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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Ascendis Pharma A/S 16,987.0 $4.5M 1.36% NEW $266.72
2 UMC United Microelectronics Corp S Technology 15,304.0 $416K 0.12% NEW $27.21 -26.9%
3 Veolia Environnement 14,871.0 $310K 0.09% NEW $20.83
4 TDK Corporation Sponsored ADR 11,019.0 $242K 0.07% NEW $21.97
5 SCCO Southern Copper Corporation Basic Materials 1,303.0 $227K 0.07% NEW $174.26 +19.9%
6 Sify Technologies Limited Spon 11,422.0 $190K 0.06% NEW $16.61

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%