SJS Investment Consulting Inc.

CIK

1894302

Location

SYLVANIA, OH

Portfolio Value

Small $183,467,610

Diversification

Diversified

Filing Date

Global Rank

#4,775 / 8,700 ▼ 2173

Top Industry

Drug Manufacturers - General 14.5%

Period ended 2 months ago

Filed Jul 22, 2026 · 52d

18 quarters · since Dec 2021

Portfolio Concentration

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

Top Position

12.5%

−52.6 pts

Top 5

37.6%

−43.3 pts

Top 10

46.4%

−39.6 pts

HHI

377

Diversified−3,950

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%	$32,934,123	429
Consumer Defensive	13.6%	$24,977,501	121
Financial Services	11.5%	$21,071,430	475
Industrials	8.1%	$14,932,663	376
Consumer Cyclical	6.5%	$11,950,953	280
Communication Services	4.6%	$8,431,254	107
Energy	2.8%	$5,121,244	129
Unclassified	2.7%	$4,897,749	24
Real Estate	2.0%	$3,695,131	157
Utilities	1.9%	$3,550,249	75
Basic Materials	1.5%	$2,778,528	115

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.	+2,416	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
GOOGL	Alphabet Inc.	−12,650	15,362	$5,489,917
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
STT	State Street Corp	−2,873	402	$68,178
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
FOXA	Fox Corp	−905	54	$2,816
AAPL	Apple Inc.	−899	65,502	$18,953,658
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
DCOR	Dimensional US Core Equity 1 ETF	13,612,202	$532,471,182
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	760,540	$50,084,606
ACSG	American Century Small Cap Growth Insights ETF	580,721	$44,438,421
VBIL	Vanguard 0-3 Month Treasury Bill ETF	115,370	$8,727,740
AAXJ	iShares MSCI All Country Asia ex Japan ETF	30,461	$3,678,641
VIGI	Vanguard International Dividend Appreciation ETF	36,943	$3,497,342
VB	Vanguard Morningstar Small-Cap ETF	10,504	$2,779,707
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	126,514	$2,452,109
BIV	Vanguard Intermediate-Term Bond ETF	24,866	$1,719,561
VCRM	Vanguard Core Tax-Exempt Bond ETF	20,023	$1,557,282
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	10,228	$1,304,913
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	13,961	$911,782
VXUS	Vanguard Total International Stock ETF	11,500	$886,765
VEU	Vanguard FTSE All-World Ex-US ETF	12,454	$773,228
BRK-B	Berkshire Hathaway Inc	1	$718,140
FNDA	Schwab Fundamental U.S. Small Company ETF	24,103	$696,733
BKF	iShares MSCI BIC ETF	6,110	$505,049
VEA	Vanguard FTSE Developed Markets ETF	3,692	$236,583
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	2,655	$199,431
AGNG	Global X Funds Global X Aging Population ETF	4,274	$195,882
ABI	VictoryShares Pioneer Asset-Based Income ETF	3,675	$184,057
ANEW	ProShares MSCI Transformational Changes ETF	18,970	$181,088
VIG	Vanguard Dividend Appreciation ETF	586	$126,025
JDVI	John Hancock Disciplined Value International Select ETF	1,402	$94,102
—		1,450	$76,857
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	-12,650	$5,489,917	−31.8%	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.