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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, exited 124, added to 1,772, and trimmed 413.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$57.3M +16.0%
  • DIMENSIONAL ETF TRUST$7.6M +10.9%
  • ELI LILLY & CO$5.4M +30.8%
  • VANGUARD MALVERN FDS$5.2M +32.3%
  • AMERICAN CENTY ETF TR$3.8M +27.0%
Show all 1772 →

Top Trims

  • DIMENSIONAL ETF TRUST-$17.6M -80.9%
  • DIMENSIONAL ETF TRUST-$1.9M -24.0%
  • VANGUARD INSTL INDEX FD-$1.1M -12.6%
  • MCDONALDS CORP-$753.9K -23.0%
  • GRAYSCALE ETHEREUM STAKING-$463.4K -99.8%
Show all 413 →

New Positions

  • KESTRA MED TECHNOLOGIES LTD$510.3K
  • SPACE EXPLORATION TECHN CORP$286.2K
  • J P MORGAN EXCHANGE TRADED F$226.7K
  • FEDEX FGHT HLDG CO INC$91.4K
  • FLEXSHARES TR$48.4K
Show all 535 →

Exited Positions

  • VANGUARD MALVERN FDS$298.6K
  • PROSHARES TR$172.0K
  • ESPERION THERAPEUTICS INC NE$68.5K
  • WISDOMTREE TR$65.6K
  • SPDR SERIES TRUST$65.5K
Show all 124 →
All Holdings

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