Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 8, 2024

Total Value ($000): $324,210 (100.0% shares, 0.0% debt)

Holdings (125)

RACE Ferrari NV 4.6%
Value ($000) $15,000 Shares 34,714 Est. Cost $147.05 Unrealized +163.4%
ASML ASML HOLDING NV 4.6%
Value ($000) $15,000 Shares 15,591 Est. Cost $432.22 Unrealized
UBS UBS Group AG 4.6%
Value ($000) $15,000 Shares 497,783 Est. Cost $14.77 Unrealized +100.0%
TSM Taiwan Semiconductor Manufactu 4.3%
Value ($000) $14,000 Shares 101,187 Est. Cost $76.65 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 4.0%
Value ($000) $13,000 Shares 121,475 Est. Cost $63.14 Unrealized
SHOP Shopify, Inc. Class A 3.7%
Value ($000) $12,000 Shares 156,993 Est. Cost $41.79 Unrealized +89.0%
AER Aercap Holdings N.V. 3.1%
Value ($000) $10,000 Shares 115,289 Est. Cost $52.58 Unrealized +47.1%
SONY Sony Group Corporation Sponsor 2.9%
Value ($000) $9,551 Shares 111,397 Est. Cost $58.26 Unrealized
SAP SAP SE Sponsored ADR 2.9%
Value ($000) $9,536 Shares 48,895 Est. Cost $131.90 Unrealized
GIB CGI Inc. Class A 2.8%
Value ($000) $9,063 Shares 82,029 Est. Cost $66.10 Unrealized +68.3%
ICLR Icon Plc 2.5%
Value ($000) $7,954 Shares 23,675 Est. Cost $163.90 Unrealized +79.9%
STM Stmicroelectronics N.V. 2.4%
Value ($000) $7,752 Shares 179,273 Est. Cost $25.05 Unrealized
NVO Novo Nordisk A/S 2.1%
Value ($000) $6,901 Shares 53,743 Est. Cost $102.09 Unrealized
IX ORIX Corporation Sponsored ADR 2.0%
Value ($000) $6,504 Shares 59,017 Est. Cost $75.88 Unrealized
LOGI Logitech International S.A. 2.0%
Value ($000) $6,497 Shares 72,698 Est. Cost $47.92 Unrealized +80.9%
IBN ICICI Bank Limited Sponsored A 1.9%
Value ($000) $6,065 Shares 229,660 Est. Cost $14.68 Unrealized
CHKP CHECK POINT SOFTWARE TECH 1.6%
Value ($000) $5,213 Shares 31,783 Est. Cost $114.91 Unrealized +39.5%
SNN Smith & Nephew Plc 1.6%
Value ($000) $5,209 Shares 205,417 Est. Cost $37.03 Unrealized
ESLT Elbit Systems Ltd. 1.5%
Value ($000) $4,774 Shares 22,709 Est. Cost $121.41 Unrealized +68.8%
RYCEY Rolls Royce Holdings ADR 1.4%
Value ($000) $4,626 Shares 859,863 Est. Cost $5.08 Unrealized
OTEX Open Text Corp. 1.4%
Value ($000) $4,582 Shares 117,990 Est. Cost $31.80 Unrealized +18.4%
CAE Cae Inc. 1.3%
Value ($000) $4,343 Shares 210,400 Est. Cost $21.01 Unrealized -4.5%
TCEHY Tencent Holdings Ltd. Unsponso 1.3%
Value ($000) $4,337 Shares 111,120 Est. Cost $42.04 Unrealized
PSO PEARSON PLC SPONSORED ADR ADR 1.2%
Value ($000) $3,905 Shares 296,744 Est. Cost $10.89 Unrealized
KB KB Financial Group Inc. Sponso 1.2%
Value ($000) $3,872 Shares 74,359 Est. Cost $45.65 Unrealized
AMX America Movil SAB de CV Sponso 1.2%
Value ($000) $3,732 Shares 200,012 Est. Cost $20.66 Unrealized
ASND Ascendis Pharma A/S Sponsored 1.1%
Value ($000) $3,707 Shares 24,521 Est. Cost $127.03 Unrealized
PDD PDD Holdings Inc. Sponsored AD 1.1%
Value ($000) $3,539 Shares 30,443 Est. Cost $125.09 Unrealized
CMWAY Commonwealth Bank of Australia 1.1%
Value ($000) $3,496 Shares 44,306 Est. Cost $77.16 Unrealized
NVS NOVARTIS AG ADR 1.1%
Value ($000) $3,456 Shares 35,733 Est. Cost $97.30 Unrealized
NOK Nokia Oyj Sponsored ADR 1.1%
Value ($000) $3,449 Shares 974,299 Est. Cost $4.00 Unrealized
AZN ASTRAZENECA PLC ADR 1.1%
Value ($000) $3,414 Shares 50,389 Est. Cost $63.48 Unrealized
RELX RELX PLC Sponsored ADR 1.0%
Value ($000) $3,385 Shares 78,191 Est. Cost $26.56 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 1.0%
Value ($000) $3,376 Shares 186,907 Est. Cost $12.52 Unrealized
INFY Infosys Limited Sponsored ADR 1.0%
Value ($000) $3,242 Shares 180,819 Est. Cost $13.72 Unrealized
HDB HDFC Bank Limited Sponsored AD 1.0%
Value ($000) $3,163 Shares 56,517 Est. Cost $69.42 Unrealized
EXPGY Experian PLC 0.9%
Value ($000) $2,926 Shares 67,205 Est. Cost $41.16 Unrealized
AAGIY AIA GROUP LTD 0.9%
Value ($000) $2,912 Shares 108,322 Est. Cost $34.36 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.9%
Value ($000) $2,815 Shares 15,551 Est. Cost $179.03 Unrealized
MELI MercadoLibre, Inc. 0.9%
Value ($000) $2,761 Shares 1,826 Est. Cost $657.88 Unrealized +148.8%
NSRGY Nestle S.A. Sponsored ADR 0.8%
Value ($000) $2,493 Shares 23,471 Est. Cost $106.02 Unrealized
MKKGY Merck KGaA Sponsored ADR 0.8%
Value ($000) $2,473 Shares 70,210 Est. Cost $24.38 Unrealized
LYG Lloyds Banking Group plc Spons 0.7%
Value ($000) $2,380 Shares 919,039 Est. Cost $2.66 Unrealized
BABA Alibaba Group Holding Ltd. Spo 0.7%
Value ($000) $2,131 Shares 29,447 Est. Cost $126.73 Unrealized
YUMC Yum China Holdings, Inc. 0.6%
Value ($000) $2,103 Shares 52,863 Est. Cost $53.15 Unrealized -25.7%
NGG National Grid Transco 0.6%
Value ($000) $1,976 Shares 28,959 Est. Cost $66.70 Unrealized
FN Fabrinet 0.6%
Value ($000) $1,882 Shares 9,959 Est. Cost $106.54 Unrealized +88.3%
IFNNY INFINEON TECHNOLOGIES 0.6%
Value ($000) $1,799 Shares 52,873 Est. Cost $28.24 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.6%
Value ($000) $1,793 Shares 83,176 Est. Cost $25.05 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.5%
Value ($000) $1,783 Shares 117,206 Est. Cost $13.53 Unrealized
TECK Teck Resources Ltd. 0.5%
Value ($000) $1,709 Shares 37,339 Est. Cost $23.28 Unrealized +72.5%
TM Toyota Motor Corp. 0.5%
Value ($000) $1,708 Shares 6,785 Est. Cost $165.67 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 0.5%
Value ($000) $1,666 Shares 302,382 Est. Cost $8.85 Unrealized
SQM Sociedad Quimica Y Minera De C 0.5%
Value ($000) $1,626 Shares 33,079 Est. Cost $63.08 Unrealized
Morphosys AG 0.5%
Value ($000) $1,605 Shares 88,506 Est. Cost $14.14 Unrealized
SDZNY Sandoz Group Ltd Sponsored ADR 0.4%
Value ($000) $1,367 Shares 45,400 Est. Cost $30.10 Unrealized
WMMVY Wal-Mart de Mexico SAB de CV S 0.4%
Value ($000) $1,347 Shares 33,102 Est. Cost $37.13 Unrealized
BSAC Banco Santander-Chile 0.4%
Value ($000) $1,326 Shares 66,857 Est. Cost $22.32 Unrealized
AU Anglogold Ashanti PLC 0.4%
Value ($000) $1,287 Shares 57,990 Est. Cost $17.52 Unrealized +0.3%
RDY Dr. Reddy's Laboratories Ltd. 0.4%
Value ($000) $1,280 Shares 17,449 Est. Cost $42.36 Unrealized
GRFS Grifols, S.A. Sponsored ADR Cl 0.4%
Value ($000) $1,172 Shares 175,513 Est. Cost $19.07 Unrealized
TCOM Trip.com Group Ltd. Sponsored 0.3%
Value ($000) $1,106 Shares 25,188 Est. Cost $30.64 Unrealized
FMX Fomento Economico Mexicano S.A 0.3%
Value ($000) $1,047 Shares 8,040 Est. Cost $97.18 Unrealized
ASX ASE Technology Holding Co., Lt 0.3%
Value ($000) $1,031 Shares 93,788 Est. Cost $5.39 Unrealized
TAL Tal Education Group 0.3%
Value ($000) $1,009 Shares 88,928 Est. Cost $25.28 Unrealized
VALE Vale S.A. Sponsored ADR 0.3%
Value ($000) $971 Shares 79,657 Est. Cost $14.63 Unrealized
EC Ecopetrol SA Sponsored ADR 0.3%
Value ($000) $954 Shares 80,561 Est. Cost $11.98 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.3%
Value ($000) $942 Shares 49,119 Est. Cost $14.28 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.3%
Value ($000) $938 Shares 21,190 Est. Cost $71.08 Unrealized
BNPQY BNP PARIBAS 0.3%
Value ($000) $898 Shares 25,135 Est. Cost $26.86 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $872 Shares 2,516 Est. Cost $155.81 Unrealized +127.7%
CX Cemex SAB de CV Sponsored ADR 0.2%
Value ($000) $745 Shares 82,729 Est. Cost $7.46 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $732 Shares 33,450 Est. Cost $19.51 Unrealized
SIEGY Siemens Aktiengesellschaft Spo 0.2%
Value ($000) $725 Shares 7,600 Est. Cost $65.93 Unrealized
UMC United Microelectronics Corp S 0.2%
Value ($000) $712 Shares 88,042 Est. Cost $7.27 Unrealized
PAC Grupo Aeroportuario Del Pacifi 0.2%
Value ($000) $703 Shares 4,306 Est. Cost $143.45 Unrealized
SHEL Shell PLC Sponsored ADR 0.2%
Value ($000) $696 Shares 10,387 Est. Cost $54.71 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $691 Shares 2,666 Est. Cost $130.66 Unrealized +84.6%
TotalEnergies SE Sponsored ADR 0.2%
Value ($000) $683 Shares 9,923 Est. Cost $59.81 Unrealized
BIDU Baidu Inc Sponsored ADR Class 0.2%
Value ($000) $676 Shares 6,419 Est. Cost $150.52 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value ($000) $660 Shares 57,961 Est. Cost $8.12 Unrealized
BAP Credicorp Ltd. 0.2%
Value ($000) $648 Shares 3,826 Est. Cost $127.62 Unrealized +16.8%
JD JD.com, Inc. Sponsored ADR Cla 0.2%
Value ($000) $626 Shares 22,866 Est. Cost $39.96 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.2%
Value ($000) $624 Shares 469 Est. Cost $662.11 Unrealized +86.2%
SOUHY South32 Ltd. ADR 0.2%
Value ($000) $621 Shares 63,979 Est. Cost $13.99 Unrealized
SIMO Silicon Motion Technology Corp 0.2%
Value ($000) $617 Shares 8,024 Est. Cost $74.12 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $602 Shares 5,372 Est. Cost $118.71 Unrealized
KT KT Corporation Sponsored ADR 0.2%
Value ($000) $581 Shares 41,406 Est. Cost $12.83 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.2%
Value ($000) $555 Shares 14,091 Est. Cost $30.73 Unrealized
MPNGY Meituan Unsponsored ADR Class 0.2%
Value ($000) $523 Shares 21,166 Est. Cost $44.20 Unrealized
SHG Shinhan Financial Group Co Ltd 0.2%
Value ($000) $510 Shares 14,365 Est. Cost $28.26 Unrealized
SFTBY SoftBank Group Corp. Unsponsor 0.2%
Value ($000) $507 Shares 17,059 Est. Cost $39.06 Unrealized
WF Woori Financial Group Inc. 0.2%
Value ($000) $506 Shares 15,612 Est. Cost $28.13 Unrealized
WNS (Holdings) Limited Sponsor 0.1%
Value ($000) $478 Shares 9,464 Est. Cost $50.53 Unrealized
TD Toronto-Dominion Bank 0.1%
Value ($000) $476 Shares 7,877 Est. Cost $67.31 Unrealized -10.3%
NTTYY NIPPON TEL & TEL CORP ADR 0.1%
Value ($000) $454 Shares 15,213 Est. Cost $33.95 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $451 Shares 7,080 Est. Cost $56.50 Unrealized
CCJ Cameco Corp. 0.1%
Value ($000) $448 Shares 10,339 Est. Cost $25.89 Unrealized +68.7%
LZAGY LONZA GROUP AG UNSPON ADR 0.1%
Value ($000) $445 Shares 7,420 Est. Cost $34.30 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.1%
Value ($000) $435 Shares 152,226 Est. Cost $3.26 Unrealized
TLK PT Telkom Indonesia (Persero) 0.1%
Value ($000) $434 Shares 19,479 Est. Cost $26.61 Unrealized
SSUMY Sumitomo Corporation 0.1%
Value ($000) $410 Shares 17,021 Est. Cost $20.02 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.1%
Value ($000) $395 Shares 7,928 Est. Cost $31.13 Unrealized
NJDCY NIDEC CORP ADR 0.1%
Value ($000) $383 Shares 37,277 Est. Cost $26.45 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.1%
Value ($000) $373 Shares 9,733 Est. Cost $32.84 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.1%
Value ($000) $350 Shares 25,714 Est. Cost $16.57 Unrealized
IDCBY Industrial & Commerical Bank o 0.1%
Value ($000) $331 Shares 33,020 Est. Cost $11.77 Unrealized
ALC Alcon AG 0.1%
Value ($000) $326 Shares 3,911 Est. Cost $63.34 Unrealized +25.8%
HIMX Himax Technologies, Inc. Spons 0.1%
Value ($000) $325 Shares 60,679 Est. Cost $13.17 Unrealized
ABEV Ambev SA Sponsored ADR 0.1%
Value ($000) $313 Shares 126,288 Est. Cost $2.53 Unrealized
ANPDY ANTA Sports Products Ltd. Unsp 0.1%
Value ($000) $310 Shares 1,164 Est. Cost $306.96 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $253 Shares 2,898 Est. Cost $77.03 Unrealized +4.7%
Barrick Gold Corp. 0.1%
Value ($000) $252 Shares 15,117 Est. Cost $14.26 Unrealized
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $241 Shares 2,669 Est. Cost $68.14 Unrealized +27.6%
DEO DIAGEO PLC 0.1%
Value ($000) $235 Shares 1,577 Est. Cost $141.80 Unrealized
VEOEY Veolia Environnement 0.1%
Value ($000) $221 Shares 13,618 Est. Cost $20.82 Unrealized
NBIS Yandex NV Class A 0.1%
Value ($000) $208 Shares 10,957 Est. Cost $35.44 Unrealized
QURE uniQure N.V. 0.1%
Value ($000) $205 Shares 39,518 Est. Cost $38.56 Unrealized -85.1%
JBAXY Julius Baer Gruppe AG Unsponso 0.0%
Value ($000) $152 Shares 13,165 Est. Cost $9.64 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.0%
Value ($000) $139 Shares 10,097 Est. Cost $7.52 Unrealized
SEKEY Seiko Epson 0.0%
Value ($000) $120 Shares 13,810 Est. Cost $8.98 Unrealized
MMC Norilsk Nickel 0.0%
Value ($000) $112 Shares 37,100 Est. Cost $23.18 Unrealized
NIO NIO Inc. Sponsored ADR Class A 0.0%
Value ($000) $95 Shares 21,160 Est. Cost $9.04 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