SJS Investment Consulting Inc.

Registered adviser

CIK

1894302

Location

SYLVANIA, OH

Portfolio Value

Small $992,089,801

Diversification

Highly concentrated

Filing Date

Global Rank

#2,657 / 8,819 ▼ 37 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.7%

Period ended 29 days ago

Filed Oct 26, 2026 · 3d

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 107219

Roster of Oct 1, 2026

Regulatory AUM

$2,937,122,207

Main clients

Individuals and high net worth (72% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,937,122,207	Individuals and high net worth (72%)
Apr 2025 to Mar 2026	$2,526,310,808	Individuals and high net worth (71%)
Apr 2024 to Mar 2025	$2,239,265,454	Individuals and high net worth (69%)
May 2023 to Mar 2024	$2,028,889,719	Individuals and high net worth (70%)
Apr 2023	$2,028,889,719	Individuals and high net worth (70%)
Apr 2022 to Mar 2023	$2,675,948,914	Individuals and high net worth (58%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.0% of the book (60%+)

Turnover

Low turnover

7.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.0 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 81.0%; sector active share 67.1% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

3,225 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

61.0%

−2.5 pts

Top 5

77.6%

−2.7 pts

Top 10

82.3%

−2.7 pts

HHI

3,816

Highly concentrated−312

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.7%	$770,374,841	255
Technology	6.7%	$66,529,319	412
Healthcare	3.7%	$36,872,511	499
Financial Services	2.7%	$27,020,408	529
Consumer Defensive	2.3%	$23,148,417	133
Industrials	1.7%	$16,845,253	424
Consumer Cyclical	1.5%	$14,656,940	315
Communication Services	1.4%	$14,144,528	116
Energy	0.8%	$7,902,731	148
Real Estate	0.7%	$6,533,104	184
Utilities	0.4%	$4,147,431	76
Basic Materials	0.4%	$3,914,318	134

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+236,468	9,614,300	$427,355,634
DFIC	Dimensional International Core Equity 2 ETF	+143,899	2,213,198	$83,238,376
DUSB	Dimensional Ultrashort Fixed Income ETF	+113,450	851,435	$42,988,952
VCRB	VANGUARD CORE BOND ETF	+112,181	596,634	$43,924,195
PGEN	Precigen, Inc.	+50,020	50,118	$429,010
VBIL	Vanguard Institutional Index Funds	+46,675	147,433	$11,163,626
DFGR	Dimensional Global Real Estate ETF	+40,872	419,650	$11,351,532
AVEM	Avantis Emerging Markets Equity ETF	+22,532	209,170	$19,666,162
AAOI	Applied Optoelectronics, Inc.	+21,629	27,070	$2,686,968
UEC	Uranium Energy Corp	+14,985	15,030	$142,033
PFE	Pfizer Inc	+11,226	16,708	$476,512
CNH	CNH Industrial N.V.	+9,665	11,943	$153,467
ETH	Grayscale Ethereum Staking Mini ETF	+8,904	8,954	$228,237
VFC	V F Corp	+8,181	9,100	$127,946
DFAU	Dimensional US Core Equity Market ETF	+7,681	43,433	$2,274,151
BSX	Boston Scientific Corp	+6,620	6,957	$303,673
UDR	UDR, Inc.	+5,953	6,561	$220,121
DOW	Dow Inc.	+5,936	7,502	$206,605
F	Ford Motor Co	+5,322	7,539	$90,920
GPK	Graphic Packaging Holding Co	+5,317	10,831	$98,020
VICI	Vici Properties Inc.	+5,292	7,767	$178,407
OXY	Occidental Petroleum Corp	+5,238	6,177	$341,711
AR	ANTERO RESOURCES Corp	+5,182	5,500	$183,645
INVH	Invitation Homes Inc.	+4,951	5,337	$140,523
IVZ	Invesco Ltd.	+4,647	5,877	$177,250
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFSD	Dimensional Short-Duration Fixed Income ETF	−24,917	62,143	$2,887,909
TNXP	Tonix Pharmaceuticals Holding Corp.	−9,720	484	$4,714
DFCF	Dimensional Core Fixed Income ETF	−7,056	139,142	$5,582,377
FLO	Flowers Foods Inc	−5,875	2,060	$11,433
WEN	Wendy's Co	−5,387	500	$3,190
HE	Hawaiian Electric Industries Inc	−3,415	329	$2,941
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−3,245	416,947	$20,522,131
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−2,161	258,145	$9,556,527
NHC	National Healthcare Corp	−1,909	47	$10,316
TDC	Teradata Corp	−1,885	17	$490
COTY	Coty Inc.	−1,616	793	$2,069
IBIT	iShares Bitcoin Trust ETF	−1,502	11,675	$552,694
RXT	Rackspace Technology, Inc.	−1,427	145	$540
SVC	Service Properties Trust	−1,386	344	$2,215
DFIV	Dimensional International Value ETF	−1,373	19,412	$1,084,354
VRT	Vertiv Holdings Co	−1,307	609	$146,957
LBTYA	Liberty Global Ltd.	−1,258	1,485	$13,558
SABR	Sabre Corp	−1,254	44	$93
PCG	PG&E Corp	−1,106	7,049	$86,350
GEVO	Gevo, Inc.	−1,045	195	$256
SMG	Scotts Miracle-Gro Co	−986	9	$450
OPK	Opko Health, Inc.	−979	310	$499
BRX	Brixmor Property Group Inc.	−959	499	$13,772
IRDM	Iridium Communications Inc.	−940	53	$2,538
JBLU	Jetblue Airways Corp	−875	1,804	$7,630
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GSOL	Grayscale Solana Staking ETF	27,473	$243,822
GDX	VanEck Gold Miners ETF	1,930	$169,454
MDGL	Madrigal Pharmaceuticals, Inc.	263	$132,541
CGUS	Capital Group Core Equity ETF	2,803	$124,733
VFMF	Vanguard Wellington Fund	694	$123,885
AVSC	Avantis U.S. Small Cap Equity ETF	1,791	$123,829
QNT	Quantinuum Inc.	2,000	$96,120
BITO	ProShares Bitcoin ETF	7,442	$83,350
CHYM	Chime Financial, Inc.	2,740	$72,993
EQL	ALPS Equal Sector Weight ETF	1,425	$71,378
SMH	VanEck Semiconductor ETF	117	$71,253
BSTZ	BlackRock Science & Technology Term Trust	2,396	$70,490
CCI	Crown Castle Inc.	865	$57,652
O	Realty Income Corp	1,030	$55,929
DUOT	Duos Technologies Group, Inc.	5,925	$52,376
PURR	Hyperliquid Strategies Inc	3,293	$40,404
IUSB	iShares Core Universal USD Bond ETF	711	$31,347
HACK		258	$31,279
Z	Zillow Group, Inc.	1,144	$31,036
NTST	NETSTREIT Corp.	1,628	$28,783
FCLD	Fidelity Cloud Computing ETF	603	$26,996
SHO	Sunstone Hotel Investors, Inc.	2,395	$26,847
MDA	MDA Space Ltd.	653	$19,348
BANC	Banc Of California, Inc.	1,070	$18,436
NOG	Northern Oil & Gas, Inc.	736	$16,839
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HROW	Harrow, Inc.	6,073	$257,920
APLD	Applied Digital Corp.	3,598	$134,205
—		1,695	$56,375
DFNM	Dimensional National Municipal Bond ETF	710	$34,317
—		128	$26,245
FLGR	Franklin FTSE Germany ETF	679	$21,861
BYD	Boyd Gaming Corp	216	$19,079
MPT	Medical Properties Trust Inc	2,029	$9,373
CHKP	Check Point Software Technologies Ltd	59	$7,754
—		41	$7,736
—		132	$6,857
SCYB	Schwab High Yield Bond ETF	205	$5,366
NWN	Northwest Natural Holding Co	107	$5,249
—		314	$5,184
AVO	Mission Produce, Inc.	401	$4,727
ARI	Apollo Commercial Real Estate Finance, Inc.	441	$4,709
CC	Chemours Co	181	$3,714
BYND	Beyond Meat, Inc.	4,852	$3,638
SKYD	Skydance Corp	360	$3,553
ERIC	Ericsson Lm Telephone Co	279	$3,110
SHFS	SHF Holdings, Inc.	11,313	$2,715
—		33	$2,521
—		32	$2,296
GTM	ZoomInfo Technologies Inc.	774	$2,267
KOS	Kosmos Energy Ltd.	987	$2,082
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,225 tracked positions · $992,089,801 total · filing declares 3,841 positions · $993,232,897 · as of Sep 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 3,225 positions by value · page 1 of 65

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	9,614,300	+236,468	$427,355,634	+2.7%	43.08%
DFIC	Dimensional International Core Equity 2 ETF	Added	2,213,198	+143,899	$83,238,376	+8.0%	8.39%
VCRB	VANGUARD CORE BOND ETF	Added	596,634	+112,181	$43,924,195	+17.4%	4.43%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	851,435	+113,450	$42,988,952	+14.7%	4.33%
LLY	ELI LILLY & Co Healthcare	Added	19,220	+67	$22,239,077	−3.2%	2.24%
AAPL	Apple Inc. Technology	Added	66,738	+1,236	$22,225,088	+17.3%	2.24%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	416,947	-3,245	$20,522,131	−2.8%	2.07%
AVEM	Avantis Emerging Markets Equity ETF	Added	209,170	+22,532	$19,666,162	+9.2%	1.98%
AVUS	Avantis U.S. Equity ETF	Reduced	144,098	-569	$18,457,512	−0.4%	1.86%
NVDA	Nvidia Corp Technology	Added	52,120	+2,951	$11,903,165	+21.0%	1.20%
DFGR	Dimensional Global Real Estate ETF	Added	419,650	+40,872	$11,351,532	+3.4%	1.14%
AVTM	Avantis Total Equity Markets ETF	Held	205,237	0	$11,232,621	+0.5%	1.13%
VBIL	Vanguard Institutional Index Funds	Added	147,433	+46,675	$11,163,626	+46.4%	1.13%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	258,145	-2,161	$9,556,527	−0.3%	0.96%
HRL	Hormel Foods Corp Consumer Defensive	Reduced	474,643	-836	$9,464,380	−19.8%	0.95%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	194,197	-579	$9,160,272	+0.9%	0.92%
DFCF	Dimensional Core Fixed Income ETF	Reduced	139,142	-7,056	$5,582,377	−9.5%	0.56%
AVDE	Avantis International Equity ETF	Reduced	60,847	-256	$5,482,923	+0.6%	0.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,805	-557	$5,094,104	−7.2%	0.51%
MSFT	Microsoft Corp Technology	Added	9,081	+563	$4,657,644	+46.6%	0.47%
GOOG	Alphabet Inc. Communication Services	Added	12,995	+359	$4,427,915	−0.8%	0.45%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	109,535	+343	$4,350,730	−2.0%	0.44%
V	Visa Inc. Financial Services	Added	11,993	+947	$4,309,443	+13.7%	0.43%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	36,938	+289	$3,735,539	+3.8%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,302	+1,559	$3,314,192	+18.4%	0.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,261	-341	$3,040,802	−9.3%	0.31%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	62,143	-24,917	$2,887,909	−30.5%	0.29%
ANDE	Andersons, Inc. Consumer Defensive	Added	43,557	+2	$2,861,694	−3.9%	0.29%
AAOI	Applied Optoelectronics, Inc. Technology	Added	27,070	+21,629	$2,686,968	+233.3%	0.27%
WSBC	Wesbanco Inc Financial Services	Added	71,688	+120	$2,682,564	−4.0%	0.27%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,172	+868	$2,372,712	+15.0%	0.24%
SPY	Spdr S&P 500 ETF Trust	Added	3,092	+804	$2,358,051	+38.0%	0.24%
DFUS	Dimensional U.S. Equity Market ETF	Held	27,525	0	$2,285,400	+1.3%	0.23%
DFAU	Dimensional US Core Equity Market ETF	Added	43,433	+7,681	$2,274,151	+23.1%	0.23%
MCD	Mcdonalds Corp Consumer Cyclical	Added	9,561	+230	$2,208,016	−12.5%	0.22%
MU	Micron Technology Inc Technology	Added	1,714	+570	$1,825,598	+38.2%	0.18%
VCRM	Vanguard Municipal Bond Funds	Added	24,893	+4,490	$1,781,592	+14.3%	0.18%
SYY	Sysco Corp Consumer Defensive	Added	21,876	+150	$1,705,452	−6.1%	0.17%
XOM	ExxonMobil Holdings Corp Energy	Added	9,242	+300	$1,504,135	+23.0%	0.15%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	27,151	+982	$1,493,305	+3.7%	0.15%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	20,206	-10	$1,417,450	−4.5%	0.14%
UMBF	Umb Financial Corp Financial Services	Added	10,359	+296	$1,346,773	−6.3%	0.14%
CAT	Caterpillar Inc Industrials	Added	1,611	+107	$1,306,182	−18.4%	0.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,833	+604	$1,283,257	+6.3%	0.13%
META	Meta Platforms, Inc. Communication Services	Added	1,713	+365	$1,242,232	+63.6%	0.13%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	3,300	+702	$1,234,992	+28.5%	0.12%
DELL	Dell Technologies Inc. Technology	Added	2,294	+562	$1,234,056	+65.1%	0.12%
JNJ	Johnson & Johnson Healthcare	Added	4,542	+35	$1,202,448	+5.1%	0.12%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,300	+84	$1,183,441	+4.0%	0.12%
C	Citigroup Inc Financial Services	Added	9,060	+1,633	$1,173,088	+12.9%	0.12%

Showing the top 50 of 3,225 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.