SJS Investment Consulting

Latest statistics and disclosures from SJS Investment Consulting's latest quarterly 13F-HR filing:

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Positions held by SJS Investment Consulting consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SJS Investment Consulting

SJS Investment Consulting holds 2884 positions in its portfolio as reported in the June 2026 quarterly 13F filing

SJS Investment Consulting has 2884 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 45.3 $416M 9.4M 44.36
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.4 $77M +5% 2.1M 37.26
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Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 4.1 $38M 738k 50.78
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Vanguard Malvern Fds Core Bd Etf (VCRB) 4.1 $37M +10% 485k 77.23
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Eli Lilly & Co. (LLY) 2.5 $23M 19k 1199.43
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.3 $21M +31% 420k 50.23
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Apple (AAPL) 2.1 $19M 66k 289.36
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American Centy Etf Tr Us Eqt Etf (AVUS) 2.0 $19M +2% 145k 128.08
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American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $18M +6% 187k 96.49
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Hormel Foods Corporation (HRL) 1.3 $12M 476k 24.82
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American Centy Etf Tr Avan Tota Eq Etf (AVTM) 1.2 $11M 205k 54.44
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Dimensional Etf Trust Global Real Est (DFGR) 1.2 $11M +14% 379k 28.97
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NVIDIA Corporation (NVDA) 1.1 $9.8M -15% 49k 200.09
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $9.6M -3% 260k 36.84
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Dimensional Etf Trust Us Sustainabilty (DFSU) 1.0 $9.1M -7% 195k 46.63
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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.8 $7.6M -12% 101k 75.68
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.7 $6.2M -23% 146k 42.21
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.5M 15k 357.37
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $5.5M +5% 61k 89.20
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Alphabet Cap Stk Cl C (GOOG) 0.5 $4.5M 13k 353.34
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $4.4M 109k 40.64
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.5 $4.2M -80% 87k 47.75
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Visa Com Cl A (V) 0.4 $3.8M 11k 343.10
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $3.6M 37k 98.20
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Wal-Mart Stores (WMT) 0.4 $3.4M 30k 113.26
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Microsoft Corporation (MSFT) 0.3 $3.2M +2% 8.5k 373.03
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Andersons (ANDE) 0.3 $3.0M +8% 44k 68.40
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Amazon (AMZN) 0.3 $2.8M 12k 238.33
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WesBan (WSBC) 0.3 $2.8M 72k 39.03
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McDonald's Corporation (MCD) 0.3 $2.5M -11% 9.3k 270.30
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.2 $2.3M -10% 28k 81.94
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JPMorgan Chase & Co. (JPM) 0.2 $2.1M 6.3k 327.34
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $1.8M +2090% 36k 51.69
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SYSCO Corporation (SYY) 0.2 $1.8M 22k 83.58
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.7M 2.3k 746.68
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Caterpillar (CAT) 0.2 $1.6M +8% 1.5k 1064.91
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Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $1.6M +13% 20k 76.40
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.5M 20k 73.41
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.4M 26k 55.01
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UMB Financial Corporation (UMBF) 0.2 $1.4M -8% 10k 142.76
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Micron Technology (MU) 0.1 $1.3M -28% 1.1k 1154.29
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Ge Vernova (GEV) 0.1 $1.2M -8% 1.1k 1175.24
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Exxon Mobil Corporation (XOM) 0.1 $1.2M +2% 8.9k 136.72
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Procter & Gamble Company (PG) 0.1 $1.2M 8.2k 146.63
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Johnson & Johnson (JNJ) 0.1 $1.1M +2% 4.5k 253.98
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Costco Wholesale Corporation (COST) 0.1 $1.1M 1.2k 935.87
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.1M 21k 54.02
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Welltower Inc Com reit (WELL) 0.1 $1.1M +2% 4.7k 226.99
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Citigroup Com New (C) 0.1 $1.0M +3% 7.4k 139.96
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M -14% 1.3k 748.89
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $983k 12k 85.49
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $979k -12% 2.1k 477.57
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Charles Schwab Corporation (SCHW) 0.1 $969k 11k 92.27
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $961k +7% 2.6k 370.02
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $941k +36% 46k 20.36
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Tesla Motors (TSLA) 0.1 $937k -3% 2.2k 420.55
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $933k +36% 50k 18.57
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Vanguard Index Fds Value Etf (VTV) 0.1 $911k 4.2k 217.93
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Broadcom (AVGO) 0.1 $905k 2.4k 377.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $888k -2% 1.2k 736.49
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $875k +39% 45k 19.61
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Nextera Energy (NEE) 0.1 $810k +4% 9.2k 87.77
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Applied Optoelectronics (AAOI) 0.1 $806k +1109% 5.4k 148.16
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $804k +9% 1.2k 686.81
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Home Depot (HD) 0.1 $799k +5% 2.3k 352.73
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $770k -4% 9.4k 82.34
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Chevron Corporation (CVX) 0.1 $765k +7% 4.6k 165.74
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Advanced Micro Devices (AMD) 0.1 $763k -15% 1.3k 580.91
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Lam Research Corp Com New (LRCX) 0.1 $760k -2% 1.8k 433.19
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Meta Platforms Cl A (META) 0.1 $759k +2% 1.3k 563.32
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
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Dell Technologies CL C (DELL) 0.1 $747k -22% 1.7k 431.46
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W.W. Grainger (GWW) 0.1 $722k 531.00 1360.40
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Linde SHS (LIN) 0.1 $675k 1.3k 518.90
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Spdr Series Trust St Str Sp400val (MDYV) 0.1 $664k 7.0k 94.85
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Cisco Systems (CSCO) 0.1 $660k +3% 5.6k 117.46
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $644k 16k 40.21
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Vertiv Holdings Com Cl A (VRT) 0.1 $642k +17% 1.9k 334.87
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Vanguard World Inf Tech Etf (VGT) 0.1 $628k +700% 5.3k 119.52
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Marathon Petroleum Corp (MPC) 0.1 $620k 2.4k 255.67
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DTE Energy Company (DTE) 0.1 $616k +8% 4.0k 152.37
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Verizon Communications (VZ) 0.1 $596k -4% 14k 42.34
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Sellas Life Sciences Group I Com New (SLS) 0.1 $590k +60% 40k 14.76
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Emerson Electric (EMR) 0.1 $558k -2% 3.9k 143.15
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $546k 2.9k 190.50
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Ishares Tr Select Us Reit (ICF) 0.1 $541k -7% 8.0k 67.63
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Ishares Msci Emrg Chn (EMXC) 0.1 $518k -13% 5.1k 102.30
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Boeing Company (BA) 0.1 $511k +4% 2.4k 216.47
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Kestra Med Technologies SHS (KMTS) 0.1 $510k NEW 20k 25.44
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Western Digital (WDC) 0.1 $495k -52% 775.00 638.72
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Bank of America Corporation (BAC) 0.1 $494k +6% 8.7k 56.98
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First Solar (FSLR) 0.1 $491k 2.1k 235.96
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International Business Machines (IBM) 0.1 $490k 1.7k 281.15
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Abbvie (ABBV) 0.1 $489k +8% 1.9k 251.60
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $467k 1.5k 303.12
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Ge Aerospace Com New (GE) 0.1 $463k +2% 1.2k 373.87
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $453k 9.9k 45.52
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $449k 10k 44.85
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Sandisk Corp (SNDK) 0.0 $441k -7% 194.00 2273.73
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $439k +43% 13k 33.29
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Marriott Intl Cl A (MAR) 0.0 $435k 1.2k 370.59
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Illinois Tool Works (ITW) 0.0 $419k +6% 1.5k 270.47
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National HealthCare Corporation (NHC) 0.0 $413k +2% 2.0k 211.36
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Masco Corporation (MAS) 0.0 $412k 5.1k 81.37
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $411k 2.2k 185.23
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Spdr Gold Tr Gold Shs (GLD) 0.0 $403k 1.1k 368.38
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FedEx Corporation (FDX) 0.0 $385k 1.2k 313.13
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Sherwin-Williams Company (SHW) 0.0 $384k 1.1k 344.22
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Intel Corporation (INTC) 0.0 $383k -35% 2.7k 139.63
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $381k -3% 4.9k 77.11
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Analog Devices (ADI) 0.0 $362k -5% 912.00 397.17
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Automatic Data Processing (ADP) 0.0 $362k +25% 1.6k 223.95
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $362k +300% 2.9k 124.17
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Wells Fargo & Company (WFC) 0.0 $356k +8% 4.3k 82.64
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Howmet Aerospace (HWM) 0.0 $341k +6% 1.3k 268.93
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Amphenol Corp Cl A (APH) 0.0 $328k +9% 1.9k 176.32
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Phillips 66 (PSX) 0.0 $328k +2% 1.9k 169.05
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Anthem (ELV) 0.0 $325k -3% 841.00 386.73
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Vanguard Index Fds Growth Etf (VUG) 0.0 $321k +388% 3.7k 86.14
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AmerisourceBergen (COR) 0.0 $313k +3% 1.1k 283.05
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Goldman Sachs (GS) 0.0 $304k +22% 300.00 1011.74
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Dt Midstream Common Stock (DTM) 0.0 $299k +10% 2.0k 146.74
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $291k -4% 969.00 300.45
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Novartis Sponsored Adr (NVS) 0.0 $288k +8% 1.8k 156.72
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $286k NEW 1.7k 170.86
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Iron Mountain (IRM) 0.0 $285k 2.3k 126.31
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Kroger (KR) 0.0 $282k -2% 5.1k 55.53
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Texas Instruments Incorporated (TXN) 0.0 $281k +2% 942.00 298.07
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Mastercard Incorporated Cl A (MA) 0.0 $279k +3% 544.00 513.62
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Raytheon Technologies Corp (RTX) 0.0 $277k 1.5k 189.81
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Abbott Laboratories (ABT) 0.0 $275k +2% 3.0k 90.75
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Pepsi (PEP) 0.0 $273k 2.0k 135.40
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $269k 2.3k 117.28
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Walt Disney Company (DIS) 0.0 $269k -7% 2.8k 96.24
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Harrow Health (HROW) 0.0 $258k 6.1k 42.47
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Veeva Sys Cl A Com (VEEV) 0.0 $258k +4% 1.5k 177.47
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $257k +70% 266.00 965.00
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AFLAC Incorporated (AFL) 0.0 $256k -2% 2.2k 117.25
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Merck & Co (MRK) 0.0 $256k +21% 2.0k 128.50
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $254k 8.8k 28.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $251k -4% 3.5k 71.25
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Palo Alto Networks (PANW) 0.0 $250k -7% 734.00 341.02
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Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.0 $250k -33% 6.2k 40.01
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $249k 13k 19.52
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Ishares Ethereum Tr SHS (ETHA) 0.0 $241k +858% 20k 11.89
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Corning Incorporated (GLW) 0.0 $239k +49% 935.00 255.63
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $239k 1.5k 154.29
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Amgen (AMGN) 0.0 $238k 657.00 362.15
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Fifth Third Ban (FITB) 0.0 $236k 4.2k 56.38
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $235k 4.7k 49.78
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $233k 3.3k 69.89
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Ishares Gold Tr Ishares New (IAU) 0.0 $231k 3.1k 75.51
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $228k -4% 1.5k 148.31
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Stryker Corporation (SYK) 0.0 $227k -5% 721.00 314.84
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $227k NEW 4.0k 56.48
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Coca-Cola Company (KO) 0.0 $220k -22% 2.7k 81.27
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UnitedHealth (UNH) 0.0 $218k +86% 524.00 415.52
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $217k -5% 2.6k 82.27
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Key (KEY) 0.0 $215k 9.3k 23.05
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Oracle Corporation (ORCL) 0.0 $212k 1.4k 146.59
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Comfort Systems USA (FIX) 0.0 $210k +6% 106.00 1981.95
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Lowe's Companies (LOW) 0.0 $210k 951.00 220.49
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General Dynamics Corporation (GD) 0.0 $209k -10% 588.00 354.65
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At&t (T) 0.0 $207k 10k 20.70
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $202k +5% 840.00 240.97
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Centene Corporation (CNC) 0.0 $200k -3% 3.1k 64.19
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Palantir Technologies Cl A (PLTR) 0.0 $199k -52% 1.7k 116.67
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $191k -2% 3.5k 54.03
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Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $185k +75% 93.00 1989.45
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Dycom Industries (DY) 0.0 $183k 361.00 505.59
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Consolidated Edison (ED) 0.0 $180k +37% 1.6k 110.63
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Deere & Company (DE) 0.0 $179k 281.00 635.82
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Target Corporation (TGT) 0.0 $176k 1.3k 130.58
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J.B. Hunt Transport Services (JBHT) 0.0 $175k +5% 603.00 289.43
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $174k 1.1k 158.66
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Emcor (EME) 0.0 $173k 209.00 829.88
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Bristol Myers Squibb (BMY) 0.0 $171k +4% 3.0k 57.62
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $170k -7% 1.5k 110.32
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Airbnb Com Cl A (ABNB) 0.0 $164k +7% 1.1k 143.20
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National Health Investors (NHI) 0.0 $164k +2% 2.1k 76.26
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Oneok (OKE) 0.0 $162k +26% 1.9k 86.94
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Blackrock (BLK) 0.0 $159k +11% 165.00 961.56
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $157k 2.9k 53.61
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $155k 1.6k 96.58
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Wec Energy Group (WEC) 0.0 $153k +35% 1.3k 116.77
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Union Pacific Corporation (UNP) 0.0 $153k +17% 563.00 272.00
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $153k +87% 2.7k 56.16
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $150k 367.00 409.50
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Match Group (MTCH) 0.0 $149k -3% 3.9k 38.05
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Eversource Energy (ES) 0.0 $143k +63% 2.0k 72.27
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Eaton Corp SHS (ETN) 0.0 $142k +6% 332.00 426.12
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PG&E Corporation (PCG) 0.0 $137k 8.2k 16.82
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McKesson Corporation (MCK) 0.0 $136k +4% 180.00 755.61
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Fortinet (FTNT) 0.0 $135k -24% 875.00 153.67
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Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $134k 1.7k 77.79
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Applied Digital Corp Com New (APLD) 0.0 $134k -19% 3.6k 37.30
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $134k 7.0k 19.12
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MetLife (MET) 0.0 $133k -7% 1.6k 84.61
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Dimensional Etf Trust Us High Prof Etf (DUHP) 0.0 $132k 3.2k 41.73
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Cummins (CMI) 0.0 $132k +27% 185.00 713.89
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Pfizer (PFE) 0.0 $132k +8% 5.5k 24.08
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Freeport Mcmoran CL B (FCX) 0.0 $131k -38% 2.1k 62.89
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Tonix Pharmaceuticals Hldg C Com New (TNXP) 0.0 $130k 10k 12.76
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Applied Materials (AMAT) 0.0 $130k 180.00 723.00
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TJX Companies (TJX) 0.0 $129k -21% 852.00 151.42
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Spdr Series Trust St Shor Corp Etf (SPSB) 0.0 $129k -15% 4.3k 30.01
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L3harris Technologies (LHX) 0.0 $128k +10% 439.00 290.59
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $125k 571.00 219.43
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Kla Corp Com New (KLAC) 0.0 $122k +882% 403.00 301.71
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General Mills (GIS) 0.0 $122k +43% 3.5k 34.80
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Paychex (PAYX) 0.0 $121k +8% 1.2k 98.33
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Parker-Hannifin Corporation (PH) 0.0 $118k 121.00 978.12
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Owens Corning (OC) 0.0 $118k -2% 744.00 158.96
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Delta Air Lines Com New (DAL) 0.0 $118k 1.3k 93.66
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $116k 1.1k 107.13
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First Interstate Bancsystem (FIBK) 0.0 $116k +44% 3.0k 38.56
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Edison International (EIX) 0.0 $115k 1.5k 74.45
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Travelers Companies (TRV) 0.0 $115k +16% 349.00 330.12
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $115k -14% 924.00 124.44
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.0 $113k -47% 1.1k 100.97
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Marvell Technology (MRVL) 0.0 $112k +177% 377.00 297.89
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Ishares Tr Core Div Grwth (DGRO) 0.0 $111k +27% 1.5k 75.79
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Hldgs (UAL) 0.0 $111k -5% 817.00 136.00
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Illumina (ILMN) 0.0 $110k +11% 626.00 175.83
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Tyson Foods Cl A (TSN) 0.0 $110k +17% 1.9k 57.29
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National Retail Properties (NNN) 0.0 $109k +58% 2.3k 46.53
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American Water Works (AWK) 0.0 $108k +83% 820.00 131.58
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ConocoPhillips (COP) 0.0 $108k 1.0k 103.94
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $108k +6% 3.4k 31.71
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Capital One Financial (COF) 0.0 $107k +157% 535.00 200.63
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $107k 3.0k 36.13
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Mid-America Apartment (MAA) 0.0 $105k +43% 758.00 138.94
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Ross Stores (ROST) 0.0 $105k +27% 494.00 212.86
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $105k 1.4k 74.96
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Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $105k +4% 1.3k 82.79
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Agilent Technologies Inc C ommon (A) 0.0 $104k +126% 782.00 132.83
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Duke Energy Corp Com New (DUK) 0.0 $104k -13% 820.00 126.58
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Ingredion Incorporated (INGR) 0.0 $103k +91% 1.1k 94.71
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Teradyne (TER) 0.0 $102k +28% 210.00 483.85
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Northern Trust Corporation (NTRS) 0.0 $101k +4% 583.00 173.84
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Galaxy Digital Cl A (GLXY) 0.0 $101k 3.7k 27.34
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BP Sponsored Adr (BP) 0.0 $101k +19% 2.7k 36.95
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American Homes 4 Rent Cl A (AMH) 0.0 $101k +40% 3.0k 33.52
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Citizens Financial (CFG) 0.0 $101k +3% 1.4k 70.07
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Medtronic SHS (MDT) 0.0 $101k +85% 1.3k 78.23
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FactSet Research Systems (FDS) 0.0 $100k +62% 435.00 230.08
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CMS Energy Corporation (CMS) 0.0 $100k +74% 1.3k 76.50
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First Hawaiian (FHB) 0.0 $99k +1758% 3.4k 29.30
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American Electric Power Company (AEP) 0.0 $98k -16% 719.00 136.81
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Hanover Insurance (THG) 0.0 $98k +92% 459.00 214.20
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Past Filings by SJS Investment Consulting

SEC 13F filings are viewable for SJS Investment Consulting going back to 2021

View all past filings