SJS Investment Consulting Inc.

CIK

1894302

Location

SYLVANIA, OH

Portfolio Value

Small $154,221,357

Diversification

Diversified

Filing Date

Global Rank

#4,789 / 8,605 ▲ 69 · as of Mar 2026

Top Industry

Drug Manufacturers - General 13.5%

3Y Alpha vs SPY

-5.6%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

17 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.3%

SPY

+76.5%

Annualised alpha

-5.3%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,249 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.4%

−1.5 pts

Top 5

38.7%

−2.1 pts

Top 10

49.2%

−2.7 pts

HHI

390

Diversified−62

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$41,131,091	347
Healthcare	16.2%	$24,989,881	328
Consumer Defensive	15.2%	$23,472,772	114
Financial Services	10.8%	$16,643,226	372
Consumer Cyclical	7.4%	$11,393,350	265
Industrials	7.3%	$11,253,894	333
Communication Services	4.9%	$7,535,457	92
Energy	3.3%	$5,063,769	112
Unclassified	3.3%	$5,051,349	24
Utilities	1.9%	$2,905,188	67
Real Estate	1.6%	$2,535,254	98
Basic Materials	1.6%	$2,448,239	97

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	+23,320	23,370	$464,128
NVDA	Nvidia Corp	+9,626	58,023	$10,119,210
GTM	ZoomInfo Technologies Inc.	+7,083	8,947	$53,503
AVTR	Avantor, Inc.	+4,927	5,235	$41,042
DRVN	Driven Brands Holdings Inc.	+3,635	4,500	$56,745
INTC	Intel Corp	+2,459	4,235	$186,889
AXTA	Axalta Coating Systems Ltd.	+2,380	2,818	$78,058
PCG	PG&E Corp	+2,355	8,211	$144,267
FCX	Freeport-Mcmoran Inc	+2,294	3,354	$197,147
AMZN	Amazon Com Inc	+2,111	11,518	$2,398,852
FIBK	First Interstate Bancsystem Inc	+2,064	2,077	$69,371
F	Ford Motor Co	+2,039	2,633	$30,384
KHC	Kraft Heinz Co	+1,998	2,331	$52,423
TDC	Teradata Corp /De/	+1,806	1,813	$46,467
SNDR	Schneider National, Inc.	+1,800	2,059	$54,275
IBIT	iShares Bitcoin Trust ETF	+1,782	9,161	$351,965
REYN	Reynolds Consumer Products Inc.	+1,770	1,808	$38,293
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,742	2,351	$794,519
AMH	American Homes 4 Rent	+1,699	2,131	$59,497
MAT	Mattel Inc /De/	+1,687	1,744	$25,340
S	SentinelOne, Inc.	+1,662	1,665	$21,445
LNC	Lincoln National Corp	+1,442	1,465	$52,007
VICI	Vici Properties Inc.	+1,409	2,631	$71,878
PR	Permian Resources Corp	+1,341	1,413	$30,125
SONY	Sony Group Corp	+1,269	2,638	$54,606
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	−23,144	961	$28,820
GBTC	Grayscale Bitcoin Trust ETF	−17,632	9,946	$524,750
AAPL	Apple Inc.	−5,061	66,401	$16,851,909
FLO	Flowers Foods Inc	−4,597	34	$277
NEE	Nextera Energy Inc	−3,267	8,850	$821,987
WSBC	Wesbanco Inc	−2,912	71,324	$2,459,963
SNAP	Snap Inc	−2,802	53	$243
GPK	Graphic Packaging Holding Co	−2,584	281	$2,793
CSCO	Cisco Systems, Inc.	−2,534	5,446	$422,554
ORCL	Oracle Corp	−2,308	1,439	$211,690
PLTR	Palantir Technologies Inc.	−2,128	3,594	$525,729
PK	Park Hotels & Resorts Inc.	−2,044	392	$4,127
LOW	Lowes Companies Inc	−1,855	953	$225,174
GNTX	Gentex Corp	−1,663	88	$1,922
KR	Kroger Co	−1,424	5,232	$378,586
AMAT	Applied Materials Inc /De	−1,352	181	$61,863
KMPR	KEMPER Corp	−1,229	272	$8,312
MSFT	Microsoft Corp	−1,181	8,271	$3,061,675
MPT	Medical Properties Trust Inc	−1,134	874	$4,046
JPM	Jpmorgan Chase & Co	−1,133	6,181	$1,818,202
CERT	Certara, Inc.	−1,131	34	$193
NVCR	NovoCure Ltd	−1,080	2,102	$22,911
ABT	Abbott Laboratories	−1,045	2,960	$303,902
DBX	Dropbox, Inc.	−1,029	23	$522
TTD	Trade Desk, Inc.	−1,025	9	$204
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TNXP	Tonix Pharmaceuticals Holding Corp.	10,004	$137,555
SLS	SELLAS Life Sciences Group, Inc.	25,000	$105,750
MAN	ManpowerGroup Inc.	1,939	$57,122
PNFP	Pinnacle Financial Partners, Inc.	629	$54,182
CUZ	Cousins Properties Inc	2,214	$49,969
DOW	Dow Inc.	1,121	$46,689
WHR	Whirlpool Corp /De/	838	$45,184
CUBE	CubeSmart	1,139	$41,744
WEN	Wendy's Co	4,602	$31,983
ENPH	Enphase Energy, Inc.	550	$20,795
PAGP	Plains Gp Holdings LP	705	$17,117
FMC	Fmc Corp	724	$12,467
VSNT	Versant Media Group, Inc.	323	$11,957
EZPW	Ezcorp Inc	461	$11,700
UUUU	Energy Fuels Inc	608	$11,096
BYD	Boyd Gaming Corp	126	$10,354
KRP	Kimbell Royalty Partners, LP	620	$8,971
ECHO	EchoStar CORP	74	$8,663
STM	STMicroelectronics N.V.	243	$8,395
LOGI	Logitech International S.A.	91	$8,291
CRML	Critical Metals Corp.	1,000	$7,940
LUNR	Intuitive Machines, Inc.	426	$7,906
CZR	Caesars Entertainment, Inc.	290	$7,664
O	Realty Income Corp	123	$7,525
CCC	CCC Intelligent Solutions Holdings Inc.	1,224	$7,344
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
WGS	GeneDx Holdings Corp.	3,000	$390,180
DERM	Journey Medical Corp	15,000	$115,650
HIW	Highwoods Properties, Inc.	1,251	$32,300
EXAS	EXACT SCIENCES CORP	151	$15,334
TBN	Tamboran Resources Corp	446	$12,144
CABO	Cable One, Inc.	91	$10,269
GKOS	GLAUKOS Corp	68	$7,677
STI	Solidion Technology Inc.	1,000	$7,090
HDB	Hdfc Bank Ltd	192	$7,015
OPEN	Opendoor Technologies Inc.	1,000	$5,830
AERO	Grupo Aeromexico, S.A.B. de C.V.	264	$5,797
IBN	Icici Bank Ltd	193	$5,751
AGL	agilon health, inc.	253	$4,357
AU	AngloGold Ashanti PLC	47	$4,008
ITIC	Investors Title Co	15	$3,744
GNK	Genco Shipping & Trading Ltd	203	$3,741
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	36	$3,265
CVE	Cenovus Energy Inc.	192	$3,248
NAMS	NewAmsterdam Pharma Co N.V.	85	$2,981
COCO	Vita Coco Company, Inc.	55	$2,915
FUTU	Futu Holdings Ltd	16	$2,627
SEI	Solaris Energy Infrastructure, Inc.	55	$2,528
NKTR	Nektar Therapeutics	58	$2,452
BRCB	Black Rock Coffee Bar, Inc.	100	$2,225
SBLK	Star Bulk Carriers Corp.	101	$1,941
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,251 positions · $154,221,357 total · as of Mar 31, 2026

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

Showing 1–50 of 2,251 positions by value · page 1 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	19,100	+32	$17,567,606	−14.3%	11.39%
AAPL	Apple Inc. Technology	Reduced	66,401	-5,061	$16,851,909	−13.3%	10.93%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	474,155	+424	$10,739,610	−4.3%	6.96%
NVDA	Nvidia Corp Technology	Added	58,023	+9,626	$10,119,210	+12.1%	6.56%
GOOGL	Alphabet Inc. Communication Services	Added	15,607	+1,196	$4,487,948	−0.5%	2.91%
WMT	Walmart Inc. Consumer Defensive	Added	29,580	+749	$3,676,202	+14.4%	2.38%
V	Visa Inc. Financial Services	Reduced	11,017	-143	$3,329,777	−14.9%	2.16%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,541	-1,011	$3,276,036	−7.2%	2.12%
MSFT	Microsoft Corp Technology	Reduced	8,271	-1,181	$3,061,675	−33.0%	1.99%
ANDE	Andersons, Inc. Consumer Defensive	Held	39,984	0	$2,870,051	+35.0%	1.86%
WSBC	Wesbanco Inc Financial Services	Reduced	71,324	-2,912	$2,459,963	−0.3%	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,518	+2,111	$2,398,852	+10.5%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,181	-1,133	$1,818,202	−22.9%	1.18%
SYY	Sysco Corp Consumer Defensive	Added	21,613	+103	$1,541,654	−2.7%	1.00%
SPY	Spdr S&P 500 ETF Trust	Added	2,292	+191	$1,490,579	+4.0%	0.97%
XOM	Exxon Mobil Corp Energy	Reduced	8,693	-937	$1,474,854	+27.3%	0.96%
UMBF	Umb Financial Corp Financial Services	Added	10,999	+4	$1,240,576	−1.9%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,207	+186	$1,202,690	+36.6%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,168	+510	$1,179,785	+7.5%	0.76%
JNJ	Johnson & Johnson Healthcare	Reduced	4,409	-90	$1,077,735	+15.8%	0.70%
GEV	GE Vernova Inc. Industrials	Added	1,152	+178	$1,005,580	+58.0%	0.65%
CAT	Caterpillar Inc Industrials	Reduced	1,388	-986	$983,342	−27.7%	0.64%
SCHW	Schwab Charles Corp Financial Services	Added	10,402	+5	$977,579	−5.9%	0.63%
WELL	Welltower Inc. Real Estate	Reduced	4,604	-468	$910,256	−3.3%	0.59%
CVX	Chevron Corp Energy	Added	4,277	+344	$884,910	+47.6%	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,304	+253	$856,511	−7.1%	0.56%
NEE	Nextera Energy Inc Utilities	Reduced	8,850	-3,267	$821,987	−15.5%	0.53%
C	Citigroup Inc Financial Services	Added	7,146	+251	$810,427	+0.7%	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,351	+1,742	$794,519	+329.3%	0.52%
AVGO	Broadcom Inc. Technology	Reduced	2,442	-1,024	$755,823	−37.0%	0.49%
META	Meta Platforms, Inc. Communication Services	Reduced	1,315	-85	$752,350	−18.6%	0.49%
VZ	Verizon Communications Inc Communication Services	Reduced	14,743	-450	$740,097	+19.6%	0.48%
QQQ	Invesco Qqq Trust, Series 1	Added	1,235	+218	$712,817	+14.1%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,157	+532	$709,415	+26.9%	0.46%
LIN	Linde PLC Basic Materials	Added	1,322	+129	$655,394	+28.8%	0.42%
GWW	W.W. Grainger, Inc. Industrials	Added	537	+92	$585,764	+30.5%	0.38%
MPC	Marathon Petroleum Corp Energy	Added	2,389	+15	$583,345	+51.1%	0.38%
DTE	Dte Energy Co Utilities	Added	3,740	+2	$546,861	+13.4%	0.35%
MU	Micron Technology Inc Technology	Added	1,605	+409	$542,232	+58.8%	0.35%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,594	-2,128	$525,729	−48.3%	0.34%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	9,946	-17,632	$524,750	−72.2%	0.34%
EMR	Emerson Electric Co Industrials	Added	3,998	+316	$523,817	+7.2%	0.34%
GLD	Spdr Gold Trust	Reduced	1,094	-1	$470,737	+8.5%	0.31%
ETH	Grayscale Ethereum Staking Mini ETF	Added	23,370	+23,320	$464,128	+32981.1%	0.30%
BA	Boeing Co Industrials	Added	2,252	+519	$448,214	+19.1%	0.29%
WDC	Western Digital Corp Technology	Added	1,624	+733	$439,275	+186.2%	0.28%
IAUM	iShares Gold Trust Micro	Held	9,348	0	$436,551	+8.6%	0.28%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,446	-2,534	$422,554	−31.3%	0.27%
IBM	International Business Machines Corp Technology	Added	1,742	+196	$422,242	−7.8%	0.27%
FSLR	First Solar, Inc. Technology	Reduced	2,080	-95	$410,300	−27.8%	0.27%