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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 Q2 2025 · Filed August 1, 2025 · Accession 0000810384-25-000005

Total Value
$841.0M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT75,123$37.4M4.44%
2NVIDIA CORPORATIONNVDA225,631$35.6M4.24%
3APPLE INCAAPL128,220$26.3M3.13%
4ISHARES GOLD TRIAU357,680$22.3M2.65%
5ALPHABET INCGOOG125,719$22.2M2.63%
6JPMORGAN CHASE & CO.VYLD75,866$22.0M2.62%
7ENOVA INTL INC29357K103164,692$18.4M2.18%
8WALMART INCWMT184,359$18.0M2.14%
9AMAZON COM INCAMZN66,539$14.6M1.74%
10META PLATFORMS INCMETA18,516$13.7M1.62%
11PROCTER AND GAMBLE CO74271810983,526$13.3M1.58%
12NOVA LTDNVMI47,153$13.0M1.54%
13MASTERCARD INCORPORATEDMA21,907$12.3M1.46%
14BROADCOM INCAVGO43,565$12.0M1.43%
15CATERPILLAR INCCAT28,902$11.2M1.33%
16MCDONALDS CORPMCD36,618$10.7M1.27%
17GOLDMAN SACHS GROUP INCGSCE15,030$10.6M1.26%
18ISHARES TR464288646200,553$10.6M1.26%
19ISHARES TR464287457125,974$10.4M1.24%
20JABIL INCJBL45,512$9.9M1.18%
21HOME DEPOT INCHD26,576$9.7M1.16%
22ELI LILLY & COLLY11,426$8.9M1.06%
23UNITED RENTALS INCURI11,634$8.8M1.04%
24SELECT SECTOR SPDR TR81369Y80333,986$8.6M1.02%
25ISHARES TR46429B655167,700$8.6M1.02%
26T-MOBILE US INCTMUSZ34,975$8.3M0.99%
27GALLAGHER ARTHUR J & CO36357610926,004$8.3M0.99%
28BLACKROCK INCBLK7,908$8.3M0.99%
29ISHARES TR46428746592,298$8.3M0.98%
30ABBOTT LABSABLZF56,230$7.6M0.91%
31ISHARES TR46428765534,674$7.5M0.89%
32ISHARES TR46428866159,173$7.0M0.84%
33CHEVRON CORP NEWCVX48,035$6.9M0.82%
34ABBVIE INCABBV34,841$6.5M0.77%
35EATON CORP PLCETN18,082$6.5M0.77%
36ASML HOLDING N VASMLF7,421$5.9M0.71%
37BERKSHIRE HATHAWAY INC DELBRK-A11,789$5.7M0.68%
38JOHNSON & JOHNSONJNJ36,834$5.6M0.67%
39INSIGHT ENTERPRISES INCNSIT40,207$5.6M0.66%
40ISHARES TR46428744057,608$5.5M0.66%
41VALERO ENERGY CORPVLO40,854$5.5M0.65%
42ISHARES TR46428722651,805$5.1M0.61%
43LINDE PLCLIN10,914$5.1M0.61%
44INVESCO ACTIVELY MANAGED EXCIVZ200,006$5.0M0.60%
45CBRE GROUP INCCBRE34,288$4.8M0.57%
46CASEYS GEN STORES INC1475281039,413$4.8M0.57%
47AMERICAN ELEC PWR CO INC02553710145,089$4.7M0.56%
48BANCORP INC DELTBBK80,908$4.6M0.55%
49DECKERS OUTDOOR CORPDECK43,902$4.5M0.54%
50M/I HOMES INCMHO40,159$4.5M0.54%
51GLOBAL X FDS37960A52974,020$4.5M0.53%
52CADENCE DESIGN SYSTEM INCCDNS13,880$4.3M0.51%
53ASTRAZENECA PLCAZN60,682$4.2M0.50%
54ISHARES TR46428724237,788$4.1M0.49%
55COSTCO WHSL CORP NEW22160K1054,113$4.1M0.48%
56ISHARES TR46428863876,143$4.1M0.48%
57ISHARES TR46436E130155,251$4.0M0.48%
58ISHARES TR46428867936,139$4.0M0.47%
59SCHWAB STRATEGIC TR808524102161,101$3.8M0.46%
60VANGUARD INDEX FDS92290861119,146$3.7M0.44%
61ISHARES TR46436E296157,519$3.6M0.43%
62ISHARES TR46428743240,116$3.5M0.42%
63REGIONS FINANCIAL CORP NEWRF-PF149,941$3.5M0.42%
64SELECT SECTOR SPDR TR81369Y85232,450$3.5M0.42%
65ISHARES TR46428815831,702$3.4M0.40%
66VANGUARD SCOTTSDALE FDS92206C70656,067$3.4M0.40%
67ISHARES INC46428680677,644$3.3M0.39%
68ISHARES TR46428717629,370$3.2M0.38%
69ISHARES TR46428858833,296$3.1M0.37%
70EXXON MOBIL CORPXOM28,853$3.1M0.37%
71TJX COS INC NEW87254010925,084$3.1M0.37%
72AT&T INCT-PC106,458$3.1M0.37%
73PIPER SANDLER COMPANIESPIPR10,975$3.1M0.36%
74VANGUARD SCOTTSDALE FDS92206C84753,854$3.0M0.36%
75ISHARES TR46429B74728,654$2.9M0.35%
76SELECT SECTOR SPDR TR81369Y20921,861$2.9M0.35%
77THE CIGNA GROUP1255231008,880$2.9M0.35%
78FIRST TR EXCH TRADED FD III33740J104138,262$2.8M0.33%
79VANGUARD SCOTTSDALE FDS92206C40934,945$2.8M0.33%
80BRINKER INTL INC10964110014,885$2.7M0.32%
81NETFLIX INCNFLX1,899$2.5M0.30%
82SPDR S&P 500 ETF TRSPY4,083$2.5M0.30%
83MATADOR RES COMTDR52,722$2.5M0.30%
84NELNET INCNNI20,758$2.5M0.30%
85ISHARES TR46434V86049,262$2.5M0.30%
86ISHARES TR4642876227,334$2.5M0.30%
87LPL FINL HLDGS INC50212V1006,595$2.5M0.29%
88ISHARES TR46428841423,021$2.4M0.29%
89ZOETIS INCZTS14,742$2.3M0.27%
90SPDR SERIES TRUST78468R73947,718$2.3M0.27%
91CHENIERE ENERGY INCLNG9,299$2.3M0.27%
92VANGUARD SCOTTSDALE FDS92206C87026,930$2.2M0.27%
93MGIC INVT CORP WIS55284810379,136$2.2M0.26%
94SPINNAKER ETF SERIES84858T77250,833$2.2M0.26%
95DEERE & CODE4,139$2.1M0.25%
96ISHARES TR4642872003,360$2.1M0.25%
97GE AEROSPACE3696043017,970$2.1M0.24%
98AVERY DENNISON CORPAVY11,416$2.0M0.24%
99PC CONNECTION INCCNXN30,151$2.0M0.24%
100INVESCO EXCH TRADED FD TR IIIVZ45,001$1.9M0.23%
101PROLOGIS INC.PLDGP18,238$1.9M0.23%
102HALOZYME THERAPEUTICS INCHALO35,891$1.9M0.22%
103SCHWAB STRATEGIC TR80852430063,761$1.9M0.22%
104ISHARES SILVER TRSLV56,508$1.9M0.22%
105BOOT BARN HLDGS INCBOOT12,130$1.8M0.22%
106PRIMERICA INCPRI6,719$1.8M0.22%
107EVERCORE INCEVR6,773$1.8M0.22%
108REPUBLIC SVCS INC7607591007,268$1.8M0.21%
109SCHWAB STRATEGIC TR80852478973,197$1.8M0.21%
110ISHARES TR46428865317,166$1.7M0.21%
111COCA COLA CONS INCCOKE14,970$1.7M0.20%
112TAIWAN SEMICONDUCTOR MFG LTD8740391007,300$1.7M0.20%
113RYDER SYS INCR10,007$1.6M0.19%
114CISCO SYS INCCSCO22,627$1.6M0.19%
115VANGUARD SCOTTSDALE FDS92206C81320,652$1.6M0.19%
116SPDR SERIES TRUST78464A47451,811$1.6M0.19%
117ACCENTURE PLC IRELANDACN5,187$1.6M0.18%
118ISHARES TR46428816614,016$1.5M0.18%
119ISHARES TR46435UAA962,843$1.5M0.18%
120INTEGER HLDGS CORPITGR12,290$1.5M0.18%
121ISHARES TR46435U25958,755$1.5M0.18%
122INVESCO EXCH TRADED FD TR IIIVZ60,479$1.5M0.18%
123SPDR GOLD TRGLD4,741$1.4M0.17%
124PATRICK INDS INC70334310315,654$1.4M0.17%
125VANGUARD MUN BD FDS92290774628,833$1.4M0.17%
126TRACTOR SUPPLY COTSCO26,204$1.4M0.16%
127CF INDS HLDGS INC12526910014,843$1.4M0.16%
128VANGUARD INTL EQUITY INDEX F92204285827,538$1.4M0.16%
129NEXTERA ENERGY INCNEE-PW19,492$1.4M0.16%
130SELECT SECTOR SPDR TR81369Y4076,180$1.3M0.16%
131INNOVIVA INCINVA65,345$1.3M0.16%
132DARDEN RESTAURANTS INCDRI5,922$1.3M0.15%
133FIRST TR EXCHANGE TRADED FD33734X84616,206$1.2M0.15%
134INVESCO QQQ TRIVZ2,204$1.2M0.14%
135FEDERAL AGRIC MTG CORP3131483066,128$1.2M0.14%
136INVESCO ACTVELY MNGD ETC FDIVZ90,919$1.2M0.14%
137BEST BUY INCBBY17,537$1.2M0.14%
138AMGEN INCAMGN4,087$1.1M0.14%
139HOULIHAN LOKEY INCHLI6,341$1.1M0.14%
140OFG BANCORPOFG26,348$1.1M0.13%
141GENERAC HLDGS INCGNRC7,874$1.1M0.13%
142ISHARES TR46428734128,488$1.1M0.13%
143KONTOOR BRANDS INCKTB16,925$1.1M0.13%
144DONNELLEY FINL SOLUTIONS INC25787G10017,362$1.1M0.13%
145CORCEPT THERAPEUTICS INCCORT14,520$1.1M0.13%
146SPDR SERIES TRUST78464A88810,665$1.1M0.12%
147ISHARES TR46428951120,114$1.0M0.12%
148FIRST BANCORP P R31867270648,057$1.0M0.12%
149SPDR SERIES TRUST78464A69816,797$997,5740.12%
150RADIAN GROUP INCRDN26,966$971,3150.12%
151LOCKHEED MARTIN CORPLMT2,028$939,2480.11%
152FTI CONSULTING INCFCN5,645$911,6680.11%
153ASSURED GUARANTY LTDAGO10,365$902,7920.11%
154AMERICAN TOWER CORP NEW03027X1004,065$898,4460.11%
155SCHWAB STRATEGIC TR80852480540,196$888,3320.11%
156VANGUARD INTL EQUITY INDEX F92204277513,095$880,2460.10%
157FIRST TR EXCH TRADED FD III33739P83043,586$867,5790.10%
158ISHARES TR46436E16334,330$866,1460.10%
159SELECT SECTOR SPDR TR81369Y86020,693$857,1040.10%
160NUCOR CORPNUE6,545$847,8390.10%
161STERLING INFRASTRUCTURE INCSTRL3,601$830,8590.10%
162UNION PAC CORPUNP3,605$829,4380.10%
163ISHARES TR4642876305,233$825,5580.10%
164INVESCO CURRENCYSHARES SWISS46138R1087,316$817,9290.10%
165RTX CORPORATIONRTX5,586$815,6680.10%
166ISHARES TR4642875984,196$814,9890.10%
167WINMARK CORPWINA2,155$813,7500.10%
168ISHARES TR4642888857,235$810,3200.10%
169SELECT SECTOR SPDR TR81369Y7045,463$805,9020.10%
170UNITED STS LIME & MINERALS IUNTCW7,966$795,0070.09%
171AGREE RLTY CORP00849210010,822$790,6350.09%
172MERCHANTS BANCORP INDMBINN23,770$786,0740.09%
173SPDR SERIES TRUST78464A3599,417$778,4090.09%
174SCHWAB STRATEGIC TR80852470625,412$765,9180.09%
175URBAN OUTFITTERS INCURBN10,521$763,1930.09%
176INVESCO EXCHANGE TRADED FD TIVZ11,139$757,6750.09%
177DIGITAL RLTY TR INC2538681034,249$740,7280.09%
178ELEVANCE HEALTH INCELV1,880$731,2450.09%
179WESCO INTL INC95082P1053,854$713,7610.08%
180UNITED THERAPEUTICS CORP DELUTHR2,477$711,7660.08%
181NATIONAL STORAGE AFFILIATESNSA-PB22,125$707,7790.08%
182INNOSPEC INCIOSP8,334$700,8060.08%
183INGLES MKTS INC45703010410,958$694,5180.08%
184VIRTUS ETF TR II92790A40529,339$691,2350.08%
185ISHARES TR46434VBD127,115$682,7560.08%
186PRICESMART INCPSMT6,422$674,5670.08%
187DYNAVAX TECHNOLOGIES CORP26815820167,128$665,9100.08%
188UBER TECHNOLOGIES INCUBER7,079$660,4710.08%
189BOISE CASCADE CO DELBCC7,579$658,0090.08%
190CRA INTL INC12618T1053,450$646,4270.08%
191NORTHROP GRUMMAN CORPNOC1,283$641,6280.08%
192INVESCO EXCHANGE TRADED FD TIVZ18,305$641,2240.08%
193OTTER TAIL CORPOTTR8,302$640,0010.08%
194ISHARES TR46436E20527,340$637,8420.08%
195WARRIOR MET COAL INCHCC13,871$635,7080.08%
196SCHWAB STRATEGIC TR80852475515,781$631,5560.08%
197SPDR SERIES TRUST78464A7634,580$621,6430.07%
198WISDOMTREE INCWT53,971$621,2060.07%
199SELECT SECTOR SPDR TR81369Y60511,833$619,6940.07%
200DISNEY WALT CO2546871064,973$616,7020.07%
201EZCORP INCEZPW44,113$612,2880.07%
202FIDELITY COVINGTON TRUST31609A10718,937$601,6280.07%
203ISHARES TR4642871684,431$588,4810.07%
204ISHARES TR46428723411,729$565,8070.07%
205SUPERNUS PHARMACEUTICALS INCSUPN17,643$556,1070.07%
206ISHARES TR4642875649,000$550,4400.07%
207EOS ENERGY ENTERPRISES INCEOSE105,747$541,4250.06%
208JANUS DETROIT STR TR47103U85211,764$529,9680.06%
209POWELL INDS INC7391281062,510$528,2300.06%
210CENTRAL GARDEN & PET COCENTA16,667$521,5100.06%
211SOUTHSTATE CORPORATIONSSB5,657$520,6140.06%
212ENTERGY CORP NEWENO6,246$519,1680.06%
213SCHWAB STRATEGIC TR80852450818,467$517,9990.06%
214JAMES HARDIE INDS PLC47030M10619,122$514,1910.06%
215UNITEDHEALTH GROUP INCUNH1,627$507,5750.06%
216VANGUARD INTL EQUITY INDEX F9220428746,295$487,8630.06%
217IDACORP INCIDA4,208$485,8140.06%
218AEROVIRONMENT INCAVAV1,702$484,9850.06%
219DANAHER CORPORATION2358511022,450$483,9730.06%
220AVISTA CORPAVA12,582$477,4870.06%
221ADTALEM GLOBAL ED INCADT3,731$474,6950.06%
222NUVEEN MUN VALUE FD INCNU54,116$470,2680.06%
223SCHWAB CHARLES CORPSCHW-PJ5,154$470,2510.06%
224AXOS FINANCIAL INCAX6,172$469,3190.06%
225VANGUARD BD INDEX FDS9219378275,811$457,3260.05%
226SELECT SECTOR SPDR TR81369Y8865,566$454,5200.05%
227VANECK ETF TRUST92189F41127,874$453,7890.05%
228TERRENO RLTY CORP88146M1018,000$448,5600.05%
229AMERICAN CENTY ETF TR0250726046,536$447,9770.05%
230AVNET INCAVT8,304$440,7760.05%
231PHOTRONICS INCPLAB23,029$433,6360.05%
232MAGNOLIA OIL & GAS CORPMGY19,221$432,0880.05%
233BUCKLE INCBKE9,511$431,3240.05%
234PORTLAND GEN ELEC CO73650884710,523$427,5490.05%
235WISDOMTREE TRWT9,776$426,5330.05%
236LAM RESEARCH CORPLRCX4,355$423,9160.05%
237YETI HLDGS INCYETI13,445$423,7860.05%
238ACM RESH INC00108J10916,099$416,9640.05%
239ARCBEST CORPARCB5,384$414,6220.05%
240ISHARES TR4642886123,766$402,1710.05%
241RADIUS RECYCLING INC80688210613,535$401,8540.05%
242MODINE MFG CO6078281004,078$401,6830.05%
243SELECT SECTOR SPDR TR81369Y3084,954$401,1250.05%
244INTERDIGITAL INCIDCC1,709$383,2090.05%
245NATIONAL HEALTHCARE CORPNHC3,568$381,8120.05%
246PROGRESS SOFTWARE CORP7433121005,973$381,3160.05%
247ISHARES TR46435U28314,714$373,0000.04%
248APPLIED INDL TECHNOLOGIES IN03820C1051,602$372,3850.04%
249HF SINCLAIR CORPDINO8,966$368,3230.04%
250XENIA HOTELS & RESORTS INCXHR29,220$367,2950.04%
251SABRA HEALTH CARE REIT INCSBRA19,776$364,6690.04%
252V2X INCVVX7,334$356,0660.04%
253ISHARES TR46436E31214,068$355,7090.04%
254AMERICAN CENTY ETF TR0250728024,425$350,8140.04%
255ISHARES TR46435U32513,800$350,6580.04%
256CONCENTRIX CORPCNXC6,624$350,1120.04%
257FEDERATED HERMES INCFHI7,896$349,9510.04%
258SIGA TECHNOLOGIES INCSIGA53,546$349,1200.04%
259ANDERSONS INCANDE9,478$348,3170.04%
260ENSIGN GROUP INCENSG2,255$347,8560.04%
261EPR PPTYS26884U1095,897$343,5590.04%
262OPTION CARE HEALTH INCOPCH10,568$343,2490.04%
263EPLUS INCPLUS4,684$337,7160.04%
264AMERICAN FINL GROUP INC OHIO0259321042,647$334,0780.04%
265PETROLEO BRASILEIRO SA PETRO71654V40826,586$332,5910.04%
266ISHARES TR4642894381,344$331,3090.04%
267STAG INDL INC85254J1028,968$325,3590.04%
268BEAZER HOMES USA INCBZH14,458$323,4250.04%
269ISHARES INC4642865097,000$323,4000.04%
270GRAPHIC PACKAGING HLDG COGPK15,287$322,0970.04%
271INSTALLED BLDG PRODS INC45780R1011,750$315,5600.04%
272ISHARES TR46436E82513,696$300,2160.04%
273NORTHERN OIL & GAS INCNOG10,563$299,4610.04%
274POTLATCHDELTIC CORPORATION7376301037,626$292,6100.03%
275UFP TECHNOLOGIES INCUFPT1,193$291,2830.03%
276ISHARES TR46436E85812,500$286,6250.03%
277ISHARES TR46436E59314,350$284,7040.03%
278HAVERTY FURNITURE COS INC41959610113,983$284,5540.03%
279EXCHANGE TRADED CONCEPTS TRU3015054754,982$281,7820.03%
280ELTEK LTDELTK25,907$277,7230.03%
281AXCELIS TECHNOLOGIES INCACLS3,976$277,0870.03%
282CENTURY CMNTYS INC1565043004,769$268,5900.03%
283ANI PHARMACEUTICALS INCANIP4,075$265,8940.03%
284HILLENBRAND INC43157110813,220$265,3250.03%
285DORIAN LPG LTDLPG10,707$261,0370.03%
286ALKERMES PLCALKS9,108$260,5800.03%
287URBAN EDGE PPTYS91704F10413,811$257,7130.03%
288BANKUNITED INCBKU7,103$252,7960.03%
289OSCAR HEALTH INCOSCR11,354$243,4300.03%
290NEWMONT CORPNEMCL4,144$241,4290.03%
291ISHARES TR4642886204,690$241,2540.03%
292CORE NATURAL RESOURCES INCCNR3,445$240,2540.03%
293CLEARWAY ENERGY INCCWEN-A7,493$239,7760.03%
294TD SYNNEX CORPORATIONSNX1,765$239,5110.03%
295INVESCO EXCHANGE TRADED FD TIVZ4,454$236,9970.03%
296ISHARES TR46435G1022,605$234,7110.03%
297ISHARES TR4642878042,085$227,8700.03%
298THERMO FISHER SCIENTIFIC INCTMO548$222,1920.03%
299INTERNATIONAL BUSINESS MACHSINTR744$219,3160.03%
300NUVEEN MUNICIPAL CREDIT INCNU18,248$217,5160.03%
301SPDR SERIES TRUST78464A39110,136$216,9100.03%
302MURPHY OIL CORPMUR9,341$210,1730.02%
303ARTIVION INCAORT6,753$210,0180.02%
304ISHARES TR46436E1488,525$208,9480.02%
305BUILD-A-BEAR WORKSHOP INCBBW4,044$208,5090.02%
306ORACLE CORPORCL-PD946$206,8240.02%
307SSGA ACTIVE ETF TR78467V6084,950$205,8710.02%
308ACADEMY SPORTS & OUTDOORS INASO4,532$203,0790.02%
309CLEVELAND-CLIFFS INC NEWCLF24,731$187,9560.02%
310BOS BETTER ONLINE SOLUTIONSBOSC36,565$177,3400.02%
311INNOVATIVE SOLUTIONS & SUPPOISSC10,400$144,3520.02%
312ZYMEWORKS INCZYME10,578$132,7540.02%
313NUVEEN SELECT MAT MUN FDNU13,821$125,2180.01%
314MANHATTAN BRDG CAP INC56280310621,186$115,8870.01%
315CPS TECHNOLOGIES CORPCPSH35,952$99,5870.01%
316CPI AEROSTRUCTURES INCCVU26,579$93,0270.01%
317NUVEEN CALIFORNIA MUNI VLU FNU10,230$88,7960.01%
318FLEXIBLE SOLUTIONS INTL INCFLEX18,300$88,7550.01%
319MASTECH DIGITAL INCMHH12,126$86,9430.01%
320VIRCO MFG COVIRC10,503$83,8140.01%
321GLOBAL SELF STORAGE INCSELF15,600$83,3040.01%
322WILLAMETTE VY VINEYARD INC96913610012,921$71,7120.01%
323AMERICAN SHARED HOSPITAL SVC02959510529,725$71,6370.01%
324DATA I O CORPDAIO22,402$69,4460.01%
325TRIO TECH INTL89671220512,008$65,0830.01%
326CBAK ENERGY TECHNOLOGY INCCBAT52,521$61,9750.01%
327SURGEPAYS INCSURG19,000$59,0900.01%
328KOSS CORPKOSS10,575$53,9330.01%
329ALPHA PRO TECH LTDAPT11,050$51,8250.01%
330GAIA INC NEWGAIA10,600$46,5340.01%
331RAVE RESTAURANT GROUP INCRAVE15,000$41,2500.00%
332B2GOLD CORPBTG11,301$40,7970.00%
333TANDY LEATHER FACTORY INCTLF12,573$38,8510.00%
334AXT INCAXTI16,000$33,4400.00%
335NATURAL ALTERNATIVES INTL IN63884230210,022$32,8720.00%
336LUMENT FINANCE TRUST INCLFT-PA10,000$22,1000.00%
337BROADWIND INCBWEN12,100$21,9010.00%
338OPUS GENETICS INCIRD16,364$15,4170.00%