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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TM Toyota Motor Corp. Consumer Cyclical 6,738.0 $1.1M 0.34% -47.0 -0.7% $168.42 +16.7%
62 FN Fabrinet Technology 1,761.0 $990K 0.30% -73.0 -4.0% $562.08 -26.5%
63 BAP Credicorp Ltd. Financial Services 2,508.0 $977K 0.29% +186.0 +8.0% $389.58 -6.0%
64 Sumitomo Corporation 22,493.0 $861K 0.26% +7K +47.4% $38.29
65 ASX ASE Technology Holding Co., Lt Technology 18,320.0 $827K 0.25% -2K -9.1% $45.12 -18.1%
66 HDB HDFC Bank Limited Sponsored AD Financial Services 29,881.0 $772K 0.23% $25.83 -12.1%
67 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 8,062.0 $765K 0.23% +2K +26.4% $94.93 +8.0%
68 CB CHUBB LIMITED Financial Services 2,221.0 $757K 0.23% $340.74 -0.6%
69 GIB CGI Inc. Class A Technology 11,154.0 $720K 0.22% -2K -15.1% $64.57 +16.5%
70 SHEL Shell PLC Sponsored ADR Energy 8,690.0 $674K 0.20% $77.54 +17.9%
71 SHIN-ETSU CHEM UNSPON ADR 30,039.0 $648K 0.19% $21.56
72 IBERDROLA SA SPONSORED ADR 6,425.0 $642K 0.19% $99.88
73 TotalEnergies SE 7,143.0 $555K 0.17% $77.76
74 LONZA GROUP AG UNSPON ADR 7,440.0 $503K 0.15% $67.66
75 ADIDAS AG ADR 4,649.0 $477K 0.14% $102.55
76 MELI MercadoLibre, Inc. Consumer Cyclical 266.0 $452K 0.14% $1697.39 +14.1%
77 MTD METTLER-TOLEDO INTL W/1 RT/SH Healthcare 348.0 $445K 0.13% $1277.51 +10.0%
78 UMC United Microelectronics Corp S Technology 15,304.0 $416K 0.12% NEW $27.21 -26.9%
79 Sony Financial Group Inc. Unsp 86,512.0 $375K 0.11% $4.34
80 ICLR Icon Plc Healthcare 1,876.0 $326K 0.10% $173.71 -5.0%
Page 4 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%