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Portfolio (Quarterly) Guide ↗

Henry James International Management Inc.

· CIK 0001750423
13F Portfolio $277M AUM 94 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 15 Added 24 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN AstraZeneca PLC Healthcare 38,492.0 $7.6M 2.74% NEW $197.22 -11.3%
2 BAE Systems plc Sponsored ADR 25,967.0 $3.0M 1.09% NEW $116.05
3 BAP Credicorp Ltd. Financial Services 2,322.0 $788K 0.28% NEW $339.18 +12.8%
4 SIMO Silicon Motion Technology Corp Technology 3,615.0 $406K 0.15% NEW $112.29 +186.5%

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 40.3%
Financial Services 19.3%
Consumer Cyclical 11.5%
Healthcare 11.3%
Industrials 9.9%
Energy 2.5%
Basic Materials 2.4%
Communication Services 1.4%
Utilities 1.3%
Consumer Defensive 0.0%