SJS Investment Consulting Inc.

CIK

1894302

Location

SYLVANIA, OH

Portfolio Value

Small $183,467,610

Diversification

Diversified

Filing Date

Global Rank

#1,243 / 2,968 ▲ 3546

Top Industry

Drug Manufacturers - General 14.5%

3Y Alpha vs SPY

-4.9%

Period ended 29 days ago

Filed Jul 22, 2026 · 7d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.4%

SPY

+67.9%

Annualised alpha

-3.0%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

2,661 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.5%

+1.1 pts

Top 5

37.6%

−1.1 pts

Top 10

46.4%

−2.8 pts

HHI

377

Diversified−14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$49,126,785	373
Healthcare	18.0%	$32,934,247	430
Consumer Defensive	13.6%	$24,977,377	120
Financial Services	11.5%	$21,070,379	474
Industrials	8.1%	$14,933,831	376
Consumer Cyclical	6.5%	$11,951,325	280
Communication Services	4.6%	$8,430,709	106
Energy	2.8%	$5,120,893	128
Unclassified	2.7%	$4,898,973	26
Real Estate	2.0%	$3,695,131	157
Utilities	1.9%	$3,550,623	77
Basic Materials	1.5%	$2,777,337	114

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHA	iShares Ethereum Trust ETF	+18,160	20,276	$241,081
SLS	SELLAS Life Sciences Group, Inc.	+15,000	40,000	$590,400
FLO	Flowers Foods Inc	+7,901	7,935	$62,686
CAG	Conagra Brands Inc.	+6,068	6,678	$89,885
GPK	Graphic Packaging Holding Co	+5,233	5,514	$58,282
AAOI	Applied Optoelectronics, Inc.	+4,991	5,441	$806,138
BYND	Beyond Meat, Inc.	+4,616	4,852	$3,638
IBIT	iShares Bitcoin Trust ETF	+4,016	13,177	$438,662
LYG	Lloyds Banking Group plc	+3,699	5,801	$33,819
ANDE	Andersons, Inc.	+3,571	43,555	$2,979,162
CERT	Certara, Inc.	+3,233	3,267	$21,398
FHB	First Hawaiian, Inc.	+3,200	3,382	$99,092
JBLU	Jetblue Airways Corp	+2,487	2,679	$15,350
LBTYA	Liberty Global Ltd.	+2,452	2,743	$31,187
CRBG	Corebridge Financial, Inc.	+2,246	2,342	$67,051
CPB	CAMPBELL'S Co	+2,234	2,334	$51,977
AM	Antero Midstream Corp	+1,733	1,855	$42,201
SVC	Service Properties Trust	+1,696	1,730	$14,618
GNTX	Gentex Corp	+1,654	1,742	$44,020
NOV	NOV Inc.	+1,647	1,722	$31,943
FBP	First Bancorp /Pr/	+1,500	1,511	$39,391
NOK	Nokia Corp	+1,500	1,950	$25,896
BUR	Burford Capital Ltd	+1,421	1,547	$6,341
FBIN	Fortune Brands Innovations, Inc.	+1,396	1,408	$77,299
DKNG	DraftKings Inc.	+1,377	2,266	$57,238
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	−23,320	50	$751
NVDA	Nvidia Corp	−8,854	49,169	$9,838,224
GTM	ZoomInfo Technologies Inc.	−8,173	774	$2,267
UP	Wheels Up Experience Inc.	−4,750	250	$2,242
IAUM	iShares Gold Trust Micro	−3,112	6,236	$249,502
RITM	Rithm Capital Corp.	−3,098	2	$18
PLTR	Palantir Technologies Inc.	−1,889	1,705	$198,922
GAP	Gap Inc	−1,647	1,767	$33,006
ARCC	Ares Capital Corp	−1,498	49	$907
INTC	Intel Corp	−1,493	2,742	$382,865
ADT	ADT Inc.	−1,320	1,070	$6,955
FCX	Freeport-Mcmoran Inc	−1,279	2,075	$130,496
CSX	Csx Corp	−1,270	655	$31,131
MAT	Mattel Inc /De/	−1,225	519	$7,203
MCD	Mcdonalds Corp	−1,210	9,331	$2,522,262
RHI	Robert Half Inc.	−1,156	1,714	$52,619
WULF	Terawulf Inc.	−1,057	1,131	$27,935
GT	Goodyear Tire & Rubber Co /Oh/	−1,038	90	$594
CCC	CCC Intelligent Solutions Holdings Inc.	−988	236	$1,217
OSCR	Oscar Health, Inc.	−979	47	$1,339
UMBF	Umb Financial Corp	−936	10,063	$1,436,593
AAPL	Apple Inc.	−899	65,502	$18,953,658
APLD	Applied Digital Corp.	−884	3,598	$134,205
DRVN	Driven Brands Holdings Inc.	−859	3,641	$50,755
WDC	Western Digital Corp	−849	775	$495,007
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
KMTS	Kestra Medical Technologies, Ltd.	20,060	$510,326
SPCX	Space Exploration Technologies Corp	1,675	$286,190
FDXF	FedEx Freight Holding Company, Inc.	605	$91,355
SEDG	Solaredge Technologies, Inc.	504	$29,453
KRG	Kite Realty Group Trust	939	$26,648
ADC	Agree Realty Corp	349	$26,433
HONA	Honeywell Aerospace Inc.	116	$25,612
UDR	UDR, Inc.	608	$24,271
HIVE	HIVE Digital Technologies Ltd.	6,500	$23,660
ING	Ing Groep NV	710	$22,279
ELS	Equity Lifestyle Properties Inc	303	$19,528
PECO	Phillips Edison & Company, Inc.	462	$19,228
FBNC	First Bancorp /Nc/	276	$17,644
BAX	Baxter International Inc	727	$15,499
STBA	S&T Bancorp Inc	312	$15,312
EIG	Employers Holdings, Inc.	288	$14,538
PSUS	Pershing Square USA, Ltd.	385	$14,391
TILE	Interface Inc	370	$13,260
ALIT	Alight, Inc. / Delaware	1,131	$12,667
APLE	Apple Hospitality REIT, Inc.	719	$12,086
PBI	Pitney Bowes Inc /De/	684	$11,983
DCOM	Dime Commercial Bancshares, Inc. /NY/	289	$11,747
FBRT	Franklin BSP Realty Trust, Inc.	1,405	$11,436
SARO	StandardAero, Inc.	370	$11,066
FLNG	Flex LNG Ltd.	388	$10,887
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ESPR	Esperion Therapeutics, Inc.	25,000	$68,500
NEA	Nuveen AMT-Free Quality Municipal Income Fund	4,982	$55,947
HOLX	HOLOGIC INC	476	$35,980
EIM	Eaton Vance Municipal Bond Fund	3,504	$34,234
MASI	Masimo Corp	162	$28,814
PCOR	Procore Technologies, Inc.	432	$24,624
ONON	On Holding AG	707	$24,052
ENPH	Enphase Energy, Inc.	550	$20,795
MIST	Milestone Pharmaceuticals Inc.	15,000	$17,850
PRCH	Porch Group, Inc.	1,394	$9,994
O	Realty Income Corp	123	$7,525
HTGC	Hercules Capital, Inc.	500	$7,385
MAMA	Mama's Creations, Inc.	381	$5,844
MNDY	monday.com Ltd.	77	$5,321
JOBY	Joby Aviation, Inc.	517	$4,270
NB	Niocorp Developments Ltd	874	$3,898
MTUS	Metallus Inc.	228	$3,725
UTI	Universal Technical Institute Inc	100	$3,610
AL	SUMISHO AIR LEASE CORP	55	$3,571
RELX	Relx PLC	103	$3,414
GRAB	Grab Holdings Ltd	899	$3,290
GIL	Gildan Activewear Inc.	43	$2,392
ARX	Accelerant Holdings	164	$2,191
DSGX	Descartes Systems Group Inc	28	$2,003
BLD	QXO Insulation, LLC	4	$1,405
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,661 tracked positions · $183,467,610 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,661 positions by value · page 1 of 54

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	19,153	+53	$22,972,684	+30.8%	12.52%
AAPL	Apple Inc. Technology	Reduced	65,502	-899	$18,953,658	+12.5%	10.33%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	475,479	+1,324	$11,801,388	+9.9%	6.43%
NVDA	Nvidia Corp Technology	Reduced	49,169	-8,854	$9,838,224	−2.8%	5.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,362	-245	$5,489,917	+22.3%	2.99%
V	Visa Inc. Financial Services	Added	11,046	+29	$3,789,772	+13.8%	2.07%
WMT	Walmart Inc. Consumer Defensive	Added	29,602	+22	$3,352,722	−8.8%	1.83%
MSFT	Microsoft Corp Technology	Added	8,518	+247	$3,177,383	+3.8%	1.73%
ANDE	Andersons, Inc. Consumer Defensive	Added	43,555	+3,571	$2,979,162	+3.8%	1.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,743	+225	$2,798,826	+16.7%	1.53%
WSBC	Wesbanco Inc Financial Services	Added	71,568	+244	$2,793,298	+13.6%	1.52%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,331	-1,210	$2,522,262	−23.0%	1.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,304	+123	$2,063,487	+13.5%	1.12%
SYY	Sysco Corp Consumer Defensive	Added	21,726	+113	$1,815,858	+17.8%	0.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,288	-4	$1,708,609	+14.6%	0.93%
CAT	Caterpillar Inc Industrials	Added	1,504	+116	$1,601,609	+62.9%	0.87%
UMBF	Umb Financial Corp Financial Services	Reduced	10,063	-936	$1,436,593	+15.8%	0.78%
MU	Micron Technology Inc Technology	Reduced	1,144	-461	$1,320,507	+143.5%	0.72%
GEV	GE Vernova Inc. Industrials	Reduced	1,054	-98	$1,238,301	+23.1%	0.67%
XOM	ExxonMobil Holdings Corp Energy	Added	8,942	+249	$1,222,549	−17.1%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,229	+61	$1,206,699	+2.3%	0.66%
JNJ	Johnson & Johnson Healthcare	Added	4,507	+98	$1,144,642	+6.2%	0.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,216	+9	$1,137,531	−5.4%	0.62%
WELL	Welltower Inc. Real Estate	Added	4,706	+102	$1,068,120	+17.3%	0.58%
C	Citigroup Inc Financial Services	Added	7,427	+281	$1,039,482	+28.3%	0.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,050	-301	$979,018	+23.2%	0.53%
SCHW	Schwab Charles Corp Financial Services	Added	10,497	+95	$968,557	−0.9%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,228	-76	$937,096	+9.4%	0.51%
AVGO	Broadcom Inc. Technology	Reduced	2,395	-47	$904,711	+19.7%	0.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,206	-29	$888,098	+24.6%	0.48%
NEE	Nextera Energy Inc Utilities	Added	9,225	+375	$809,677	−1.5%	0.44%
AAOI	Applied Optoelectronics, Inc. Technology	Added	5,441	+4,991	$806,138	+2017.8%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,265	+108	$798,820	+12.6%	0.44%
CVX	Chevron Corp Energy	Added	4,615	+338	$764,982	−13.6%	0.42%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,313	-232	$762,734	+142.7%	0.42%
LRCX	Lam Research Corp Technology	Reduced	1,754	-41	$760,060	+98.2%	0.41%
META	Meta Platforms, Inc. Communication Services	Added	1,348	+33	$759,314	+0.9%	0.41%
DELL	Dell Technologies Inc. Technology	Reduced	1,732	-516	$747,288	+102.5%	0.41%
GWW	W.W. Grainger, Inc. Industrials	Reduced	531	-6	$722,372	+23.3%	0.39%
LIN	Linde PLC Basic Materials	Reduced	1,301	-21	$675,140	+3.0%	0.37%
CSCO	Cisco Systems, Inc. Technology	Added	5,618	+172	$659,889	+56.2%	0.36%
VRT	Vertiv Holdings Co Industrials	Added	1,916	+282	$641,514	+56.7%	0.35%
MPC	Marathon Petroleum Corp Energy	Added	2,423	+34	$619,488	+6.2%	0.34%
DTE	Dte Energy Co Utilities	Added	4,041	+301	$615,726	+12.6%	0.34%
VZ	Verizon Communications Inc Communication Services	Reduced	14,085	-658	$596,358	−19.4%	0.33%
SLS	SELLAS Life Sciences Group, Inc. Healthcare	Added	40,000	+15,000	$590,400	+458.3%	0.32%
EMR	Emerson Electric Co Industrials	Reduced	3,900	-98	$558,284	+6.6%	0.30%
BA	Boeing Co Industrials	Added	2,359	+107	$510,651	+13.9%	0.28%
KMTS	Kestra Medical Technologies, Ltd. Healthcare	NEW	20,060	NEW	$510,326	NEW	0.28%
WDC	Western Digital Corp Technology	Reduced	775	-849	$495,007	+12.7%	0.27%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.