SJS Investment Consulting Inc.
Sector Allocation
- Other77.0%$764.6M
- Technology8.1%$80.0M
- Healthcare3.6%$35.9M
- Financials3.4%$33.8M
- Consumer Staples2.2%$21.9M
- Consumer Discretionary1.6%$15.8M
- Industrials1.4%$14.4M
- Energy0.8%$8.2M
- Real Estate0.7%$6.5M
- Materials0.5%$5.1M
AUM History
13fpro.ai/research/fund/sjs-investment-consulting-inc-1894302
Conviction and streaks
Diversifying · top 10 = 71.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$427.4M
- DIMENSIONAL$83.2M
- VANGUARD$43.9M
- DIMENSIONAL$43.0M
LLY
$22.2MAAPL
$22.2M- VANGUARD$20.5M
- AMERICAN$19.7M
- AMERICAN$18.5M
NVDA
$11.9M- DIMENSIONAL$11.4M
- AMERICAN$11.2M
- VANGUARD$11.2M
- DIMENSIONAL$9.6M
HRL
$9.5M- DIMENSIONAL$9.2M
- DIMENSIONAL$5.6M
- AMERICAN$5.5M
GOOGL
$5.1MMSFT
$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sjs-investment-consulting-inc-1894302
SJS Investment Consulting Inc. 13F holdings — Q3 2026
$993.2M portfolio (+8.1% QoQ) · 3,231 holdings · Q3 2026 13F · top 10 are 72% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$427.4M
43.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$83.2M
8.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD MALVERN FDS - CORE BD ETF
$43.9M
4.4% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - ULTR FIX INC ETF
$43.0M
4.3% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— $22.2M
2.2% of stocks
+0.3%This quarter0.0%Since filed11+ qtrsHeld$22.2M
2.2% of stocks
+2%This quarter0.0%Since filed11+ qtrsHeld- 7
VANGUARD MALVERN FDS - STRM INFPROIDX
$20.5M
2.1% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$19.7M
2.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
AMERICAN CENTY ETF TR - US EQT ETF
$18.5M
1.9% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $11.9M
1.2% of stocks
+6%This quarter0.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $427.4M | 43.0% | +3% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $83.2M | 8.4% | +7% | — | — | — | — | |
| 3 | VANGUARD MALVERN FDS - CORE BD ETF | $43.9M | 4.4% | +23% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $43.0M | 4.3% | +15% | — | — | — | — | |
| 5 | $22.2M | 2.2% | +0.3% | 0.0% | 11+ qtrs | 85.7#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $22.2M | 2.2% | +2% | 0.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD MALVERN FDS - STRM INFPROIDX | $20.5M | 2.1% | -0.8% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $19.7M | 2.0% | +12% | — | — | — | — | |
| 9 | AMERICAN CENTY ETF TR - US EQT ETF | $18.5M | 1.9% | -0.4% | — | — | — | — | |
| 10 | $11.9M | 1.2% | +6% | 0.0% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SJS Investment Consulting Inc. (Q3 2026)
3,231 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL ESTetf/fund | — | $11.4M | 1.1% | 420K | +11% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - AVAN TOTA EQ ETFetf/fund | — | $11.2M | 1.1% | 205K | — | — | — | 13F |
| 13 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $11.2M | 1.1% | 147K | +46% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund | — | $9.6M | 1.0% | 258K | -0.8% | — | — | 13F |
| 15 | HORMEL FOODS CORP /DE/ | Consumer Staples | $9.5M | 0.9% | 475K | -0.2% | 11+ qtrs | 51.1 | 13F | |
| 16 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTYetf/fund | — | $9.2M | 0.9% | 194K | -0.3% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund | — | $5.6M | 0.6% | 139K | -5% | — | — | 13F |
| 18 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $5.5M | 0.6% | 61K | -0.4% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $5.1M | 0.5% | 15K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 20 | MICROSOFT CORP | Technology | $4.7M | 0.5% | 9,081 | +7% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $4.4M | 0.5% | 13K | +3% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $4.4M | 0.4% | 110K | +0.3% | — | — | 13F |
| 23 | VISA INC. | Financials | $4.3M | 0.4% | 12K | +9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $3.7M | 0.4% | 37K | +0.8% | — | — | 13F |
| 25 | AMAZON COM INC | Consumer Discretionary | $3.3M | 0.3% | 13K | +13% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WMT | Walmart Inc. | Consumer Staples | $3.0M | 0.3% | 29K | -1% | |||
| 27 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $2.9M | 0.3% | 62K | -29% | |||
| 28 | $ANDE | Andersons, Inc. | Consumer Staples | $2.9M | 0.3% | 44K | +0.0% | |||
| 29 | $AAOI | APPLIED OPTOELECTRONICS, INC. | Technology | $2.7M | 0.3% | 27K | +398% | |||
| 30 | $WSBC | WESBANCO INC | Financials | $2.7M | 0.3% | 72K | +0.2% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $2.4M | 0.2% | 7,172 | +14% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.4M | 0.2% | 3,092 | +35% | |||
| 33 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $2.3M | 0.2% | 28K | — | |||
| 34 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $2.3M | 0.2% | 43K | +21% | |||
| 35 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.2M | 0.2% | 9,561 | +2% | |||
| 36 | $MU | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.2% | 1,714 | +50% | |||
| 37 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $1.8M | 0.2% | 25K | +22% | |||
| 38 | $SYY | SYSCO CORP | Consumer Discretionary | $1.7M | 0.2% | 22K | +0.7% | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.1% | 9,242 | +3% | |||
| 40 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $1.5M | 0.1% | 27K | +4% | |||
| 41 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.4M | 0.1% | 20K | -0.0% | |||
| 42 | $UMBF | UMB FINANCIAL CORP | Financials | $1.3M | 0.1% | 10K | +3% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $1.3M | 0.1% | 1,611 | +7% | |||
| 44 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.1% | 8,833 | +7% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.1% | 1,713 | +27% | |||
| 46 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.2M | 0.1% | 3,300 | +27% | |||
| 47 | $DELL | Dell Technologies Inc. | Technology | $1.2M | 0.1% | 2,294 | +32% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.1% | 4,542 | +0.8% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.1% | 1,300 | +7% | |||
| 50 | $C | CITIGROUP INC | Financials | $1.2M | 0.1% | 9,060 | +22% | |||
| 51 | — | ISHARES TR - CORE S&P500 ETF | — | $1.2M | 0.1% | 1,515 | +12% | |||
| 52 | $WELL | WELLTOWER INC. | Real Estate | $1.1M | 0.1% | 4,745 | +0.8% | |||
| 53 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $1.1M | 0.1% | 19K | -7% | |||
| 54 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.1% | 5,308 | +15% | |||
| 55 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.1M | 0.1% | 11K | +5% | |||
| 56 | $MPC | Marathon Petroleum Corp | Energy | $1.1M | 0.1% | 2,709 | +12% | |||
| 57 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.1% | 1,745 | +33% | |||
| 58 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $977K | 0.1% | 12K | — | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $930K | 0.1% | 46K | — | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $914K | 0.1% | 50K | — | |||
| 61 | $TSLA | Tesla, Inc. | Consumer Discretionary | $914K | 0.1% | 2,575 | +16% | |||
| 62 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $907K | 0.1% | 4,200 | +0.5% | |||
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $904K | 0.1% | 1,290 | +10% | |||
| 64 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $893K | 0.1% | 1,207 | +0.1% | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $871K | 0.1% | 45K | — | |||
| 66 | $AVGO | Broadcom Inc. | Technology | $811K | 0.1% | 2,308 | -4% | |||
| 67 | $INTC | INTEL CORP | Technology | $787K | 0.1% | 6,547 | +139% | |||
| 68 | $PSX | Phillips 66 | Energy | $783K | 0.1% | 3,067 | +58% | |||
| 69 | $LIN | LINDE PLC | Materials | $772K | 0.1% | 1,627 | +25% | |||
| 70 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 71 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $720K | 0.1% | 9,297 | -0.6% | |||
| 72 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $699K | 0.1% | 561 | +6% | |||
| 73 | $NEE | NEXTERA ENERGY INC | Utilities | $683K | 0.1% | 9,020 | -2% | |||
| 74 | — | VANGUARD WORLD FD - INF TECH ETF | — | $662K | 0.1% | 5,266 | +0.3% | |||
| 75 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $657K | 0.1% | 14K | +2% | |||
| 76 | $GEV | GE Vernova Inc. | Industrials | $652K | 0.1% | 686 | -35% | |||
| 77 | $PLTR | Palantir Technologies Inc. | Technology | $646K | 0.1% | 3,451 | +102% | |||
| 78 | $EMR | EMERSON ELECTRIC CO | Industrials | $644K | 0.1% | 4,155 | +7% | |||
| 79 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $643K | 0.1% | 2,260 | -0.2% | |||
| 80 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $642K | 0.1% | 9,946 | — | |||
| 81 | $CSCO | CISCO SYSTEMS, INC. | Technology | $638K | 0.1% | 5,929 | +6% | |||
| 82 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $630K | 0.1% | 16K | +0.0% | |||
| 83 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $620K | 0.1% | 7,000 | — | |||
| 84 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $595K | 0.1% | 11K | +26% | |||
| 85 | $ORCL | ORACLE CORP | Technology | $571K | 0.1% | 4,158 | +188% | |||
| 86 | $KMTS | KESTRA MEDICAL TECHNOLOGIES, LTD. | Healthcare | $567K | 0.1% | 20K | — | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $556K | 0.1% | 2,838 | -1% | |||
| 88 | $IBIT | iShares Bitcoin Trust ETF | Financials | $553K | 0.1% | 12K | -11% | |||
| 89 | $VEEV | VEEVA SYSTEMS INC | Technology | $546K | 0.1% | 1,912 | +32% | |||
| 90 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $541K | 0.1% | 1,186 | -42% | |||
| 91 | $DTB | DTE ENERGY CO | Utilities | $531K | 0.1% | 4,356 | +8% | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $521K | 0.1% | 1,993 | +3% | |||
| 93 | — | ISHARES TR - SELECT US REIT | — | $503K | 0.1% | 8,000 | — | |||
| 94 | — | ISHARES INC - MSCI EMRG CHN | — | $502K | 0.1% | 5,063 | — | |||
| 95 | $SLS | SELLAS Life Sciences Group, Inc. | Healthcare | $492K | 0.1% | 40K | — | |||
| 96 | $GE | GENERAL ELECTRIC CO | Industrials | $489K | 0.1% | 1,567 | +26% | |||
| 97 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $484K | 0.1% | 2,201 | +26% | |||
| 98 | $DIS | Walt Disney Co | Communication Services | $479K | 0.1% | 4,564 | +63% | |||
| 99 | $ELV | Elevance Health, Inc. | Healthcare | $477K | 0.1% | 1,226 | +46% | |||
| 100 | $PFE | PFIZER INC | Healthcare | $477K | 0.1% | 17K | +205% | |||
| 101 | $ADI | ANALOG DEVICES INC | Technology | $474K | 0.1% | 1,196 | +31% | |||
| 102 | $LRCX | LAM RESEARCH CORP | Technology | $473K | 0.1% | 1,440 | -18% | |||
| 103 | $FTNT | Fortinet, Inc. | Technology | $468K | 0.1% | 2,618 | +199% | |||
| 104 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $453K | 0.1% | 5,654 | +31% | |||
| 105 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $452K | 0.1% | 1,588 | +3% | |||
| 106 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $451K | 0.1% | 1,748 | +8% | |||
| 107 | $TXN | TEXAS INSTRUMENTS INC | Technology | $450K | 0.1% | 1,607 | +71% | |||
| 108 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $442K | 0.0% | 1,718 | +11% | |||
| 109 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $431K | 0.0% | 10K | +1% | |||
| 110 | $BA | BOEING CO | Industrials | $430K | 0.0% | 2,310 | -2% | |||
| 111 | $PGEN | PRECIGEN, INC. | Healthcare | $429K | 0.0% | 50K | New | |||
| 112 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $418K | 0.0% | 1,176 | +0.3% | |||
| 113 | $GLD | SPDR GOLD TRUST | Financials | $417K | 0.0% | 1,095 | — | |||
| 114 | $ETHA | iShares Ethereum Trust ETF | Financials | $408K | 0.0% | 20K | — | |||
| 115 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $407K | 0.0% | 2,106 | +294% | |||
| 116 | $NET | Cloudflare, Inc. | Technology | $403K | 0.0% | 1,161 | +741% | |||
| 117 | $GS | GOLDMAN SACHS GROUP INC | Financials | $402K | 0.0% | 446 | +49% | |||
| 118 | $ABNB | Airbnb, Inc. | Technology | $386K | 0.0% | 2,404 | +110% | |||
| 119 | $SHW | SHERWIN WILLIAMS CO | Materials | $385K | 0.0% | 1,190 | +7% | |||
| 120 | $KR | KROGER CO | Consumer Staples | $380K | 0.0% | 6,476 | +27% | |||
| 121 | $RTX | RTX Corp | Industrials | $378K | 0.0% | 2,035 | +39% | |||
| 122 | $IRM | IRON MOUNTAIN INC | Real Estate | $376K | 0.0% | 3,385 | +50% | |||
| 123 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $375K | 0.0% | 2,293 | +919% | |||
| 124 | $GD | GENERAL DYNAMICS CORP | Industrials | $373K | 0.0% | 1,125 | +91% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $371K | 0.0% | 2,219 | — | |||
| 126 | $ABT | ABBOTT LABORATORIES | Healthcare | $367K | 0.0% | 3,717 | +23% | |||
| 127 | — | ISHARES TR - RUS 1000 GRW ETF | — | $365K | 0.0% | 2,912 | — | |||
| 128 | $FSLR | FIRST SOLAR, INC. | Technology | $363K | 0.0% | 2,071 | -0.4% | |||
| 129 | $SNDK | Sandisk Corp | Technology | $362K | 0.0% | 208 | +7% | |||
| 130 | $NXPI | NXP Semiconductors N.V. | Technology | $359K | 0.0% | 1,513 | +1013% | |||
| 131 | — | ISHARES TR - CORE S&P MCP ETF | — | $358K | 0.0% | 4,973 | +0.7% | |||
| 132 | $FDX | FEDEX CORP | Industrials | $356K | 0.0% | 1,247 | +1% | |||
| 133 | $ZS | Zscaler, Inc. | Technology | $345K | 0.0% | 1,729 | +303% | |||
| 134 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $342K | 0.0% | 6,177 | +558% | |||
| 135 | $CNC | CENTENE CORP | Healthcare | $342K | 0.0% | 5,499 | +77% | |||
| 136 | $MAS | MASCO CORP /DE/ | Industrials | $339K | 0.0% | 5,031 | -0.7% | |||
| 137 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $336K | 0.0% | 3,726 | — | |||
| 138 | $STX | Seagate Technology Holdings plc | Technology | $326K | 0.0% | 354 | +33% | |||
| 139 | $MA | Mastercard Inc | Financials | $325K | 0.0% | 590 | +8% | |||
| 140 | $APH | AMPHENOL CORP /DE/ | Technology | $320K | 0.0% | 3,796 | +104% | |||
| 141 | $COR | Cencora, Inc. | Consumer Staples | $317K | 0.0% | 1,057 | -4% | |||
| 142 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $317K | 0.0% | 1,196 | +5595% | |||
| 143 | $AMGN | AMGEN INC | Healthcare | $314K | 0.0% | 745 | +13% | |||
| 144 | $MRK | Merck & Co., Inc. | Healthcare | $310K | 0.0% | 2,134 | +7% | |||
| 145 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $304K | 0.0% | 6,957 | +1964% | |||
| 146 | $TEAM | Atlassian Corp | Technology | $302K | 0.0% | 1,682 | +199% | |||
| 147 | $PANW | Palo Alto Networks Inc | Technology | $302K | 0.0% | 759 | +3% | |||
| 148 | $ATO | ATMOS ENERGY CORP | Energy | $298K | 0.0% | 1,906 | +665% | |||
| 149 | $HWM | Howmet Aerospace Inc. | Materials | $289K | 0.0% | 1,278 | +0.9% | |||
| 150 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $288K | 0.0% | 4,079 | +16% |
What changed in Q3 2026
Against the previous quarter's 13F: 485 new, 1,828 added to, 526 trimmed, 139 sold out. Share-count changes; largest moves by dollar size first.
New positions (485)
$GSOLGrayscale Solana Staking ETF$244K
first bought this quarter
- VANECK ETF TRUST - GOLD MINERS ETF$169K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$133K
first bought this quarter
$MDGLMADRIGAL PHARMACEUTICALS, INC.$133K
first bought this quarter
- CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT$125K
first bought this quarter
- VANGUARD WELLINGTON FD - US MULTIFACTOR$124K
first bought this quarter
+479 more in the Excel export
Added to (1,828)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+3%
now $427.4M
- VANGUARD MALVERN FDS - CORE BD ETF+23%
now $43.9M
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+15%
now $43.0M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+7%
now $83.2M
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+46%
now $11.2M
$AAOIAPPLIED OPTOELECTRONICS, INC.+398%
now $2.7M · held 4 qtrs, 2 adds in a row
+1,822 more in the Excel export
Trimmed (526)
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF-29%
now $2.9M
$NHCNATIONAL HEALTHCARE CORP-98%
now $10K
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-42%
now $541K · held 11+ qtrs, 2 trims in a row
$GEVGE Vernova Inc.-35%
now $652K · held 10 qtrs, 2 trims in a row
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF-5%
now $5.6M
now $5.1M · held 11+ qtrs, 2 trims in a row
+520 more in the Excel export
Holdings by quarter
Every 13F SJS Investment Consulting Inc. has filed, 18 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SJS Investment Consulting's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
72%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SJS Investment Consulting Inc. disclosed 3,231 positions worth $993.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 485 new positions and exited 139 — including a new stake in $GSOL and a full exit from $HROW. The portfolio is most concentrated in Other (77.0% of disclosed assets). All figures are sourced directly from SJS Investment Consulting Inc.’s Form 13F-HR filing with the SEC under CIK 1894302.
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AI-Powered Hedge Fund Analysis: SJS Investment Consulting Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For SJS Investment Consulting Inc. (SEC CIK: 1894302), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SJS Investment Consulting Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.