JMCRX
JAMES MICRO CAP FUND
JAMES ADVANTAGE FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
B 0 09/17/26 0 1,000,000 1,000,000 3.31% $983.15K
PIPER SANDLER CO 0 9,292 9,292 2.40% $711.30K
SM ENERGY CO 0 6,558 6,558 0.69% $204.48K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PIPER SANDLER COS 2,323 0 -2,323 0.00% -$789.15K
DYNAVAX TECHNOLOGIES CORP 11,764 0 -11,764 0.00% -$180.93K
CIVITAS RESOURCES INC 4,523 0 -4,523 0.00% -$122.53K
ATARA BIOTHERAPEUTICS INC 4,160 0 -4,160 0.00% -$75.25K
NUTEX HEALTH INC 402 0 -402 0.00% -$66.18K
SEMLER SCIENTIFIC INC 2,765 0 -2,765 0.00% -$42.28K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIRST AM-TR OB-X 479,835 1,913,113 1,433,278 6.44% $1.43M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Nova Measuring Instruments Ltd 3,906 3,020 -886 4.42% $28.83K
ENOVA INTL INC 11,277 9,222 -2,055 4.22% -$520.12K
MODINE MFG CO 4,078 3,119 -959 2.28% $131.46K
BANCORP INC/THE 6,900 2,594 -4,306 0.47% -$326.51K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ISHARES RUSSELL MICROCAP INDEX FUND 8,653 8,653 0 4.65% $16.53K
US LIME & MINERA 7,966 7,966 0 3.51% $86.59K
MERCHANTS BANCORP 23,196 23,196 0 3.35% $205.28K
INGLES MARKETS INC-CL A 10,714 10,714 0 3.24% $228.64K
PHOTRONICS INC 22,198 22,198 0 3.02% $186.69K
DONNELLEY FINANCIAL SOLUTIONS INC 16,726 16,726 0 2.66% $7.53K
OFG BANCORP 18,941 18,941 0 2.58% -$9.85K
NELNET INC-CL A 5,646 5,646 0 2.45% -$22.58K
PC CONNECTION INC 12,184 12,184 0 2.40% $8.53K
PATRICK INDUSTRIES INC 6,066 6,066 0 2.27% $16.01K
FEDERAL AGRI MTG NON VTG CL C 4,406 4,406 0 2.20% -$119.93K
INTEGER HOLDINGS CORP 6,396 6,396 0 1.90% $61.21K
CRA INTERNATIONAL INC 3,384 3,384 0 1.85% -$131.35K
CENTRAL GARDEN and PET CO CL A 16,385 16,385 0 1.79% $52.92K
ARCBEST CORP 5,285 5,285 0 1.75% $127.74K
M/I HOMES INC 4,097 4,097 0 1.69% -$22.53K
V2X INC 6,950 6,950 0 1.60% $96.95K
INNOVIVA INC 20,082 20,082 0 1.58% $66.47K
EPLUS INC 4,600 4,600 0 1.17% -$57.27K
ARGAN INC 628 628 0 1.15% $145.28K
PHIBRO ANIMAL HEALTH CORP CL A 6,070 6,070 0 1.13% $108.96K
KINIKSA PHARMACE 6,909 6,909 0 1.12% $47.67K
REX AMERICAN RESOURCES CORP 7,220 7,220 0 1.11% $95.66K
Dorian LPG Ltd. COM USD0.01 9,544 9,544 0 1.10% $94.10K
AXCELIS TECHNOLOGIES INC 3,408 3,408 0 1.07% $43.42K
CLEARWAY ENERGY INC CL C 7,332 7,332 0 0.97% $44.21K
HAVERTY FURNITURE COS INC 13,509 13,509 0 0.96% -$29.45K
SIGA TECHNOLOGIES INC 52,400 52,400 0 0.94% -$39.82K
CENTURY COMMUNITIES INC 4,662 4,662 0 0.90% -$9.18K
ZYMEWORKS INC 10,578 10,578 0 0.89% -$13.65K
NWPX INFRASTRUCTURE INC 3,394 3,394 0 0.89% $52.17K
ARTIVION INC 6,753 6,753 0 0.83% -$60.71K
STERLING INFRASTRUCTURE INC 604 604 0 0.83% $61.03K
LEMAITRE VASCULAR INC 2,165 2,165 0 0.80% $60.77K
THERAVANCE B 14,367 14,367 0 0.79% -$35.63K
INVESTAR HOLDING CORP 8,542 8,542 0 0.78% $4.70K
IRADIMED CORP 2,400 2,400 0 0.78% -$2.45K
UFP TECHNOLOGIES INC 1,193 1,193 0 0.78% -$33.92K
BLUE BIRD CORP 3,750 3,750 0 0.72% $36.71K
POWELL INDUSTRIES INC 389 389 0 0.71% $86.47K
INNOSPEC INC 2,821 2,821 0 0.69% -$9.93K
COLLEGIUM PHARMACEUTICAL INC 5,755 5,755 0 0.64% -$76.14K
BOISE CASCADE CO 2,500 2,500 0 0.64% $5.62K
GENCO SHIPPING + TRADING LTD COMMON STOCK USD.01 8,000 8,000 0 0.61% $32.96K
UNITIL CORP 3,401 3,401 0 0.60% $12.92K
PRIMEENERGY RESOURCES CORP 751 751 0 0.59% $46.45K
Banco Latinoamericano de Exportaciones S.A. (Class E) 3,372 3,372 0 0.58% $21.85K
PENNANT GROUP-WI 5,582 5,582 0 0.57% $13.01K
BUILD A BEAR WORKSHOP INC 4,044 4,044 0 0.51% -$96.33K
CONCENTRIX CORP 5,326 5,326 0 0.49% -$75.74K
EZCORP INC CL A NON VTG 5,505 5,505 0 0.47% $32.81K
GEO GROUP INC/TH 7,691 7,691 0 0.44% $5.31K
SPECTRUM BRANDS HOLDINGS INC 1,602 1,602 0 0.40% $23.42K
INSTEEL INDUSTRIES INC 3,500 3,500 0 0.40% $6.79K
SKYWARD SPECIALTY INSURANCE GROUP INC 2,632 2,632 0 0.39% -$19.56K
SCANSOURCE INC 3,090 3,090 0 0.38% -$8.53K
TACTILE SYSTEMS TECHNOLOGY INC 4,236 4,236 0 0.37% -$12.16K
EMERGENT BIOSOLU 12,175 12,175 0 0.34% -$49.43K
ACME UNITED CORP 2,095 2,095 0 0.32% $9.64K
QCR HOLDINGS INC 1,072 1,072 0 0.31% $2.30K
ALLEGIANT TRAVEL CO 888 888 0 0.24% -$3.76K
STOKE THERAPEUTICS INC 2,023 2,023 0 0.22% $1.66K
XENIA HOTELS & R 3,907 3,907 0 0.20% $2.70K
OXFORD INDUSTRIES 1,280 1,280 0 0.17% $5.52K
AVEANNA HEALTHCARE HOLDINGS INC 7,437 7,437 0 0.16% -$12.87K
CORMEDIX INC 6,209 6,209 0 0.14% -$30.05K
CARTESIAN THERAPEUTICS INC CVR RT 94,737 94,737 0 0.00% $0

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