SJS Investment Consulting
Latest statistics and disclosures from SJS Investment Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFIC, DUSB, VCRB, DFSD, and represent 65.99% of SJS Investment Consulting's stock portfolio.
- Added to shares of these 10 stocks: DUSB (+$9.5M), VCRB (+$6.2M), VTIP, WMT, DFAC, DFSD, JPM, AAPL, DFIC, VBIL.
- Started 159 new stock positions in CRI, ESS, HURN, IWB, CNI, OEF, SPMO, MAN, IVE, QRVO.
- Reduced shares in these 10 stocks: UMBF, DFAX, VCRM, DFUV, DFEM, CRWV, WGS, CRWD, NFLX, PLTR.
- Sold out of its positions in AEVA, AIN, ALIT, AMED, ANSS, AVPT, AZEK, BWIN, BAX, BF.A.
- SJS Investment Consulting was a net buyer of stock by $62M.
- SJS Investment Consulting has $731M in assets under management (AUM), dropping by 15.93%.
- Central Index Key (CIK): 0001894302
Tip: Access up to 7 years of quarterly data
Positions held by SJS Investment Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for SJS Investment Consulting
SJS Investment Consulting holds 1634 positions in its portfolio as reported in the September 2025 quarterly 13F filing
SJS Investment Consulting has 1634 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SJS Investment Consulting Sept. 30, 2025 positions
- Download the SJS Investment Consulting September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 47.4 | $347M | 9.0M | 38.57 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 8.1 | $60M | +2% | 1.8M | 32.79 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 4.2 | $31M | +45% | 601k | 50.78 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 3.5 | $26M | +31% | 330k | 78.41 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 2.7 | $20M | +9% | 407k | 48.19 |
|
| Apple (AAPL) | 2.2 | $16M | +11% | 62k | 254.63 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $15M | 19k | 763.00 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.7 | $12M | +29% | 242k | 50.63 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.6 | $12M | 110k | 108.70 |
|
|
| Hormel Foods Corporation (HRL) | 1.6 | $12M | 476k | 24.74 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $11M | +7% | 149k | 75.11 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.2 | $8.9M | +2% | 211k | 42.47 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.2 | $8.8M | -13% | 280k | 31.38 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $8.8M | +2% | 47k | 186.58 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.1 | $8.2M | 191k | 42.76 |
|
|
| Dimensional Etf Trust Global Real Est (DFGR) | 1.0 | $7.2M | +12% | 265k | 27.31 |
|
| Microsoft Corporation (MSFT) | 0.7 | $4.8M | +25% | 9.3k | 517.96 |
|
| Visa Com Cl A (V) | 0.5 | $3.8M | +3% | 11k | 341.37 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.5 | $3.6M | -8% | 114k | 32.07 |
|
| McDonald's Corporation (MCD) | 0.5 | $3.6M | +16% | 12k | 303.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.2M | +19% | 13k | 243.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.0M | 12k | 243.56 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $2.9M | +1699% | 28k | 103.06 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $2.7M | 35k | 78.90 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.4 | $2.7M | +84% | 36k | 75.62 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $2.7M | 32k | 84.68 |
|
|
| WesBan (WSBC) | 0.3 | $2.5M | 79k | 31.93 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $2.5M | 28k | 89.77 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.3M | +260% | 7.2k | 315.44 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.2M | 31k | 72.44 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.3 | $2.2M | +20% | 44k | 50.63 |
|
| Amazon (AMZN) | 0.3 | $1.9M | +4% | 8.6k | 219.56 |
|
| SYSCO Corporation (SYY) | 0.2 | $1.8M | 22k | 82.34 |
|
|
| Andersons (ANDE) | 0.2 | $1.6M | 40k | 39.81 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.5M | 20k | 74.37 |
|
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.2 | $1.3M | -26% | 18k | 75.25 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.3M | +31% | 1.8k | 734.34 |
|
| UMB Financial Corporation (UMBF) | 0.2 | $1.3M | -54% | 11k | 118.35 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | +10% | 1.9k | 666.04 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.2M | +374% | 4.2k | 281.21 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.2M | +143% | 7.7k | 153.66 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.2M | -24% | 26k | 44.69 |
|
| Caterpillar (CAT) | 0.2 | $1.1M | +73% | 2.3k | 477.19 |
|
| Broadcom (AVGO) | 0.1 | $1.1M | +328% | 3.3k | 329.91 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | -9% | 5.8k | 182.42 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | +3% | 11k | 95.47 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $973k | +28% | 21k | 46.12 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $940k | +17% | 1.0k | 925.79 |
|
| Nextera Energy (NEE) | 0.1 | $919k | +57838% | 12k | 75.49 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $900k | +400% | 5.1k | 178.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $892k | +54% | 1.3k | 669.30 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $887k | +10% | 7.9k | 112.74 |
|
| Tesla Motors (TSLA) | 0.1 | $876k | 2.0k | 444.67 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $834k | +52% | 4.5k | 185.42 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $809k | +15% | 4.3k | 186.49 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $808k | 11k | 73.46 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $794k | +7% | 2.4k | 328.15 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $777k | +61% | 12k | 65.00 |
|
| Lowe's Companies (LOW) | 0.1 | $767k | +1232% | 3.1k | 251.31 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Home Depot (HD) | 0.1 | $719k | +37% | 1.8k | 405.23 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $693k | -3% | 10k | 68.46 |
|
| Chevron Corporation (CVX) | 0.1 | $639k | +445% | 4.1k | 155.27 |
|
| Citigroup Com New (C) | 0.1 | $609k | +6% | 6.0k | 101.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $601k | +254% | 1.0k | 600.66 |
|
| Ge Vernova (GEV) | 0.1 | $587k | +7% | 955.00 | 614.95 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $584k | 7.0k | 83.41 |
|
|
| Linde SHS (LIN) | 0.1 | $561k | +1435% | 1.2k | 474.83 |
|
| Cisco Systems (CSCO) | 0.1 | $543k | +123% | 7.9k | 68.42 |
|
| Abbott Laboratories (ABT) | 0.1 | $537k | +115% | 4.0k | 133.95 |
|
| DTE Energy Company (DTE) | 0.1 | $529k | 3.7k | 141.43 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.1 | $527k | 8.6k | 61.62 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $505k | 16k | 31.53 |
|
|
| Abbvie (ABBV) | 0.1 | $501k | +38% | 2.2k | 231.56 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $500k | -16% | 2.6k | 192.74 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $477k | 10k | 47.74 |
|
|
| Emerson Electric (EMR) | 0.1 | $468k | +27353% | 3.6k | 131.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $467k | +150% | 1.7k | 281.85 |
|
| First Solar (FSLR) | 0.1 | $455k | 2.1k | 220.53 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $440k | +80% | 1.7k | 260.76 |
|
| Kroger (KR) | 0.1 | $430k | +10% | 6.4k | 67.41 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $429k | -14% | 6.4k | 67.51 |
|
| International Business Machines (IBM) | 0.1 | $427k | +6% | 1.5k | 282.22 |
|
| W.W. Grainger (GWW) | 0.1 | $422k | +57% | 443.00 | 952.96 |
|
| Automatic Data Processing (ADP) | 0.1 | $414k | +264% | 1.4k | 293.50 |
|
| Vistra Energy (VST) | 0.1 | $411k | +30% | 2.1k | 195.92 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $409k | +40% | 1.2k | 346.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $395k | 1.1k | 355.47 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $381k | +22% | 7.4k | 51.59 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $373k | +26% | 1.5k | 254.28 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $371k | +3% | 7.4k | 49.99 |
|
| Boeing Company (BA) | 0.1 | $370k | +7% | 1.7k | 215.83 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $360k | +834% | 9.3k | 38.50 |
|
| Masco Corporation (MAS) | 0.0 | $345k | +16% | 4.9k | 70.39 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $342k | +4723% | 2.2k | 154.23 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.0 | $323k | -29% | 3.0k | 107.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $321k | +286% | 4.9k | 65.26 |
|
| Walt Disney Company (DIS) | 0.0 | $318k | +50% | 2.8k | 114.51 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $315k | 1.1k | 297.91 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $312k | +184% | 1.3k | 246.60 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $311k | +123% | 416.00 | 747.09 |
|
| Applied Materials (AMAT) | 0.0 | $309k | +1737% | 1.5k | 204.74 |
|
| Ge Aerospace Com New (GE) | 0.0 | $305k | +320% | 1.0k | 300.75 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $300k | +356% | 15k | 20.57 |
|
| Howmet Aerospace (HWM) | 0.0 | $296k | +56% | 1.5k | 196.21 |
|
| Wells Fargo & Company (WFC) | 0.0 | $295k | +156% | 3.5k | 83.82 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $295k | +208% | 15k | 19.71 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $295k | +347% | 16k | 18.81 |
|
| Harrow Health (HROW) | 0.0 | $293k | 6.1k | 48.18 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $284k | +42% | 606.00 | 468.41 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $275k | +1875% | 1.1k | 239.64 |
|
| Coca-Cola Company (KO) | 0.0 | $274k | +46% | 4.1k | 66.32 |
|
| Analog Devices (ADI) | 0.0 | $268k | +10810% | 1.1k | 245.70 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $254k | +8% | 530.00 | 479.61 |
|
| AmerisourceBergen (COR) | 0.0 | $254k | 813.00 | 312.40 |
|
|
| Blackrock (BLK) | 0.0 | $250k | +7033% | 214.00 | 1165.87 |
|
| Netflix (NFLX) | 0.0 | $249k | -30% | 208.00 | 1198.92 |
|
| Stryker Corporation (SYK) | 0.0 | $247k | 668.00 | 369.67 |
|
|
| Pepsi (PEP) | 0.0 | $246k | +224% | 1.8k | 140.44 |
|
| AFLAC Incorporated (AFL) | 0.0 | $241k | +214% | 2.2k | 111.70 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $235k | -8% | 969.00 | 241.96 |
|
| National HealthCare Corporation (NHC) | 0.0 | $232k | NEW | 1.9k | 121.51 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $225k | -2% | 8.8k | 25.71 |
|
| Anthem (ELV) | 0.0 | $222k | 688.00 | 323.12 |
|
|
| Phillips 66 (PSX) | 0.0 | $221k | +603% | 1.6k | 136.02 |
|
| Amgen (AMGN) | 0.0 | $214k | +2936% | 759.00 | 282.33 |
|
| Axon Enterprise (AXON) | 0.0 | $211k | 294.00 | 717.64 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $211k | +1276% | 344.00 | 612.57 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $208k | 1.8k | 113.06 |
|
|
| Iron Mountain (IRM) | 0.0 | $208k | 2.0k | 101.94 |
|
|
| Peak (DOC) | 0.0 | $207k | +76928% | 11k | 19.15 |
|
| FTI Consulting (FCN) | 0.0 | $206k | +6% | 1.3k | 161.65 |
|
| Deere & Company (DE) | 0.0 | $206k | +592% | 450.00 | 457.41 |
|
| At&t (T) | 0.0 | $202k | +28% | 7.2k | 28.24 |
|
| L3harris Technologies (LHX) | 0.0 | $201k | +7211% | 658.00 | 305.41 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $194k | +31% | 551.00 | 352.75 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $194k | -32% | 3.3k | 58.20 |
|
| UnitedHealth (UNH) | 0.0 | $189k | +7% | 548.00 | 345.13 |
|
| General Dynamics Corporation (GD) | 0.0 | $188k | +685% | 550.00 | 341.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $179k | +2852% | 1.5k | 118.83 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $175k | 2.3k | 76.72 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $171k | -3% | 2.8k | 59.92 |
|
| Merck & Co (MRK) | 0.0 | $168k | +144% | 2.0k | 83.93 |
|
| National Health Investors (NHI) | 0.0 | $167k | NEW | 2.1k | 79.50 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $165k | NEW | 1.3k | 128.24 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $165k | +510% | 897.00 | 183.73 |
|
| Paychex (PAYX) | 0.0 | $163k | +11618% | 1.3k | 126.76 |
|
| Nike CL B (NKE) | 0.0 | $160k | 2.3k | 69.73 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $159k | +597% | 3.0k | 53.87 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $156k | 1.1k | 142.55 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $155k | -8% | 1.5k | 103.07 |
|
| Dell Technologies CL C (DELL) | 0.0 | $153k | +151% | 1.1k | 141.77 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $153k | +9863% | 1.1k | 139.17 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $152k | +101% | 1.1k | 133.92 |
|
| Key (KEY) | 0.0 | $147k | 7.9k | 18.69 |
|
|
| FedEx Corporation (FDX) | 0.0 | $145k | +5033% | 616.00 | 235.81 |
|
| Fifth Third Ban (FITB) | 0.0 | $144k | +4% | 3.2k | 44.56 |
|
| American Electric Power Company (AEP) | 0.0 | $142k | +9576% | 1.3k | 112.50 |
|
| Eaton Corp SHS (ETN) | 0.0 | $141k | +150% | 376.00 | 374.25 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $140k | +683% | 1.6k | 87.31 |
|
| American Tower Reit (AMT) | 0.0 | $137k | NEW | 711.00 | 192.32 |
|
| Palo Alto Networks (PANW) | 0.0 | $134k | +143% | 658.00 | 203.62 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $133k | +464% | 683.00 | 194.50 |
|
| Intercontinental Exchange (ICE) | 0.0 | $133k | 788.00 | 168.48 |
|
|
| Constellation Energy (CEG) | 0.0 | $132k | +2771% | 402.00 | 329.07 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $130k | +369% | 1.1k | 118.37 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $127k | 586.00 | 215.79 |
|
|
| Pfizer (PFE) | 0.0 | $124k | -11% | 4.9k | 25.48 |
|
| Stantec (STN) | 0.0 | $121k | 1.1k | 107.80 |
|
|
| McKesson Corporation (MCK) | 0.0 | $121k | +178% | 156.00 | 772.54 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $120k | 7.0k | 17.16 |
|
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $119k | 1.7k | 68.94 |
|
|
| Galaxy Digital Cl A (GLXY) | 0.0 | $118k | 3.5k | 33.81 |
|
|
| Consolidated Edison (ED) | 0.0 | $117k | +198% | 1.2k | 100.52 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.0 | $113k | 1.1k | 100.33 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $112k | 332.00 | 337.49 |
|
|
| Applied Digital Corp Com New (APLD) | 0.0 | $111k | NEW | 4.8k | 22.94 |
|
| Qualcomm (QCOM) | 0.0 | $109k | +142% | 656.00 | 166.47 |
|
| Philip Morris International (PM) | 0.0 | $109k | +93% | 670.00 | 162.20 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $108k | 2.8k | 37.77 |
|
|
| Journey Med Corp (DERM) | 0.0 | $107k | NEW | 15k | 7.12 |
|
| Dycom Industries (DY) | 0.0 | $105k | 359.00 | 291.76 |
|
|
| Match Group (MTCH) | 0.0 | $103k | +7407% | 2.9k | 35.32 |
|
| Target Corporation (TGT) | 0.0 | $102k | 1.1k | 89.74 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $101k | +119% | 601.00 | 167.37 |
|
| Wec Energy Group (WEC) | 0.0 | $100k | +7863% | 876.00 | 114.59 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $100k | 757.00 | 131.80 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $100k | -34% | 891.00 | 111.63 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $99k | 3.6k | 27.90 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $99k | +138% | 174.00 | 568.82 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $99k | +5% | 578.00 | 170.95 |
|
| Medtronic SHS (MDT) | 0.0 | $98k | +213% | 1.0k | 95.24 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $98k | NEW | 267.00 | 365.48 |
|
| American Express Company (AXP) | 0.0 | $96k | +502% | 289.00 | 332.29 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $96k | +8511% | 775.00 | 123.75 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $95k | +2456% | 767.00 | 123.75 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $93k | -45% | 130.00 | 718.54 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $91k | 1.4k | 64.69 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $89k | +17% | 3.3k | 27.30 |
|
| Servicenow (NOW) | 0.0 | $88k | +100% | 96.00 | 920.28 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $88k | +278% | 2.8k | 31.41 |
|
| MetLife (MET) | 0.0 | $86k | +22% | 1.0k | 82.37 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $84k | NEW | 150.00 | 562.27 |
|
| ConocoPhillips (COP) | 0.0 | $83k | 877.00 | 94.59 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $83k | 600.00 | 137.80 |
|
|
| Shf Holdings Cl A New (SHFS) | 0.0 | $81k | 11k | 7.16 |
|
|
| Goldman Sachs (GS) | 0.0 | $81k | +50% | 101.00 | 799.04 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $81k | +191% | 1.7k | 47.91 |
|
| FactSet Research Systems (FDS) | 0.0 | $79k | +9066% | 275.00 | 286.49 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $78k | +12740% | 642.00 | 121.36 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $78k | 1.1k | 71.86 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $78k | 2.9k | 26.34 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $76k | NEW | 164.00 | 463.74 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $75k | -20% | 317.00 | 234.98 |
|
| BP Sponsored Adr (BP) | 0.0 | $74k | 2.2k | 34.46 |
|
|
| Sb Financial (SBFG) | 0.0 | $73k | 3.8k | 19.29 |
|
|
| TJX Companies (TJX) | 0.0 | $73k | +104% | 505.00 | 144.51 |
|
| Emcor (EME) | 0.0 | $70k | 107.00 | 649.54 |
|
|
| Norfolk Southern (NSC) | 0.0 | $69k | +111% | 230.00 | 300.41 |
|
| Altria (MO) | 0.0 | $68k | +2% | 1.0k | 66.06 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $67k | -13% | 113.00 | 596.04 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $67k | +252% | 1.2k | 56.75 |
|
| Oneok (OKE) | 0.0 | $67k | 918.00 | 72.97 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.0 | $67k | 4.0k | 16.68 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $67k | +443% | 2.1k | 31.51 |
|
| Kkr & Co (KKR) | 0.0 | $67k | 512.00 | 129.95 |
|
|
| Esperion Therapeutics (ESPR) | 0.0 | $66k | 25k | 2.65 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $66k | 3.9k | 16.90 |
|
|
| Intuit (INTU) | 0.0 | $65k | +3066% | 95.00 | 682.91 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $64k | +278% | 144.00 | 447.23 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $64k | 2.1k | 30.29 |
|
|
| CSX Corporation (CSX) | 0.0 | $64k | +1219% | 1.8k | 35.51 |
|
| Dupont De Nemours (DD) | 0.0 | $63k | +134% | 802.00 | 77.90 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $62k | 298.00 | 208.71 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $61k | 10k | 6.12 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $61k | 2.3k | 26.30 |
|
|
| Fastenal Company (FAST) | 0.0 | $61k | +46% | 1.2k | 49.02 |
|
| Public Storage (PSA) | 0.0 | $60k | NEW | 209.00 | 288.85 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $60k | +524% | 1.2k | 49.01 |
|
| Booking Holdings (BKNG) | 0.0 | $59k | +266% | 11.00 | 5399.30 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $59k | 660.00 | 89.13 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $59k | +233% | 733.00 | 79.94 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $57k | +1400% | 75.00 | 758.16 |
|
| American Water Works (AWK) | 0.0 | $57k | 406.00 | 139.19 |
|
|
| General Mills (GIS) | 0.0 | $56k | +142% | 1.1k | 50.42 |
|
| Autodesk (ADSK) | 0.0 | $56k | +470% | 177.00 | 317.67 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $56k | 214.00 | 259.91 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $55k | +2% | 4.8k | 11.39 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $55k | NEW | 1.2k | 45.76 |
|
| Gilead Sciences (GILD) | 0.0 | $55k | +213% | 492.00 | 111.00 |
|
Past Filings by SJS Investment Consulting
SEC 13F filings are viewable for SJS Investment Consulting going back to 2021
- SJS Investment Consulting 2025 Q3 filed Oct. 21, 2025
- SJS Investment Consulting 2025 Q2 filed July 15, 2025
- SJS Investment Consulting 2025 Q1 filed April 15, 2025
- SJS Investment Consulting 2024 Q4 filed Jan. 21, 2025
- 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