Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $266,473 (100.0% shares, 0.0% debt)

Holdings (125)

UBS UBS Group AG 5.2%
Value ($000) $13,960 Shares 451,778 Est. Cost $13.26 Unrealized +98.3%
RACE Ferrari NV 4.2%
Value ($000) $11,117 Shares 32,850 Est. Cost $133.41 Unrealized +150.3%
SHOP Shopify, Inc. Class A 4.1%
Value ($000) $10,945 Shares 140,495 Est. Cost $37.42 Unrealized +70.6%
ASML ASML HOLDING NV 3.7%
Value ($000) $9,916 Shares 13,100 Est. Cost $331.46 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 3.7%
Value ($000) $9,793 Shares 107,404 Est. Cost $57.39 Unrealized
SONY Sony Group Corporation Sponsor 3.5%
Value ($000) $9,396 Shares 99,227 Est. Cost $54.89 Unrealized
TSM Taiwan Semiconductor Manufactu 3.3%
Value ($000) $8,924 Shares 85,812 Est. Cost $65.59 Unrealized
GIB CGI Inc. Class A 3.1%
Value ($000) $8,203 Shares 76,512 Est. Cost $62.84 Unrealized +60.4%
AER Aercap Holdings N.V. 3.0%
Value ($000) $7,948 Shares 106,948 Est. Cost $50.64 Unrealized +28.4%
SAP SAP SE Sponsored ADR 2.4%
Value ($000) $6,358 Shares 41,130 Est. Cost $119.98 Unrealized
STM Stmicroelectronics N.V. 2.4%
Value ($000) $6,306 Shares 125,783 Est. Cost $17.31 Unrealized
ICLR Icon Plc 2.3%
Value ($000) $6,041 Shares 21,340 Est. Cost $149.58 Unrealized +73.0%
LOGI Logitech International S.A. 2.2%
Value ($000) $5,888 Shares 61,944 Est. Cost $41.18 Unrealized +93.4%
IX ORIX Corporation Sponsored ADR 2.1%
Value ($000) $5,507 Shares 58,963 Est. Cost $75.88 Unrealized
SNN Smith & Nephew Plc 1.9%
Value ($000) $4,994 Shares 183,076 Est. Cost $38.45 Unrealized
IBN ICICI Bank Limited Sponsored A 1.8%
Value ($000) $4,901 Shares 205,565 Est. Cost $13.31 Unrealized
CHKP CHECK POINT SOFTWARE TECH 1.8%
Value ($000) $4,859 Shares 31,800 Est. Cost $114.91 Unrealized +22.9%
NVO Novo Nordisk A/S 1.8%
Value ($000) $4,857 Shares 46,947 Est. Cost $98.28 Unrealized
ESLT Elbit Systems Ltd. 1.8%
Value ($000) $4,846 Shares 22,725 Est. Cost $121.41 Unrealized +63.4%
OTEX Open Text Corp. 1.6%
Value ($000) $4,340 Shares 103,290 Est. Cost $30.97 Unrealized +12.8%
CAE Cae Inc. 1.5%
Value ($000) $3,917 Shares 181,409 Est. Cost $21.16 Unrealized +0.8%
TCEHY Tencent Holdings Ltd. Unsponso 1.3%
Value ($000) $3,574 Shares 94,573 Est. Cost $42.56 Unrealized
PDD PDD Holdings Inc. Sponsored AD 1.3%
Value ($000) $3,345 Shares 22,861 Est. Cost $128.02 Unrealized
PSO PEARSON PLC SPONSORED ADR ADR 1.2%
Value ($000) $3,322 Shares 270,333 Est. Cost $10.67 Unrealized
HDB HDFC Bank Limited Sponsored AD 1.2%
Value ($000) $3,129 Shares 46,624 Est. Cost $72.27 Unrealized
AMX America Movil SAB de CV Sponso 1.2%
Value ($000) $3,104 Shares 167,599 Est. Cost $21.05 Unrealized
AAGIY AIA GROUP LTD 1.2%
Value ($000) $3,099 Shares 89,372 Est. Cost $35.94 Unrealized
ASND Ascendis Pharma A/S Sponsored 1.2%
Value ($000) $3,085 Shares 24,495 Est. Cost $127.03 Unrealized
NOK Nokia Oyj Sponsored ADR 1.1%
Value ($000) $2,951 Shares 862,862 Est. Cost $4.06 Unrealized
MELI MercadoLibre, Inc. 1.1%
Value ($000) $2,918 Shares 1,857 Est. Cost $657.88 Unrealized +115.4%
RELX RELX PLC Sponsored ADR 0.9%
Value ($000) $2,498 Shares 62,991 Est. Cost $22.52 Unrealized
KB KB Financial Group Inc. Sponso 0.9%
Value ($000) $2,431 Shares 58,757 Est. Cost $43.94 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.9%
Value ($000) $2,378 Shares 151,207 Est. Cost $11.21 Unrealized
INFY Infosys Limited Sponsored ADR 0.8%
Value ($000) $2,245 Shares 122,155 Est. Cost $11.70 Unrealized
MKKGY Merck KGaA Sponsored ADR 0.8%
Value ($000) $2,245 Shares 70,315 Est. Cost $24.38 Unrealized
IFNNY INFINEON TECHNOLOGIES 0.8%
Value ($000) $2,224 Shares 53,135 Est. Cost $28.24 Unrealized
LYG Lloyds Banking Group plc Spons 0.8%
Value ($000) $2,193 Shares 917,665 Est. Cost $2.66 Unrealized
CMWAY Commonwealth Bank of Australia 0.8%
Value ($000) $2,171 Shares 28,500 Est. Cost $76.19 Unrealized
EXPGY Experian PLC 0.8%
Value ($000) $2,159 Shares 53,001 Est. Cost $40.53 Unrealized
NVS NOVARTIS AG ADR 0.8%
Value ($000) $2,103 Shares 20,830 Est. Cost $97.71 Unrealized
BABA Alibaba Group Holding Ltd. Spo 0.8%
Value ($000) $2,098 Shares 27,071 Est. Cost $131.50 Unrealized
AZN ASTRAZENECA PLC ADR 0.8%
Value ($000) $2,077 Shares 30,832 Est. Cost $60.77 Unrealized
GRFS Grifols, S.A. Sponsored ADR Cl 0.8%
Value ($000) $2,029 Shares 175,513 Est. Cost $19.07 Unrealized
FN Fabrinet 0.7%
Value ($000) $1,937 Shares 10,175 Est. Cost $106.54 Unrealized +60.9%
ERIC Telefonaktiebolaget LM Ericsso 0.7%
Value ($000) $1,906 Shares 302,572 Est. Cost $8.85 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.7%
Value ($000) $1,905 Shares 119,305 Est. Cost $13.53 Unrealized
YUMC Yum China Holdings, Inc. 0.7%
Value ($000) $1,866 Shares 43,978 Est. Cost $55.92 Unrealized -16.8%
SQM Sociedad Quimica Y Minera De C 0.6%
Value ($000) $1,608 Shares 26,702 Est. Cost $66.40 Unrealized
TECK Teck Resources Ltd. 0.6%
Value ($000) $1,581 Shares 37,398 Est. Cost $23.28 Unrealized +65.0%
SKM SK Telecom Co., Ltd. Sponsored 0.5%
Value ($000) $1,456 Shares 68,039 Est. Cost $25.83 Unrealized
NSRGY Nestle S.A. Sponsored ADR 0.5%
Value ($000) $1,431 Shares 12,378 Est. Cost $105.86 Unrealized
WMMVY Wal-Mart de Mexico SAB de CV S 0.5%
Value ($000) $1,425 Shares 33,753 Est. Cost $37.13 Unrealized
VALE Vale S.A. Sponsored ADR 0.5%
Value ($000) $1,289 Shares 81,269 Est. Cost $14.63 Unrealized
TM Toyota Motor Corp. 0.5%
Value ($000) $1,243 Shares 6,776 Est. Cost $165.67 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.5%
Value ($000) $1,238 Shares 17,796 Est. Cost $42.36 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.4%
Value ($000) $1,129 Shares 23,029 Est. Cost $71.08 Unrealized
TAL Tal Education Group 0.4%
Value ($000) $1,128 Shares 89,324 Est. Cost $25.28 Unrealized
AU Anglogold Ashanti PLC 0.4%
Value ($000) $1,095 Shares 58,563 Est. Cost $17.52 Unrealized -4.3%
FMX Fomento Economico Mexicano S.A 0.4%
Value ($000) $1,063 Shares 8,155 Est. Cost $97.18 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.4%
Value ($000) $1,000 Shares 6,155 Est. Cost $175.96 Unrealized
EC Ecopetrol SA Sponsored ADR 0.4%
Value ($000) $978 Shares 82,068 Est. Cost $11.98 Unrealized
BSAC Banco Santander-Chile 0.4%
Value ($000) $962 Shares 49,354 Est. Cost $23.21 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.3%
Value ($000) $921 Shares 50,251 Est. Cost $14.28 Unrealized
TCOM Trip.com Group Ltd. Sponsored 0.3%
Value ($000) $912 Shares 25,327 Est. Cost $30.64 Unrealized
NGG National Grid Transco 0.3%
Value ($000) $897 Shares 13,189 Est. Cost $64.87 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $883 Shares 2,516 Est. Cost $155.81 Unrealized +100.7%
BNPQY BNP PARIBAS 0.3%
Value ($000) $873 Shares 25,123 Est. Cost $26.86 Unrealized
ASX ASE Technology Holding Co., Lt 0.3%
Value ($000) $857 Shares 91,074 Est. Cost $5.23 Unrealized
PAC Grupo Aeroportuario Del Pacifi 0.3%
Value ($000) $769 Shares 4,387 Est. Cost $143.45 Unrealized
BIDU Baidu Inc Sponsored ADR Class 0.3%
Value ($000) $765 Shares 6,426 Est. Cost $150.52 Unrealized
SOUHY South32 Ltd. ADR 0.3%
Value ($000) $721 Shares 63,979 Est. Cost $13.99 Unrealized
SIEGY Siemens Aktiengesellschaft Spo 0.3%
Value ($000) $712 Shares 7,607 Est. Cost $65.93 Unrealized
UMC United Microelectronics Corp S 0.3%
Value ($000) $707 Shares 83,602 Est. Cost $7.22 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.3%
Value ($000) $700 Shares 33,480 Est. Cost $19.51 Unrealized
SHEL Shell PLC Sponsored ADR 0.3%
Value ($000) $683 Shares 10,387 Est. Cost $54.71 Unrealized
TotalEnergies SE Sponsored ADR 0.3%
Value ($000) $669 Shares 9,923 Est. Cost $59.81 Unrealized
CX Cemex SAB de CV Sponsored ADR 0.2%
Value ($000) $641 Shares 82,729 Est. Cost $7.46 Unrealized
JD JD.com, Inc. Sponsored ADR Cla 0.2%
Value ($000) $638 Shares 22,080 Est. Cost $40.41 Unrealized
RYCEY Rolls Royce Holdings ADR 0.2%
Value ($000) $607 Shares 160,484 Est. Cost $3.78 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value ($000) $605 Shares 58,019 Est. Cost $8.12 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $603 Shares 2,666 Est. Cost $130.66 Unrealized +63.6%
WNS (Holdings) Limited Sponsor 0.2%
Value ($000) $599 Shares 9,470 Est. Cost $54.01 Unrealized
BAP Credicorp Ltd. 0.2%
Value ($000) $583 Shares 3,888 Est. Cost $127.62 Unrealized -5.8%
HSBC HSBC Holdings PLC Sponsored AD 0.2%
Value ($000) $570 Shares 14,071 Est. Cost $30.73 Unrealized
KT KT Corporation Sponsored ADR 0.2%
Value ($000) $570 Shares 42,383 Est. Cost $12.83 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.2%
Value ($000) $569 Shares 469 Est. Cost $662.11 Unrealized +63.3%
SIMO Silicon Motion Technology Corp 0.2%
Value ($000) $546 Shares 8,918 Est. Cost $74.12 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $546 Shares 5,372 Est. Cost $118.71 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.2%
Value ($000) $533 Shares 152,391 Est. Cost $3.26 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $528 Shares 7,089 Est. Cost $56.50 Unrealized
TD Toronto-Dominion Bank 0.2%
Value ($000) $509 Shares 7,878 Est. Cost $67.31 Unrealized -10.9%
TLK PT Telkom Indonesia (Persero) 0.2%
Value ($000) $502 Shares 19,490 Est. Cost $26.61 Unrealized
WF Woori Financial Group Inc. 0.2%
Value ($000) $480 Shares 15,893 Est. Cost $28.13 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.2%
Value ($000) $479 Shares 11,697 Est. Cost $32.84 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR 0.2%
Value ($000) $465 Shares 15,248 Est. Cost $33.95 Unrealized
SHG Shinhan Financial Group Co Ltd 0.2%
Value ($000) $450 Shares 14,629 Est. Cost $28.26 Unrealized
CCJ Cameco Corp. 0.2%
Value ($000) $449 Shares 10,419 Est. Cost $25.89 Unrealized +60.8%
MPNGY Meituan Unsponsored ADR Class 0.2%
Value ($000) $442 Shares 21,017 Est. Cost $44.20 Unrealized
Morphosys AG 0.2%
Value ($000) $426 Shares 43,000 Est. Cost $9.90 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value ($000) $416 Shares 7,928 Est. Cost $31.13 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.2%
Value ($000) $409 Shares 26,156 Est. Cost $16.57 Unrealized
NJDCY NIDEC CORP ADR 0.1%
Value ($000) $380 Shares 37,687 Est. Cost $26.45 Unrealized
SFTBY SoftBank Group Corp. Unsponsor 0.1%
Value ($000) $376 Shares 17,059 Est. Cost $39.06 Unrealized
SSUMY Sumitomo Corporation 0.1%
Value ($000) $370 Shares 17,021 Est. Cost $20.02 Unrealized
HIMX Himax Technologies, Inc. Spons 0.1%
Value ($000) $367 Shares 60,531 Est. Cost $13.17 Unrealized
ABEV Ambev SA Sponsored ADR 0.1%
Value ($000) $364 Shares 130,015 Est. Cost $2.53 Unrealized
IDCBY Industrial & Commerical Bank o 0.1%
Value ($000) $321 Shares 33,020 Est. Cost $11.77 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.1%
Value ($000) $318 Shares 7,565 Est. Cost $34.30 Unrealized
ALC Alcon AG 0.1%
Value ($000) $302 Shares 3,869 Est. Cost $63.16 Unrealized +16.2%
QURE uniQure N.V. 0.1%
Value ($000) $280 Shares 41,286 Est. Cost $38.56 Unrealized -82.9%
ANPDY ANTA Sports Products Ltd. Unsp 0.1%
Value ($000) $279 Shares 1,146 Est. Cost $307.60 Unrealized
Barrick Gold Corp. 0.1%
Value ($000) $270 Shares 14,917 Est. Cost $14.22 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $238 Shares 2,894 Est. Cost $77.03 Unrealized -7.2%
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $237 Shares 2,694 Est. Cost $68.14 Unrealized +16.1%
DEO DIAGEO PLC 0.1%
Value ($000) $230 Shares 1,577 Est. Cost $141.80 Unrealized
VEOEY Veolia Environnement 0.1%
Value ($000) $226 Shares 14,290 Est. Cost $20.82 Unrealized
NBIS Yandex NV Class A 0.1%
Value ($000) $208 Shares 10,986 Est. Cost $35.44 Unrealized
NIO NIO Inc. Sponsored ADR Class A 0.1%
Value ($000) $195 Shares 21,458 Est. Cost $9.04 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 0.1%
Value ($000) $145 Shares 12,996 Est. Cost $9.61 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.0%
Value ($000) $122 Shares 10,325 Est. Cost $7.52 Unrealized
MMC Norilsk Nickel 0.0%
Value ($000) $112 Shares 37,100 Est. Cost $23.18 Unrealized
SEKEY Seiko Epson 0.0%
Value ($000) $100 Shares 13,556 Est. Cost $8.98 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
PONGF Atari, Inc. 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.69 Unrealized -82.1%