SJS Investment Consulting
Latest statistics and disclosures from SJS Investment Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFIC, LLY, DFSD, HRL, and represent 71.09% of SJS Investment Consulting's stock portfolio.
- Added to shares of these 10 stocks: DUSB (+$6.5M), VCRB, DFIC, PFC, ETHE, VTIP, AVEM, DFCF, DFSU, SCHW.
- Started 75 new stock positions in GRND, MGM, LAZ, VECO, OBDC, BP, Grayscale Ethereum Mini Tr E, AQN, LNW, Amentum Holdings.
- Reduced shares in these 10 stocks: BND, DFAC, ARCH, SMH, CIVI, TSLA, ALKT, DELL, NVDA, NFLX.
- Sold out of its positions in MITT, ARKF, ASPI, ALKT, ALGT, AMX, AMK, BF.A, BMBL, CSGS.
- SJS Investment Consulting was a net buyer of stock by $21M.
- SJS Investment Consulting has $567M in assets under management (AUM), dropping by 9.78%.
- Central Index Key (CIK): 0001894302
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Portfolio Holdings for SJS Investment Consulting
SJS Investment Consulting holds 1657 positions in its portfolio as reported in the September 2024 quarterly 13F filing
SJS Investment Consulting has 1657 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SJS Investment Consulting Sept. 30, 2024 positions
- Download the SJS Investment Consulting September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 54.6 | $309M | 9.0M | 34.29 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 8.1 | $46M | +6% | 1.6M | 28.14 |
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| Eli Lilly & Co. (LLY) | 3.0 | $17M | 19k | 885.94 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 2.8 | $16M | +3% | 328k | 47.74 |
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| Hormel Foods Corporation (HRL) | 2.6 | $15M | 462k | 31.70 |
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| Apple (AAPL) | 2.4 | $14M | 59k | 233.00 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.8 | $10M | +77% | 131k | 79.19 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.6 | $9.0M | 333k | 27.01 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.6 | $8.9M | +11% | 207k | 43.19 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $8.1M | +13% | 126k | 64.60 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.3 | $7.4M | +729% | 145k | 50.77 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.1 | $6.2M | +11% | 168k | 37.18 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $6.1M | +19% | 124k | 49.31 |
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| NVIDIA Corporation (NVDA) | 1.1 | $6.0M | 49k | 121.44 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.9 | $5.2M | +6% | 181k | 28.86 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.6 | $3.4M | 122k | 28.15 |
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| Microsoft Corporation (MSFT) | 0.6 | $3.4M | 7.9k | 430.32 |
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| McDonald's Corporation (MCD) | 0.5 | $3.1M | 10k | 304.51 |
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| Visa Com Cl A (V) | 0.5 | $2.9M | 11k | 274.95 |
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| Premier Financial Corp (PFC) | 0.4 | $2.5M | +222% | 107k | 23.48 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $2.3M | +5% | 32k | 73.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.3M | 14k | 167.19 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $2.3M | 34k | 67.03 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $2.0M | +17% | 40k | 51.12 |
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| Andersons (ANDE) | 0.4 | $2.0M | 40k | 50.14 |
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| Pepsi (PEP) | 0.3 | $2.0M | 12k | 170.05 |
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| Amazon (AMZN) | 0.3 | $1.9M | 10k | 186.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | -2% | 11k | 165.84 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.7M | 27k | 62.20 |
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| SYSCO Corporation (SYY) | 0.3 | $1.7M | 22k | 78.06 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.7M | -49% | 22k | 75.11 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.4M | 35k | 41.69 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.2 | $1.4M | 28k | 50.50 |
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| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.2 | $1.0M | NEW | 46k | 21.89 |
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| Costco Wholesale Corporation (COST) | 0.2 | $971k | +6% | 1.1k | 886.52 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $919k | +8% | 7.8k | 117.23 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $741k | 16k | 46.91 |
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| Meta Platforms Cl A (META) | 0.1 | $739k | +19% | 1.3k | 572.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $737k | +11% | 1.3k | 573.64 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $683k | 11k | 64.86 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $666k | +1748% | 10k | 64.81 |
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| Procter & Gamble Company (PG) | 0.1 | $646k | 3.7k | 173.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $609k | -12% | 2.2k | 283.14 |
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| Yum! Brands (YUM) | 0.1 | $606k | 4.3k | 139.71 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $594k | -2% | 3.4k | 174.57 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $582k | +5% | 2.8k | 210.82 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $564k | -10% | 8.6k | 65.91 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $556k | 7.0k | 79.46 |
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| Home Depot (HD) | 0.1 | $544k | +8% | 1.3k | 405.26 |
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| Caterpillar (CAT) | 0.1 | $535k | 1.4k | 391.14 |
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| First Solar (FSLR) | 0.1 | $517k | 2.1k | 249.44 |
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| Johnson & Johnson (JNJ) | 0.1 | $512k | 3.2k | 162.06 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $497k | 861.00 | 576.82 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $477k | 7.8k | 61.11 |
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| DTE Energy Company (DTE) | 0.1 | $471k | 3.7k | 128.41 |
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| Tesla Motors (TSLA) | 0.1 | $448k | -22% | 1.7k | 261.60 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $439k | 16k | 27.41 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $433k | +2% | 8.7k | 49.94 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $413k | 2.5k | 162.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $389k | -26% | 1.6k | 245.45 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $388k | 6.0k | 64.74 |
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| UnitedHealth (UNH) | 0.1 | $384k | 657.00 | 584.68 |
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| Masco Corporation (MAS) | 0.1 | $369k | +3% | 4.4k | 83.94 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $367k | -2% | 3.9k | 95.15 |
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| Anthem (ELV) | 0.1 | $359k | 690.00 | 520.00 |
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| Citigroup Com New (C) | 0.1 | $344k | 5.5k | 62.60 |
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| Kroger (KR) | 0.1 | $335k | 5.8k | 57.30 |
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| W.W. Grainger (GWW) | 0.1 | $326k | +3% | 314.00 | 1038.81 |
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| Sherwin-Williams Company (SHW) | 0.1 | $323k | 847.00 | 381.67 |
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| Abbvie (ABBV) | 0.1 | $322k | 1.6k | 197.45 |
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| International Business Machines (IBM) | 0.1 | $320k | +9% | 1.4k | 221.08 |
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| Monster Beverage Corp (MNST) | 0.1 | $316k | 6.1k | 52.17 |
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| BP Sponsored Adr (BP) | 0.1 | $299k | NEW | 9.5k | 31.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $294k | 1.2k | 237.21 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $285k | 5.1k | 55.63 |
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| FTI Consulting (FCN) | 0.0 | $275k | 1.2k | 227.56 |
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| Boeing Company (BA) | 0.0 | $249k | 1.6k | 152.04 |
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| Illinois Tool Works (ITW) | 0.0 | $249k | 949.00 | 262.07 |
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| Bank of America Corporation (BAC) | 0.0 | $245k | 6.2k | 39.68 |
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| Stryker Corporation (SYK) | 0.0 | $244k | 675.00 | 361.26 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $241k | +7% | 466.00 | 517.78 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $237k | -6% | 670.00 | 353.48 |
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| Abbott Laboratories (ABT) | 0.0 | $234k | +5% | 2.1k | 114.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $233k | 1.1k | 220.89 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $231k | +374% | 1.8k | 128.20 |
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| Walt Disney Company (DIS) | 0.0 | $227k | +3% | 2.4k | 96.20 |
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| Nike CL B (NKE) | 0.0 | $226k | +4% | 2.6k | 88.40 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $225k | 1.1k | 209.87 |
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| AmerisourceBergen (COR) | 0.0 | $225k | +5% | 999.00 | 225.08 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $224k | +3648% | 14k | 16.05 |
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| Coca-Cola Company (KO) | 0.0 | $221k | +13% | 3.1k | 71.85 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $221k | 2.1k | 106.76 |
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| Oracle Corporation (ORCL) | 0.0 | $221k | +25% | 1.3k | 170.35 |
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| Cisco Systems (CSCO) | 0.0 | $217k | 4.1k | 53.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $216k | +6% | 890.00 | 243.06 |
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| Iron Mountain (IRM) | 0.0 | $210k | +10% | 1.8k | 118.83 |
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| Target Corporation (TGT) | 0.0 | $206k | 1.3k | 155.91 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $205k | +203% | 5.5k | 37.20 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $204k | +11% | 3.1k | 66.52 |
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| Yum China Holdings (YUMC) | 0.0 | $195k | 4.3k | 45.02 |
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| Cava Group Ord (CAVA) | 0.0 | $192k | +44% | 1.6k | 123.85 |
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| At&t (T) | 0.0 | $192k | +42% | 8.7k | 22.00 |
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| Servicenow (NOW) | 0.0 | $190k | +430% | 212.00 | 894.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $180k | 470.00 | 383.93 |
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| Pfizer (PFE) | 0.0 | $175k | 6.0k | 28.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $172k | 866.00 | 198.06 |
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| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $164k | NEW | 29k | 5.63 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $160k | +16% | 425.00 | 375.38 |
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| Netflix (NFLX) | 0.0 | $158k | -37% | 223.00 | 709.27 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $154k | +4% | 2.3k | 67.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $152k | +13% | 311.00 | 488.46 |
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| Genedx Holdings Corp Com Cl A (WGS) | 0.0 | $152k | NEW | 3.6k | 42.44 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $148k | +24% | 655.00 | 225.75 |
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| Merck & Co (MRK) | 0.0 | $147k | +11% | 1.3k | 113.56 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $145k | 1.8k | 78.66 |
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| Wal-Mart Stores (WMT) | 0.0 | $144k | 1.8k | 80.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $143k | -30% | 1.5k | 97.42 |
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| Intercontinental Exchange (ICE) | 0.0 | $141k | +10% | 878.00 | 160.64 |
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| Automatic Data Processing (ADP) | 0.0 | $141k | -16% | 509.00 | 276.73 |
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| AFLAC Incorporated (AFL) | 0.0 | $139k | -34% | 1.2k | 111.80 |
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| Harrow Health (HROW) | 0.0 | $138k | NEW | 3.1k | 44.96 |
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| Advanced Micro Devices (AMD) | 0.0 | $138k | +22% | 841.00 | 164.08 |
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| Welltower Inc Com reit (WELL) | 0.0 | $134k | -19% | 1.0k | 128.03 |
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| Key (KEY) | 0.0 | $133k | +29% | 7.9k | 16.75 |
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| Fifth Third Ban (FITB) | 0.0 | $131k | 3.1k | 42.84 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $131k | 1.0k | 125.96 |
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| International Seaways (INSW) | 0.0 | $129k | +20808% | 2.5k | 51.56 |
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| Shf Holdings Class A Com (SHFS) | 0.0 | $125k | NEW | 226k | 0.55 |
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| Chevron Corporation (CVX) | 0.0 | $120k | -9% | 812.00 | 147.22 |
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| Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $115k | NEW | 47k | 2.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $105k | 2.0k | 52.81 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $104k | -30% | 182.00 | 569.66 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $104k | 1.7k | 60.04 |
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| Pinterest Cl A (PINS) | 0.0 | $103k | 3.2k | 32.37 |
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| Axon Enterprise (AXON) | 0.0 | $102k | 254.00 | 399.60 |
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| Howmet Aerospace (HWM) | 0.0 | $100k | 994.00 | 100.25 |
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| Doordash Cl A (DASH) | 0.0 | $97k | 676.00 | 142.73 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $96k | 4.9k | 19.56 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $94k | 1.3k | 71.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $93k | +19% | 610.00 | 153.13 |
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| Stantec (STN) | 0.0 | $93k | -4% | 1.2k | 80.41 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $91k | -4% | 1.8k | 51.50 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $89k | +9% | 152.00 | 586.53 |
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| ConocoPhillips (COP) | 0.0 | $88k | -5% | 839.00 | 105.28 |
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| Oneok (OKE) | 0.0 | $86k | 943.00 | 91.13 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $86k | +45% | 2.4k | 36.13 |
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| 3M Company (MMM) | 0.0 | $85k | 624.00 | 136.70 |
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| General Dynamics Corporation (GD) | 0.0 | $85k | +22% | 282.00 | 302.04 |
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| Wells Fargo & Company (WFC) | 0.0 | $85k | 1.5k | 56.50 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $85k | 760.00 | 111.41 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $84k | -10% | 1.4k | 60.20 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $84k | +10% | 1.7k | 48.54 |
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| Lowe's Companies (LOW) | 0.0 | $82k | 302.00 | 271.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $79k | 1.3k | 62.32 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $78k | 925.00 | 84.53 |
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| Sb Financial (SBFG) | 0.0 | $78k | 3.8k | 20.56 |
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| Copart (CPRT) | 0.0 | $77k | -26% | 1.5k | 52.40 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $76k | +68% | 153.00 | 493.81 |
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| Cheniere Energy Com New (LNG) | 0.0 | $74k | 409.00 | 179.84 |
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| Altria (MO) | 0.0 | $73k | +3285% | 1.4k | 51.04 |
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| MetLife (MET) | 0.0 | $72k | 874.00 | 82.48 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $72k | 600.00 | 119.70 |
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| Dycom Industries (DY) | 0.0 | $72k | 364.00 | 197.10 |
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| Lumen Technologies (LUMN) | 0.0 | $71k | NEW | 10k | 7.10 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $70k | 1.0k | 67.85 |
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| Ardelyx (ARDX) | 0.0 | $69k | 10k | 6.89 |
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| TJX Companies (TJX) | 0.0 | $68k | +21% | 580.00 | 117.52 |
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| Kkr & Co (KKR) | 0.0 | $68k | 520.00 | 130.58 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $67k | -36% | 332.00 | 200.78 |
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| Intuit (INTU) | 0.0 | $66k | 107.00 | 621.00 |
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| Ford Motor Company (F) | 0.0 | $66k | +127% | 6.3k | 10.56 |
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| Ge Aerospace Com New (GE) | 0.0 | $66k | +19% | 352.00 | 188.58 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $66k | 3.9k | 16.95 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $66k | 540.00 | 122.47 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $66k | 3.5k | 18.81 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $66k | 3.2k | 20.56 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $65k | 3.3k | 19.72 |
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| Cleveland-cliffs (CLF) | 0.0 | $64k | +4673% | 5.0k | 12.77 |
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| Ge Vernova (GEV) | 0.0 | $64k | +253% | 251.00 | 254.98 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $64k | -6% | 2.1k | 30.28 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $63k | +152% | 129.00 | 491.28 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $61k | 99.00 | 618.58 |
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| Match Group (MTCH) | 0.0 | $61k | 1.6k | 37.84 |
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| United Parcel Service CL B (UPS) | 0.0 | $61k | -5% | 446.00 | 136.34 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $60k | -34% | 841.00 | 71.76 |
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| American Water Works (AWK) | 0.0 | $60k | 412.00 | 146.24 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $59k | -4% | 287.00 | 206.60 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $58k | +23300% | 468.00 | 124.89 |
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| Linde SHS (LIN) | 0.0 | $57k | 120.00 | 477.42 |
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| Broadcom (AVGO) | 0.0 | $57k | +743% | 329.00 | 172.50 |
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| Eaton Corp SHS (ETN) | 0.0 | $55k | 167.00 | 331.44 |
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| Verizon Communications (VZ) | 0.0 | $55k | -10% | 1.2k | 44.89 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $54k | 4.5k | 11.97 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $52k | 227.00 | 230.50 |
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| Bristol Myers Squibb (BMY) | 0.0 | $52k | +21% | 1.0k | 51.74 |
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| Dell Technologies CL C (DELL) | 0.0 | $52k | -68% | 435.00 | 118.54 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $51k | +30% | 1.2k | 41.77 |
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| Becton, Dickinson and (BDX) | 0.0 | $49k | +20% | 202.00 | 241.10 |
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| Waste Management (WM) | 0.0 | $49k | +588% | 234.00 | 207.60 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $48k | 1.2k | 40.63 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $45k | -2% | 1.2k | 38.53 |
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| FirstEnergy (FE) | 0.0 | $45k | 1.0k | 44.34 |
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| Norfolk Southern (NSC) | 0.0 | $45k | +2150% | 180.00 | 248.50 |
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| FedEx Corporation (FDX) | 0.0 | $45k | 163.00 | 273.79 |
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| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $45k | 4.1k | 10.76 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $44k | 2.2k | 19.73 |
|
|
| MercadoLibre (MELI) | 0.0 | $43k | 21.00 | 2052.00 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $42k | 169.00 | 250.43 |
|
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $42k | +19% | 666.00 | 63.46 |
|
| FactSet Research Systems (FDS) | 0.0 | $41k | +2% | 90.00 | 459.86 |
|
| Dupont De Nemours (DD) | 0.0 | $41k | +25% | 462.00 | 89.11 |
|
| Travelers Companies (TRV) | 0.0 | $40k | 170.00 | 234.12 |
|
|
| Transunion (TRU) | 0.0 | $39k | -15% | 370.00 | 104.70 |
|
| Cdw (CDW) | 0.0 | $38k | +42% | 168.00 | 226.30 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $37k | 476.00 | 77.48 |
|
|
| General Mills (GIS) | 0.0 | $37k | 497.00 | 73.85 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $36k | +50% | 300.00 | 121.23 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $36k | 1.7k | 21.12 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $36k | 1.7k | 20.65 |
|
|
| Nucor Corporation (NUE) | 0.0 | $36k | +417% | 238.00 | 150.34 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $36k | 127.00 | 281.49 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $36k | 332.00 | 107.66 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $36k | -2% | 122.00 | 290.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $35k | 712.00 | 49.70 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $35k | 197.00 | 176.54 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $35k | +157% | 183.00 | 189.80 |
|
| Emerson Electric (EMR) | 0.0 | $34k | 311.00 | 109.37 |
|
|
| Phillips 66 (PSX) | 0.0 | $34k | 256.00 | 131.45 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $33k | +31% | 413.00 | 80.61 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $33k | +18% | 320.00 | 104.01 |
|
| Deere & Company (DE) | 0.0 | $33k | 79.00 | 417.81 |
|
|
| Fastenal Company (FAST) | 0.0 | $33k | 462.00 | 71.42 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $33k | 70.00 | 465.09 |
|
|
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.0 | $33k | -21% | 2.9k | 11.11 |
|
| Analog Devices (ADI) | 0.0 | $33k | +110% | 141.00 | 230.17 |
|
| Dentsply Sirona (XRAY) | 0.0 | $32k | 1.2k | 27.06 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $32k | 920.00 | 34.89 |
|
|
| Ross Stores (ROST) | 0.0 | $32k | 210.00 | 150.51 |
|
|
| Paychex (PAYX) | 0.0 | $31k | 229.00 | 134.19 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $31k | +580% | 415.00 | 73.67 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $30k | 369.00 | 82.48 |
|
|
| McKesson Corporation (MCK) | 0.0 | $30k | 61.00 | 494.43 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $30k | +1095% | 275.00 | 109.65 |
|
| Old Republic International Corporation (ORI) | 0.0 | $30k | +832% | 849.00 | 35.42 |
|
| Marvell Technology (MRVL) | 0.0 | $30k | 416.00 | 72.12 |
|
|
| Goldman Sachs (GS) | 0.0 | $30k | 60.00 | 497.57 |
|
|
| salesforce (CRM) | 0.0 | $30k | +145% | 108.00 | 273.84 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $29k | 122.00 | 240.02 |
|
|
| Kinder Morgan (KMI) | 0.0 | $29k | 1.3k | 22.09 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $29k | 409.00 | 70.63 |
|
Past Filings by SJS Investment Consulting
SEC 13F filings are viewable for SJS Investment Consulting going back to 2021
- SJS Investment Consulting 2024 Q3 filed Oct. 16, 2024
- SJS Investment Consulting 2024 Q2 filed July 16, 2024
- SJS Investment Consulting 2024 Q1 filed April 18, 2024
- SJS Investment Consulting 2023 Q4 filed Jan. 16, 2024
- SJS Investment Consulting 2023 Q3 filed Oct. 17, 2023
- SJS Investment Consulting 2023 Q2 filed July 13, 2023
- SJS Investment Consulting 2023 Q1 filed April 20, 2023
- SJS Investment Consulting 2022 Q4 filed Jan. 23, 2023
- SJS Investment Consulting 2022 Q3 filed Oct. 13, 2022
- SJS Investment Consulting 2022 Q1 filed May 5, 2022
- SJS Investment Consulting 2021 Q4 filed Feb. 11, 2022