Live Markets
Sunday, September 13, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2024 · Filed January 30, 2025 · Accession 0000810384-25-000001

Total Value
$839.9M
Positions
330
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (330)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT84,458$35.6M4.24%
2NVIDIA CORPORATIONNVDA258,810$34.8M4.14%
3APPLE INCAAPL134,194$33.6M4.00%
4ALPHABET INCGOOG148,716$28.2M3.35%
5JPMORGAN CHASE & CO.VYLD78,285$18.8M2.23%
6ISHARES GOLD TRIAU359,864$17.8M2.12%
7WALMART INCWMT195,044$17.6M2.10%
8ENOVA INTL INC29357K103168,867$16.2M1.93%
9PROCTER AND GAMBLE CO74271810988,570$14.8M1.77%
10AMAZON COM INCAMZN66,592$14.6M1.74%
11BROADCOM INCAVGO53,616$12.4M1.48%
12MASTERCARD INCORPORATEDMA22,314$11.7M1.40%
13CATERPILLAR INCCAT31,613$11.5M1.37%
14HOME DEPOT INCHD28,540$11.1M1.32%
15META PLATFORMS INCMETA18,786$11.0M1.31%
16SELECT SECTOR SPDR TR81369Y80347,008$10.9M1.30%
17ISHARES TR464288646208,407$10.8M1.28%
18MCDONALDS CORPMCD36,969$10.7M1.28%
19ISHARES TR464287457129,659$10.6M1.27%
20UNITEDHEALTH GROUP INCUNH18,406$9.3M1.11%
21EATON CORP PLCETN27,361$9.1M1.08%
22ELI LILLY & COLLY11,555$8.9M1.06%
23GOLDMAN SACHS GROUP INCGSCE15,549$8.9M1.06%
24NOVA LTDNVMI44,982$8.9M1.05%
25UNITED RENTALS INCURI12,166$8.6M1.02%
26BLACKROCK INCBLK8,187$8.4M1.00%
27DECKERS OUTDOOR CORPDECK40,475$8.2M0.98%
28T-MOBILE US INCTMUSZ36,079$8.0M0.95%
29ISHARES TR46428765535,076$7.8M0.92%
30ISHARES TR46429B655151,623$7.7M0.92%
31GALLAGHER ARTHUR J & CO36357610926,889$7.6M0.91%
32ISHARES TR46428866161,314$7.1M0.84%
33CHEVRON CORP NEWCVX48,449$7.0M0.84%
34JABIL INCJBL47,232$6.8M0.81%
35ABBVIE INCABBV37,510$6.7M0.79%
36ABBOTT LABSABLZF57,889$6.5M0.78%
37INSIGHT ENTERPRISES INCNSIT42,147$6.4M0.76%
38M/I HOMES INCMHO43,556$5.8M0.69%
39JOHNSON & JOHNSONJNJ39,367$5.7M0.68%
40INVESCO ACTIVELY MANAGED EXCIVZ215,921$5.4M0.65%
41ISHARES TR46428744058,109$5.4M0.64%
42BERKSHIRE HATHAWAY INC DELBRK-A11,730$5.3M0.63%
43VALERO ENERGY CORPVLO43,131$5.3M0.63%
44ASML HOLDING N VASMLF7,580$5.3M0.63%
45ISHARES TR46428867943,304$4.8M0.57%
46ISHARES TR46428722648,170$4.7M0.56%
47CBRE GROUP INCCBRE34,500$4.5M0.54%
48VANGUARD INDEX FDS92290861122,768$4.5M0.54%
49CADENCE DESIGN SYSTEM INCCDNS14,734$4.4M0.53%
50ASTRAZENECA PLCAZN66,235$4.3M0.52%
51LINDE PLCLIN10,232$4.3M0.51%
52LOCKHEED MARTIN CORPLMT8,693$4.2M0.50%
53ISHARES TR46436E130163,446$4.1M0.49%
54SELECT SECTOR SPDR TR81369Y40718,090$4.1M0.48%
55ISHARES TR46428863877,163$4.0M0.47%
56ISHARES TR46428724236,883$3.9M0.47%
57BANCORP INC DELTBBK73,264$3.9M0.46%
58ISHARES TR46428717636,115$3.8M0.46%
59ISHARES TR46436E296173,225$3.8M0.46%
60DANAHER CORPORATION23585110216,744$3.8M0.46%
61ISHARES TR46428743243,878$3.8M0.46%
62AVERY DENNISON CORPAVY20,179$3.8M0.45%
63COSTCO WHSL CORP NEW22160K1054,009$3.7M0.44%
64ISHARES TR46428858838,568$3.5M0.42%
65REGIONS FINANCIAL CORP NEWRF-PF149,401$3.5M0.42%
66VANGUARD SCOTTSDALE FDS92206C70659,757$3.5M0.41%
67SELECT SECTOR SPDR TR81369Y20925,040$3.4M0.41%
68MATADOR RES COMTDR60,985$3.4M0.41%
69CASEYS GEN STORES INC1475281038,561$3.4M0.40%
70ISHARES TR46428815832,136$3.4M0.40%
71NEXTERA ENERGY INCNEE-PW47,085$3.4M0.40%
72PIPER SANDLER COMPANIESPIPR10,975$3.3M0.39%
73SELECT SECTOR SPDR TR81369Y85233,370$3.2M0.38%
74EXXON MOBIL CORPXOM29,706$3.2M0.38%
75ACCENTURE PLC IRELANDACN9,055$3.2M0.38%
76VANGUARD SCOTTSDALE FDS92206C84757,089$3.2M0.38%
77BRINKER INTL INC10964110022,322$3.0M0.35%
78UNION PAC CORPUNP12,604$2.9M0.34%
79ISHARES TR46429B74728,552$2.9M0.34%
80SCHWAB STRATEGIC TR808524102125,493$2.8M0.34%
81VANGUARD SCOTTSDALE FDS92206C40935,599$2.8M0.33%
82ZOETIS INCZTS16,756$2.7M0.33%
83NORTHROP GRUMMAN CORPNOC5,666$2.7M0.32%
84FIRST TR EXCH TRADED FD III33740J104129,437$2.6M0.31%
85ISHARES TR46434V86050,953$2.6M0.31%
86ISHARES TR4642876227,939$2.6M0.30%
87ISHARES TR46428841423,180$2.5M0.29%
88TJX COS INC NEW87254010920,171$2.4M0.29%
89SPDR S&P 500 ETF TRSPY4,090$2.4M0.29%
90SEMPRASREA27,133$2.4M0.28%
91KONTOOR BRANDS INCKTB27,781$2.4M0.28%
92LPL FINL HLDGS INC50212V1007,181$2.3M0.28%
93COCA COLA CONS INCCOKE1,825$2.3M0.27%
94INVESCO EXCH TRADED FD TR IIIVZ49,395$2.3M0.27%
95NELNET INCNNI20,758$2.2M0.26%
96SPDR SER TR78468R73946,300$2.2M0.26%
97VANGUARD SCOTTSDALE FDS92206C87026,780$2.1M0.26%
98PROLOGIS INC.PLDGP20,233$2.1M0.25%
99PC CONNECTION INCCNXN30,151$2.1M0.25%
100BOOT BARN HLDGS INCBOOT13,703$2.1M0.25%
101ISHARES TR4642872003,319$2.0M0.23%
102RYDER SYS INCR12,374$1.9M0.23%
103EVERCORE INCEVR6,773$1.9M0.22%
104MGIC INVT CORP WIS55284810378,823$1.9M0.22%
105PRIMERICA INCPRI6,842$1.9M0.22%
106DEERE & CODE4,158$1.8M0.21%
107CHENIERE ENERGY INCLNG8,185$1.8M0.21%
108THE CIGNA GROUP1255231006,122$1.7M0.20%
109INTEGER HLDGS CORPITGR12,290$1.6M0.19%
110VANGUARD SCOTTSDALE FDS92206C81321,617$1.6M0.19%
111ISHARES TR46428816614,779$1.6M0.19%
112GENERAC HLDGS INCGNRC10,193$1.6M0.19%
113TAIWAN SEMICONDUCTOR MFG LTD8740391007,875$1.6M0.19%
114BEST BUY INCBBY18,101$1.6M0.18%
115SPDR SER TR78464A47451,111$1.5M0.18%
116ISHARES SILVER TRSLV57,401$1.5M0.18%
117ISHARES TR46435U25958,755$1.5M0.18%
118INVESCO EXCH TRADED FD TR IIIVZ60,479$1.5M0.17%
119TRACTOR SUPPLY COTSCO27,037$1.4M0.17%
120VANGUARD MUN BD FDS92290774627,854$1.4M0.17%
121INSTALLED BLDG PRODS INC45780R1017,875$1.4M0.16%
122HALOZYME THERAPEUTICS INCHALO28,579$1.4M0.16%
123SCHWAB STRATEGIC TR80852430048,757$1.4M0.16%
124COMCAST CORP NEWCCZ36,011$1.4M0.16%
125THERMO FISHER SCIENTIFIC INCTMO2,566$1.3M0.16%
126AT&T INCT-PC58,271$1.3M0.16%
127SCHWAB STRATEGIC TR80852478956,809$1.3M0.16%
128PATRICK INDS INC70334310315,529$1.3M0.15%
129INVESCO ACTVELY MNGD ETC FDIVZ94,881$1.2M0.15%
130FEDERAL AGRIC MTG CORP3131483066,128$1.2M0.14%
131DARDEN RESTAURANTS INCDRI6,462$1.2M0.14%
132ISHARES TR46428780410,228$1.2M0.14%
133ISHARES TR46428865311,731$1.2M0.14%
134SPDR SER TR78464A88810,871$1.1M0.14%
135INNOVIVA INCINVA65,345$1.1M0.13%
136OFG BANCORPOFG26,348$1.1M0.13%
137ISHARES TR46435UAA946,268$1.1M0.13%
138AMERICAN ELEC PWR CO INC02553710112,010$1.1M0.13%
139HOULIHAN LOKEY INCHLI6,341$1.1M0.13%
140ISHARES TR46428734128,666$1.1M0.13%
141UNITED STS LIME & MINERALS IUNTCW8,208$1.1M0.13%
142DONNELLEY FINL SOLUTIONS INC25787G10017,362$1.1M0.13%
143FTI CONSULTING INCFCN5,645$1.1M0.13%
144CISCO SYS INCCSCO18,211$1.1M0.13%
145FIRST TR EXCHANGE TRADED FD33734X84616,873$1.1M0.13%
146PFIZER INCPFE40,277$1.1M0.13%
147AMGEN INCAMGN4,066$1.1M0.13%
148NUCOR CORPNUE9,069$1.1M0.13%
149SPDR GOLD TRGLD4,302$1.0M0.12%
150ISHARES TR46428951121,062$1.0M0.12%
151WINMARK CORPWINA2,602$1.0M0.12%
152SPDR SER TR78464A69816,901$1.0M0.12%
153INVESCO QQQ TRIVZ1,974$1.0M0.12%
154PHOTRONICS INCPLAB42,587$1.0M0.12%
155UNITED THERAPEUTICS CORP DELUTHR2,665$940,3190.11%
156ASSURED GUARANTY LTDAGO10,365$932,9540.11%
157INNOSPEC INCIOSP8,334$917,2400.11%
158CORCEPT THERAPEUTICS INCCORT18,149$914,5280.11%
159WISDOMTREE INCWT86,446$907,6830.11%
160INGREDION INCINGR6,569$903,6320.11%
161BOISE CASCADE CO DELBCC7,579$900,8400.11%
162SELECT SECTOR SPDR TR81369Y86022,122$899,7020.11%
163ISHARES TR46436E16335,880$896,2820.11%
164FIRST BANCORP P R31867270648,057$893,3800.11%
165ISHARES TR4642876305,433$891,9360.11%
166ISHARES TR4642875984,777$884,3660.11%
167MERCHANTS BANCORP INDMBINN23,770$866,8920.10%
168DYNAVAX TECHNOLOGIES CORP26815820167,128$857,2250.10%
169RADIAN GROUP INCRDN26,966$855,3620.10%
170CONOCOPHILLIPSCOP8,620$854,8450.10%
171NATIONAL STORAGE AFFILIATESNSA-PB22,125$838,7590.10%
172CF INDS HLDGS INC1252691009,534$813,4410.10%
173JAMES HARDIE INDS PLC47030M10626,384$812,8910.10%
174ELEVANCE HEALTH INCELV2,124$783,5440.09%
175AMERICAN TOWER CORP NEW03027X1004,269$782,9770.09%
176DIGITAL RLTY TR INC2538681034,414$782,7350.09%
177NETFLIX INCNFLX862$768,3180.09%
178SELECT SECTOR SPDR TR81369Y7045,825$767,5020.09%
179AGREE RLTY CORP00849210010,821$762,3390.09%
180WARRIOR MET COAL INCHCC13,871$752,3630.09%
181INVESCO EXCHANGE TRADED FD TIVZ20,779$731,1070.09%
182SPDR SER TR78464A3599,307$724,9220.09%
183ISHARES TR4642888857,409$717,4130.09%
184INGLES MKTS INC45703010410,958$706,1340.08%
185WESCO INTL INC95082P1053,854$697,4200.08%
186WISDOMTREE TRWT15,392$696,7960.08%
187DISNEY WALT CO2546871066,105$679,7920.08%
188VIRTUS ETF TR II92790A40527,774$664,6320.08%
189ISHARES TR4642894382,765$650,5220.08%
190CRA INTL INC12618T1053,450$645,8400.08%
191SUPERNUS PHARMACEUTICALS INCSUPN17,643$637,9710.08%
192ISHARES TR46436E20527,340$623,3520.07%
193OTTER TAIL CORPOTTR8,302$613,0200.07%
194ISHARES TR46434VBD124,115$604,0810.07%
195PRICESMART INCPSMT6,422$591,9160.07%
196CENTRAL GARDEN & PET COCENTA17,760$586,9680.07%
197URBAN OUTFITTERS INCURBN10,521$577,3920.07%
198SPDR SER TR78464A7634,370$577,2770.07%
199SELECT SECTOR SPDR TR81369Y60511,915$575,8520.07%
200GENERAL MLS INC3703341048,955$571,0600.07%
201SOUTHSTATE CORPORATIONSSB5,657$562,7580.07%
202INVESCO EXCHANGE TRADED FD TIVZ8,448$558,4970.07%
203VANECK ETF TRUST92189H20112,075$556,6580.07%
204ISHARES TR4642875649,000$542,3400.06%
205YETI HLDGS INCYETI13,445$517,7670.06%
206ARCBEST CORPARCB5,384$502,4350.06%
207FORESTAR GROUP INCFOR18,954$491,2880.06%
208BUCKLE INCBKE9,511$483,2540.06%
209TERRENO RLTY CORP88146M1018,000$473,1200.06%
210MODINE MFG CO6078281004,078$472,7630.06%
211GLOBAL X FDS37960A52912,631$472,5260.06%
212EZCORP INCEZPW38,608$471,7900.06%
213NUVEEN MUN VALUE FD INCNU54,116$464,8560.06%
214SCHWAB STRATEGIC TR80852475513,907$461,8510.05%
215AVISTA CORPAVA12,582$460,8790.05%
216IDACORP INCIDA4,208$459,8500.05%
217PORTLAND GEN ELEC CO73650884710,523$459,0130.05%
218ISHARES TR4642874656,055$457,8190.05%
219JANUS DETROIT STR TR47103U85210,269$453,6840.05%
220MAGNOLIA OIL & GAS CORPMGY19,221$449,3870.05%
221FIDELITY COVINGTON TRUST31609A10714,689$447,5740.05%
222ISHARES TR46428723410,604$443,4590.05%
223VANGUARD BD INDEX FDS9219378275,700$440,4390.05%
224NOVO-NORDISK A SNONOF5,093$438,1000.05%
225AVNET INCAVT8,304$434,4650.05%
226AXOS FINANCIAL INCAX6,172$431,1140.05%
227VANECK ETF TRUST92189F41125,890$430,5510.05%
228SPDR SER TR78468R7889,940$429,8060.05%
229SHOE CARNIVAL INCSCVL12,950$428,3860.05%
230CELANESE CORP DELCE6,140$424,9530.05%
231APPLIED INDL TECHNOLOGIES IN03820C1051,767$423,1430.05%
232SELECT SECTOR SPDR TR81369Y8865,566$421,2910.05%
233GRAPHIC PACKAGING HLDG COGPK15,287$415,1950.05%
234PEPSICO INCPEP2,711$412,2350.05%
235DIGITALBRIDGE GROUP INCDBRG-PJ36,338$409,8930.05%
236HILLENBRAND INC43157110813,220$406,9120.05%
237BEAZER HOMES USA INCBZH14,458$397,0170.05%
238ACCO BRANDS CORPACCO74,997$393,7340.05%
239ISHARES TR4642886123,766$392,5300.05%
240NORTHERN OIL & GAS INCNOG10,563$392,5210.05%
241WESTLAKE CORPORATIONWLK3,418$391,8740.05%
242SCHWAB STRATEGIC TR80852450814,054$389,4360.05%
243PROGRESS SOFTWARE CORP7433121005,973$389,1410.05%
244ANDERSONS INCANDE9,478$384,0490.05%
245NATIONAL HEALTHCARE CORPNHC3,568$383,7740.05%
246SCHWAB CHARLES CORPSCHW-PJ5,154$381,4480.05%
247XENIA HOTELS & RESORTS INCXHR25,313$376,1510.04%
248ISHARES TR46435U32514,800$372,6640.04%
249ISHARES TR46435U28314,714$369,9100.04%
250AMERICAN FINL GROUP INC OHIO0259321042,647$362,4540.04%
251V2X INCVVX7,334$350,7850.04%
252CENTURY CMNTYS INC1565043004,769$349,8540.04%
253WISDOMTREE TRWT8,116$348,3390.04%
254EPLUS INCPLUS4,684$346,0540.04%
255ISHARES TR46436E31214,068$345,7910.04%
256SABRA HEALTH CARE REIT INCSBRA19,776$342,5200.04%
257PETROLEO BRASILEIRO SA PETRO71654V40826,595$342,0120.04%
258SELECT SECTOR SPDR TR81369Y3084,229$332,4420.04%
259FIRST TR EXCH TRADED FD III33739N1086,473$330,1880.04%
260FEDERATED HERMES INCFHI7,896$324,6050.04%
261SIGA TECHNOLOGIES INCSIGA53,546$321,8110.04%
262SCHWAB STRATEGIC TR80852470611,874$316,2050.04%
263HF SINCLAIR CORPDINO8,966$314,2580.04%
264HAVERTY FURNITURE COS INC41959610113,983$311,2620.04%
265STAG INDL INC85254J1028,968$303,2980.04%
266ENSIGN GROUP INCENSG2,255$299,5990.04%
267POTLATCHDELTIC CORPORATION7376301037,626$299,3210.04%
268ISHARES TR46436E82513,696$292,0850.03%
269UFP TECHNOLOGIES INCUFPT1,193$291,7000.03%
270CONCENTRIX CORPCNXC6,699$289,8660.03%
271LAM RESEARCH CORPLRCX4,000$288,9200.03%
272NUVEEN PFD & INCOME OPPORTUNNU36,500$286,8900.03%
273ELTEK LTDELTK25,907$286,5310.03%
274ISHARES TR46436E85812,500$285,1250.03%
275ISHARES INC4642865097,000$282,1000.03%
276AXCELIS TECHNOLOGIES INCACLS3,976$277,8030.03%
277ISHARES TR46436E59314,350$275,4180.03%
278INVESCO EXCHANGE TRADED FD TIVZ3,999$263,0940.03%
279ALKERMES PLCALKS9,108$261,9460.03%
280ACADEMY SPORTS & OUTDOORS INASO4,532$260,7260.03%
281DORIAN LPG LTDLPG10,346$252,1320.03%
282INVESCO EXCHANGE TRADED FD TIVZ4,685$250,3200.03%
283ISHARES TR4642885623,078$249,3800.03%
284OPTION CARE HEALTH INCOPCH10,568$245,1780.03%
285ISHARES TR4642886204,755$239,0810.03%
286TRANSCAT INCTRNS2,256$238,5490.03%
287ETFIS SER TR I26923G82210,719$234,7460.03%
288CLEVELAND-CLIFFS INC NEWCLF24,731$232,4710.03%
289AMERICAN CENTY ETF TR0250728023,547$230,8390.03%
290AEROVIRONMENT INCAVAV1,480$227,7570.03%
291ANI PHARMACEUTICALS INCANIP4,075$225,2660.03%
292NUVEEN MUNICIPAL CREDIT INCNU18,248$222,0780.03%
293ISHARES TR46435G1022,605$221,3470.03%
294COHU INCCOHU8,183$218,4860.03%
295ISHARES TR46436E1489,150$216,2150.03%
296GEO GROUP INC NEWGEO7,691$215,1940.03%
297CIVITAS RESOURCES INC17888H1034,621$211,9650.03%
298ISHARES TR4642886876,694$210,4590.03%
299TD SYNNEX CORPORATIONSNX1,765$206,9990.02%
300SSGA ACTIVE ETF TR78467V6084,950$206,5640.02%
301EOS ENERGY ENTERPRISES INCEOSE42,425$206,1860.02%
302RADIUS RECYCLING INC80688210613,535$206,0030.02%
303PURECYCLE TECHNOLOGIES INCPCTTW15,398$157,8300.02%
304ZYMEWORKS INCZYME10,578$154,8620.02%
305NU HLDGS LTDNU13,743$142,3770.02%
306SELECT WATER SOLUTIONS INCWTTR10,373$137,3390.02%
307BOS BETTER ONLINE SOLUTIONSBOSC36,565$120,6650.01%
308NUVEEN SELECT MAT MUN FDNU13,821$120,3810.01%
309MANHATTAN BRDG CAP INC56280310619,386$108,5640.01%
310VIRCO MFG COVIRC10,503$107,6560.01%
311CPI AEROSTRUCTURES INCCVU26,579$107,6450.01%
312AMERICAN SHARED HOSPITAL SVC02959510529,725$94,8230.01%
313INNOVATIVE SOLUTIONS & SUPPOISSC10,400$88,8160.01%
314NUVEEN CALIFORNIA MUNI VLU FNU10,230$86,4440.01%
315GLOBAL SELF STORAGE INCSELF15,600$83,1480.01%
316KOSS CORPKOSS10,575$78,0440.01%
317TRIO TECH INTL89671220512,008$69,7660.01%
318FLEXIBLE SOLUTIONS INTL INCFLEX18,300$66,0630.01%
319PHX MINERALS INC69291A10015,500$62,0000.01%
320CPS TECHNOLOGIES CORPCPSH35,952$57,8830.01%
321GAIA INC NEWGAIA10,600$47,5940.01%
322WILLAMETTE VY VINEYARD INC96913610012,921$43,2850.01%
323NATURAL ALTERNATIVES INTL IN63884230210,022$43,1950.01%
324DATA I O CORPDAIO15,402$42,6640.01%
325RAVE RESTAURANT GROUP INCRAVE15,000$38,7000.00%
326CBAK ENERGY TECHNOLOGY INCCBAT37,000$34,7800.00%
327AXT INCAXTI16,000$34,7200.00%
328LUMENT FINANCE TRUST INCLFT-PA10,000$25,8000.00%
329SURGEPAYS INCSURG13,000$23,1400.00%
330BROADWIND INCBWEN12,100$22,7480.00%