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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 2025 · Filed May 2, 2025 · Accession 0000810384-25-000004

Total Value
$787.6M
Positions
326
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (326)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL130,481$29.0M3.68%
2MICROSOFT CORPMSFT76,439$28.7M3.64%
3NVIDIA CORPORATIONNVDA241,518$26.2M3.32%
4ISHARES GOLD TRIAU359,662$21.2M2.69%
5ALPHABET INCGOOG134,416$20.8M2.64%
6JPMORGAN CHASE & CO.VYLD77,909$19.1M2.43%
7WALMART INCWMT187,932$16.5M2.09%
8ENOVA INTL INC29357K103167,294$16.2M2.05%
9PROCTER AND GAMBLE CO74271810983,967$14.3M1.82%
10AMAZON COM INCAMZN67,872$12.9M1.64%
11MASTERCARD INCORPORATEDMA22,283$12.2M1.55%
12MCDONALDS CORPMCD36,972$11.5M1.47%
13ISHARES TR464288646207,485$10.9M1.38%
14META PLATFORMS INCMETA18,607$10.7M1.36%
15ISHARES TR464287457127,961$10.6M1.34%
16HOME DEPOT INCHD26,948$9.9M1.25%
17CATERPILLAR INCCAT29,592$9.8M1.24%
18T-MOBILE US INCTMUSZ35,664$9.5M1.21%
19UNITEDHEALTH GROUP INCUNH18,155$9.5M1.21%
20ELI LILLY & COLLY11,487$9.5M1.20%
21GALLAGHER ARTHUR J & CO36357610926,606$9.2M1.17%
22SELECT SECTOR SPDR TR81369Y80341,215$8.5M1.08%
23GOLDMAN SACHS GROUP INCGSCE15,453$8.4M1.07%
24NOVA LTDNVMI44,731$8.2M1.05%
25ISHARES TR46429B655160,377$8.2M1.04%
26CHEVRON CORP NEWCVX48,684$8.1M1.03%
27BLACKROCK INCBLK8,102$7.7M0.97%
28ABBOTT LABSABLZF57,254$7.6M0.96%
29BROADCOM INCAVGO45,313$7.6M0.96%
30ABBVIE INCABBV35,411$7.4M0.94%
31UNITED RENTALS INCURI11,728$7.3M0.93%
32ISHARES TR46428866161,714$7.3M0.93%
33ISHARES TR46428765535,244$7.0M0.89%
34JABIL INCJBL46,908$6.4M0.81%
35JOHNSON & JOHNSONJNJ38,121$6.3M0.80%
36INSIGHT ENTERPRISES INCNSIT42,135$6.3M0.80%
37BERKSHIRE HATHAWAY INC DELBRK-A11,723$6.2M0.79%
38VALERO ENERGY CORPVLO42,757$5.6M0.72%
39ISHARES TR46428744057,728$5.5M0.70%
40INVESCO ACTIVELY MANAGED EXCIVZ212,012$5.3M0.68%
41LINDE PLCLIN11,052$5.1M0.65%
42ISHARES TR46428722651,403$5.1M0.65%
43ASML HOLDING N VASMLF7,576$5.0M0.64%
44EATON CORP PLCETN18,141$4.9M0.63%
45ASTRAZENECA PLCAZN65,770$4.8M0.61%
46ISHARES TR46428867943,189$4.8M0.61%
47M/I HOMES INCMHO40,468$4.6M0.59%
48CBRE GROUP INCCBRE34,492$4.5M0.57%
49DECKERS OUTDOOR CORPDECK39,945$4.5M0.57%
50BANCORP INC DELTBBK83,277$4.4M0.56%
51ISHARES TR46428724238,961$4.2M0.54%
52VANGUARD INDEX FDS92290861122,577$4.2M0.53%
53ISHARES TR46428863876,350$4.0M0.51%
54ISHARES TR46436E130156,867$4.0M0.51%
55ISHARES TR46436E296173,840$4.0M0.51%
56ISHARES TR46428743242,866$3.9M0.50%
57CASEYS GEN STORES INC1475281038,946$3.9M0.49%
58ISHARES TR46428717634,746$3.9M0.49%
59COSTCO WHSL CORP NEW22160K1054,022$3.8M0.48%
60CADENCE DESIGN SYSTEM INCCDNS14,325$3.6M0.46%
61ISHARES TR46428858838,111$3.6M0.45%
62EXXON MOBIL CORPXOM29,374$3.5M0.44%
63VANGUARD SCOTTSDALE FDS92206C70658,081$3.5M0.44%
64AMERICAN ELEC PWR CO INC02553710131,182$3.4M0.43%
65ISHARES TR46428815831,877$3.4M0.43%
66VANGUARD SCOTTSDALE FDS92206C84757,639$3.3M0.42%
67REGIONS FINANCIAL CORP NEWRF-PF151,745$3.3M0.42%
68AVERY DENNISON CORPAVY18,403$3.3M0.42%
69SCHWAB STRATEGIC TR808524102149,807$3.2M0.41%
70SELECT SECTOR SPDR TR81369Y85233,370$3.2M0.41%
71SELECT SECTOR SPDR TR81369Y20921,957$3.2M0.41%
72ISHARES TR46428746536,911$3.0M0.38%
73ISHARES TR46429B74729,080$3.0M0.38%
74VANGUARD SCOTTSDALE FDS92206C40937,262$2.9M0.37%
75MATADOR RES COMTDR55,957$2.9M0.36%
76FIRST TR EXCH TRADED FD III33740J104138,811$2.8M0.35%
77PIPER SANDLER COMPANIESPIPR10,975$2.7M0.35%
78ZOETIS INCZTS16,336$2.7M0.34%
79ACCENTURE PLC IRELANDACN8,496$2.7M0.34%
80COCA COLA CONS INCCOKE1,889$2.6M0.32%
81ISHARES TR46434V86049,761$2.5M0.32%
82TJX COS INC NEW87254010920,309$2.5M0.31%
83NEXTERA ENERGY INCNEE-PW34,743$2.5M0.31%
84ISHARES TR46428841423,102$2.4M0.31%
85ISHARES TR4642876227,639$2.3M0.30%
86HALOZYME THERAPEUTICS INCHALO36,528$2.3M0.30%
87NELNET INCNNI20,758$2.3M0.29%
88SPDR S&P 500 ETF TRSPY4,083$2.3M0.29%
89AT&T INCT-PC80,415$2.3M0.29%
90PROLOGIS INC.PLDGP20,005$2.2M0.28%
91BRINKER INTL INC10964110014,980$2.2M0.28%
92SPDR SER TR78468R73946,670$2.2M0.28%
93GLOBAL X FDS37960A52947,547$2.2M0.28%
94VANGUARD SCOTTSDALE FDS92206C87026,930$2.2M0.28%
95LPL FINL HLDGS INC50212V1006,503$2.1M0.27%
96GE AEROSPACE36960430110,264$2.1M0.26%
97INVESCO EXCH TRADED FD TR IIIVZ50,302$2.0M0.26%
98THE CIGNA GROUP1255231006,004$2.0M0.25%
99MGIC INVT CORP WIS55284810378,823$2.0M0.25%
100DEERE & CODE4,142$1.9M0.25%
101PRIMERICA INCPRI6,753$1.9M0.24%
102PC CONNECTION INCCNXN30,151$1.9M0.24%
103CHENIERE ENERGY INCLNG8,070$1.9M0.24%
104ISHARES TR4642872003,259$1.8M0.23%
105ISHARES SILVER TRSLV57,226$1.8M0.23%
106NETFLIX INCNFLX1,854$1.7M0.22%
107LOCKHEED MARTIN CORPLMT3,866$1.7M0.22%
108CORCEPT THERAPEUTICS INCCORT14,520$1.7M0.21%
109REPUBLIC SVCS INC7607591006,701$1.6M0.21%
110VANGUARD SCOTTSDALE FDS92206C81321,165$1.6M0.20%
111SCHWAB STRATEGIC TR80852478967,824$1.6M0.20%
112ISHARES TR46428816614,253$1.6M0.20%
113SPDR SER TR78464A47451,811$1.6M0.20%
114ISHARES TR46435UAA963,911$1.5M0.20%
115ISHARES TR46435U25958,755$1.5M0.19%
116SCHWAB STRATEGIC TR80852430058,865$1.5M0.19%
117INVESCO EXCH TRADED FD TR IIIVZ60,479$1.5M0.19%
118TRACTOR SUPPLY COTSCO26,496$1.5M0.19%
119INTEGER HLDGS CORPITGR12,290$1.5M0.18%
120UNION PAC CORPUNP6,012$1.4M0.18%
121DANAHER CORPORATION2358511026,695$1.4M0.17%
122SPDR GOLD TRGLD4,745$1.4M0.17%
123EVERCORE INCEVR6,773$1.4M0.17%
124PATRICK INDS INC70334310315,654$1.3M0.17%
125BEST BUY INCBBY17,778$1.3M0.17%
126TAIWAN SEMICONDUCTOR MFG LTD8740391007,785$1.3M0.16%
127DARDEN RESTAURANTS INCDRI6,134$1.3M0.16%
128AMGEN INCAMGN4,088$1.3M0.16%
129INVESCO ACTVELY MNGD ETC FDIVZ92,334$1.3M0.16%
130SELECT SECTOR SPDR TR81369Y4076,180$1.2M0.15%
131CF INDS HLDGS INC12526910015,430$1.2M0.15%
132ISHARES TR46428734128,557$1.2M0.15%
133ISHARES INC46428680632,336$1.2M0.15%
134BOOT BARN HLDGS INCBOOT11,121$1.2M0.15%
135INNOVIVA INCINVA65,345$1.2M0.15%
136ISHARES TR46428865311,264$1.2M0.15%
137FEDERAL AGRIC MTG CORP3131483066,128$1.1M0.15%
138CISCO SYS INCCSCO18,436$1.1M0.14%
139KONTOOR BRANDS INCKTB17,318$1.1M0.14%
140ISHARES TR46428780410,151$1.1M0.13%
141OFG BANCORPOFG26,348$1.1M0.13%
142SPDR SER TR78464A88810,871$1.1M0.13%
143FIRST TR EXCHANGE TRADED FD33734X84616,430$1.0M0.13%
144ISHARES TR46428951120,578$1.0M0.13%
145HOULIHAN LOKEY INCHLI6,341$1.0M0.13%
146NUCOR CORPNUE8,451$1.0M0.13%
147RYDER SYS INCR6,836$983,0850.12%
148VANGUARD MUN BD FDS92290774619,570$971,0630.12%
149SPDR SER TR78464A69816,801$955,1370.12%
150AMERICAN TOWER CORP NEW03027X1004,287$932,8510.12%
151FTI CONSULTING INCFCN5,645$926,2320.12%
152FIRST BANCORP P R31867270648,057$921,2530.12%
153GENERAC HLDGS INCGNRC7,224$914,9200.12%
154ASSURED GUARANTY LTDAGO10,365$913,1570.12%
155SELECT SECTOR SPDR TR81369Y86021,599$903,9180.11%
156ISHARES TR4642875984,777$898,8400.11%
157RADIAN GROUP INCRDN26,966$891,7660.11%
158ELEVANCE HEALTH INCELV2,042$888,1880.11%
159PHOTRONICS INCPLAB42,584$884,0440.11%
160INVESCO QQQ TRIVZ1,884$883,4450.11%
161MERCHANTS BANCORP INDMBINN23,770$879,4900.11%
162NATIONAL STORAGE AFFILIATESNSA-PB22,125$871,7250.11%
163DYNAVAX TECHNOLOGIES CORP26815820167,128$870,6500.11%
164FIRST TR EXCH TRADED FD III33739P83043,586$866,0540.11%
165ISHARES TR46436E16334,330$859,6230.11%
166AGREE RLTY CORP00849210010,822$835,3280.11%
167UNITED THERAPEUTICS CORP DELUTHR2,661$820,3060.10%
168ISHARES TR4642876305,233$790,0780.10%
169INNOSPEC INCIOSP8,334$789,6470.10%
170SELECT SECTOR SPDR TR81369Y7045,825$763,4830.10%
171DONNELLEY FINL SOLUTIONS INC25787G10017,362$758,8930.10%
172NORTHROP GRUMMAN CORPNOC1,473$754,3480.10%
173BOISE CASCADE CO DELBCC7,579$743,4240.09%
174SCHWAB STRATEGIC TR80852480537,413$740,0290.09%
175VANGUARD INTL EQUITY INDEX F92204277512,147$736,8370.09%
176INGLES MKTS INC45703010410,958$713,6950.09%
177UNITED STS LIME & MINERALS IUNTCW7,966$704,0350.09%
178PFIZER INCPFE27,350$693,0490.09%
179VIRTUS ETF TR II92790A40529,053$685,9500.09%
180WINMARK CORPWINA2,155$685,0100.09%
181INVESCO EXCHANGE TRADED FD TIVZ18,894$674,7050.09%
182SCHWAB STRATEGIC TR80852470624,372$671,9360.09%
183OTTER TAIL CORPOTTR8,302$667,2320.08%
184WARRIOR MET COAL INCHCC13,871$661,9240.08%
185ISHARES TR46434VBD126,115$656,7920.08%
186INVESCO EXCHANGE TRADED FD TIVZ10,272$644,5680.08%
187DIGITAL RLTY TR INC2538681034,468$640,2200.08%
188ISHARES TR46436E20527,340$632,3740.08%
189SPDR SER TR78464A7634,580$621,4140.08%
190DISNEY WALT CO2546871066,171$609,0780.08%
191JAMES HARDIE INDS PLC47030M10625,602$603,1830.08%
192WESCO INTL INC95082P1053,854$598,5260.08%
193CRA INTL INC12618T1053,450$597,5400.08%
194SELECT SECTOR SPDR TR81369Y60511,915$593,4860.08%
195SUPERNUS PHARMACEUTICALS INCSUPN17,643$577,8080.07%
196WISDOMTREE INCWT64,206$572,7180.07%
197EZCORP INCEZPW38,608$568,3100.07%
198SEMPRASREA7,914$564,7430.07%
199PRICESMART INCPSMT6,422$564,1730.07%
200ISHARES TR4642875649,000$553,7700.07%
201URBAN OUTFITTERS INCURBN10,521$551,3000.07%
202CENTRAL GARDEN & PET COCENTA16,667$545,5110.07%
203FIDELITY COVINGTON TRUST31609A10717,564$539,9170.07%
204AVISTA CORPAVA12,582$526,8080.07%
205SOUTHSTATE CORPORATIONSSB5,657$525,0830.07%
206SPDR SER TR78468R78811,813$522,8430.07%
207JANUS DETROIT STR TR47103U85211,401$515,3250.07%
208SCHWAB STRATEGIC TR80852475514,188$512,7540.07%
209ISHARES TR46428723411,729$512,5570.07%
210TERRENO RLTY CORP88146M1018,000$505,7600.06%
211ISHARES TR4642888854,994$499,4000.06%
212IDACORP INCIDA4,208$489,0540.06%
213MAGNOLIA OIL & GAS CORPMGY19,221$485,5220.06%
214NUVEEN MUN VALUE FD INCNU54,116$474,5970.06%
215PORTLAND GEN ELEC CO73650884710,523$469,3260.06%
216VANGUARD BD INDEX FDS9219378275,810$454,8070.06%
217YETI HLDGS INCYETI13,445$445,0300.06%
218SCHWAB STRATEGIC TR80852450816,971$444,6400.06%
219SELECT SECTOR SPDR TR81369Y8865,566$438,8790.06%
220POWELL INDS INC7391281062,510$427,5280.05%
221SCHWAB CHARLES CORPSCHW-PJ5,433$425,2950.05%
222STERLING INFRASTRUCTURE INCSTRL3,601$407,6690.05%
223ANDERSONS INCANDE9,478$406,8910.05%
224WISDOMTREE TRWT9,284$403,2100.05%
225AVNET INCAVT8,304$399,3390.05%
226ISHARES TR4642886123,766$399,2710.05%
227AXOS FINANCIAL INCAX6,172$398,2170.05%
228GRAPHIC PACKAGING HLDG COGPK15,287$396,8510.05%
229ISHARES TR4642894381,855$391,2940.05%
230RADIUS RECYCLING INC80688210613,535$390,8910.05%
231SELECT SECTOR SPDR TR81369Y3084,745$387,5240.05%
232PETROLEO BRASILEIRO SA PETRO71654V40826,586$381,2390.05%
233ARCBEST CORPARCB5,384$380,0030.05%
234ADTALEM GLOBAL ED INCADT3,731$375,4880.05%
235ISHARES TR46435U32514,800$374,2920.05%
236ISHARES TR46435U28314,714$371,9700.05%
237OPTION CARE HEALTH INCOPCH10,568$369,3520.05%
238CONCENTRIX CORPCNXC6,624$368,5590.05%
239AMERICAN CENTY ETF TR0250726046,063$364,8110.05%
240BUCKLE INCBKE9,511$364,4620.05%
241APPLIED INDL TECHNOLOGIES IN03820C1051,602$360,9950.05%
242V2X INCVVX7,334$359,7330.05%
243VANGUARD INTL EQUITY INDEX F9220428745,088$357,2280.05%
244ISHARES TR46436E31214,068$351,5590.04%
245AMERICAN FINL GROUP INC OHIO0259321042,647$347,6570.04%
246SABRA HEALTH CARE REIT INCSBRA19,776$345,4870.04%
247POTLATCHDELTIC CORPORATION7376301037,626$344,0850.04%
248NATIONAL HEALTHCARE CORPNHC3,568$331,1100.04%
249FIRST TR EXCH TRADED FD III33739N1086,473$326,3830.04%
250STAG INDL INC85254J1028,968$323,9240.04%
251FEDERATED HERMES INCFHI7,896$321,9200.04%
252CENTURY CMNTYS INC1565043004,769$320,0000.04%
253NORTHERN OIL & GAS INCNOG10,563$319,3190.04%
254HILLENBRAND INC43157110813,220$319,1310.04%
255ACCO BRANDS CORPACCO74,997$314,2370.04%
256MODINE MFG CO6078281004,078$312,9870.04%
257EPR PPTYS26884U1095,897$310,2410.04%
258PROGRESS SOFTWARE CORP7433121005,973$307,6690.04%
259SPDR SER TR78464A3593,950$302,6490.04%
260ALKERMES PLCALKS9,108$300,7460.04%
261ISHARES TR46436E82513,696$298,1620.04%
262XENIA HOTELS & RESORTS INCXHR25,313$297,6810.04%
263HF SINCLAIR CORPDINO8,966$294,8020.04%
264BEAZER HOMES USA INCBZH14,458$294,7990.04%
265AMERICAN CENTY ETF TR0250728024,208$293,4660.04%
266SIGA TECHNOLOGIES INCSIGA53,546$293,4320.04%
267ENSIGN GROUP INCENSG2,255$291,7970.04%
268LAM RESEARCH CORPLRCX4,000$290,8000.04%
269NUVEEN PFD & INCOME OPPORTUNNU36,500$290,5400.04%
270ISHARES TR46436E85812,500$286,7500.04%
271EPLUS INCPLUS4,684$285,8650.04%
272ISHARES INC4642865097,000$285,2500.04%
273SHOE CARNIVAL INCSCVL12,950$284,7710.04%
274ISHARES TR46436E59314,350$282,1210.04%
275THERMO FISHER SCIENTIFIC INCTMO564$280,6460.04%
276HAVERTY FURNITURE COS INC41959610113,983$275,7450.04%
277ANI PHARMACEUTICALS INCANIP4,075$272,8210.03%
278VANECK ETF TRUST92189H2015,963$271,3760.03%
279CORE NATURAL RESOURCES INCCNR3,445$265,6100.03%
280MURPHY OIL CORPMUR9,341$265,2840.03%
281URBAN EDGE PPTYS91704F10413,811$262,4090.03%
282SYLVAMO CORPSLVM3,747$251,3110.03%
283BANKUNITED INCBKU7,103$244,6270.03%
284ISHARES TR4642886204,755$242,8850.03%
285UFP TECHNOLOGIES INCUFPT1,193$240,6400.03%
286DORIAN LPG LTDLPG10,707$239,1940.03%
287INVESCO EXCHANGE TRADED FD TIVZ4,685$233,7820.03%
288CLEARWAY ENERGY INCCWEN-A7,493$226,8130.03%
289GEO GROUP INC NEWGEO7,691$224,6540.03%
290NUVEEN MUNICIPAL CREDIT INCNU18,248$223,1730.03%
291EOS ENERGY ENTERPRISES INCEOSE58,959$222,8650.03%
292ISHARES TR46435G1022,605$217,8040.03%
293ELTEK LTDELTK25,907$215,8030.03%
294NOVO-NORDISK A SNONOF3,013$209,2230.03%
295ISHARES TR46436E1488,525$208,0100.03%
296ACADEMY SPORTS & OUTDOORS INASO4,532$206,7050.03%
297SSGA ACTIVE ETF TR78467V6084,950$203,5940.03%
298CLEVELAND-CLIFFS INC NEWCLF24,731$203,2890.03%
299OSCAR HEALTH INCOSCR15,126$198,3020.03%
300BOS BETTER ONLINE SOLUTIONSBOSC36,565$138,2160.02%
301NUVEEN SELECT MAT MUN FDNU13,821$128,8120.02%
302ZYMEWORKS INCZYME10,578$125,9840.02%
303NU HLDGS LTDNU12,094$123,8430.02%
304MANHATTAN BRDG CAP INC56280310619,386$114,5710.01%
305SELECT WATER SOLUTIONS INCWTTR10,373$108,9170.01%
306VIRCO MFG COVIRC10,503$99,3580.01%
307FLEXIBLE SOLUTIONS INTL INCFLEX18,300$92,4150.01%
308CPI AEROSTRUCTURES INCCVU26,579$92,2290.01%
309NUVEEN CALIFORNIA MUNI VLU FNU10,230$88,4900.01%
310AMERICAN SHARED HOSPITAL SVC02959510529,725$82,6360.01%
311GLOBAL SELF STORAGE INCSELF15,600$78,6240.01%
312WILLAMETTE VY VINEYARD INC96913610012,921$76,7510.01%
313TRIO TECH INTL89671220512,008$71,9280.01%
314INNOVATIVE SOLUTIONS & SUPPOISSC10,400$65,4160.01%
315PHX MINERALS INC69291A10015,500$61,2250.01%
316CPS TECHNOLOGIES CORPCPSH35,952$57,1640.01%
317KOSS CORPKOSS10,575$49,9140.01%
318RAVE RESTAURANT GROUP INCRAVE15,000$41,2500.01%
319GAIA INC NEWGAIA10,600$40,8100.01%
320DATA I O CORPDAIO15,402$37,7350.00%
321NATURAL ALTERNATIVES INTL IN63884230210,022$34,4760.00%
322CBAK ENERGY TECHNOLOGY INCCBAT37,000$29,4930.00%
323SURGEPAYS INCSURG13,000$26,9100.00%
324LUMENT FINANCE TRUST INCLFT-PA10,000$26,1000.00%
325AXT INCAXTI16,000$22,5600.00%
326BROADWIND INCBWEN12,100$17,5450.00%