CIK: 0001894302
Total reported value
$818.6M
Reporting period: 2026-03-31 · Number of holdings: 2895
SJS Investment Consulting Inc. disclosed 2895 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $818.6M and a quarterly turnover rate of 10.0%.
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SJS Investment Consulting Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.207 — mathematically equivalent to about 5 equally-sized positions, well below its 2895 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 22.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 12% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim DFAC
+1.3% -$2.0M
Add DUSB
+14.7% $4.8M
Trim LLY
+0.2% -$2.9M
Trim AAPL
-7.1% -$2.6M
Add AVUS
+28.2% $3.4M
Add VCRB
+13.5% $3.8M
Showing top 200 holdings (of 2895 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.82% | -1.82% | +1.32% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.49% | +0.25% | +3.47% | |
| 3 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.57% | +0.45% | +14.74% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.13% | +0.33% | +13.51% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 2.66% | -0.02% | +3.08% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.15% | -0.44% | +0.17% | |
| 7 | AAPL | Apple INC | Stock-Tech | 2.06% | -0.40% | -7.08% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.95% | +0.18% | +12.77% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.91% | +0.36% | +28.17% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.73% | +0.15% | +8.57% | |
| 11 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.31% | -0.11% | +0.09% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.10% | +19.89% | |
| 13 | AVTM | Avantis Total Equity ETF | ETF-Other | 1.18% | +1.18% | NEW | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.12% | — | -2.03% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.07% | +0.07% | +10.66% | |
| 16 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.07% | -0.08% | -4.08% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.06% | -0.10% | -0.21% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-Other | 0.99% | — | +0.16% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 0.60% | +0.21% | +53.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | — | +8.30% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.47% | — | -1.33% | |
| 22 | WMT | Walmart INC | Stock-Consumer Staples | 0.45% | +0.04% | +2.60% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.06% | -0.47% | |
| 24 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.42% | +0.06% | +15.80% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.09% | -1.28% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.05% | -8.75% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.21% | -12.49% | |
| 28 | ANDE | Andersons Inc/the | Stock-Other | 0.35% | +0.08% | — | |
| 29 | WSBC | Wesbanco INC | Stock-Other | 0.30% | — | -3.92% | |
| 30 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.29% | +0.02% | +22.44% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.08% | -15.49% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.19% | — | +0.48% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | +9.09% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | — | +0.06% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | +0.03% | -9.73% | |
| 37 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.16% | — | +1.02% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.15% | — | — | |
| 39 | UMBF | Umb Financial CORP | Stock-Financials | 0.15% | — | +0.04% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | +0.04% | +18.22% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | — | +6.66% | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.14% | — | +0.11% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | — | -2.00% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 45 | GEV | GE Vernova INC | Stock-Industrials | 0.12% | +0.04% | +18.28% | |
| 46 | CAT | Caterpillar INC | Stock-Industrials | 0.12% | -0.05% | -41.53% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.12% | — | +0.05% | |
| 48 | WELL | Welltower INC | Stock-Real Estate | 0.11% | — | -9.23% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.11% | — | -4.17% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.11% | +0.03% | +8.75% |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 37% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2895 | $818.6M | 10 | |
| 2025-12-31 | 2890 | $790.4M | 10 | |
| 2025-09-30 | 2101 | $730.9M | 26 | |
| 2025-06-30 | 1801 | $630.4M | 0 | |
| 2025-03-31 | 1893 | $586.4M | 0 | |
| 2024-12-31 | 1875 | $579.1M | 0 | |
| 2024-09-30 | 2104 | $566.7M | 0 | |
| 2024-06-30 | 2105 | $516.3M | 0 | |
| 2024-03-31 | 2108 | $500.6M | 0 | |
| 2023-12-31 | 2042 | $442.1M | 0 | |
| 2023-09-30 | 2069 | $398.5M | 0 | |
| 2023-06-30 | 2076 | $398.4M | 0 | |
| 2023-03-31 | 2069 | $366.8M | 0 | |
| 2022-12-31 | 1803 | $335.9M | 0 | |
| 2022-09-30 | 2329 | $295.9M | 0 | |
| 2022-03-31 | 1755 | $326.9M | 0 | |
| 2021-12-31 | 550 | $333.3M | 0 |
SJS Investment Consulting Inc.'s most significant position changes for 2026-03-31: New buy: Avantis Total Equity ETF (AVTM); Sold out: Genedx Holdings CORP (WGS); New buy: Vanguard Short Dur Bond ETF (VSDB); New buy: Invesco Bulletshares 2026 Cb (BSCQ); Add: Dimensional US Core Equity 2 (DFAC) — shares +1.32%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | +0.5% | +14.74% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +0.4% | +28.17% | Add |
| 3 | VCRB | Vanguard Core Bond ETF | +0.3% | +13.51% | Add |
| 4 | DFIC | Dimensional International Co | +0.3% | +3.47% | Add |
| 5 | AVDE | Avantis International Equity | +0.2% | +53.90% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.2% | +12.77% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.2% | +8.57% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +19.89% | Add |
| 9 | ANDE | Andersons Inc/the | +0.1% | — | Unchanged |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +286.04% | Add |
| 11 | DFGR | Dim Global Real Estate ETF | +0.1% | +10.66% | Add |
| 12 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +15.80% | Add |
| 13 | ETH | Grayscale Ethereum Staking M | +0.1% | +46640.00% | Add |
| 14 | MAR | Marriott International -cl A | +0.1% | +1486.49% | Add |
| 15 | WMT | Walmart INC | 0% | +2.60% | Add |
| 16 | GEV | GE Vernova INC | 0% | +18.28% | Add |
| 17 | COST | Costco Wholesale CORP | 0% | +18.22% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | -9.73% | Trim |
| 19 | WDC | Western Digital CORP | 0% | +82.27% | Add |
| 20 | CVX | Chevron CORP | 0% | +8.75% | Add |
| 21 | VRT | Vertiv Holdings Co-a | 0% | +98.78% | Add |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +64.49% | Add |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +65.14% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | +427.30% | Add |
| 25 | DELL | Dell Technologies -c | 0% | +115.33% | Add |
| 26 | AMZN | Amazon.com INC | 0% | +22.44% | Add |
| 27 | DFSD | Dimensional Short Duration | 0% | +3.08% | Add |
| 28 | AMAT | Applied Materials INC | 0% | -88.19% | Trim |
| 29 | CAT | Caterpillar INC | -0.1% | -41.53% | Trim |
| 30 | MCD | Mcdonald's CORP | -0.1% | -8.75% | Trim |
| 31 | ORCL | Oracle CORP | -0.1% | -61.60% | Trim |
| 32 | LOW | Lowe's Cos INC | -0.1% | -66.06% | Trim |
| 33 | AVGO | Broadcom INC | -0.1% | -29.54% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | -0.47% | Trim |
| 35 | PLTR | Palantir Technologies Inc-a | -0.1% | -37.19% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | -15.49% | Trim |
| 37 | VBIL | Vanguard 0-3m T-bill ETF | -0.1% | -4.08% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.1% | -1.28% | Trim |
| 39 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | -0.21% | Trim |
| 40 | HRL | Hormel Foods CORP | -0.1% | +0.09% | Add |
| 41 | BTC | Grayscale Bitcoin Mini ETF | -0.1% | -96.01% | Trim |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -63.94% | Trim |
| 43 | MSFT | Microsoft CORP | -0.2% | -12.49% | Trim |
| 44 | AAPL | Apple INC | -0.4% | -7.08% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.4% | +0.17% | Add |
| 46 | DFAC | Dimensional US Core Equity 2 | -1.8% | +1.32% | Add |
| 47 | AVTM | Avantis Total Equity ETF | — | NEW | New buy |
| 48 | WGS | Genedx Holdings CORP | — | EXIT | Sold out |
| 49 | VSDB | Vanguard Short Dur Bond ETF | — | NEW | New buy |
| 50 | BSCQ | Invesco Bulletshares 2026 Cb | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-21 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-21 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-21 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-16 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-16 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-18 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-16 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-17 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-13 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-20 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-23 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
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