Latest SJS Investment Consulting Inc. Stock Portfolio
SJS Investment Consulting Inc. Performance:
2025 Q3: 0.83%YTD: 1.07%2024: 3.49%
Performance for 2025 Q3 is 0.83%, and YTD is 1.07%, and 2024 is 3.49%.
About SJS Investment Consulting Inc. and 13F Hedge Fund Stock Holdings
SJS Investment Consulting Inc. is a hedge fund based in SYLVANIA, OH. On 23-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2 Billions. In it's latest 13F Holdings report, SJS Investment Consulting Inc. reported an equity portfolio of $730.9 Millions as of 30 Sep, 2025.
The top stock holdings of SJS Investment Consulting Inc. are DFAC, DFAC, DFAC. The fund has invested 47.4% of it's portfolio in DIMENSIONAL ETF TRUST and 8.2% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), VANGUARD WORLD FD (VAW) and NEBIUS GROUP N.V. (YNDX) stocks. They significantly reduced their stock positions in OSCAR HEALTH INC (OSCR), RLI CORP (RLI) and COREWEAVE INC. SJS Investment Consulting Inc. opened new stock positions in NATIONAL HEALTHCARE CORP (NHC), NATIONAL HEALTH INVS INC (NHI) and NOVARTIS AG. The fund showed a lot of confidence in some stocks as they added substantially to SNAP INC (SNAP), BIO-TECHNE CORP (TECH) and HEALTHPEAK PROPERTIES INC (PEAK).
The top stock holdings of SJS Investment Consulting Inc. are DFAC, DFAC, DFAC. The fund has invested 47.4% of it's portfolio in DIMENSIONAL ETF TRUST and 8.2% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), VANGUARD WORLD FD (VAW) and NEBIUS GROUP N.V. (YNDX) stocks. They significantly reduced their stock positions in OSCAR HEALTH INC (OSCR), RLI CORP (RLI) and COREWEAVE INC. SJS Investment Consulting Inc. opened new stock positions in NATIONAL HEALTHCARE CORP (NHC), NATIONAL HEALTH INVS INC (NHI) and NOVARTIS AG. The fund showed a lot of confidence in some stocks as they added substantially to SNAP INC (SNAP), BIO-TECHNE CORP (TECH) and HEALTHPEAK PROPERTIES INC (PEAK).
SJS Investment Consulting Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that SJS Investment Consulting Inc. made a return of 0.83% in the last quarter. In trailing 12 months, it's portfolio return was 1.08%.
New Buys
| Ticker | $ Bought |
|---|---|
| national healthcare corp | 232,085 |
| national health invs inc | 167,030 |
| novartis ag | 165,174 |
| american tower corp new | 136,740 |
| applied digital corp | 111,076 |
| journey med corp | 106,800 |
| ishares tr | 97,584 |
| regeneron pharmaceuticals | 84,341 |
New stocks bought by SJS Investment Consulting Inc.
Additions
| Ticker | % Inc. |
|---|---|
| bio-techne corp | 93,500 |
| healthpeak properties inc | 76,928 |
| toro co | 64,400 |
| nextera energy inc | 57,838 |
| icu med inc | 41,000 |
| enovis corporation | 30,340 |
| globant s a | 27,766 |
| emerson elec co | 27,353 |
Additions to existing portfolio by SJS Investment Consulting Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| advanced micro devices inc | -75.06 |
| dimensional etf trust | -64.43 |
| umb finl corp | -54.18 |
| applovin corp | -45.83 |
| doordash inc | -43.33 |
| oklo inc | -34.00 |
| dimensional etf trust | -32.02 |
| netflix inc | -30.9 |
SJS Investment Consulting Inc. reduced stake in above stock
Sold off
Sector Distribution
SJS Investment Consulting Inc. has about 81.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 81.8 |
| Technology | 5.2 |
| Consumer Defensive | 3 |
| Healthcare | 2.8 |
| Financial Services | 2.1 |
| Consumer Cyclical | 1.3 |
| Communication Services | 1.2 |
| Industrials | 1.1 |
Market Cap. Distribution
SJS Investment Consulting Inc. has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 81.7 |
| MEGA-CAP | 10.1 |
| LARGE-CAP | 6.5 |
Stocks belong to which Index?
About 16.1% of the stocks held by SJS Investment Consulting Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 83 |
| S&P 500 | 16.1 |
SJS Investment Consulting Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SJS Investment Consulting Inc.
SJS Investment Consulting Inc. has 1634 stocks in it's portfolio. About 75.1% of the portfolio is in top 10 stocks. HRL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for SJS Investment Consulting Inc. last quarter.
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 323 | 41,458 | added | 2,836 | ||
| AAPL | apple inc | 2.17 | 62,180 | 15,833,000 | added | 11.16 | ||
| AAXJ | ishares tr | 0.02 | 2,280 | 174,922 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.07 | 2,162 | 500,630 | added | 38.95 | ||
| ABC | cencora inc | 0.04 | 813 | 253,982 | added | 0.12 | ||
| ABNB | airbnb inc | 0.01 | 392 | 47,597 | added | 4,255 | ||
| ABT | abbott labs | 0.07 | 4,007 | 536,719 | added | 115 | ||
| ACN | accenture plc ireland | 0.04 | 1,264 | 311,703 | added | 184 | ||
| ADBE | adobe inc | 0.03 | 551 | 194,366 | added | 31.5 | ||
| ADI | analog devices inc | 0.04 | 1,091 | 268,059 | added | 10,810 | ||
| ADP | automatic data processing in | 0.06 | 1,411 | 414,129 | added | 264 | ||
| ADSK | autodesk inc | 0.01 | 177 | 56,229 | added | 470 | ||
| AEMB | american centy etf tr | 1.64 | 110,032 | 11,960,500 | reduced | -0.69 | ||
| AEMB | american centy etf tr | 1.53 | 149,249 | 11,210,100 | added | 7.98 | ||
| AEMB | american centy etf tr | 0.37 | 34,498 | 2,721,890 | reduced | -1.45 | ||
| AEMB | american centy etf tr | 0.00 | 334 | 33,244 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc | 0.02 | 1,258 | 141,526 | added | 9,576 | ||
| AFL | aflac inc | 0.03 | 2,160 | 241,273 | added | 214 | ||
| AFTY | pacer fds tr | 0.00 | 600 | 32,856 | unchanged | 0.00 | ||
| AGCO | agco corp | 0.00 | 306 | 32,764 | added | 3,725 | ||