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Lesley Ott

James Investment Research, Inc.

Assets Managed
$983.78M
Holdings
375
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.39%(2Q avg: 3.86%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in James Investment Research, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of James Investment Research, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 983.78M in assets, with a quarterly growth rate of 10.39% and a 2-quarter average growth rate of 3.86%. The portfolio is managed by Lesley Ott, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.3%
3.84%
$37.709M
105,519 shares@ $357.38 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.52%
3.74%
$36.748M
183,657 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.04%
3.24%
$31.864M
110,118 shares@ $289.36 avg price
ENVA
Enova International Inc
Recent Activity
Decreased -3.56%
3.06%
$30.034M
124,764 shares@ $240.74 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.51%
2.68%
$26.298M
70,499 shares@ $373.03 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.84%
2.28%
$22.417M
68,483 shares@ $327.33 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -15.42%
2.25%
$22.108M
20,761 shares@ $1064.91 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -1.06%
2.17%
$21.29M
281,952 shares@ $75.52 avg price
NVMI
Nova Ltd
Recent Activity
Decreased -21.77%
1.63%
$15.988M
29,448 shares@ $542.94 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.37%
1.57%
$15.404M
40,779 shares@ $377.75 avg price

1-10 of 375