Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 26, 2023

Total Value ($000): $231,005 (100.0% shares, 0.0% debt)

Holdings (124)

UBS UBS Group AG 4.8%
Value ($000) $11,171 Shares 453,191 Est. Cost $13.26 Unrealized +76.1%
RACE Ferrari NV 4.1%
Value ($000) $9,476 Shares 32,065 Est. Cost $128.51 Unrealized +141.6%
SHOP Shopify, Inc. Class A 3.8%
Value ($000) $8,739 Shares 160,151 Est. Cost $37.42 Unrealized +61.9%
SONY Sony Group Corporation Sponsor 3.6%
Value ($000) $8,221 Shares 99,761 Est. Cost $54.89 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 3.5%
Value ($000) $8,071 Shares 107,979 Est. Cost $57.39 Unrealized
ASML ASML HOLDING NV 3.3%
Value ($000) $7,690 Shares 13,063 Est. Cost $331.46 Unrealized
GIB CGI Inc. Class A 3.3%
Value ($000) $7,586 Shares 77,023 Est. Cost $62.84 Unrealized +61.7%
TSM Taiwan Semiconductor Manufactu 3.2%
Value ($000) $7,379 Shares 84,912 Est. Cost $65.18 Unrealized
AER Aercap Holdings N.V. 2.8%
Value ($000) $6,370 Shares 101,642 Est. Cost $49.89 Unrealized +24.2%
STM Stmicroelectronics N.V. 2.5%
Value ($000) $5,709 Shares 132,284 Est. Cost $17.31 Unrealized
IX ORIX Corporation Sponsored ADR 2.4%
Value ($000) $5,535 Shares 58,963 Est. Cost $75.88 Unrealized
ICLR Icon Plc 2.3%
Value ($000) $5,321 Shares 21,608 Est. Cost $149.58 Unrealized +68.5%
SAP SAP SE Sponsored ADR 2.3%
Value ($000) $5,319 Shares 41,131 Est. Cost $119.98 Unrealized
ESLT Elbit Systems Ltd. 2.3%
Value ($000) $5,302 Shares 26,783 Est. Cost $121.41 Unrealized +65.3%
IBN ICICI Bank Limited Sponsored A 2.1%
Value ($000) $4,772 Shares 206,415 Est. Cost $13.31 Unrealized
SNN Smith & Nephew Plc 2.0%
Value ($000) $4,572 Shares 184,583 Est. Cost $38.45 Unrealized
LOGI Logitech International S.A. 1.9%
Value ($000) $4,320 Shares 62,665 Est. Cost $41.18 Unrealized +56.3%
CAE Cae Inc. 1.9%
Value ($000) $4,280 Shares 183,281 Est. Cost $21.16 Unrealized +9.3%
NVO Novo Nordisk A/S 1.8%
Value ($000) $4,269 Shares 46,944 Est. Cost $98.28 Unrealized
CHKP CHECK POINT SOFTWARE TECH 1.8%
Value ($000) $4,242 Shares 31,831 Est. Cost $114.91 Unrealized +14.3%
PSO PEARSON PLC SPONSORED ADR ADR 1.6%
Value ($000) $3,652 Shares 346,518 Est. Cost $10.67 Unrealized
OTEX Open Text Corp. 1.6%
Value ($000) $3,625 Shares 103,290 Est. Cost $30.97 Unrealized +16.9%
NOK Nokia Oyj Sponsored ADR 1.5%
Value ($000) $3,419 Shares 914,254 Est. Cost $4.06 Unrealized
AMX America Movil SAB de CV Sponso 1.3%
Value ($000) $2,903 Shares 167,599 Est. Cost $21.05 Unrealized
HDB HDFC Bank Limited Sponsored AD 1.2%
Value ($000) $2,776 Shares 47,051 Est. Cost $72.27 Unrealized
BABA Alibaba Group Holding Ltd. Spo 1.1%
Value ($000) $2,637 Shares 30,403 Est. Cost $131.50 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 1.1%
Value ($000) $2,576 Shares 66,607 Est. Cost $44.57 Unrealized
AAGIY AIA GROUP LTD 1.1%
Value ($000) $2,481 Shares 76,816 Est. Cost $36.15 Unrealized
KB KB Financial Group Inc. Sponso 1.1%
Value ($000) $2,452 Shares 59,634 Est. Cost $43.94 Unrealized
YUMC Yum China Holdings, Inc. 1.1%
Value ($000) $2,450 Shares 43,978 Est. Cost $55.92 Unrealized +0.1%
MELI MercadoLibre, Inc. 1.1%
Value ($000) $2,431 Shares 1,917 Est. Cost $657.88 Unrealized +93.3%
MKKGY Merck KGaA Sponsored ADR 1.0%
Value ($000) $2,345 Shares 70,315 Est. Cost $24.38 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 1.0%
Value ($000) $2,340 Shares 151,192 Est. Cost $11.21 Unrealized
ASND Ascendis Pharma A/S Sponsored 1.0%
Value ($000) $2,294 Shares 24,495 Est. Cost $127.03 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.9%
Value ($000) $2,178 Shares 145,305 Est. Cost $13.53 Unrealized
RELX RELX PLC Sponsored ADR 0.9%
Value ($000) $2,123 Shares 62,991 Est. Cost $22.52 Unrealized
INFY Infosys Limited Sponsored ADR 0.9%
Value ($000) $2,090 Shares 122,155 Est. Cost $11.70 Unrealized
LYG Lloyds Banking Group plc Spons 0.9%
Value ($000) $1,994 Shares 936,173 Est. Cost $2.66 Unrealized
SQM Sociedad Quimica Y Minera De C 0.8%
Value ($000) $1,850 Shares 31,002 Est. Cost $66.40 Unrealized
IFNNY INFINEON TECHNOLOGIES 0.8%
Value ($000) $1,775 Shares 53,501 Est. Cost $28.24 Unrealized
FN Fabrinet 0.8%
Value ($000) $1,734 Shares 10,408 Est. Cost $106.54 Unrealized +30.2%
TECK Teck Resources Ltd. 0.7%
Value ($000) $1,635 Shares 37,948 Est. Cost $23.28 Unrealized +78.0%
GRFS Grifols, S.A. Sponsored ADR Cl 0.7%
Value ($000) $1,604 Shares 175,513 Est. Cost $19.07 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 0.6%
Value ($000) $1,486 Shares 305,695 Est. Cost $8.85 Unrealized
NVS NOVARTIS AG ADR 0.6%
Value ($000) $1,469 Shares 14,426 Est. Cost $96.26 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.6%
Value ($000) $1,460 Shares 68,038 Est. Cost $25.83 Unrealized
AZN ASTRAZENECA PLC ADR 0.6%
Value ($000) $1,444 Shares 21,326 Est. Cost $57.83 Unrealized
NSRGY Nestle S.A. Sponsored ADR 0.6%
Value ($000) $1,444 Shares 12,760 Est. Cost $105.86 Unrealized
PDD PDD Holdings Inc. Sponsored AD 0.6%
Value ($000) $1,353 Shares 13,798 Est. Cost $116.01 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.5%
Value ($000) $1,190 Shares 17,796 Est. Cost $42.36 Unrealized
VALE Vale S.A. Sponsored ADR 0.5%
Value ($000) $1,089 Shares 81,269 Est. Cost $14.63 Unrealized
EC Ecopetrol SA Sponsored ADR 0.4%
Value ($000) $953 Shares 82,255 Est. Cost $11.98 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.4%
Value ($000) $930 Shares 6,153 Est. Cost $175.96 Unrealized
AU Anglogold Ashanti PLC 0.4%
Value ($000) $925 Shares 58,551 Est. Cost $17.52 Unrealized 0.0%
EXPGY Experian PLC 0.4%
Value ($000) $914 Shares 28,001 Est. Cost $40.34 Unrealized
BSAC Banco Santander-Chile 0.4%
Value ($000) $905 Shares 49,354 Est. Cost $23.21 Unrealized
FMX Fomento Economico Mexicano S.A 0.4%
Value ($000) $890 Shares 8,155 Est. Cost $97.18 Unrealized
TCOM Trip.com Group Ltd. Sponsored 0.4%
Value ($000) $886 Shares 25,327 Est. Cost $30.64 Unrealized
BIDU Baidu Inc Sponsored ADR Class 0.4%
Value ($000) $878 Shares 6,535 Est. Cost $150.52 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.4%
Value ($000) $850 Shares 50,251 Est. Cost $14.28 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.4%
Value ($000) $849 Shares 22,836 Est. Cost $71.08 Unrealized
NGG National Grid Transco 0.4%
Value ($000) $845 Shares 13,940 Est. Cost $64.87 Unrealized
WMMVY Wal-Mart de Mexico SAB de CV S 0.4%
Value ($000) $817 Shares 21,753 Est. Cost $34.33 Unrealized
BNPQY BNP PARIBAS 0.3%
Value ($000) $798 Shares 25,123 Est. Cost $26.86 Unrealized
TotalEnergies SE Sponsored ADR 0.3%
Value ($000) $794 Shares 12,073 Est. Cost $59.81 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $773 Shares 2,516 Est. Cost $155.81 Unrealized +95.3%
SHEL Shell PLC Sponsored ADR 0.3%
Value ($000) $726 Shares 11,272 Est. Cost $54.71 Unrealized
PAC Grupo Aeroportuario Del Pacifi 0.3%
Value ($000) $721 Shares 4,387 Est. Cost $143.45 Unrealized
SOUHY South32 Ltd. ADR 0.3%
Value ($000) $690 Shares 63,995 Est. Cost $13.99 Unrealized
ASX ASE Technology Holding Co., Lt 0.3%
Value ($000) $684 Shares 90,987 Est. Cost $5.23 Unrealized
WNS (Holdings) Limited Sponsor 0.3%
Value ($000) $664 Shares 9,704 Est. Cost $54.01 Unrealized
TM Toyota Motor Corp. 0.3%
Value ($000) $659 Shares 3,665 Est. Cost $150.64 Unrealized
JD JD.com, Inc. Sponsored ADR Cla 0.3%
Value ($000) $655 Shares 22,491 Est. Cost $40.41 Unrealized
MPNGY Meituan Unsponsored ADR Class 0.3%
Value ($000) $620 Shares 21,456 Est. Cost $44.20 Unrealized
UMC United Microelectronics Corp S 0.3%
Value ($000) $590 Shares 83,576 Est. Cost $7.22 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.2%
Value ($000) $555 Shares 14,071 Est. Cost $30.73 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $555 Shares 2,667 Est. Cost $130.66 Unrealized +50.6%
SIEGY Siemens Aktiengesellschaft Spo 0.2%
Value ($000) $544 Shares 7,607 Est. Cost $65.93 Unrealized
KT KT Corporation Sponsored ADR 0.2%
Value ($000) $543 Shares 42,367 Est. Cost $12.83 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value ($000) $540 Shares 58,019 Est. Cost $8.12 Unrealized
CX Cemex SAB de CV Sponsored ADR 0.2%
Value ($000) $538 Shares 82,729 Est. Cost $7.46 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.2%
Value ($000) $520 Shares 469 Est. Cost $662.11 Unrealized +85.1%
BAP Credicorp Ltd. 0.2%
Value ($000) $498 Shares 3,888 Est. Cost $127.62 Unrealized +5.4%
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $486 Shares 33,480 Est. Cost $19.51 Unrealized
TLK PT Telkom Indonesia (Persero) 0.2%
Value ($000) $480 Shares 19,898 Est. Cost $26.61 Unrealized
TD Toronto-Dominion Bank 0.2%
Value ($000) $475 Shares 7,878 Est. Cost $67.31 Unrealized -7.4%
TAL Tal Education Group 0.2%
Value ($000) $473 Shares 51,971 Est. Cost $34.37 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $471 Shares 5,372 Est. Cost $118.71 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.2%
Value ($000) $462 Shares 12,886 Est. Cost $32.84 Unrealized
NJDCY NIDEC CORP ADR 0.2%
Value ($000) $458 Shares 39,715 Est. Cost $26.45 Unrealized
SIMO Silicon Motion Technology Corp 0.2%
Value ($000) $457 Shares 8,915 Est. Cost $74.12 Unrealized
CCJ Cameco Corp. 0.2%
Value ($000) $452 Shares 11,415 Est. Cost $25.89 Unrealized +35.9%
NTTYY NIPPON TEL & TEL CORP ADR 0.2%
Value ($000) $452 Shares 15,248 Est. Cost $33.95 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $451 Shares 7,089 Est. Cost $56.50 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.2%
Value ($000) $445 Shares 156,130 Est. Cost $3.26 Unrealized
WF Woori Financial Group Inc. 0.2%
Value ($000) $436 Shares 15,893 Est. Cost $28.13 Unrealized
DEO DIAGEO PLC 0.2%
Value ($000) $415 Shares 2,785 Est. Cost $141.80 Unrealized
SHG Shinhan Financial Group Co Ltd 0.2%
Value ($000) $387 Shares 14,628 Est. Cost $28.26 Unrealized
SFTBY SoftBank Group Corp. Unsponsor 0.2%
Value ($000) $359 Shares 17,059 Est. Cost $39.06 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.2%
Value ($000) $357 Shares 26,156 Est. Cost $16.57 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value ($000) $355 Shares 7,928 Est. Cost $31.13 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.2%
Value ($000) $354 Shares 7,662 Est. Cost $34.30 Unrealized
HIMX Himax Technologies, Inc. Spons 0.2%
Value ($000) $354 Shares 60,531 Est. Cost $13.17 Unrealized
SSUMY Sumitomo Corporation 0.1%
Value ($000) $341 Shares 17,021 Est. Cost $20.02 Unrealized
ANPDY ANTA Sports Products Ltd. Unsp 0.1%
Value ($000) $337 Shares 1,198 Est. Cost $307.60 Unrealized
ABEV Ambev SA Sponsored ADR 0.1%
Value ($000) $335 Shares 130,015 Est. Cost $2.53 Unrealized
IDCBY Industrial & Commerical Bank o 0.1%
Value ($000) $321 Shares 33,660 Est. Cost $11.77 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 0.1%
Value ($000) $308 Shares 24,133 Est. Cost $9.61 Unrealized
ALC Alcon AG 0.1%
Value ($000) $298 Shares 3,869 Est. Cost $63.16 Unrealized +29.3%
QURE uniQure N.V. 0.1%
Value ($000) $286 Shares 42,593 Est. Cost $38.56 Unrealized -76.7%
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $265 Shares 3,137 Est. Cost $68.14 Unrealized +25.2%
VEOEY Veolia Environnement 0.1%
Value ($000) $253 Shares 17,536 Est. Cost $20.82 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $234 Shares 2,938 Est. Cost $68.76 Unrealized +7.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $227 Shares 2,894 Est. Cost $77.03 Unrealized +1.0%
Barrick Gold Corp. 0.1%
Value ($000) $217 Shares 14,930 Est. Cost $14.22 Unrealized
NBIS Yandex NV Class A 0.1%
Value ($000) $210 Shares 11,094 Est. Cost $35.44 Unrealized
NIO NIO Inc. Sponsored ADR Class A 0.1%
Value ($000) $194 Shares 21,458 Est. Cost $9.04 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.1%
Value ($000) $160 Shares 14,089 Est. Cost $7.52 Unrealized
SEKEY Seiko Epson 0.1%
Value ($000) $133 Shares 17,048 Est. Cost $8.98 Unrealized
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) $68 Shares 14,165 Est. Cost $4.36 Unrealized
PONGF Atari, Inc. 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.69 Unrealized -78.8%