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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 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABB Ltd. Sponsored ADR 29,534.0 $2.3M 0.84% $78.70
42 NVO Novo Nordisk A/S Healthcare 49,156.0 $1.8M 0.65% $36.75 +17.5%
43 SoftBank Group Corp. Unsponsor 145,488.0 $1.8M 0.64% +109K +300.0% $12.09
44 BSAC Banco Santander-Chile Financial Services 51,000.0 $1.7M 0.61% $33.40 -2.3%
45 B Barrick Gold Corp. Basic Materials 40,921.0 $1.7M 0.60% $40.79 -1.1%
46 PT Bank Mandiri (Persero) Tbk 150,096.0 $1.7M 0.60% $11.11
47 YUMC Yum China Holdings, Inc. Consumer Cyclical 34,183.0 $1.7M 0.60% $48.78 -12.0%
48 PDD PDD Holdings Inc. Sponsored AD Consumer Cyclical 16,148.0 $1.7M 0.60% $102.18 -22.1%
49 CHKP CHECK POINT SOFTWARE TECH Technology 11,442.0 $1.6M 0.59% -10K -46.2% $142.85 -14.4%
50 SKM SK Telecom Co., Ltd. Sponsored Communication Services 51,189.0 $1.5M 0.54% $29.29 +23.6%
51 RELX RELX PLC Sponsored ADR Communication Services 43,293.0 $1.4M 0.52% $33.15 -5.9%
52 TM Toyota Motor Corp. Consumer Cyclical 6,785.0 $1.4M 0.51% $206.09 -15.6%
53 SQM Sociedad Quimica Y Minera De C Basic Materials 16,286.0 $1.3M 0.48% $80.94 -1.5%
54 Merck KGaA Sponsored ADR 52,591.0 $1.3M 0.47% $24.80
55 BCS Barclays Plc Financial Services 61,251.0 $1.3M 0.47% $21.16 +24.3%
56 HSBC HSBC Holdings PLC Sponsored AD Financial Services 15,380.0 $1.3M 0.46% +666.0 +4.5% $82.49 +15.1%
57 GRFS Grifols, S.A. Sponsored ADR Cl Healthcare 157,945.0 $1.3M 0.46% $8.02 -7.7%
58 TECK Teck Resources Ltd. Basic Materials 24,003.0 $1.2M 0.45% $51.75 +24.4%
59 INFY Infosys Limited Sponsored ADR Technology 87,621.0 $1.2M 0.43% +1K +1.7% $13.51 -21.8%
60 Julius Baer Gruppe AG Unsponso 74,849.0 $1.1M 0.39% +6K +8.3% $14.48
Page 3 of 5  ·  94 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%