Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value ($000): $230,643 (100.0% shares, 0.0% debt)

Holdings (124)

SHOP Shopify, Inc. Class A 4.7%
Value ($000) $10,783 Shares 166,917 Est. Cost $37.42 Unrealized +51.1%
RACE Ferrari NV 4.6%
Value ($000) $10,499 Shares 32,283 Est. Cost $128.51 Unrealized +126.7%
SONY Sony Group Corporation Sponsor 4.1%
Value ($000) $9,478 Shares 105,261 Est. Cost $54.89 Unrealized
UBS UBS Group AG 4.0%
Value ($000) $9,244 Shares 456,036 Est. Cost $13.26 Unrealized +51.6%
ASML ASML HOLDING NV 3.9%
Value ($000) $8,954 Shares 12,354 Est. Cost $316.70 Unrealized
STM Stmicroelectronics N.V. 3.6%
Value ($000) $8,308 Shares 166,184 Est. Cost $17.31 Unrealized
GIB CGI Inc. Class A 3.5%
Value ($000) $8,121 Shares 77,023 Est. Cost $62.84 Unrealized +61.2%
TSM Taiwan Semiconductor Manufactu 3.4%
Value ($000) $7,807 Shares 77,354 Est. Cost $63.06 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 3.2%
Value ($000) $7,304 Shares 103,679 Est. Cost $56.67 Unrealized
AER Aercap Holdings N.V. 2.8%
Value ($000) $6,456 Shares 101,639 Est. Cost $49.89 Unrealized +13.9%
SNN Smith & Nephew Plc 2.6%
Value ($000) $5,953 Shares 184,583 Est. Cost $38.45 Unrealized
SAP SAP SE Sponsored ADR 2.4%
Value ($000) $5,627 Shares 41,130 Est. Cost $119.98 Unrealized
ESLT Elbit Systems Ltd. 2.4%
Value ($000) $5,596 Shares 26,782 Est. Cost $121.41 Unrealized +55.9%
IX ORIX Corporation Sponsored ADR 2.3%
Value ($000) $5,378 Shares 58,958 Est. Cost $75.88 Unrealized
ICLR Icon Plc 2.3%
Value ($000) $5,291 Shares 21,149 Est. Cost $147.36 Unrealized +44.1%
IBN ICICI Bank Limited Sponsored A 1.9%
Value ($000) $4,468 Shares 193,571 Est. Cost $12.66 Unrealized
NOK Nokia Oyj Sponsored ADR 1.9%
Value ($000) $4,397 Shares 1,057,002 Est. Cost $4.06 Unrealized
OTEX Open Text Corp. 1.9%
Value ($000) $4,292 Shares 103,290 Est. Cost $30.97 Unrealized +19.2%
CAE Cae Inc. 1.8%
Value ($000) $4,102 Shares 183,281 Est. Cost $21.16 Unrealized +4.6%
CHKP CHECK POINT SOFTWARE TECH 1.7%
Value ($000) $3,999 Shares 31,831 Est. Cost $114.91 Unrealized +9.6%
AMX America Movil SAB de CV Sponso 1.6%
Value ($000) $3,770 Shares 174,193 Est. Cost $21.05 Unrealized
LOGI Logitech International S.A. 1.6%
Value ($000) $3,695 Shares 62,200 Est. Cost $41.18 Unrealized +40.2%
PSO PEARSON PLC SPONSORED ADR ADR 1.6%
Value ($000) $3,632 Shares 346,564 Est. Cost $10.67 Unrealized
HDB HDFC Bank Limited Sponsored AD 1.4%
Value ($000) $3,145 Shares 45,117 Est. Cost $72.84 Unrealized
AAGIY AIA GROUP LTD 1.3%
Value ($000) $3,039 Shares 74,619 Est. Cost $36.26 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 1.0%
Value ($000) $2,368 Shares 55,741 Est. Cost $45.72 Unrealized
MKKGY Merck KGaA Sponsored ADR 1.0%
Value ($000) $2,331 Shares 70,315 Est. Cost $24.38 Unrealized
YUMC Yum China Holdings, Inc. 1.0%
Value ($000) $2,309 Shares 40,868 Est. Cost $55.92 Unrealized +7.9%
BABA Alibaba Group Holding Ltd. Spo 1.0%
Value ($000) $2,269 Shares 27,225 Est. Cost $136.72 Unrealized
IFNNY INFINEON TECHNOLOGIES 1.0%
Value ($000) $2,211 Shares 53,501 Est. Cost $28.24 Unrealized
ASND Ascendis Pharma A/S Sponsored 0.9%
Value ($000) $2,186 Shares 24,495 Est. Cost $127.03 Unrealized
RELX RELX PLC Sponsored ADR 0.9%
Value ($000) $2,106 Shares 62,991 Est. Cost $22.52 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.9%
Value ($000) $2,101 Shares 151,192 Est. Cost $11.21 Unrealized
SQM Sociedad Quimica Y Minera De C 0.9%
Value ($000) $2,080 Shares 28,649 Est. Cost $66.96 Unrealized
LYG Lloyds Banking Group plc Spons 0.9%
Value ($000) $2,060 Shares 936,173 Est. Cost $2.66 Unrealized
KB KB Financial Group Inc. Sponso 0.9%
Value ($000) $1,994 Shares 54,788 Est. Cost $44.19 Unrealized
INFY Infosys Limited Sponsored ADR 0.8%
Value ($000) $1,769 Shares 110,101 Est. Cost $11.11 Unrealized
MELI MercadoLibre, Inc. 0.8%
Value ($000) $1,747 Shares 1,475 Est. Cost $473.92 Unrealized +165.4%
PBR Petroleo Brasileiro SA Sponsor 0.7%
Value ($000) $1,703 Shares 123,117 Est. Cost $13.27 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 0.7%
Value ($000) $1,666 Shares 305,695 Est. Cost $8.85 Unrealized
GRFS Grifols, S.A. Sponsored ADR Cl 0.7%
Value ($000) $1,608 Shares 175,528 Est. Cost $19.07 Unrealized
TECK Teck Resources Ltd. 0.7%
Value ($000) $1,598 Shares 37,949 Est. Cost $23.28 Unrealized +84.6%
NSRGY Nestle S.A. Sponsored ADR 0.6%
Value ($000) $1,415 Shares 11,760 Est. Cost $105.24 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.5%
Value ($000) $1,223 Shares 62,670 Est. Cost $26.20 Unrealized
AngloGold Ashanti Limited Spon 0.5%
Value ($000) $1,146 Shares 54,360 Est. Cost $15.84 Unrealized
EXPGY Experian PLC 0.5%
Value ($000) $1,071 Shares 27,997 Est. Cost $40.34 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.4%
Value ($000) $1,015 Shares 22,836 Est. Cost $71.08 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.4%
Value ($000) $955 Shares 15,125 Est. Cost $38.03 Unrealized
VALE Vale S.A. Sponsored ADR 0.4%
Value ($000) $931 Shares 69,388 Est. Cost $14.84 Unrealized
NGG National Grid Transco 0.4%
Value ($000) $912 Shares 13,547 Est. Cost $65.00 Unrealized
SOUHY South32 Ltd. ADR 0.4%
Value ($000) $885 Shares 70,470 Est. Cost $13.99 Unrealized
BSAC Banco Santander-Chile 0.4%
Value ($000) $881 Shares 46,730 Est. Cost $23.48 Unrealized
WMMVY Wal-Mart de Mexico SAB de CV S 0.4%
Value ($000) $867 Shares 21,989 Est. Cost $34.33 Unrealized
FN Fabrinet 0.4%
Value ($000) $843 Shares 6,490 Est. Cost $87.14 Unrealized +22.6%
LVMUY LVMH Moet Hennessy Louis Vuitt 0.4%
Value ($000) $841 Shares 4,453 Est. Cost $185.45 Unrealized
NVO Novo Nordisk A/S 0.3%
Value ($000) $806 Shares 4,982 Est. Cost $160.08 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.3%
Value ($000) $795 Shares 43,641 Est. Cost $13.88 Unrealized
BNPQY BNP PARIBAS 0.3%
Value ($000) $795 Shares 25,123 Est. Cost $26.86 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $776 Shares 2,516 Est. Cost $155.81 Unrealized +79.5%
TCOM Trip.com Group Ltd. Sponsored 0.3%
Value ($000) $757 Shares 21,632 Est. Cost $29.90 Unrealized
TotalEnergies SE Sponsored ADR 0.3%
Value ($000) $751 Shares 13,021 Est. Cost $59.81 Unrealized
EC Ecopetrol SA Sponsored ADR 0.3%
Value ($000) $720 Shares 70,256 Est. Cost $12.05 Unrealized
SIMO Silicon Motion Technology Corp 0.3%
Value ($000) $706 Shares 9,823 Est. Cost $74.12 Unrealized
SHEL Shell PLC Sponsored ADR 0.3%
Value ($000) $681 Shares 11,272 Est. Cost $54.71 Unrealized
PAC Grupo Aeroportuario Del Pacifi 0.3%
Value ($000) $664 Shares 3,713 Est. Cost $139.66 Unrealized
JD JD.com, Inc. Sponsored ADR Cla 0.3%
Value ($000) $660 Shares 19,347 Est. Cost $42.25 Unrealized
AZN ASTRAZENECA PLC ADR 0.3%
Value ($000) $642 Shares 8,976 Est. Cost $44.22 Unrealized
SIEGY Siemens Aktiengesellschaft Spo 0.3%
Value ($000) $635 Shares 7,607 Est. Cost $65.93 Unrealized
ASX ASE Technology Holding Co., Lt 0.3%
Value ($000) $615 Shares 78,985 Est. Cost $4.88 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.3%
Value ($000) $615 Shares 469 Est. Cost $662.11 Unrealized +112.4%
WNS (Holdings) Limited Sponsor 0.3%
Value ($000) $612 Shares 8,299 Est. Cost $51.56 Unrealized
PDD PDD Holdings Inc. Sponsored AD 0.3%
Value ($000) $595 Shares 8,605 Est. Cost $126.84 Unrealized
BIDU Baidu Inc Sponsored ADR Class 0.3%
Value ($000) $586 Shares 4,279 Est. Cost $159.04 Unrealized
NVS NOVARTIS AG ADR 0.3%
Value ($000) $583 Shares 5,776 Est. Cost $87.88 Unrealized
UMC United Microelectronics Corp S 0.2%
Value ($000) $574 Shares 72,763 Est. Cost $7.25 Unrealized
MPNGY Meituan Unsponsored ADR Class 0.2%
Value ($000) $567 Shares 18,061 Est. Cost $47.08 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $559 Shares 33,480 Est. Cost $19.51 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $552 Shares 2,868 Est. Cost $130.66 Unrealized +45.3%
NJDCY NIDEC CORP ADR 0.2%
Value ($000) $548 Shares 39,715 Est. Cost $26.45 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $523 Shares 5,372 Est. Cost $118.71 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.2%
Value ($000) $492 Shares 12,886 Est. Cost $32.84 Unrealized
BAP Credicorp Ltd. 0.2%
Value ($000) $489 Shares 3,313 Est. Cost $126.42 Unrealized +0.3%
TD Toronto-Dominion Bank 0.2%
Value ($000) $489 Shares 7,878 Est. Cost $67.31 Unrealized -10.6%
QURE uniQure N.V. 0.2%
Value ($000) $488 Shares 42,604 Est. Cost $38.56 Unrealized -50.9%
CX Cemex SAB de CV Sponsored ADR 0.2%
Value ($000) $484 Shares 68,407 Est. Cost $7.66 Unrealized
DEO DIAGEO PLC 0.2%
Value ($000) $483 Shares 2,785 Est. Cost $141.80 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.2%
Value ($000) $466 Shares 134,579 Est. Cost $3.33 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.2%
Value ($000) $457 Shares 7,662 Est. Cost $34.30 Unrealized
TLK PT Telkom Indonesia (Persero) 0.2%
Value ($000) $455 Shares 17,059 Est. Cost $27.02 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $453 Shares 7,089 Est. Cost $56.50 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR 0.2%
Value ($000) $450 Shares 15,248 Est. Cost $33.95 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.2%
Value ($000) $447 Shares 11,287 Est. Cost $28.57 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value ($000) $414 Shares 7,928 Est. Cost $31.13 Unrealized
KT KT Corporation Sponsored ADR 0.2%
Value ($000) $410 Shares 36,299 Est. Cost $12.83 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value ($000) $408 Shares 46,549 Est. Cost $7.82 Unrealized
WF Woori Financial Group Inc. 0.2%
Value ($000) $364 Shares 13,494 Est. Cost $28.25 Unrealized
IDCBY Industrial & Commerical Bank o 0.2%
Value ($000) $361 Shares 33,902 Est. Cost $11.77 Unrealized
TM Toyota Motor Corp. 0.2%
Value ($000) $359 Shares 2,236 Est. Cost $132.04 Unrealized
ABEV Ambev SA Sponsored ADR 0.2%
Value ($000) $358 Shares 112,499 Est. Cost $2.53 Unrealized
FMX Fomento Economico Mexicano S.A 0.2%
Value ($000) $349 Shares 3,147 Est. Cost $78.12 Unrealized
HIMX Himax Technologies, Inc. Spons 0.1%
Value ($000) $339 Shares 50,184 Est. Cost $14.68 Unrealized
CCJ Cameco Corp. 0.1%
Value ($000) $326 Shares 10,404 Est. Cost $24.98 Unrealized +11.9%
SHG Shinhan Financial Group Co Ltd 0.1%
Value ($000) $324 Shares 12,426 Est. Cost $28.57 Unrealized
SFTBY SoftBank Group Corp. Unsponsor 0.1%
Value ($000) $322 Shares 13,680 Est. Cost $43.50 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.1%
Value ($000) $322 Shares 22,221 Est. Cost $17.08 Unrealized
ALC Alcon AG 0.1%
Value ($000) $318 Shares 3,869 Est. Cost $63.16 Unrealized +20.0%
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $310 Shares 3,137 Est. Cost $68.14 Unrealized +29.8%
VEOEY Veolia Environnement 0.1%
Value ($000) $279 Shares 17,536 Est. Cost $20.82 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 0.1%
Value ($000) $264 Shares 21,008 Est. Cost $9.14 Unrealized
ANPDY ANTA Sports Products Ltd. Unsp 0.1%
Value ($000) $259 Shares 1,010 Est. Cost $312.44 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $255 Shares 2,894 Est. Cost $77.03 Unrealized +3.1%
Barrick Gold Corp. 0.1%
Value ($000) $253 Shares 14,930 Est. Cost $14.22 Unrealized
TAL Tal Education Group 0.1%
Value ($000) $244 Shares 41,005 Est. Cost $41.13 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $220 Shares 2,938 Est. Cost $68.76 Unrealized 0.0%
NBIS Yandex NV Class A 0.1%
Value ($000) $211 Shares 11,139 Est. Cost $35.44 Unrealized
CIHKY China Merchants Bank Co Ltd. 0.1%
Value ($000) $209 Shares 9,192 Est. Cost $33.74 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.1%
Value ($000) $157 Shares 14,089 Est. Cost $7.52 Unrealized
SEKEY Seiko Epson 0.1%
Value ($000) $132 Shares 17,048 Est. Cost $8.98 Unrealized
Amcor PLC 0.1%
Value ($000) $128 Shares 12,853 Est. Cost $9.56 Unrealized -2.4%
MMC Norilsk Nickel 0.0%
Value ($000) $112 Shares 37,100 Est. Cost $23.18 Unrealized
LUKOY Oil company LUKOIL PJSC Sponso 0.0%
Value ($000) $94 Shares 13,500 Est. Cost $77.08 Unrealized
Gazprom PJSC Sponsored ADR 0.0%
Value ($000) $73 Shares 66,800 Est. Cost $6.46 Unrealized
Aegon NV ADR 0.0%
Value ($000) $72 Shares 14,165 Est. Cost $4.36 Unrealized
PONGF Atari, Inc. 0.0%
Value ($000) $2 Shares 12,900 Est. Cost $0.69 Unrealized -80.1%