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SJS Investment Consulting reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 22 July 2026, signed by Bobby Adusumilli, Compliance Director. Retrieved 14 October 2026. Page updated 21 October 2026.

SJS Investment Consulting’s reported 13F holdings total $919M across 2,884 positions as of 30 June 2026. The ten largest make up 73.9% of it, and its value rose 12.2% from the prior quarter.

$919M
Reported 13F value
2,884
Positions
73.9%
In the 10 largest
+12.2%
Value vs. prior quarter

Largest positions

Dimensional ETF TrustUS COR EQU 2 ETF$416M
Class
US COR EQU 2 ETF
Share
45.3%
Dimensional ETF TrustINTL CORE EQUITY$77.1M
Class
INTL CORE EQUITY
Share
8.4%
Dimensional ETF TrustULTR FIX INC ETF$37.5M
Class
ULTR FIX INC ETF
Share
4.1%
Vanguard Malvern FdsCORE BD ETF$37.4M
Class
CORE BD ETF
Share
4.1%
Eli Lilly & COCOM$23M
Class
COM
Share
2.5%
Vanguard Malvern FdsSTRM INFPROIDX$21.1M
Class
STRM INFPROIDX
Share
2.3%
Apple Inc.COM$19M
Class
COM
Share
2.1%
American Centy ETF TRUS EQT ETF$18.5M
Class
US EQT ETF
Share
2.0%
American Centy ETF TRAVANTIS EMGMKT$18M
Class
AVANTIS EMGMKT
Share
2.0%
Hormel Foods Corp.COM$11.8M
Class
COM
Share
1.3%
American Centy ETF TRAVAN TOTA EQ ETF$11.2M
Class
AVAN TOTA EQ ETF
Share
1.2%
Dimensional ETF TrustGLOBAL REAL EST$11M
Class
GLOBAL REAL EST
Share
1.2%
Nvidia CorporationCOM$9.84M
Class
COM
Share
1.1%
Dimensional ETF TrustWORLD EX US CORE$9.59M
Class
WORLD EX US CORE
Share
1.0%
Dimensional ETF TrustUS SUSTAINABILTY$9.08M
Class
US SUSTAINABILTY
Share
1.0%
Vanguard Instl Index FD0 3 MO TR BI ETF$7.63M
Class
0 3 MO TR BI ETF
Share
0.8%
Dimensional ETF TrustCORE FIXE IN ETF$6.17M
Class
CORE FIXE IN ETF
Share
0.7%
Alphabet Inc.CAP STK CL A$5.49M
Class
CAP STK CL A
Share
0.6%
American Centy ETF TRINTL EQT ETF$5.45M
Class
INTL EQT ETF
Share
0.6%
Alphabet Inc.CAP STK CL C$4.46M
Class
CAP STK CL C
Share
0.5%
Dimensional ETF TrustEMERGING MKTS CO$4.44M
Class
EMERGING MKTS CO
Share
0.5%
Dimensional ETF TrustSHOR DUR FIX ETF$4.16M
Class
SHOR DUR FIX ETF
Share
0.5%
Visa Inc.COM CL A$3.79M
Class
COM CL A
Share
0.4%
Vanguard Whitehall FdsINTL HIGH ETF$3.6M
Class
INTL HIGH ETF
Share
0.4%
Walmart Inc.COM$3.35M
Class
COM
Share
0.4%
Microsoft Corp.COM$3.18M
Class
COM
Share
0.3%
Andersons Inc.COM$2.98M
Class
COM
Share
0.3%
Amazon Com Inc.COM$2.8M
Class
COM
Share
0.3%
Wesbanco Inc.COM$2.79M
Class
COM
Share
0.3%
Mcdonalds Corp.COM$2.52M
Class
COM
Share
0.3%
Dimensional ETF TrustUS EQUI MARK ETF$2.26M
Class
US EQUI MARK ETF
Share
0.2%
JPMORGAN Chase & COCOM$2.06M
Class
COM
Share
0.2%
Dimensional ETF TrustUS CORE EQT MKT$1.85M
Class
US CORE EQT MKT
Share
0.2%
Sysco Corp.COM$1.82M
Class
COM
Share
0.2%
State Str SPDR S&P 500 ETF TTR UNIT$1.71M
Class
TR UNIT
Share
0.2%
Caterpillar Inc.COM$1.6M
Class
COM
Share
0.2%
Vanguard Mun BD FdsCORE TAX EXEMPT$1.56M
Class
CORE TAX EXEMPT
Share
0.2%
Vanguard BD Index FdsTOTAL BND MRKT$1.48M
Class
TOTAL BND MRKT
Share
0.2%
Dimensional ETF TrustUS MKTWIDE VALUE$1.44M
Class
US MKTWIDE VALUE
Share
0.2%
Umb Finl Corp.COM$1.44M
Class
COM
Share
0.2%
Micron Technology Inc.COM$1.32M
Class
COM
Share
0.1%
GE Vernova Inc.COM$1.24M
Class
COM
Share
0.1%
Exxon Mobil Corp.COM$1.22M
Class
COM
Share
0.1%
Procter & Gamble COCOM$1.21M
Class
COM
Share
0.1%
Johnson & JohnsonCOM$1.14M
Class
COM
Share
0.1%
Costco Wholesale CorporationCOM$1.14M
Class
COM
Share
0.1%
Dimensional ETF TrustINTERNATNAL VAL$1.12M
Class
INTERNATNAL VAL
Share
0.1%
Welltower Inc.COM$1.07M
Class
COM
Share
0.1%
Citigroup Inc.COM NEW$1.04M
Class
COM NEW
Share
0.1%
iShares TRCORE S&P500 ETF$1.01M
Class
CORE S&P500 ETF
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 2,884 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1894302
File number
028-21784
Options
0 call, 0 put
In the 25 largest
84.7%
Prior quarter
$819M at 31 March 2026
Positions opened
535
Positions closed
124

Common questions

What are SJS Investment Consulting’s 13F holdings worth?

$919 million across 2,884 positions for the quarter ended 30 June 2026.

What is SJS Investment Consulting’s largest 13F holding?

DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $416 million, or 45.3% of reported 13F value, as of 30 June 2026.

How concentrated is SJS Investment Consulting’s 13F portfolio?

The ten largest positions accounted for 73.9% of reported value and the twenty-five largest for 84.7%, across 2,884 positions as of 30 June 2026.

Does Form 13F show everything SJS Investment Consulting manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does SJS Investment Consulting file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the SJS Investment Consulting profile

Sources

  1. Form 13F-HR, accession 0001894302-26-000005, filed 22 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001894302-26-000004, filed 23 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of SJS Investment Consulting Inc, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.