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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HDB HDFC Bank Limited Sponsored AD Financial Services 29,890.0 $744K 0.27% -53K -64.1% $24.88 +0.7%
22 Sony Financial Group Inc. Unsp 86,512.0 $390K 0.14% -1K -1.6% $4.51
23 Experian PLC 8,107.0 $278K 0.10% -95K -92.2% $34.26
24 ICLR Icon Plc Healthcare 1,878.0 $208K 0.07% -8K -81.9% $110.66 +31.9%
Page 2 of 2  ·  24 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 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%