SJS Investment Consulting Inc.
Long book
$818.6M
Q1 2026
Positions
2473
Top-10 weight
73%
concentration
Last quarter
+11.6%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsSJS Investment Consulting Inc. is a wealth-management firm allocating client money, running a $818.6M US long book across 2473 positions.
The portfolio is concentrated: the top 10 names carry 73% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL INTERNATIONAL CO, DIMENSION ULTRASHORT FI ETF, VANGUARD CORE BOND ETF, DIMENSIONAL SHORT DURATION.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+6.1%
Q3 2024
-0.3%
Q4 2024
-2.2%
Q1 2025
+8.0%
Q2 2025
+6.6%
Q3 2025
+3.4%
Q4 2025
-1.1%
Q1 2026
+11.6%
Sector allocation
Technology 33%
Healthcare 16%
Consumer discretionary 13%
Financials 9%
Consumer staples 8%
Industrials 7%
Services media 5%
Utilities 3%
Long book by quarter
What does SJS Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LLY ELI LILLY & CO | Healthcare | 19.1K | $17.6M | 2.1% | +0.2% |
| AAPL APPLE INC | Technology | 66.4K | $16.9M | 2.1% | -7.1% |
| HRL HORMEL FOODS CORP | Consumer staples | 474.2K | $10.7M | 1.3% | +0.1% |
| NVDA NVIDIA CORP | Technology | 58.0K | $10.1M | 1.2% | +19.9% |
| GOOGL ALPHABET INC-CL A | Technology | 15.6K | $4.5M | 0.5% | +8.3% |
| WMT WALMART INC | Consumer discretionary | 29.6K | $3.7M | 0.4% | +2.6% |
| GOOG ALPHABET INC-CL C | Technology | 12.4K | $3.6M | 0.4% | -0.5% |
| V VISA INC-CLASS A SHARES | Services media | 11.0K | $3.3M | 0.4% | -1.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 10.5K | $3.3M | 0.4% | -8.8% |
| MSFT MICROSOFT CORP | Technology | 8.3K | $3.1M | 0.4% | -12.5% |
| ANDE ANDERSONS INC/THE | Consumer discretionary | 40.0K | $2.9M | 0.4% | Held |
| WSBC WESBANCO INC | Financials | 71.3K | $2.5M | 0.3% | -3.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.5K | $2.4M | 0.3% | +22.4% |
| JPM JPMORGAN CHASE & CO | Financials | 6.2K | $1.8M | 0.2% | -15.5% |
| SYY SYSCO CORP | Consumer discretionary | 21.6K | $1.5M | 0.2% | +0.5% |
| XOM EXXON MOBIL CORP | Energy | 8.7K | $1.5M | 0.2% | -9.7% |
| UMBF UMB FINANCIAL CORP | Financials | 11.0K | $1.2M | 0.2% | 0.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 0.1% | +18.2% |
| PG PROCTER & GAMBLE CO/THE | Other | 8.2K | $1.2M | 0.1% | +6.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.4K | $1.1M | 0.1% | -2.0% |
| GEV GE VERNOVA INC | Industrials | 1.2K | $1.0M | 0.1% | +18.3% |
| CAT CATERPILLAR INC | Industrials | 1.4K | $983K | 0.1% | -41.5% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 10.4K | $978K | 0.1% | 0.0% |
| CVX CHEVRON CORP | Energy | 4.3K | $885K | 0.1% | +8.7% |
| TSLA TESLA INC | Industrials | 2.3K | $856K | 0.1% | +12.3% |
| NEE NEXTERA ENERGY INC | Utilities | 8.8K | $822K | 0.1% | -27.0% |
| C CITIGROUP INC | Financials | 7.1K | $810K | 0.1% | +3.6% |
| AVGO BROADCOM INC | Technology | 2.4K | $756K | 0.1% | -29.5% |
| META META PLATFORMS INC-CLASS A | Technology | 1.3K | $752K | 0.1% | -6.1% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 14.7K | $740K | 0.1% | -3.0% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.1% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 2.2K | $709K | 0.1% | +32.7% |
| LIN LINDE PLC | Materials | 1.3K | $655K | 0.1% | +10.8% |
| GWW WW GRAINGER INC | Consumer discretionary | 537 | $586K | 0.1% | +20.7% |
| MPC MARATHON PETROLEUM CORP | Energy | 2.4K | $583K | 0.1% | +0.6% |
| DTE DTE ENERGY COMPANY | Utilities | 3.7K | $547K | 0.1% | +0.1% |
| MU MICRON TECHNOLOGY INC | Technology | 1.6K | $542K | 0.1% | +34.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 3.6K | $526K | 0.1% | -37.2% |
| EMR EMERSON ELECTRIC CO | Industrials | 4.0K | $524K | 0.1% | +8.6% |
| BA BOEING CO/THE | Industrials | 2.3K | $448K | 0.1% | +29.9% |
| WDC WESTERN DIGITAL CORP | Technology | 1.6K | $439K | 0.1% | +82.3% |
| FDX FEDEX CORP | Industrials | 1.2K | $438K | 0.1% | +37.0% |
| CSCO CISCO SYSTEMS INC | Technology | 5.4K | $423K | 0.1% | -31.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.7K | $422K | 0.1% | +12.7% |
| FSLR FIRST SOLAR INC | Technology | 2.1K | $410K | 0.1% | -4.4% |
| VRT VERTIV HOLDINGS CO-A | Technology | 1.6K | $410K | 0.1% | +98.8% |
| BAC BANK OF AMERICA CORP | Financials | 8.1K | $397K | 0.0% | +6.4% |
| ABBV ABBVIE INC | Healthcare | 1.8K | $389K | 0.0% | -17.7% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 1.2K | $384K | 0.0% | +1486.5% |
| LRCX LAM RESEARCH CORP | Industrials | 1.8K | $384K | 0.0% | +47.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 2895 | $818.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 2890 | $790.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 2101 | $730.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 1801 | $630.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 15, 2025 | 1893 | $586.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 1875 | $579.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 16, 2024 | 2104 | $566.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 2105 | $516.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 2108 | $500.6M | canonical | SEC ↗ |