Latest SJS Investment Consulting Inc. Stock Portfolio

SJS Investment Consulting Inc. Performance:

2025 Q4: 2.5%YTD: 13.17%2024: 14.06%

Performance for 2025 Q4 is 2.5%, and YTD is 13.17%, and 2024 is 14.06%.

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 $790.4 Millions as of 31 Dec, 2025.

The top stock holdings of SJS Investment Consulting Inc. are DFAC, DFAC, DFAC. The fund has invested 45.6% of it's portfolio in DIMENSIONAL ETF TRUST and 8.2% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off OLIN CORP (OLN), WENDYS CO (WEN) and COUSINS PPTYS INC (CUZ) stocks. They significantly reduced their stock positions in HEALTHPEAK PROPERTIES INC (PEAK), MIDDLEBY CORP (MIDD) and GENERAC HLDGS INC (GNRC). SJS Investment Consulting Inc. opened new stock positions in SPDR SERIES TRUST (BIL), LAMAR ADVERTISING CO NEW (LAMR) and FLOWERS FOODS INC (FLO). The fund showed a lot of confidence in some stocks as they added substantially to PG&E CORP (PCG), LIBERTY BROADBAND CORP (LBRDA) and ATLASSIAN CORPORATION (TEAM).

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

Our best estimate is that SJS Investment Consulting Inc. made a return of 2.5% in the last quarter. In trailing 12 months, it's portfolio return was 13.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	68,393
lamar advertising co new	50,632
flowers foods inc	50,386
10x genomics inc	48,849
vanguard admiral fds inc	44,319
gentex corp	40,746
vanguard scottsdale fds	38,023
barclays plc	37,565

New stocks bought by SJS Investment Consulting Inc.

Additions

Ticker	% Inc.
pg&e corp	73,100
liberty broadband corp	52,200
atlassian corporation	50,800
marriott vacations worldwide	14,916
kemper corp	14,910
morningstar inc	13,450
edison intl	11,140
mongodb inc	9,850

Additions to existing portfolio by SJS Investment Consulting Inc.

Reductions

Ticker	% Reduced
philip morris intl inc	-66.87
american express co	-57.09
applovin corp	-47.69
rocket lab corp	-46.73
grayscale bitcoin mini tr et	-44.97
vanguard bd index fds	-43.13
ishares bitcoin trust etf	-38.25
dollar gen corp new	-36.44

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 80.7% of it's holdings in Others sector.

Sector	%
Others	80.7
Technology	5.5
Healthcare	3.5
Consumer Defensive	2.8
Financial Services	2.1
Communication Services	1.5
Consumer Cyclical	1.4
Industrials	1.2

Market Cap. Distribution

SJS Investment Consulting Inc. has about 17.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.7
MEGA-CAP	10.9
LARGE-CAP	6.7

Stocks belong to which Index?

About 16.9% of the stocks held by SJS Investment Consulting Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82
S&P 500	16.9

Top 5 Winners (%)		%
DBI	designer brands inc	106.3 %
NRIX	nurix therapeutics inc	105.4 %
LITE	lumentum hldgs inc	83.0 %
VICR	vicor corp	69.2 %
VSCO	victorias secret and co	68.2 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	9.2 M
LLY	eli lilly & co	5.9 M
DFAC	dimensional etf trust	3.1 M
AAPL	apple inc	1.2 M
GOOG	alphabet inc	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
	shf holdings inc	-85.2 %
NOW	servicenow inc	-73.8 %
	proshares tr	-68.4 %
BLNK	blink charging co	-58.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-1.3 M
	grayscale bitcoin trust etf	-0.6 M
HRL	hormel foods corp	-0.5 M
	grayscale bitcoin mini tr et	-0.4 M
ORCL	oracle corp	-0.3 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 2086 stocks in it's portfolio. About 74.4% of the portfolio is in top 10 stocks. NFLX 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: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.01	323	43,951	unchanged	0.00

AAPL	apple inc	2.46	71,462	19,427,700	added	14.93

AAXJ	ishares tr	0.02	2,280	176,769	unchanged	0.00

ABBV	abbvie inc	0.06	2,174	496,642	added	0.56

ABC	cencora inc	0.04	823	278,011	added	1.23

ABNB	airbnb inc	0.01	802	108,849	added	104

ABT	abbott labs	0.06	4,005	501,807	reduced	-0.05

ACN	accenture plc ireland	0.04	1,241	332,961	reduced	-1.82

ADBE	adobe inc	0.03	665	232,744	added	20.69

ADI	analog devices inc	0.04	1,325	359,340	added	21.45

ADP	automatic data processing in	0.05	1,583	407,196	added	12.19

ADSK	autodesk inc	0.01	215	63,644	added	21.47

AEMB	american centy etf tr	1.58	162,076	12,483,100	added	8.59

AEMB	american centy etf tr	1.55	109,596	12,250,600	reduced	-0.4

AEMB	american centy etf tr	0.39	37,593	3,094,660	added	8.97

AEMB	american centy etf tr	0.00	334	34,062	unchanged	0.00

AEP	american elec pwr co inc	0.02	1,324	152,672	added	5.25

AFL	aflac inc	0.03	2,212	243,919	added	2.41

AFTY	pacer fds tr	0.00	600	33,348	unchanged	0.00

AGCO	agco corp	0.01	490	51,118	added	60.13