JAMES INVESTMENT RESEARCH INC
Long Only Manager
JAMES INVESTMENT RESEARCH INC is a Long Only Manager based in Xenia, OH led by Richard Brian Culpepper, reporting $1.2B in AUM as of Q3 2025 with NVDA as the largest holding (4% allocation).
CEORichard Brian Culpepper
- Portfolio Value
- $912.7M
- Positions
- 356
- Top Holding
- NVDA at 4.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JAMES INVESTMENT RESEARCH INC's portfolio (27.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $40.6M | 4.45% | -$1.5M Sold | 0.00% 217.6K shares | |
Software - Infrastructure Technology | $38.5M | 4.21% | -$450.1K Sold | 0.00% 74.3K shares | |
Consumer Electronics Technology | $32.1M | 3.52% | -$561.5K Sold | 0.00% 126.0K shares | |
Internet Content & Information Communication Services | $29.1M | 3.19% | -$1.5M Sold | 0.00% 119.6K shares | |
Unknown Unknown | $24.7M | 2.71% | -$1.3M Sold | — 339.6K shares | |
Banks - Diversified Financial Services | $23.6M | 2.59% | -$312.3K Sold | 0.00% 74.9K shares | |
Financial - Credit Services Financial Services | $19.3M | 2.11% | +$347.6K Bought | 0.67% 167.7K shares | |
Discount Stores Consumer Defensive | $17.9M | 1.96% | -$1.1M Sold | 0.00% 173.2K shares | |
Semiconductors Technology | $14.5M | 1.59% | -$595.8K Sold | 0.15% 45.3K shares | |
Specialty Retail Consumer Cyclical | $14.5M | 1.58% | -$154.1K Sold | 0.00% 65.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JAMES INVESTMENT RESEARCH INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for JAMES INVESTMENT RESEARCH INC
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