SJS Investment Consulting Inc.

13F filer · CIK 0001894302

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$919MU.S. long equity reported on 13F

Positions2,697507 new · 96 closed

Net flow last quarter+$6.08MBuys minus sells

Top 10 positions weight10.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 20262,697 positions
LLYELI LILLY & Co	$23M	2.50%	0.00%	+0.3%	Q4 2021
AAPLApple Inc.	$19M	2.06%	0.00%	-1.4%	Q4 2021
HRLHormel Foods Corp	$11.8M	1.28%	Not reported	+0.3%	Q4 2021
NVDANvidia Corp	$9.84M	1.07%	0.00%	-15.3%	Q4 2021
DFAXGulf Resources, Inc.	$9.59M	1.04%	Not reported	-3.9%	Q4 2021
GOOGLAlphabet Inc.	$5.49M	0.60%	0.00%	-1.6%	Q4 2021
GOOGAlphabet Inc.	$4.46M	0.49%	Not reported	+1.9%	Q4 2021
VVisa Inc.	$3.79M	0.41%	0.00%	+0.3%	Q4 2021
WMTWalmart Inc.	$3.35M	0.36%	0.00%	+0.1%	Q4 2021
MSFTMicrosoft Corp	$3.18M	0.35%	0.00%	+3.0%	Q4 2021
ANDEAndersons, Inc.	$2.98M	0.32%	0.13%	+8.9%	Q4 2021
AMZNAmazon Com Inc	$2.8M	0.30%	0.00%	+2.0%	Q4 2021
WSBCWesbanco Inc	$2.79M	0.30%	0.07%	+0.3%	Q1 2022
MCDMcdonalds Corp	$2.52M	0.27%	0.00%	-11.5%	Q4 2021
JPMJPMorgan Chase & Co	$2.06M	0.22%	0.00%	+2.0%	Q4 2021
SYYSysco Corp	$1.82M	0.20%	0.00%	+0.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.71M	0.19%	Not reported	-0.2%	Q4 2021
CATCaterpillar Inc	$1.6M	0.17%	0.00%	+8.4%	Q4 2021
UMBFUmb Financial Corp	$1.44M	0.16%	0.01%	-8.5%	Q1 2022
MUMicron Technology Inc	$1.32M	0.14%	0.00%	-28.7%	Q4 2021
GEVGE Vernova Inc.	$1.24M	0.13%	0.00%	-8.5%	Q2 2024
XOMExxonMobil Holdings Corp	$1.22M	0.13%	0.00%	+2.9%	Q4 2021
PGPROCTER & GAMBLE Co	$1.21M	0.13%	0.00%	+0.8%	Q4 2021
JNJJohnson & Johnson	$1.14M	0.12%	0.00%	+2.2%	Q4 2021
COSTCostco Wholesale Corp	$1.14M	0.12%	0.00%	+0.8%	Q4 2021
WELLWelltower Inc.	$1.07M	0.12%	0.00%	+2.2%	Q4 2021
CCitigroup Inc	$1.04M	0.11%	0.00%	+3.9%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$979K	0.11%	0.00%	-12.8%	Q4 2021
SCHWSchwab Charles Corp	$969K	0.11%	0.00%	+0.9%	Q1 2022
TSLATesla, Inc.	$937K	0.10%	0.00%	-3.3%	Q4 2021
AVGOBroadcom Inc.	$905K	0.10%	0.00%	-1.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$888K	0.10%	Not reported	-2.4%	Q4 2021
NEENextera Energy Inc	$810K	0.09%	0.00%	+4.2%	Q1 2022
AAOIApplied Optoelectronics, Inc.	$806K	0.09%	0.01%	+1109.1%	Q4 2025
HDHome Depot, Inc.	$799K	0.09%	0.00%	+5.0%	Q4 2021
CVXChevron Corp	$765K	0.08%	0.00%	+7.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$763K	0.08%	0.00%	-15.0%	Q4 2021
LRCXLam Research Corp	$760K	0.08%	0.00%	-2.3%	Q4 2021
METAMeta Platforms, Inc.	$759K	0.08%	Not reported	+2.5%	Q4 2021
BRK.ABerkshire Hathaway Inc	$749K	0.08%	Not reported	Not reported	Q2 2025
DELLDell Technologies Inc.	$747K	0.08%	0.00%	-23.0%	Q4 2021
GWWW.W. Grainger, Inc.	$722K	0.08%	0.00%	-1.1%	Q4 2021
LINLinde PLC	$675K	0.07%	0.00%	-1.6%	Q4 2021
CSCOCisco Systems, Inc.	$660K	0.07%	0.00%	+3.2%	Q4 2021
VRTVertiv Holdings Co	$642K	0.07%	0.00%	+17.3%	Q3 2023
MPCMarathon Petroleum Corp	$619K	0.07%	0.00%	+1.4%	Q4 2021
DTEDte Energy Co	$616K	0.07%	0.00%	+8.1%	Q4 2021
VZVerizon Communications Inc	$596K	0.06%	0.00%	-4.5%	Q4 2021
SLSSELLAS Life Sciences Group, Inc.	$590K	0.06%	0.02%	+60.0%	Q1 2026
EMREmerson Electric Co	$558K	0.06%	0.00%	-2.5%	Q4 2021

Q1 2026Reported Apr 23, 20262,284 positions
LLYELI LILLY & Co	$17.6M	2.15%	0.00%	+0.2%	Q4 2021
AAPLApple Inc.	$16.9M	2.06%	0.00%	-7.1%	Q4 2021
HRLHormel Foods Corp	$10.7M	1.31%	Not reported	+0.1%	Q4 2021
NVDANvidia Corp	$10.1M	1.24%	0.00%	+19.9%	Q4 2021
DFAXGulf Resources, Inc.	$9.2M	1.12%	Not reported	-2.0%	Q4 2021
GOOGLAlphabet Inc.	$4.49M	0.55%	0.00%	+8.3%	Q4 2021
WMTWalmart Inc.	$3.68M	0.45%	0.00%	+2.6%	Q4 2021
GOOGAlphabet Inc.	$3.56M	0.43%	Not reported	-0.5%	Q4 2021
VVisa Inc.	$3.33M	0.41%	0.00%	-1.3%	Q4 2021
MCDMcdonalds Corp	$3.28M	0.40%	0.00%	-8.8%	Q4 2021
MSFTMicrosoft Corp	$3.06M	0.37%	0.00%	-12.5%	Q4 2021
ANDEAndersons, Inc.	$2.87M	0.35%	0.12%	Not reported	Q4 2021
WSBCWesbanco Inc	$2.46M	0.30%	0.07%	-3.9%	Q1 2022
AMZNAmazon Com Inc	$2.4M	0.29%	0.00%	+22.4%	Q4 2021
JPMJPMorgan Chase & Co	$1.82M	0.22%	0.00%	-15.5%	Q4 2021
SYYSysco Corp	$1.54M	0.19%	0.00%	+0.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.49M	0.18%	Not reported	+9.1%	Q4 2021
XOMExxonMobil Holdings Corp	$1.47M	0.18%	0.00%	-9.7%	Q4 2021
UMBFUmb Financial Corp	$1.24M	0.15%	0.01%	0.0%	Q1 2022
COSTCostco Wholesale Corp	$1.2M	0.15%	0.00%	+18.2%	Q4 2021
PGPROCTER & GAMBLE Co	$1.18M	0.14%	0.00%	+6.7%	Q4 2021
JNJJohnson & Johnson	$1.08M	0.13%	0.00%	-2.0%	Q4 2021
GEVGE Vernova Inc.	$1.01M	0.12%	0.00%	+18.3%	Q2 2024
CATCaterpillar Inc	$983K	0.12%	0.00%	-41.5%	Q4 2021
SCHWSchwab Charles Corp	$978K	0.12%	0.00%	+0.1%	Q1 2022
WELLWelltower Inc.	$910K	0.11%	0.00%	-9.2%	Q4 2021
CVXChevron Corp	$885K	0.11%	0.00%	+8.8%	Q4 2021
TSLATesla, Inc.	$856K	0.10%	0.00%	+12.3%	Q4 2021
NEENextera Energy Inc	$822K	0.10%	0.00%	-27.0%	Q1 2022
CCitigroup Inc	$810K	0.10%	0.00%	+3.6%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$795K	0.10%	0.00%	+286.0%	Q4 2021
AVGOBroadcom Inc.	$756K	0.09%	0.00%	-29.5%	Q4 2021
METAMeta Platforms, Inc.	$752K	0.09%	Not reported	-6.1%	Q4 2021
VZVerizon Communications Inc	$740K	0.09%	0.00%	-3.0%	Q4 2021
BRK.ABerkshire Hathaway Inc	$718K	0.09%	Not reported	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$713K	0.09%	Not reported	+21.4%	Q4 2021
HDHome Depot, Inc.	$709K	0.09%	0.00%	+32.7%	Q4 2021
LINLinde PLC	$655K	0.08%	0.00%	+10.8%	Q4 2021
GWWW.W. Grainger, Inc.	$586K	0.07%	0.00%	+20.7%	Q4 2021
MPCMarathon Petroleum Corp	$583K	0.07%	0.00%	+0.6%	Q4 2021
DTEDte Energy Co	$547K	0.07%	0.00%	+0.1%	Q4 2021
MUMicron Technology Inc	$542K	0.07%	0.00%	+34.2%	Q4 2021
ICFICF International, Inc.	$536K	0.07%	Not reported	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$526K	0.06%	0.00%	-37.2%	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$525K	0.06%	0.01%	-63.9%	Q1 2024
EMREmerson Electric Co	$524K	0.06%	0.00%	+8.6%	Q4 2021
GLDSPDR Gold Trust	$471K	0.06%	0.00%	-0.1%	Q4 2021
ETHGrayscale Ethereum Staking Mini ETF	$464K	0.06%	0.03%	+46640.0%	Q3 2024
EMXCEmax Holdings Corp	$458K	0.06%	Not reported	-3.4%	Q4 2021
BABoeing Co	$448K	0.05%	0.00%	+30.0%	Q4 2021

Q4 2025Reported Jan 21, 20261,896 positions
LLYELI LILLY & Co	$20.5M	2.59%	0.00%	+0.3%	Q4 2021
AAPLApple Inc.	$19.4M	2.46%	0.00%	+14.9%	Q4 2021
HRLHormel Foods Corp	$11.2M	1.42%	Not reported	-0.6%	Q4 2021
DFAXGulf Resources, Inc.	$9.05M	1.14%	Not reported	-1.3%	Q4 2021
NVDANvidia Corp	$9.03M	1.14%	0.00%	+3.1%	Q4 2021
MSFTMicrosoft Corp	$4.57M	0.58%	0.00%	+1.5%	Q4 2021
GOOGLAlphabet Inc.	$4.51M	0.57%	0.00%	+9.0%	Q4 2021
VVisa Inc.	$3.91M	0.50%	0.00%	+0.8%	Q4 2021
GOOGAlphabet Inc.	$3.91M	0.49%	Not reported	+2.0%	Q4 2021
MCDMcdonalds Corp	$3.53M	0.45%	0.00%	-2.1%	Q4 2021
WMTWalmart Inc.	$3.21M	0.41%	0.00%	+2.6%	Q4 2021
WSBCWesbanco Inc	$2.47M	0.31%	0.08%	-5.7%	Q1 2022
JPMJPMorgan Chase & Co	$2.36M	0.30%	0.00%	+1.8%	Q4 2021
AMZNAmazon Com Inc	$2.17M	0.27%	0.00%	+9.1%	Q4 2021
ANDEAndersons, Inc.	$2.13M	0.27%	0.12%	Not reported	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$1.89M	0.24%	0.01%	+0.1%	Q1 2024
SYYSysco Corp	$1.59M	0.20%	0.00%	+0.2%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.43M	0.18%	Not reported	+12.5%	Q4 2021
CATCaterpillar Inc	$1.36M	0.17%	0.00%	+2.4%	Q4 2021
UMBFUmb Financial Corp	$1.26M	0.16%	0.01%	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.2M	0.15%	0.00%	+5.5%	Q4 2021
XOMExxonMobil Holdings Corp	$1.16M	0.15%	0.00%	+22.4%	Q4 2021
PGPROCTER & GAMBLE Co	$1.1M	0.14%	0.00%	-0.4%	Q4 2021
SCHWSchwab Charles Corp	$1.04M	0.13%	0.00%	-4.1%	Q1 2022
PLTRPalantir Technologies Inc.	$1.02M	0.13%	0.00%	-1.1%	Q4 2021
NEENextera Energy Inc	$973K	0.12%	0.00%	-0.4%	Q1 2022
WELLWelltower Inc.	$941K	0.12%	0.00%	+0.4%	Q4 2021
BTCGrayscale Bitcoin Mini Trust ETF	$934K	0.12%	0.02%	-45.0%	Q3 2024
JNJJohnson & Johnson	$931K	0.12%	0.00%	0.0%	Q4 2021
METAMeta Platforms, Inc.	$924K	0.12%	Not reported	-21.2%	Q4 2021
TSLATesla, Inc.	$922K	0.12%	0.00%	+4.1%	Q4 2021
COSTCostco Wholesale Corp	$881K	0.11%	0.00%	+0.6%	Q4 2021
CCitigroup Inc	$805K	0.10%	0.00%	+14.9%	Q4 2021
BRK.ABerkshire Hathaway Inc	$755K	0.10%	Not reported	Not reported	Q2 2025
ORCLOracle Corp	$730K	0.09%	0.00%	-11.3%	Q4 2021
LOWLowes Companies Inc	$677K	0.09%	0.00%	-8.0%	Q4 2021
GEVGE Vernova Inc.	$637K	0.08%	0.00%	+2.0%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$625K	0.08%	Not reported	+1.7%	Q4 2021
VZVerizon Communications Inc	$619K	0.08%	0.00%	+1156.7%	Q4 2021
CSCOCisco Systems, Inc.	$615K	0.08%	0.00%	+0.6%	Q4 2021
CVXChevron Corp	$599K	0.08%	0.00%	-4.5%	Q4 2021
FSLRFirst Solar, Inc.	$568K	0.07%	0.00%	+5.4%	Q4 2021
HDHome Depot, Inc.	$559K	0.07%	0.00%	-8.4%	Q4 2021
ICFICF International, Inc.	$516K	0.07%	Not reported	+1.2%	Q4 2021
LINLinde PLC	$509K	0.06%	0.00%	+0.9%	Q4 2021
ABTAbbott Laboratories	$502K	0.06%	0.00%	-0.1%	Q4 2021
ABBVAbbVie Inc.	$497K	0.06%	0.00%	+0.6%	Q4 2021
EMREmerson Electric Co	$489K	0.06%	0.00%	+3.2%	Q4 2021
DTEDte Energy Co	$482K	0.06%	0.00%	Not reported	Q4 2021
IBMInternational Business Machines Corp	$458K	0.06%	0.00%	+2.1%	Q4 2021

Q3 2025Reported Oct 21, 20251,473 positions
AAPLApple Inc.	$15.8M	2.17%	0.00%	+11.2%	Q4 2021
LLYELI LILLY & Co	$14.5M	1.99%	0.00%	+1.5%	Q4 2021
HRLHormel Foods Corp	$11.8M	1.61%	Not reported	+0.2%	Q4 2021
DFAXGulf Resources, Inc.	$8.79M	1.20%	Not reported	-13.0%	Q4 2021
NVDANvidia Corp	$8.76M	1.20%	0.00%	+2.1%	Q4 2021
MSFTMicrosoft Corp	$4.83M	0.66%	0.00%	+25.3%	Q4 2021
VVisa Inc.	$3.78M	0.52%	0.00%	+4.0%	Q4 2021
MCDMcdonalds Corp	$3.58M	0.49%	0.00%	+16.2%	Q4 2021
GOOGLAlphabet Inc.	$3.21M	0.44%	0.00%	+19.9%	Q4 2021
GOOGAlphabet Inc.	$2.98M	0.41%	Not reported	-0.3%	Q4 2021
WMTWalmart Inc.	$2.9M	0.40%	0.00%	+1699.5%	Q4 2021
WSBCWesbanco Inc	$2.51M	0.34%	0.08%	-1.2%	Q1 2022
GBTCGrayscale Bitcoin Trust ETF	$2.47M	0.34%	0.01%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$2.27M	0.31%	0.00%	+260.8%	Q4 2021
BTCGrayscale Bitcoin Mini Trust ETF	$2.22M	0.30%	0.04%	+20.9%	Q3 2024
AMZNAmazon Com Inc	$1.89M	0.26%	0.00%	+4.1%	Q4 2021
SYYSysco Corp	$1.77M	0.24%	0.00%	0.0%	Q4 2021
ANDEAndersons, Inc.	$1.59M	0.22%	0.12%	-0.1%	Q4 2021
METAMeta Platforms, Inc.	$1.3M	0.18%	Not reported	+31.6%	Q4 2021
UMBFUmb Financial Corp	$1.3M	0.18%	0.01%	-54.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.24M	0.17%	Not reported	+10.4%	Q4 2021
ORCLOracle Corp	$1.19M	0.16%	0.00%	+374.3%	Q4 2021
PGPROCTER & GAMBLE Co	$1.18M	0.16%	0.00%	+143.5%	Q4 2021
CATCaterpillar Inc	$1.11M	0.15%	0.00%	+73.2%	Q4 2021
AVGOBroadcom Inc.	$1.08M	0.15%	0.00%	+328.4%	Q4 2021
PLTRPalantir Technologies Inc.	$1.05M	0.14%	0.00%	-9.3%	Q4 2021
SCHWSchwab Charles Corp	$1.04M	0.14%	0.00%	+3.5%	Q1 2022
COSTCostco Wholesale Corp	$940K	0.13%	0.00%	+17.1%	Q4 2021
NEENextera Energy Inc	$918K	0.13%	0.00%	+57838.1%	Q1 2022
WELLWelltower Inc.	$900K	0.12%	0.00%	+400.8%	Q4 2021
XOMExxonMobil Holdings Corp	$887K	0.12%	0.00%	+10.1%	Q4 2021
TSLATesla, Inc.	$876K	0.12%	0.00%	+1.4%	Q4 2021
JNJJohnson & Johnson	$834K	0.11%	0.00%	+52.1%	Q4 2021
IBITiShares Bitcoin Trust ETF	$777K	0.11%	0.00%	+61.0%	Q1 2024
LOWLowes Companies Inc	$767K	0.10%	0.00%	+1232.3%	Q4 2021
BRK.ABerkshire Hathaway Inc	$754K	0.10%	Not reported	Not reported	Q2 2025
HDHome Depot, Inc.	$719K	0.10%	0.00%	+37.8%	Q4 2021
CVXChevron Corp	$639K	0.09%	0.00%	+445.3%	Q4 2021
CCitigroup Inc	$609K	0.08%	0.00%	+6.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$601K	0.08%	Not reported	+254.6%	Q4 2021
GEVGE Vernova Inc.	$587K	0.08%	0.00%	+7.8%	Q2 2024
LINLinde PLC	$561K	0.08%	0.00%	+1435.1%	Q4 2021
CSCOCisco Systems, Inc.	$543K	0.07%	0.00%	+123.6%	Q4 2021
ABTAbbott Laboratories	$537K	0.07%	0.00%	+115.1%	Q4 2021
DTEDte Energy Co	$529K	0.07%	0.00%	+2.0%	Q4 2021
ICFICF International, Inc.	$527K	0.07%	Not reported	Not reported	Q4 2021
ABBVAbbVie Inc.	$501K	0.07%	0.00%	+39.0%	Q4 2021
MPCMarathon Petroleum Corp	$500K	0.07%	0.00%	-16.2%	Q4 2021
EMREmerson Electric Co	$468K	0.06%	0.00%	+27353.9%	Q4 2021
FSLRFirst Solar, Inc.	$455K	0.06%	0.00%	+0.4%	Q4 2021

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