JAMES ADVANTAGE FUNDS

JAMES ADVANTAGE FUNDS (CIK 1045487) is an SEC-registered fund company with 4 reporting fund series and $540.0M in net assets as of 2026-03-31.

Registrant

Fund series (4)

SeriesNet assets
JAMES BALANCED: GOLDEN RAINBOW FUND$404.6M
JAMES SMALL CAP FUND$78.3M
JAMES MICRO CAP FUND$28.7M
JAMES AGGRESSIVE ALLOCATION FUND$28.4M

Largest reported holdings (across all series)

HoldingValue
Enova International Inc.$6.2M
Brinker International, Inc.$5.6M
First American Funds Inc.$5.1M
Evercore Inc.$4.9M
Piper Sandler Companies$4.2M
Coca-Cola Consolidated Inc$3.9M
Nova Ltd$3.4M
Powell Industries Inc.$3.2M
Warrior Met Coal Inc$2.9M
MGIC Investment Corp.$2.8M
Sterling Infrastructure Inc$2.7M
Patrick Industries Inc.$2.6M
PC Connection Inc.$2.6M
Wesco International, Inc.$2.6M
Innoviva Inc$2.6M

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