SJS Investment Consulting Inc.
Top Portfolio Positions
2,246 positions ·
$154,405,573 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
19,100 | $17,567,606 | 11.38% | |
| AAPL |
Apple Inc.
Technology
|
66,401 | $16,851,909 | 10.91% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
474,155 | $10,739,610 | 6.96% | |
| NVDA |
Nvidia Corp
Technology
|
58,023 | $10,119,210 | 6.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,607 | $4,487,948 | 2.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
29,580 | $3,676,202 | 2.38% | |
| V |
Visa Inc.
Financial Services
|
11,017 | $3,329,777 | 2.16% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
10,541 | $3,276,036 | 2.12% | |
| MSFT |
Microsoft Corp
Technology
|
8,271 | $3,061,675 | 1.98% | |
| ANDE |
Andersons, Inc.
Consumer Defensive
|
39,984 | $2,870,051 | 1.86% |
Portfolio Trend
17 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,055 | 379 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $13,707 | 309 | Shares | Sole | 2026-01-21 | |
| 2023-09-30 | $16,846 | 490 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $14,366 | 490 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $15,214 | 490 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $15,547 | 490 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $13,793 | 490 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $15,969 | 490 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $12,264 | 490 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||