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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IMO Imperial Oil Ltd. Energy 2,900.0 $325K 0.10% +26.0 +0.9% $112.02 +17.2%
82 Veolia Environnement 14,871.0 $310K 0.09% NEW $20.83
83 NIPPON TEL & TEL CORP ADR 13,513.0 $301K 0.09% $22.30
84 NATIONAL AUSTRALIA BANK ADR 20,428.0 $268K 0.08% -26K -56.3% $13.12
85 TDK Corporation Sponsored ADR 11,019.0 $242K 0.07% NEW $21.97
86 DASSAULT SYSTEMS ADR 11,235.0 $229K 0.07% $20.37
87 SCCO Southern Copper Corporation Basic Materials 1,303.0 $227K 0.07% NEW $174.26 +19.9%
88 Bunzl plc Sponsored ADR 12,974.0 $226K 0.07% $17.45
89 Sify Technologies Limited Spon 11,422.0 $190K 0.06% NEW $16.61
90 Aegon NV ADR 14,391.0 $121K 0.04% +131.0 +0.9% $8.44
91 ABEV Ambev SA Sponsored ADR Consumer Defensive 14,686.0 $46K 0.01% $3.14 -8.6%
Page 5 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%