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, DFSD, LLY, and represent 69.13% of SJS Investment Consulting's stock portfolio.
- Added to shares of these 10 stocks: DUSB (+$6.7M), UMBF, DFAC, WSBC, VCRM, VCRB, VTIP, BTC, AVEM, MSFT.
- Started 100 new stock positions in LMB, AGCO, PBR, TM, CZR, OXY, SOC, LQD, BCBP, ASR.
- Reduced shares in these 10 stocks: Premier Financial Corp, GBTC, VTEB, AVUS, VYM, ETHE, DFCF, DFAX, SOUN, SHFS.
- Sold out of its positions in AMR, AMTM, AAT, AMPH, ARCH, ASH, ATKR, B, BECN, BSM.
- SJS Investment Consulting was a net buyer of stock by $22M.
- SJS Investment Consulting has $586M in assets under management (AUM), dropping by 1.26%.
- Central Index Key (CIK): 0001894302
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Portfolio Holdings for SJS Investment Consulting
SJS Investment Consulting holds 1602 positions in its portfolio as reported in the March 2025 quarterly 13F filing
SJS Investment Consulting has 1602 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SJS Investment Consulting March 31, 2025 positions
- Download the SJS Investment Consulting March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 51.9 | $304M | 9.2M | 32.99 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 8.4 | $49M | 1.8M | 27.77 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 3.3 | $19M | +52% | 381k | 50.73 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 2.9 | $17M | +2% | 361k | 47.52 |
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| Eli Lilly & Co. (LLY) | 2.6 | $16M | 19k | 825.91 |
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| Hormel Foods Corporation (HRL) | 2.5 | $15M | 471k | 30.94 |
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| Apple (AAPL) | 2.2 | $13M | 59k | 222.13 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.2 | $13M | +13% | 165k | 77.43 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.5 | $8.5M | 325k | 26.20 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.4 | $8.3M | -2% | 197k | 42.06 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.4 | $8.1M | +13% | 163k | 49.90 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $8.1M | +7% | 135k | 60.17 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.2 | $6.8M | +8% | 191k | 35.81 |
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| NVIDIA Corporation (NVDA) | 0.9 | $5.5M | +8% | 51k | 108.38 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.9 | $5.3M | +4% | 201k | 26.26 |
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| UMB Financial Corporation (UMBF) | 0.8 | $4.8M | +393741% | 47k | 101.10 |
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| Visa Com Cl A (V) | 0.6 | $3.8M | 11k | 350.45 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.6 | $3.4M | -2% | 129k | 26.46 |
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| Microsoft Corporation (MSFT) | 0.6 | $3.3M | +18% | 8.9k | 375.39 |
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| McDonald's Corporation (MCD) | 0.5 | $3.1M | 10k | 312.36 |
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| WesBan (WSBC) | 0.4 | $2.5M | +530186% | 80k | 30.96 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $2.3M | 32k | 73.69 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $2.3M | 35k | 66.27 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.4 | $2.3M | NEW | 31k | 74.24 |
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| Amazon (AMZN) | 0.4 | $2.2M | +15% | 12k | 190.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.2M | +2% | 14k | 156.23 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $2.1M | 29k | 73.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.0M | +14% | 13k | 154.64 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $1.8M | -52% | 28k | 65.17 |
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| Andersons (ANDE) | 0.3 | $1.7M | 40k | 42.93 |
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| Pepsi (PEP) | 0.3 | $1.7M | 11k | 149.94 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.6M | 27k | 60.48 |
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| SYSCO Corporation (SYY) | 0.3 | $1.6M | 22k | 75.04 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.4M | 35k | 41.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.3M | +33% | 2.2k | 561.90 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | +77% | 4.0k | 259.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.0M | +40% | 1.8k | 559.41 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $966k | +7% | 8.1k | 118.94 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $949k | +353% | 26k | 36.49 |
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| Costco Wholesale Corporation (COST) | 0.2 | $907k | -2% | 959.00 | 945.83 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $825k | -2% | 11k | 78.28 |
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| Meta Platforms Cl A (META) | 0.1 | $823k | +8% | 1.4k | 576.16 |
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| Yum! Brands (YUM) | 0.1 | $682k | 4.3k | 157.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $637k | +8% | 3.7k | 172.74 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $636k | 11k | 59.75 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $635k | 7.5k | 84.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $615k | +3% | 2.2k | 274.82 |
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| Procter & Gamble Company (PG) | 0.1 | $549k | 3.2k | 170.44 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $539k | 7.0k | 77.05 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $533k | 2.2k | 245.30 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $526k | 8.6k | 61.53 |
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| Abbvie (ABBV) | 0.1 | $523k | +56% | 2.5k | 209.49 |
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| Johnson & Johnson (JNJ) | 0.1 | $513k | +2% | 3.1k | 165.85 |
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| DTE Energy Company (DTE) | 0.1 | $508k | 3.7k | 138.27 |
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| Home Depot (HD) | 0.1 | $478k | -12% | 1.3k | 366.54 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $452k | -56% | 4.9k | 92.38 |
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| Caterpillar (CAT) | 0.1 | $447k | 1.4k | 329.84 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $437k | -15% | 11k | 40.46 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $430k | 7.8k | 55.09 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $415k | 16k | 25.89 |
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| Citigroup Com New (C) | 0.1 | $395k | 5.6k | 70.99 |
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| Kroger (KR) | 0.1 | $394k | 5.8k | 67.69 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $388k | -31% | 26k | 15.22 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $384k | +334% | 2.7k | 139.77 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $373k | 6.0k | 62.10 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $367k | 2.5k | 145.69 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $363k | -8% | 7.3k | 49.86 |
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| International Business Machines (IBM) | 0.1 | $358k | 1.4k | 248.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $357k | +29% | 1.2k | 288.14 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $342k | +374% | 7.3k | 46.81 |
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| Genedx Holdings Corp Com Cl A (WGS) | 0.1 | $316k | 3.6k | 88.57 |
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| Anthem (ELV) | 0.1 | $312k | +4% | 718.00 | 434.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $310k | +12% | 1.4k | 221.75 |
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| Masco Corporation (MAS) | 0.1 | $299k | 4.3k | 69.54 |
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| Sherwin-Williams Company (SHW) | 0.1 | $298k | 853.00 | 349.31 |
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| UnitedHealth (UNH) | 0.0 | $286k | -6% | 547.00 | 523.37 |
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| Vanguard Instl Index 0-3 Mo Treas Bil | 0.0 | $282k | NEW | 3.7k | 75.44 |
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| W.W. Grainger (GWW) | 0.0 | $280k | 283.00 | 987.83 |
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| Abbott Laboratories (ABT) | 0.0 | $272k | 2.0k | 132.66 |
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| Boeing Company (BA) | 0.0 | $271k | 1.6k | 170.55 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $271k | +2% | 5.3k | 51.49 |
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| First Solar (FSLR) | 0.0 | $260k | 2.1k | 126.43 |
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| Bank of America Corporation (BAC) | 0.0 | $256k | 6.1k | 41.73 |
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| Coca-Cola Company (KO) | 0.0 | $252k | +21% | 3.5k | 71.62 |
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| Stryker Corporation (SYK) | 0.0 | $250k | 672.00 | 372.25 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $249k | 1.1k | 231.63 |
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| Walt Disney Company (DIS) | 0.0 | $236k | -6% | 2.4k | 98.71 |
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| AmerisourceBergen (COR) | 0.0 | $236k | 848.00 | 277.96 |
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| Illinois Tool Works (ITW) | 0.0 | $233k | 941.00 | 248.01 |
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| Cisco Systems (CSCO) | 0.0 | $226k | -21% | 3.7k | 61.70 |
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| Yum China Holdings (YUMC) | 0.0 | $225k | 4.3k | 52.06 |
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| Netflix (NFLX) | 0.0 | $213k | +19% | 228.00 | 932.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $210k | 1.1k | 199.49 |
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| Ge Vernova (GEV) | 0.0 | $207k | -12% | 679.00 | 305.29 |
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| Broadcom (AVGO) | 0.0 | $202k | +158% | 1.2k | 167.43 |
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| FTI Consulting (FCN) | 0.0 | $198k | 1.2k | 164.08 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $194k | 9.0k | 21.53 |
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| At&t (T) | 0.0 | $190k | +17% | 6.7k | 28.28 |
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| Chevron Corporation (CVX) | 0.0 | $183k | +38% | 1.1k | 167.23 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $179k | 1.9k | 96.48 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $173k | 467.00 | 370.82 |
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| Oracle Corporation (ORCL) | 0.0 | $170k | -22% | 1.2k | 139.78 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $167k | 436.00 | 383.53 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $164k | -22% | 1.6k | 102.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $158k | 438.00 | 361.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $158k | +30% | 2.7k | 58.35 |
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| Pfizer (PFE) | 0.0 | $151k | +9% | 5.9k | 25.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $150k | +39% | 3.0k | 50.83 |
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| Nike CL B (NKE) | 0.0 | $148k | 2.3k | 63.48 |
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| Vistra Energy (VST) | 0.0 | $148k | +44% | 1.3k | 117.44 |
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| Wal-Mart Stores (WMT) | 0.0 | $146k | 1.7k | 87.80 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $145k | 2.3k | 63.53 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $145k | NEW | 3.7k | 39.36 |
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| Welltower Inc Com reit (WELL) | 0.0 | $143k | -10% | 936.00 | 153.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $143k | -19% | 459.00 | 312.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $139k | +2% | 674.00 | 206.63 |
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| Axon Enterprise (AXON) | 0.0 | $138k | 263.00 | 525.95 |
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| Iron Mountain (IRM) | 0.0 | $138k | 1.6k | 86.04 |
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| Intercontinental Exchange (ICE) | 0.0 | $137k | 795.00 | 172.50 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $130k | 7.0k | 18.59 |
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| Howmet Aerospace (HWM) | 0.0 | $128k | 985.00 | 129.69 |
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| Key (KEY) | 0.0 | $126k | 7.9k | 15.99 |
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| Fifth Third Ban (FITB) | 0.0 | $123k | +2% | 3.1k | 39.20 |
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| Automatic Data Processing (ADP) | 0.0 | $121k | 397.00 | 305.53 |
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| Target Corporation (TGT) | 0.0 | $121k | -11% | 1.2k | 104.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $121k | +11% | 257.00 | 469.78 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $121k | 1.0k | 115.60 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $116k | NEW | 760.00 | 153.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $114k | -32% | 586.00 | 193.99 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.0 | $112k | 1.1k | 98.82 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $110k | -5% | 415.00 | 264.97 |
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| ConocoPhillips (COP) | 0.0 | $109k | +20% | 1.0k | 104.97 |
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| Hafnia SHS (HAFN) | 0.0 | $108k | +62% | 26k | 4.16 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.0 | $107k | +32% | 2.5k | 43.01 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $105k | 1.2k | 90.54 |
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| Wells Fargo & Company (WFC) | 0.0 | $103k | 1.4k | 71.81 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $102k | 1.7k | 59.28 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $102k | +1152% | 288.00 | 352.58 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $96k | 4.9k | 19.48 |
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| Verizon Communications (VZ) | 0.0 | $95k | +65% | 2.1k | 45.35 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $95k | 4.8k | 19.59 |
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| Cheniere Energy Com New (LNG) | 0.0 | $95k | 409.00 | 231.40 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $95k | 762.00 | 124.15 |
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| Oneok (OKE) | 0.0 | $94k | 944.00 | 99.22 |
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| Stantec (STN) | 0.0 | $93k | -2% | 1.1k | 82.84 |
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| BP Sponsored Adr (BP) | 0.0 | $92k | +26% | 2.7k | 33.79 |
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| Advanced Micro Devices (AMD) | 0.0 | $90k | 875.00 | 102.74 |
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| Gilead Sciences (GILD) | 0.0 | $89k | 792.00 | 112.05 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $89k | +2% | 163.00 | 542.87 |
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| AFLAC Incorporated (AFL) | 0.0 | $84k | 759.00 | 111.19 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $83k | 3.6k | 23.43 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $83k | 1.7k | 47.57 |
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| Harrow Health (HROW) | 0.0 | $82k | 3.1k | 26.60 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $80k | 1.4k | 57.30 |
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| Sb Financial (SBFG) | 0.0 | $79k | 3.8k | 20.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $79k | +66% | 753.00 | 104.57 |
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| Merck & Co (MRK) | 0.0 | $78k | 873.00 | 89.76 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $78k | 2.8k | 27.96 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $73k | 632.00 | 115.95 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $73k | +7% | 133.00 | 548.12 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $72k | +52% | 3.4k | 20.95 |
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| MetLife (MET) | 0.0 | $71k | 886.00 | 80.29 |
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| Amgen (AMGN) | 0.0 | $71k | +500% | 228.00 | 311.92 |
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| Intuit (INTU) | 0.0 | $71k | 115.00 | 613.99 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $70k | +11% | 2.3k | 30.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $70k | -19% | 131.00 | 533.48 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $68k | 3.1k | 22.08 |
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| Lowe's Companies (LOW) | 0.0 | $68k | 293.00 | 233.44 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $65k | 3.2k | 20.35 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $65k | 3.9k | 16.59 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $65k | 3.5k | 18.53 |
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| Palo Alto Networks (PANW) | 0.0 | $65k | +170% | 378.00 | 170.64 |
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| Bristol Myers Squibb (BMY) | 0.0 | $64k | 1.0k | 60.99 |
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| Altria (MO) | 0.0 | $61k | 1.0k | 60.02 |
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| American Water Works (AWK) | 0.0 | $61k | 410.00 | 147.52 |
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| Kkr & Co (KKR) | 0.0 | $60k | 520.00 | 115.61 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $60k | +19% | 975.00 | 61.28 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $60k | 2.5k | 23.61 |
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| Starbucks Corporation (SBUX) | 0.0 | $60k | +3094% | 607.00 | 98.09 |
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| TJX Companies (TJX) | 0.0 | $58k | +6% | 477.00 | 121.77 |
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| Philip Morris International (PM) | 0.0 | $57k | +1269% | 356.00 | 158.73 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $56k | -5% | 298.00 | 186.29 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $55k | +577% | 922.00 | 60.05 |
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| Dycom Industries (DY) | 0.0 | $55k | 361.00 | 152.34 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $54k | +8% | 238.00 | 227.69 |
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| Proshares Tr Ii Ultra Vix Short (UVXY) | 0.0 | $53k | 2.3k | 23.43 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $53k | +2990% | 309.00 | 172.23 |
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| Waste Management (WM) | 0.0 | $53k | 229.00 | 231.51 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $52k | +3% | 290.00 | 179.73 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $52k | 4.6k | 11.20 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $51k | +4% | 102.00 | 497.60 |
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| Pinterest Cl A (PINS) | 0.0 | $50k | 1.6k | 31.00 |
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| Shf Holdings Cl A New | 0.0 | $49k | NEW | 11k | 4.29 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $48k | 1.2k | 40.41 |
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| Eaton Corp SHS (ETN) | 0.0 | $47k | +8% | 171.00 | 271.83 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $46k | +806% | 553.00 | 83.87 |
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| Servicenow (NOW) | 0.0 | $46k | -68% | 58.00 | 796.14 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $46k | -80% | 358.00 | 128.98 |
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| Ge Aerospace Com New (GE) | 0.0 | $46k | +5% | 230.00 | 200.52 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $46k | +46% | 95.00 | 484.82 |
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| Enbridge (ENB) | 0.0 | $45k | +731% | 1.0k | 44.31 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $45k | 660.00 | 68.07 |
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| Copart (CPRT) | 0.0 | $45k | -46% | 786.00 | 56.59 |
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| Kinder Morgan (KMI) | 0.0 | $44k | +22% | 1.6k | 28.53 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $44k | +363% | 602.00 | 72.70 |
|
| Travelers Companies (TRV) | 0.0 | $43k | 164.00 | 264.47 |
|
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $43k | 4.3k | 9.97 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $42k | 1.2k | 35.88 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $42k | -9% | 712.00 | 58.96 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $42k | +5% | 316.00 | 132.53 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $42k | 367.00 | 114.10 |
|
|
| Emcor (EME) | 0.0 | $42k | 113.00 | 369.63 |
|
|
| Goldman Sachs (GS) | 0.0 | $42k | +33% | 76.00 | 548.72 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $41k | 120.00 | 345.39 |
|
|
| MercadoLibre (MELI) | 0.0 | $41k | 21.00 | 1950.90 |
|
|
| Linde SHS (LIN) | 0.0 | $40k | 86.00 | 468.21 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $40k | 10k | 3.92 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $40k | 434.00 | 91.15 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $39k | +4% | 170.00 | 229.64 |
|
| McKesson Corporation (MCK) | 0.0 | $39k | 58.00 | 673.00 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $39k | 166.00 | 233.72 |
|
|
| Flagstar Financial Com New (FLG) | 0.0 | $39k | NEW | 3.3k | 11.62 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $38k | 290.00 | 129.71 |
|
|
| FirstEnergy (FE) | 0.0 | $37k | 916.00 | 40.42 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $37k | NEW | 193.00 | 190.58 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $36k | 476.00 | 76.04 |
|
|
| Esperion Therapeutics (ESPR) | 0.0 | $36k | 25k | 1.44 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $36k | 1.7k | 20.68 |
|
|
| Fastenal Company (FAST) | 0.0 | $35k | 452.00 | 77.56 |
|
|
| Deere & Company (DE) | 0.0 | $35k | +4% | 74.00 | 470.15 |
|
| Doordash Cl A (DASH) | 0.0 | $35k | 190.00 | 182.77 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $34k | 183.00 | 188.16 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $34k | +84% | 303.00 | 111.09 |
|
| Shopify Cl A (SHOP) | 0.0 | $33k | 350.00 | 95.48 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $33k | 600.00 | 55.10 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $33k | 836.00 | 39.22 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $32k | 332.00 | 97.48 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $32k | 876.00 | 36.89 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $32k | NEW | 445.00 | 72.02 |
|
| FactSet Research Systems (FDS) | 0.0 | $32k | 70.00 | 454.65 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $32k | 2.6k | 12.23 |
|
|
| Medtronic SHS (MDT) | 0.0 | $31k | 347.00 | 89.86 |
|
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $31k | NEW | 1.0k | 31.17 |
|
| Phillips 66 (PSX) | 0.0 | $31k | 249.00 | 123.48 |
|
|
| Transunion (TRU) | 0.0 | $30k | 366.00 | 83.11 |
|
|
| Sarepta Therapeutics (SRPT) | 0.0 | $30k | 467.00 | 63.82 |
|
|
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.0 | $30k | 2.9k | 10.14 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $30k | NEW | 449.00 | 65.61 |
|
| General Mills (GIS) | 0.0 | $29k | 489.00 | 59.79 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $29k | 281.00 | 103.28 |
|
Past Filings by SJS Investment Consulting
SEC 13F filings are viewable for SJS Investment Consulting going back to 2021
- 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