Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 5, 2025

Total Value ($000): $277,706 (100.0% shares, 0.0% debt)

Holdings (98)

SHOP Shopify, Inc. Class A 6.0%
Value ($000) $16,655 Shares 156,637 Est. Cost $44.47 Unrealized +118.7%
IHG INTERCONTINENTAL HOTELS GROUP 5.2%
Value ($000) $14,393 Shares 115,221 Est. Cost $63.14 Unrealized
SAP SAP SE Sponsored ADR 4.8%
Value ($000) $13,236 Shares 53,759 Est. Cost $145.66 Unrealized
UBS UBS Group AG 4.5%
Value ($000) $12,459 Shares 410,930 Est. Cost $14.77 Unrealized +114.6%
AER Aercap Holdings N.V. 4.3%
Value ($000) $12,059 Shares 126,007 Est. Cost $57.04 Unrealized +66.7%
RACE Ferrari NV 4.3%
Value ($000) $12,045 Shares 28,353 Est. Cost $147.05 Unrealized +206.8%
SONY Sony Group Corporation Sponsor 4.0%
Value ($000) $11,070 Shares 523,175 Est. Cost $28.58 Unrealized
ASML ASML HOLDING NV 3.9%
Value ($000) $10,776 Shares 15,548 Est. Cost $456.20 Unrealized
TSM Taiwan Semiconductor Manufactu 3.7%
Value ($000) $10,237 Shares 51,837 Est. Cost $76.65 Unrealized
GIB CGI Inc. Class A 3.0%
Value ($000) $8,287 Shares 75,802 Est. Cost $66.10 Unrealized +69.1%
RYCEY Rolls Royce Holdings ADR 2.5%
Value ($000) $6,962 Shares 978,600 Est. Cost $5.20 Unrealized
IX ORIX Corporation Sponsored ADR 2.1%
Value ($000) $5,925 Shares 55,773 Est. Cost $77.44 Unrealized
ESLT Elbit Systems Ltd. 2.1%
Value ($000) $5,732 Shares 22,211 Est. Cost $130.82 Unrealized +77.9%
LOGI Logitech International S.A. 2.0%
Value ($000) $5,535 Shares 67,209 Est. Cost $47.92 Unrealized +70.6%
CHKP CHECK POINT SOFTWARE TECH 1.9%
Value ($000) $5,409 Shares 28,974 Est. Cost $114.91 Unrealized +63.9%
CAE Cae Inc. 1.8%
Value ($000) $5,131 Shares 202,158 Est. Cost $21.01 Unrealized +0.4%
CMWAY Commonwealth Bank of Australia 1.8%
Value ($000) $4,978 Shares 52,040 Est. Cost $80.83 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 1.7%
Value ($000) $4,708 Shares 88,533 Est. Cost $43.35 Unrealized
IBN ICICI Bank Limited Sponsored A 1.6%
Value ($000) $4,512 Shares 151,108 Est. Cost $14.68 Unrealized
NVO Novo Nordisk A/S 1.6%
Value ($000) $4,486 Shares 52,149 Est. Cost $103.56 Unrealized
NVS NOVARTIS AG ADR 1.6%
Value ($000) $4,475 Shares 45,983 Est. Cost $99.57 Unrealized
NOK Nokia Oyj Sponsored ADR 1.6%
Value ($000) $4,312 Shares 973,268 Est. Cost $4.00 Unrealized
STM Stmicroelectronics N.V. 1.4%
Value ($000) $3,881 Shares 155,443 Est. Cost $25.05 Unrealized
SNN Smith & Nephew Plc 1.4%
Value ($000) $3,847 Shares 156,500 Est. Cost $37.03 Unrealized
EXPGY Experian PLC 1.4%
Value ($000) $3,837 Shares 89,808 Est. Cost $41.64 Unrealized
AZN ASTRAZENECA PLC ADR 1.4%
Value ($000) $3,798 Shares 57,963 Est. Cost $67.17 Unrealized
KB KB Financial Group Inc. Sponso 1.3%
Value ($000) $3,587 Shares 63,039 Est. Cost $45.65 Unrealized
RELX RELX PLC Sponsored ADR 1.3%
Value ($000) $3,551 Shares 78,190 Est. Cost $26.56 Unrealized
PSO PEARSON PLC SPONSORED ADR ADR 1.2%
Value ($000) $3,247 Shares 201,416 Est. Cost $10.89 Unrealized
OTEX Open Text Corp. 1.1%
Value ($000) $3,123 Shares 110,284 Est. Cost $31.80 Unrealized -7.2%
HDB HDFC Bank Limited Sponsored AD 1.0%
Value ($000) $2,662 Shares 41,683 Est. Cost $69.42 Unrealized
NSRGY Nestle S.A. Sponsored ADR 0.9%
Value ($000) $2,551 Shares 31,220 Est. Cost $105.05 Unrealized
LYG Lloyds Banking Group plc Spons 0.9%
Value ($000) $2,464 Shares 905,870 Est. Cost $2.67 Unrealized
ASND Ascendis Pharma A/S Sponsored 0.9%
Value ($000) $2,458 Shares 17,851 Est. Cost $127.03 Unrealized
AAGIY AIA GROUP LTD 0.9%
Value ($000) $2,388 Shares 82,851 Est. Cost $34.36 Unrealized
INFY Infosys Limited Sponsored ADR 0.8%
Value ($000) $2,357 Shares 107,515 Est. Cost $13.72 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 0.8%
Value ($000) $2,342 Shares 290,624 Est. Cost $8.83 Unrealized
ICLR Icon Plc 0.8%
Value ($000) $2,272 Shares 10,836 Est. Cost $163.90 Unrealized +42.5%
BABA Alibaba Group Holding Ltd. Spo 0.8%
Value ($000) $2,187 Shares 25,794 Est. Cost $111.90 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.7%
Value ($000) $2,070 Shares 150,096 Est. Cost $12.52 Unrealized
AMX America Movil SAB de CV Sponso 0.7%
Value ($000) $2,040 Shares 142,543 Est. Cost $20.66 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.7%
Value ($000) $2,032 Shares 15,550 Est. Cost $179.03 Unrealized
MKKGY Merck KGaA Sponsored ADR 0.7%
Value ($000) $2,010 Shares 70,205 Est. Cost $24.38 Unrealized
SDZNY Sandoz Group Ltd Sponsored ADR 0.7%
Value ($000) $2,002 Shares 49,430 Est. Cost $31.04 Unrealized
NGG National Grid Transco 0.6%
Value ($000) $1,714 Shares 28,840 Est. Cost $66.70 Unrealized
IFNNY INFINEON TECHNOLOGIES 0.6%
Value ($000) $1,713 Shares 52,830 Est. Cost $28.24 Unrealized
YUMC Yum China Holdings, Inc. 0.6%
Value ($000) $1,646 Shares 34,177 Est. Cost $53.15 Unrealized -10.8%
PDD PDD Holdings Inc. Sponsored AD 0.6%
Value ($000) $1,566 Shares 16,151 Est. Cost $125.09 Unrealized
TM Toyota Motor Corp. 0.5%
Value ($000) $1,421 Shares 7,302 Est. Cost $171.56 Unrealized
TECK Teck Resources Ltd. 0.5%
Value ($000) $1,268 Shares 31,290 Est. Cost $23.67 Unrealized +97.4%
SFTBY SoftBank Group Corp. Unsponsor 0.4%
Value ($000) $1,185 Shares 41,134 Est. Cost $33.51 Unrealized
GRFS Grifols, S.A. Sponsored ADR Cl 0.4%
Value ($000) $1,175 Shares 157,945 Est. Cost $19.07 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.4%
Value ($000) $1,077 Shares 51,170 Est. Cost $25.05 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.4%
Value ($000) $1,054 Shares 19,625 Est. Cost $55.71 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 0.4%
Value ($000) $980 Shares 76,141 Est. Cost $12.34 Unrealized
BSAC Banco Santander-Chile 0.3%
Value ($000) $962 Shares 50,985 Est. Cost $22.32 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $894 Shares 3,234 Est. Cost $157.13 Unrealized +79.1%
BNPQY BNP PARIBAS 0.3%
Value ($000) $772 Shares 25,135 Est. Cost $26.86 Unrealized
CCJ Cameco Corp. 0.3%
Value ($000) $772 Shares 15,015 Est. Cost $33.84 Unrealized +60.5%
AU Anglogold Ashanti PLC 0.3%
Value ($000) $742 Shares 32,150 Est. Cost $17.52 Unrealized +41.9%
SIEGY Siemens Aktiengesellschaft Spo 0.3%
Value ($000) $735 Shares 7,600 Est. Cost $65.93 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.3%
Value ($000) $702 Shares 14,189 Est. Cost $30.73 Unrealized
SOUHY South32 Ltd. ADR 0.2%
Value ($000) $671 Shares 63,979 Est. Cost $13.99 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value ($000) $663 Shares 57,961 Est. Cost $8.12 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $654 Shares 5,371 Est. Cost $118.71 Unrealized
SHEL Shell PLC Sponsored ADR 0.2%
Value ($000) $651 Shares 10,387 Est. Cost $54.71 Unrealized
ACN ACCENTURE PLC CL A 0.2%
Value ($000) $626 Shares 1,780 Est. Cost $155.81 Unrealized +127.7%
SQM Sociedad Quimica Y Minera De C 0.2%
Value ($000) $618 Shares 17,007 Est. Cost $63.08 Unrealized
MELI MercadoLibre, Inc. 0.2%
Value ($000) $582 Shares 342 Est. Cost $657.88 Unrealized +196.0%
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.2%
Value ($000) $556 Shares 454 Est. Cost $662.11 Unrealized +97.1%
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $553 Shares 33,450 Est. Cost $19.51 Unrealized
TotalEnergies SE Sponsored ADR 0.2%
Value ($000) $541 Shares 9,923 Est. Cost $59.81 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.2%
Value ($000) $469 Shares 13,611 Est. Cost $71.08 Unrealized
BCS Barclays Plc 0.2%
Value ($000) $438 Shares 32,988 Est. Cost $13.29 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value ($000) $437 Shares 7,928 Est. Cost $31.13 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.2%
Value ($000) $434 Shares 7,391 Est. Cost $34.30 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $418 Shares 7,102 Est. Cost $56.50 Unrealized
SSUMY Sumitomo Corporation 0.1%
Value ($000) $389 Shares 17,912 Est. Cost $20.28 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR 0.1%
Value ($000) $380 Shares 15,213 Est. Cost $33.95 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.1%
Value ($000) $349 Shares 16,834 Est. Cost $26.80 Unrealized
ALC Alcon AG 0.1%
Value ($000) $332 Shares 3,907 Est. Cost $63.34 Unrealized +41.9%
NJDCY NIDEC CORP ADR 0.1%
Value ($000) $328 Shares 73,648 Est. Cost $15.51 Unrealized
ARM Arm Holdings Plc 0.1%
Value ($000) $325 Shares 2,638 Est. Cost $123.36 Unrealized
MUFG Mitsubishi UFJ Financial Group 0.1%
Value ($000) $295 Shares 25,211 Est. Cost $11.19 Unrealized
FN Fabrinet 0.1%
Value ($000) $274 Shares 1,247 Est. Cost $106.54 Unrealized +126.3%
NBIS Nebius Group N.V. Class A 0.1%
Value ($000) $272 Shares 9,822 Est. Cost $24.38 Unrealized 0.0%
Barrick Gold Corp. 0.1%
Value ($000) $231 Shares 14,917 Est. Cost $14.26 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $231 Shares 2,893 Est. Cost $77.03 Unrealized +8.9%
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $223 Shares 2,619 Est. Cost $68.14 Unrealized +24.9%
PBR Petroleo Brasileiro SA Sponsor 0.1%
Value ($000) $220 Shares 17,117 Est. Cost $13.53 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $200 Shares 1,575 Est. Cost $140.34 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.1%
Value ($000) $198 Shares 12,219 Est. Cost $9.06 Unrealized
VEOEY Veolia Environnement 0.1%
Value ($000) $186 Shares 13,229 Est. Cost $20.82 Unrealized
ASX ASE Technology Holding Co., Lt 0.1%
Value ($000) $177 Shares 17,614 Est. Cost $5.39 Unrealized
SEKEY Seiko Epson 0.0%
Value ($000) $121 Shares 13,409 Est. Cost $8.98 Unrealized
UMC United Microelectronics Corp S 0.0%
Value ($000) $85 Shares 13,117 Est. Cost $7.27 Unrealized
AEG Aegon NV ADR 0.0%
Value ($000) $85 Shares 14,374 Est. Cost $6.13 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $27 Shares 14,616 Est. Cost $2.53 Unrealized