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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GIB CGI Inc. Class A Technology 13,133.0 $960K 0.35% -32K -70.7% $73.10 -16.2%
62 FN Fabrinet Technology 1,834.0 $956K 0.34% -75.0 -3.9% $521.52 +10.0%
63 BNP PARIBAS 20,125.0 $939K 0.34% $46.66
64 Siemens Aktiengesellschaft Spo 7,601.0 $926K 0.34% $121.88
65 SHEL Shell PLC Sponsored ADR Energy 8,690.0 $808K 0.29% $93.00 -15.3%
66 BAP Credicorp Ltd. Financial Services 2,322.0 $788K 0.28% NEW $339.18 +12.8%
67 HDB HDFC Bank Limited Sponsored AD Financial Services 29,890.0 $744K 0.27% -53K -64.1% $24.88 +0.7%
68 CB CHUBB LIMITED Financial Services 2,221.0 $724K 0.26% $325.93 -0.8%
69 INFINEON TECHNOLOGIES 15,735.0 $689K 0.25% +3K +23.5% $43.78
70 NATIONAL AUSTRALIA BANK ADR 46,794.0 $664K 0.24% $14.19
71 TotalEnergies SE 7,143.0 $650K 0.23% $90.98
72 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 6,376.0 $595K 0.21% +67.0 +1.1% $93.29 +7.3%
73 SHIN-ETSU CHEM UNSPON ADR 29,930.0 $589K 0.21% $19.67
74 IBERDROLA SA SPONSORED ADR 6,425.0 $585K 0.21% $91.00
75 Sumitomo Corporation 15,261.0 $554K 0.20% $36.33
76 LONZA GROUP AG UNSPON ADR 7,436.0 $467K 0.17% $62.82
77 MELI MercadoLibre, Inc. Consumer Cyclical 266.0 $460K 0.17% $1729.02 -5.4%
78 ALC Alcon AG Healthcare 5,871.0 $442K 0.16% $75.35 -14.2%
79 MTD METTLER-TOLEDO INTL W/1 RT/SH Healthcare 349.0 $440K 0.16% $1261.20 -9.2%
80 ASX ASE Technology Holding Co., Lt Technology 20,142.0 $437K 0.16% +115.0 +0.6% $21.68 +87.1%
Page 4 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%