Latest SJS Investment Consulting Inc. Stock Portfolio

SJS Investment Consulting Inc. Performance:

2026 Q1: -1.24%YTD: -1.24%2025: 13.57%

Performance for 2026 Q1 is -1.24%, and YTD is -1.24%, and 2025 is 13.57%.

About SJS Investment Consulting Inc. and 13F Hedge Fund Stock Holdings

SJS Investment Consulting Inc. is a hedge fund based in Sylvania, OH. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, SJS Investment Consulting Inc. reported an equity portfolio of $818.6 Millions as of 31 Mar, 2026.

The top stock holdings of SJS Investment Consulting Inc. are DFAC, DFAC, DFAC. The fund has invested 43.8% of it's portfolio in DIMENSIONAL ETF TRUST and 8.5% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off GENEDX HOLDINGS CORP (SMFR), JOURNEY MED CORP (DERM) and PINNACLE FINL PARTNERS INC (PNFP) stocks. They significantly reduced their stock positions in FIGURE TECHNOLOGY SOLUTIO, FLOWERS FOODS INC (FLO) and LYFT INC (LYFT). SJS Investment Consulting Inc. opened new stock positions in AMERICAN CENTY ETF TR, VANGUARD MALVERN FDS (VTIP) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to SENTINELONE INC (S), GRAYSCALE ETHEREUM STAKING and TERADATA CORP DEL (TDC).

SJS Investment Consulting Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that SJS Investment Consulting Inc. made a return of -1.24% in the last quarter. In trailing 12 months, it's portfolio return was 14.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	9,648,700
vanguard malvern fds	298,595
invesco exch trd slf idx fd	249,496
proshares tr	172,049
tonix pharmaceuticals hldg c	137,555
sellas life sciences group i	105,750
ishares tr	80,707
ishares tr	66,658

New stocks bought by SJS Investment Consulting Inc.

Additions

Ticker	% Inc.
grayscale ethereum staking	46,640
teradata corp del	25,800
first intst bancsystem inc	15,876
alibaba group hldg ltd	15,000
lincoln natl corp ind	6,269
revvity inc	5,210
reynolds consumer prods inc	4,657
lamb weston hldgs inc	4,512

Additions to existing portfolio by SJS Investment Consulting Inc.

Reductions

Ticker	% Reduced
applied matls inc	-88.19
lowes cos inc	-66.06
regeneron pharmaceuticals	-65.08
grayscale bitcoin trust etf	-63.94
oracle corp	-61.6
unitedhealth group inc	-57.87
capital one finl corp	-53.57
netflix inc.	-49.56

SJS Investment Consulting Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by SJS Investment Consulting Inc.

Sector Distribution

SJS Investment Consulting Inc. has about 81.9% of it's holdings in Others sector.

Sector	%
Others	81.9
Technology	4.8
Healthcare	3
Consumer Defensive	2.9
Financial Services	1.9
Consumer Cyclical	1.4
Industrials	1.3
Communication Services	1.3

Market Cap. Distribution

SJS Investment Consulting Inc. has about 16.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	81.9
MEGA-CAP	10.9
LARGE-CAP	5.4
MID-CAP	1.6

Stocks belong to which Index?

About 16.6% of the stocks held by SJS Investment Consulting Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.4
S&P 500	15.5
RUSSELL 2000	1.1

Top 5 Winners (%)		%
IBRX	immunitybio inc	166.1 %
AAOI	applied optoelectronics inc	135.5 %
USO	united sts oil fd lp	84.0 %
DAWN	day one biopharmaceuticals i	74.4 %
PBR	petroleo brasileiro s a	66.7 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	2.1 M
ANDE	andersons inc	0.7 M
AEMB	american centy etf tr	0.6 M
XOM	exxon mobil corp	0.5 M
WMT	walmart inc	0.4 M

Top 5 Losers (%)		%
GOSS	gossamer bio inc	-82.0 %
EOSE	eos energy enterprises inc	-55.6 %
ALDX	aldeyra therapeutics inc	-52.2 %
MNKD	mannkind corp	-51.7 %
TEAM	atlassian corporation	-50.0 %

Top 5 Losers ($)		$
DFAC	dimensional etf trust	-6.7 M
LLY	eli lilly & co	-3.0 M
AAPL	apple inc	-1.2 M
MSFT	microsoft corp	-1.0 M
NVDA	nvidia corporation	-0.6 M

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 2474 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for SJS Investment Consulting Inc. last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	346	39,438	added	7.12

AAOI	applied optoelectronics inc	0.00	450	38,066	reduced	-10.00

AAPL	apple inc	2.06	66,401	16,851,800	reduced	-7.08

AAXJ	ishares tr	0.03	2,782	218,137	added	22.02

ABBV	abbvie inc	0.05	1,790	389,323	reduced	-17.66

ABC	cencora inc	0.04	1,070	335,998	added	30.01

ABNB	airbnb inc	0.02	1,061	133,984	added	32.29

ABT	abbott laboratories	0.04	2,960	303,920	reduced	-26.09

ACGL	arch cap group ltd	0.00	392	37,629	added	26.45

ACM	aecom	0.01	649	55,049	added	199

ACN	accenture plc ireland	0.03	1,077	213,559	reduced	-13.22

ACWF	ishares tr	0.01	1,150	80,707	new

ADI	analog devices inc	0.04	962	306,052	reduced	-27.4

ADP	automatic data processing in	0.03	1,289	261,900	reduced	-18.57

AEMB	american centy etf tr	1.91	140,466	15,617,000	added	28.17

AEMB	american centy etf tr	1.73	175,969	14,179,500	added	8.57

AEMB	american centy etf tr	0.60	57,857	4,908,550	added	53.9

AEMB	american centy etf tr	0.00	334	36,897	unchanged	0.00

AEP	american elec pwr co inc	0.01	861	112,861	reduced	-34.97

AFL	aflac inc	0.03	2,243	246,081	added	1.4