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SJS Investment Consulting Inc. — 13F Holdings & Portfolio

CIK 1894302 · latest 13F-HR filed 2026-07-22

Backtest portfolio

SJS Investment Consulting Inc. manages $918.7M in 13F-reported U.S. long-equity assets across 3,488 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (43.07%), DFIC (8.34%), DUSB (4.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 535 new positions and exited 124; 1,772 existing positions rose in reported value and 413 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$918.7M

Long-equity book

Holdings
3,488

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+535 / −124 / ↑1772 / ↓413

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAC45.3% · +2%DFIC8.4% · +6%DUSB4.1% · 0%VCRB4.1% · +11%LLY2.5% · +0%VTIP2.3% · +32%AAPL2.1% · -1%AVUS2.0% · +3%AVEM2.0% · +6%HRL1.3% · +0%AVTM1.2% · 0%DFGR1.2% · +15%NVDA1.1% · -15%DFAX1.0% · -4%DFSU1.0% · -7%VBIL0.8% · -13%DFCF0.7% · -24%GOOGL0.6% · -2%AVDE0.6% · +6%GOOG0.5% · +2%DFEM0.5% · -2%DFSD0.5% · -81%V0.4% · +0%VYMI0.4% · 0%WMT0.4% · +0%MSFT0.3% · +3%ANDE0.3% · +9%AMZN0.3% · +2%WSBC0.3% · +0%MCD0.3% · -12%DFUS0.2% · -11%JPM0.2% · +2%DFAU0.2% · +2091%SYY0.2% · +0%SPY0.2% · -0%CAT0.2% · +8%VCRM0.2% · +14%BND0.2% · +0%DFUV0.2% · 0%UMBF0.2% · -8%MU0.1% · -29%GEV0.1% · -8%XOM0.1% · +3%PG0.1% · +1%JNJ0.1% · +2%COST0.1% · +1%DFIV0.1% · -2%WELL0.1% · +2%C0.1% · +4%IVV0.1% · -14%VXUS0.1% · 0%TSM0.1% · -13%SCHW0.1% · +1%VTI0.1% · +8%BSCS0.1% · +36%TSLA0.1% · -3%BSCT0.1% · +36%VTV0.1% · 0%AVGO0.1% · -2%QQQ0.1% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 73.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 22, 2026.

Assets Under Management
$2.94B
Discretionary
$2.94B
Employees
26
Accounts
3,006
Address
6711 MONROE ST.
BUILDING IV, SUITE A
SYLVANIA, OH 43560
Phone
(419) 885-2626
Website
Name Title / Status Ownership Type
KELLY, KEVIN, THOMAS ControlPRESIDENT
since Mar 2008
Less than 5%Individual
KELLY, KEVIN, THOMAS ControlCHIEF COMPLIANCE OFFICER
since Jan 2023
Less than 5%Individual
SAVAGE, SCOTT, JOHN ControlCHIEF EXECUTIVE OFFICER
since Mar 2008
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since Mar 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 3, 2023 filing
  • No longer listedLANGLEY, BEVERLY, JEAN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2006
  • ChangedKELLY, KEVIN, THOMAS · title PRESIDENT → CHIEF COMPLIANCE OFFICER / PRESIDENT
Feb 28, 2020 filing
  • ChangedSAVAGE, SCOTT, JOHN · ownership Less than 5% → 75% or more
Sep 5, 2019 filing
  • No longer listedJULIA SAVAGE TRUST · JULIA SAVAGE, TRUSTEE · 25–50% · listed since Dec 2004
  • No longer listedSCOTT SAVAGE TRUST · SCOTT SAVAGE, TRUSTEE · 25–50% · control person · listed since Dec 2004
Mar 23, 2012 filing (earliest on record)
  • ListedJULIA SAVAGE TRUST · JULIA SAVAGE, TRUSTEE · 25–50%
  • ListedKELLY, KEVIN, THOMAS · PRESIDENT · Less than 5% · control person
  • ListedLANGLEY, BEVERLY, JEAN · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedSAVAGE, SCOTT, JOHN · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedSCOTT SAVAGE TRUST · SCOTT SAVAGE, TRUSTEE · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

SJS Investment Consulting Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $395.7M 43.07% 8,920,125 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $76.6M 8.34% 2,056,612 SH
3 DIMENSIONAL ETF TRUST DUSB 25434V591 $37.5M 4.08% 737,985 SH
4 VANGUARD MALVERN FDS VCRB 922020748 $37.4M 4.07% 484,453 SH
5 ELI LILLY & CO LLY 532457108 $22.8M 2.48% 18,973 SH
6 VANGUARD MALVERN FDS VTIP 922020805 $20.9M 2.28% 416,314 SH
7 DIMENSIONAL ETF TRUST DFAC 25434V708 $20.3M 2.21% 457,707 SH
8 AMERICAN CENTY ETF TR AVUS 025072885 $18.5M 2.02% 144,667 SH
9 AMERICAN CENTY ETF TR AVEM 025072604 $17.9M 1.95% 185,816 SH
10 APPLE INC AAPL 037833100 $17.9M 1.94% 61,731 SH
11 HORMEL FOODS CORP HRL 440452100 $11.8M 1.28% 474,236 SH
12 AMERICAN CENTY ETF TR AVTM 02507A606 $11.2M 1.22% 205,237 SH
13 DIMENSIONAL ETF TRUST DFGR 25434V658 $11.0M 1.19% 378,778 SH
14 DIMENSIONAL ETF TRUST DFAX 25434V880 $9.6M 1.04% 260,306 SH
15 DIMENSIONAL ETF TRUST DFSU 25434V716 $9.1M 0.99% 194,776 SH
16 NVIDIA CORPORATION NVDA 67066G104 $8.2M 0.89% 40,939 SH
17 VANGUARD INSTL INDEX FD VBIL 922040845 $7.6M 0.83% 100,758 SH
18 DIMENSIONAL ETF TRUST DFCF 25434V872 $6.2M 0.67% 146,198 SH
19 AMERICAN CENTY ETF TR AVDE 025072703 $5.5M 0.59% 61,103 SH
20 ALPHABET INC GOOGL 02079K305 $4.5M 0.49% 12,558 SH
21 DIMENSIONAL ETF TRUST DFEM 25434V732 $4.4M 0.48% 109,192 SH
22 ALPHABET INC GOOG 02079K107 $4.3M 0.47% 12,239 SH
23 DIMENSIONAL ETF TRUST DFSD 25434V864 $4.2M 0.45% 87,060 SH
24 VISA INC V 92826C839 $3.7M 0.40% 10,800 SH
25 VANGUARD WHITEHALL FDS VYMI 921946794 $3.6M 0.39% 36,649 SH
26 WALMART INC WMT 931142103 $3.2M 0.35% 28,039 SH
27 ANDERSONS INC ANDE 034164103 $3.0M 0.32% 43,555 SH
28 WESBANCO INC WSBC 950810101 $2.8M 0.30% 71,390 SH
29 MCDONALDS CORP MCD 580135101 $2.4M 0.26% 8,963 SH
30 MICROSOFT CORP MSFT 594918104 $2.4M 0.26% 6,440 SH
31 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.3M 0.25% 27,525 SH
32 AMAZON COM INC AMZN 023135106 $2.0M 0.22% 8,498 SH
33 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.8M 0.20% 35,752 SH
34 SYSCO CORP SYY 871829107 $1.8M 0.20% 21,447 SH
35 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.18% 8,230 SH
36 VANGUARD MUN BD FDS VCRM 922907712 $1.6M 0.17% 20,403 SH
37 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 0.17% 4,665 SH
38 VANGUARD BD INDEX FDS BND 921937835 $1.5M 0.16% 20,216 SH
39 DIMENSIONAL ETF TRUST DFUV 25434V724 $1.4M 0.16% 26,169 SH
40 UMB FINL CORP UMBF 902788108 $1.4M 0.16% 10,000 SH
41 CATERPILLAR INC CAT 149123101 $1.3M 0.14% 1,228 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 0.13% 1,617 SH
43 GE VERNOVA INC GEV 36828A101 $1.1M 0.12% 958 SH
44 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.12% 8,215 SH
45 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.1M 0.12% 20,785 SH
46 APPLE INC AAPL 037833100 $1.1M 0.12% 3,771 SH
47 PROCTER & GAMBLE CO PG 742718109 $1.0M 0.11% 7,148 SH
48 WELLTOWER INC WELL 95040Q104 $1.0M 0.11% 4,455 SH
49 ISHARES TR IVV 464287200 $1.0M 0.11% 1,347 SH
50 ALPHABET INC GOOGL 02079K305 $1.0M 0.11% 2,804 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $918.7M 3,488 0001894302-26-000005
2026-03-31 2026-04-23 $818.6M 2,895 0001894302-26-000004
2025-12-31 2026-01-21 $790.4M 2,890 0001894302-26-000001
Filer Information
Address
6711 MONROE ST
BUILDING IV, SUITE A
SYLVANIA, OH 43560
Phone
(419) 885-2626
Filing Manager
SJS Investment Consulting Inc.
SYLVANIA, OH
Signatory
Bobby Adusumilli
Compliance Director