Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $286,857 (100.0% shares, 0.0% debt)

Holdings (98)

RACE Ferrari NV 4.6%
Value ($000) $13,325 Shares 28,344 Est. Cost $147.05 Unrealized +204.9%
ASML ASML HOLDING NV 4.5%
Value ($000) $12,963 Shares 15,557 Est. Cost $456.20 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 4.4%
Value ($000) $12,728 Shares 115,198 Est. Cost $63.14 Unrealized
UBS UBS Group AG 4.4%
Value ($000) $12,696 Shares 410,744 Est. Cost $14.77 Unrealized +103.5%
TSM Taiwan Semiconductor Manufactu 4.3%
Value ($000) $12,253 Shares 70,554 Est. Cost $76.65 Unrealized
SHOP Shopify, Inc. Class A 4.2%
Value ($000) $11,946 Shares 149,065 Est. Cost $41.79 Unrealized +65.3%
AER Aercap Holdings N.V. 4.1%
Value ($000) $11,901 Shares 125,646 Est. Cost $57.04 Unrealized +62.4%
SAP SAP SE Sponsored ADR 3.8%
Value ($000) $10,834 Shares 47,290 Est. Cost $131.90 Unrealized
SONY Sony Group Corporation Sponsor 3.5%
Value ($000) $10,101 Shares 104,597 Est. Cost $58.26 Unrealized
GIB CGI Inc. Class A 3.0%
Value ($000) $8,717 Shares 75,824 Est. Cost $66.10 Unrealized +64.3%
RYCEY Rolls Royce Holdings ADR 2.4%
Value ($000) $6,800 Shares 963,164 Est. Cost $5.17 Unrealized
IX ORIX Corporation Sponsored ADR 2.2%
Value ($000) $6,331 Shares 54,555 Est. Cost $76.80 Unrealized
NVO Novo Nordisk A/S 2.2%
Value ($000) $6,210 Shares 52,156 Est. Cost $103.56 Unrealized
LOGI Logitech International S.A. 2.1%
Value ($000) $6,048 Shares 67,400 Est. Cost $47.92 Unrealized +80.5%
SNN Smith & Nephew Plc 2.1%
Value ($000) $5,907 Shares 189,686 Est. Cost $37.03 Unrealized
CHKP CHECK POINT SOFTWARE TECH 1.9%
Value ($000) $5,573 Shares 28,903 Est. Cost $114.91 Unrealized +59.4%
NVS NOVARTIS AG ADR 1.8%
Value ($000) $5,289 Shares 45,981 Est. Cost $99.57 Unrealized
AZN ASTRAZENECA PLC ADR 1.8%
Value ($000) $5,148 Shares 66,072 Est. Cost $67.17 Unrealized
STM Stmicroelectronics N.V. 1.7%
Value ($000) $4,957 Shares 166,745 Est. Cost $25.05 Unrealized
ICLR Icon Plc 1.7%
Value ($000) $4,758 Shares 16,560 Est. Cost $163.90 Unrealized +92.4%
IBN ICICI Bank Limited Sponsored A 1.6%
Value ($000) $4,530 Shares 151,770 Est. Cost $14.68 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 1.5%
Value ($000) $4,326 Shares 78,078 Est. Cost $42.04 Unrealized
NOK Nokia Oyj Sponsored ADR 1.5%
Value ($000) $4,261 Shares 975,088 Est. Cost $4.00 Unrealized
ESLT Elbit Systems Ltd. 1.4%
Value ($000) $4,069 Shares 20,335 Est. Cost $121.41 Unrealized +56.3%
CMWAY Commonwealth Bank of Australia 1.4%
Value ($000) $3,903 Shares 41,730 Est. Cost $77.16 Unrealized
KB KB Financial Group Inc. Sponso 1.4%
Value ($000) $3,875 Shares 62,746 Est. Cost $45.65 Unrealized
CAE Cae Inc. 1.3%
Value ($000) $3,790 Shares 202,147 Est. Cost $21.01 Unrealized -14.7%
RELX RELX PLC Sponsored ADR 1.3%
Value ($000) $3,711 Shares 78,190 Est. Cost $26.56 Unrealized
OTEX Open Text Corp. 1.3%
Value ($000) $3,670 Shares 110,284 Est. Cost $31.80 Unrealized -5.8%
PSO PEARSON PLC SPONSORED ADR ADR 1.3%
Value ($000) $3,642 Shares 268,419 Est. Cost $10.89 Unrealized
EXPGY Experian PLC 1.1%
Value ($000) $3,298 Shares 62,606 Est. Cost $41.16 Unrealized
ASND Ascendis Pharma A/S Sponsored 1.1%
Value ($000) $3,188 Shares 21,351 Est. Cost $127.03 Unrealized
NSRGY Nestle S.A. Sponsored ADR 1.1%
Value ($000) $3,143 Shares 31,222 Est. Cost $105.05 Unrealized
AAGIY AIA GROUP LTD 1.0%
Value ($000) $2,895 Shares 82,260 Est. Cost $34.36 Unrealized
LYG Lloyds Banking Group plc Spons 1.0%
Value ($000) $2,835 Shares 908,693 Est. Cost $2.67 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 1.0%
Value ($000) $2,732 Shares 150,096 Est. Cost $12.52 Unrealized
HDB HDFC Bank Limited Sponsored AD 0.9%
Value ($000) $2,622 Shares 41,919 Est. Cost $69.42 Unrealized
MKKGY Merck KGaA Sponsored ADR 0.9%
Value ($000) $2,484 Shares 70,205 Est. Cost $24.38 Unrealized
PDD PDD Holdings Inc. Sponsored AD 0.9%
Value ($000) $2,482 Shares 18,413 Est. Cost $125.09 Unrealized
INFY Infosys Limited Sponsored ADR 0.8%
Value ($000) $2,408 Shares 108,140 Est. Cost $13.72 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.8%
Value ($000) $2,389 Shares 15,551 Est. Cost $179.03 Unrealized
AMX America Movil SAB de CV Sponso 0.8%
Value ($000) $2,344 Shares 143,289 Est. Cost $20.66 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 0.8%
Value ($000) $2,152 Shares 283,893 Est. Cost $8.85 Unrealized
SDZNY Sandoz Group Ltd Sponsored ADR 0.7%
Value ($000) $2,057 Shares 49,430 Est. Cost $31.04 Unrealized
BABA Alibaba Group Holding Ltd. Spo 0.7%
Value ($000) $2,027 Shares 19,104 Est. Cost $121.39 Unrealized
NGG National Grid Transco 0.7%
Value ($000) $2,017 Shares 28,955 Est. Cost $66.70 Unrealized
IFNNY INFINEON TECHNOLOGIES 0.6%
Value ($000) $1,854 Shares 52,787 Est. Cost $28.24 Unrealized
TECK Teck Resources Ltd. 0.6%
Value ($000) $1,634 Shares 31,281 Est. Cost $23.67 Unrealized +101.2%
YUMC Yum China Holdings, Inc. 0.5%
Value ($000) $1,545 Shares 34,311 Est. Cost $53.15 Unrealized -37.4%
GRFS Grifols, S.A. Sponsored ADR Cl 0.5%
Value ($000) $1,403 Shares 157,945 Est. Cost $19.07 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.4%
Value ($000) $1,221 Shares 51,357 Est. Cost $25.05 Unrealized
SFTBY SoftBank Group Corp. Unsponsor 0.4%
Value ($000) $1,202 Shares 40,737 Est. Cost $33.51 Unrealized
TM Toyota Motor Corp. 0.4%
Value ($000) $1,181 Shares 6,611 Est. Cost $169.15 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.4%
Value ($000) $1,137 Shares 19,622 Est. Cost $55.71 Unrealized
BSAC Banco Santander-Chile 0.4%
Value ($000) $1,061 Shares 51,113 Est. Cost $22.32 Unrealized
AU Anglogold Ashanti PLC 0.3%
Value ($000) $865 Shares 32,480 Est. Cost $17.52 Unrealized +55.2%
BNPQY BNP PARIBAS 0.3%
Value ($000) $863 Shares 25,135 Est. Cost $26.86 Unrealized
SOUHY South32 Ltd. ADR 0.3%
Value ($000) $821 Shares 63,979 Est. Cost $13.99 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $769 Shares 2,666 Est. Cost $130.66 Unrealized +107.2%
SIEGY Siemens Aktiengesellschaft Spo 0.3%
Value ($000) $768 Shares 7,600 Est. Cost $65.93 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.3%
Value ($000) $748 Shares 57,961 Est. Cost $8.12 Unrealized
MELI MercadoLibre, Inc. 0.3%
Value ($000) $735 Shares 358 Est. Cost $657.88 Unrealized +186.2%
SQM Sociedad Quimica Y Minera De C 0.2%
Value ($000) $713 Shares 17,105 Est. Cost $63.08 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $713 Shares 5,371 Est. Cost $118.71 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $696 Shares 33,450 Est. Cost $19.51 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.2%
Value ($000) $687 Shares 458 Est. Cost $662.11 Unrealized +112.0%
SHEL Shell PLC Sponsored ADR 0.2%
Value ($000) $685 Shares 10,387 Est. Cost $54.71 Unrealized
CCJ Cameco Corp. 0.2%
Value ($000) $683 Shares 14,304 Est. Cost $32.82 Unrealized +32.3%
TotalEnergies SE Sponsored ADR 0.2%
Value ($000) $641 Shares 9,923 Est. Cost $59.81 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.2%
Value ($000) $640 Shares 14,173 Est. Cost $30.73 Unrealized
ACN ACCENTURE PLC CL A 0.2%
Value ($000) $629 Shares 1,780 Est. Cost $155.81 Unrealized +107.1%
DASTY DASSAULT SYSTEMS ADR 0.2%
Value ($000) $540 Shares 13,611 Est. Cost $71.08 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $506 Shares 7,109 Est. Cost $56.50 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value ($000) $491 Shares 7,928 Est. Cost $31.13 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.2%
Value ($000) $466 Shares 7,383 Est. Cost $34.30 Unrealized
SSUMY Sumitomo Corporation 0.1%
Value ($000) $401 Shares 17,912 Est. Cost $20.28 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.1%
Value ($000) $399 Shares 8,417 Est. Cost $32.84 Unrealized
ALC Alcon AG 0.1%
Value ($000) $390 Shares 3,902 Est. Cost $63.34 Unrealized +48.0%
TD Toronto-Dominion Bank 0.1%
Value ($000) $389 Shares 6,157 Est. Cost $67.31 Unrealized -12.2%
NTTYY NIPPON TEL & TEL CORP ADR 0.1%
Value ($000) $389 Shares 15,213 Est. Cost $33.95 Unrealized
NJDCY NIDEC CORP ADR 0.1%
Value ($000) $388 Shares 36,994 Est. Cost $26.45 Unrealized
FN Fabrinet 0.1%
Value ($000) $331 Shares 1,399 Est. Cost $106.54 Unrealized +117.2%
Barrick Gold Corp. 0.1%
Value ($000) $297 Shares 14,917 Est. Cost $14.26 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.1%
Value ($000) $263 Shares 18,256 Est. Cost $13.53 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $261 Shares 2,895 Est. Cost $77.03 Unrealized +4.9%
ACGL ARCH CAPITAL GROUP LTD 0.1%
Value ($000) $241 Shares 2,152 Est. Cost $92.47 Unrealized +7.0%
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $229 Shares 2,616 Est. Cost $68.14 Unrealized +19.2%
CRZBY Commerzbank AG Sponsored ADR 0.1%
Value ($000) $221 Shares 11,986 Est. Cost $8.92 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $221 Shares 1,577 Est. Cost $140.34 Unrealized
VEOEY Veolia Environnement 0.1%
Value ($000) $216 Shares 13,103 Est. Cost $20.82 Unrealized
ASX ASE Technology Holding Co., Lt 0.1%
Value ($000) $195 Shares 19,985 Est. Cost $5.39 Unrealized
UMC United Microelectronics Corp S 0.1%
Value ($000) $193 Shares 22,964 Est. Cost $7.27 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 0.1%
Value ($000) $152 Shares 12,717 Est. Cost $9.64 Unrealized
MUFG Mitsubishi UFJ Financial Group 0.1%
Value ($000) $149 Shares 14,651 Est. Cost $10.80 Unrealized
SEKEY Seiko Epson 0.0%
Value ($000) $121 Shares 13,291 Est. Cost $8.98 Unrealized
AEG Aegon NV ADR 0.0%
Value ($000) $90 Shares 14,143 Est. Cost $6.13 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.0%
Value ($000) $46 Shares 17,388 Est. Cost $3.26 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $40 Shares 16,588 Est. Cost $2.53 Unrealized