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Portfolio (Quarterly) Guide ↗

Henry James International Management Inc.

· CIK 0001750423
13F Portfolio $334M AUM 91 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 23 Added 12 Reduced 9 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 8,062.0 $765K 0.23% +2K +26.4% $94.93 +8.0%
22 IMO Imperial Oil Ltd. Energy 2,900.0 $325K 0.10% +26.0 +0.9% $112.02 +17.2%
23 Aegon NV ADR 14,391.0 $121K 0.04% +131.0 +0.9% $8.44
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Financial Services 20.2%
Consumer Cyclical 10.2%
Healthcare 9.1%
Industrials 8.6%
Basic Materials 2.2%
Energy 2.0%
Communication Services 1.4%
Utilities 1.1%
Consumer Defensive 0.0%