINGS INCPARR10,609$186,7180.02%
305NUVEEN SELECT MAT MUN FDNU16,607$153,7810.02%
306PURECYCLE TECHNOLOGIES INCPCTTW15,398$146,2810.02%
307VIRCO MFG COVIRC10,503$145,0460.02%
308ZYMEWORKS INCZYME10,578$132,7540.02%
309ARC DOCUMENT SOLUTIONS INC00191G10335,885$121,2910.01%
310MANHATTAN BRDG CAP INC56280310619,386$107,9800.01%
311BOS BETTER ONLINE SOLUTIONSBOSC36,565$107,8670.01%
312NUVEEN CALIFORNIA MUNI VLU FNU10,230$93,2980.01%
313CPI AEROSTRUCTURES INCCVU26,579$91,4320.01%
314AMERICAN SHARED HOSPITAL SVC02959510529,725$90,6610.01%
315GLOBAL SELF STORAGE INCSELF15,600$81,2760.01%
316KOSS CORPKOSS10,575$78,1490.01%
317INNOVATIVE SOLUTIONS & SUPPOISSC10,400$67,8080.01%
318FLEXIBLE SOLUTIONS INTL INCFLEX18,300$66,7040.01%
319TRIO TECH INTL89671220512,008$66,5240.01%
320NATURAL ALTERNATIVES INTL IN63884230210,022$57,4260.01%
321PHX MINERALS INC69291A10015,500$52,3900.01%
322GAIA INC NEWGAIA10,600$51,6220.01%
323CPS TECHNOLOGIES CORPCPSH35,952$51,0520.01%
324CBAK ENERGY TECHNOLOGY INCCBAT37,000$46,2500.01%
325WILLAMETTE VY VINEYARD INC96913610012,921$44,9650.01%
326DATA I O CORPDAIO15,402$39,5830.00%
327AXT INCAXTI16,000$38,7200.00%
328RAVE RESTAURANT GROUP INCRAVE15,000$30,4500.00%
329BROADWIND INCBWEN12,499$28,3730.00%
330LUMENT FINANCE TRUST INCLFT-PA10,000$25,3000.00%
331SURGEPAYS INCSURG13,000$23,9200.00%
332DIXIE GROUP INCDXYN18,331$12,8300.00%