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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DB Deutsche Bank Ag Financial Services 163,695.0 $5.5M 1.66% $33.76 +18.7%
22 Commonwealth Bank of Australia 46,089.0 $5.3M 1.57% $114.05
23 Tencent Holdings Ltd. Unsponso 86,037.0 $4.7M 1.41% $54.81
24 CAE Cae Inc. Industrials 182,183.0 $4.6M 1.37% $25.06 -3.6%
25 KB KB Financial Group Inc. Sponso Financial Services 43,268.0 $4.5M 1.36% -20K -31.4% $104.96 +18.9%
26 Ascendis Pharma A/S 16,987.0 $4.5M 1.36% NEW $266.72
27 SNN Smith & Nephew Plc Healthcare 149,903.0 $4.3M 1.29% $28.81 -0.2%
28 ESLT Elbit Systems Ltd. Industrials 5,355.0 $4.1M 1.22% $758.72 -7.7%
29 ICICI Bank Limited Sponsored A 138,654.0 $4.0M 1.21% $29.03
30 CCJ Cameco Corp. Energy 36,398.0 $3.7M 1.11% $101.86 -3.0%
31 America Movil SAB de CV Sponso 142,565.0 $3.7M 1.11% $25.99
32 Siemens Aktiengesellschaft Spo 21,248.0 $3.4M 1.02% +14K +179.5% $160.91
33 IX ORIX Corporation Sponsored ADR Financial Services 88,169.0 $3.4M 1.00% -23K -20.9% $38.04 +2.4%
34 LOGI Logitech International S.A. Technology 35,606.0 $3.3M 1.00% $94.04 +4.9%
35 Anglogold Ashanti PLC 40,093.0 $3.2M 0.97% $80.89
36 ABB Ltd. Sponsored ADR 29,534.0 $3.2M 0.96% $108.57
37 Nestle S.A. Sponsored ADR 30,495.0 $3.1M 0.94% $102.69
38 AIA GROUP LTD 82,862.0 $3.0M 0.91% $36.45
39 BABA Alibaba Group Holding Ltd. Spo Consumer Cyclical 29,240.0 $2.8M 0.84% +384.0 +1.3% $95.98 +18.8%
40 NVO Novo Nordisk A/S Healthcare 56,781.0 $2.7M 0.81% +8K +15.5% $47.94 -5.4%
Page 2 of 5  ·  91 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%