SJS Investment Consulting Inc.
Follow13F filer, CIK 1894302, SYLVANIA, OH
SJS Investment Consulting Inc. reported $630,438,146 across 1,548 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15. Its ten largest share positions make up 78.4% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001894302-25-000004
- Period
- 2025-06-30
- Reported value
- $630M
- Holdings
- 1,548
- Top 10 weight
- 78.4%
- New
- 91
- Sold out
- 145
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVUSadded | +105,905 | $10.7M |
| VCRBadded | +85,689 | $6.65M |
| DUSBadded | +33,768 | $1.71M |
| VTIPadded | +24,647 | $1.24M |
| VBILadded | +15,603 | $1.18M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFACreduced | -294,169 | -$10.5M |
| UMBFreduced | -23,266 | -$2.45M |
| PEPreduced | -10,798 | -$1.43M |
| IVVreduced | -1,366 | -$848K |
| AMZNreduced | -3,468 | -$761K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001894302-25-000004, largest first. % of portfolio is the value over $630,438,146, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| LBRTLIBERTY ENERGY INC | 6 | $69 | <0.01% | -21 | Timeline | ||
| FRPTFRESHPET INC | 1 | $68 | <0.01% | -1 | Timeline | ||
| CYTKCYTOKINETICS INC | 2 | $67 | <0.01% | -1 | Timeline | ||
| ECGEVERUS CONSTR GROUP | 1 | $64 | <0.01% | -2 | Timeline | ||
| SUPNSUPERNUS PHARMACEUTICALS | 2 | $64 | <0.01% | -1 | Timeline | ||
| LKFNLAKELAND FINL CORP | 1 | $62 | <0.01% | -1 | Timeline | ||
| AMBPARDAGH METAL PACKAGING S A | 14 | $60 | <0.01% | -67 | Timeline | ||
| DNLIDENALI THERAPEUTICS INC | 4 | $56 | <0.01% | +1 | Timeline | ||
| TFINTRIUMPH FINANCIAL INC | 1 | $56 | <0.01% | -2 | Timeline | ||
| SBCFSEACOAST BKG CORP FLA | 2 | $56 | <0.01% | -9 | Timeline | ||
| SSENTINELONE INC | 3 | $55 | <0.01% | -4 | Timeline | ||
| HUYAHUYA INC | 15 | $53 | <0.01% | 0 | Timeline | ||
| TECHBIO-TECHNE CORP | 1 | $52 | <0.01% | -7 | Timeline | ||
| AIC3 AI INC | 2 | $50 | <0.01% | new | Timeline | ||
| RUNSUNRUN INC | 6 | $50 | <0.01% | 0 | Timeline | ||
| CCOICOGENT COMM HOLDINGS INC | 1 | $49 | <0.01% | -4 | Timeline | ||
| TEXTEREX CORP NEW | 1 | $47 | <0.01% | -4 | Timeline | ||
| TDWTIDEWATER INC NEW | 1 | $47 | <0.01% | -2 | Timeline | ||
| BATRKATLANTA BRAVES HLDGS INC | 1 | $47 | <0.01% | 0 | Timeline | ||
| VICRVICOR CORP | 1 | $46 | <0.01% | -92 | Timeline | ||
| VTSVITESSE ENERGY INC | 2 | $45 | <0.01% | -2 | Timeline | ||
| PGNYPROGYNY INC | 2 | $44 | <0.01% | new | Timeline | ||
| CPRXCATALYST PHARMACEUTICALS INC | 2 | $44 | <0.01% | -1 | Timeline | ||
| KYMRKYMERA THERAPEUTICS INC | 1 | $44 | <0.01% | new | Timeline | ||
| TCBKTRICO BANCSHARES | 1 | $41 | <0.01% | -1 | Timeline | ||
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 4 | $40 | <0.01% | -1 | |||
| UTZUTZ BRANDS INC | 3 | $38 | <0.01% | 0 | Timeline | ||
| CENTCENTRAL GARDEN & PET CO | 1 | $36 | <0.01% | -1 | Timeline | ||
| LIONLIONSGATE STUDIOS CORP | 6 | $35 | <0.01% | new | Timeline | ||
| BYNDBEYOND MEAT INC | 10 | $35 | <0.01% | 0 | Timeline | ||
| QSQUANTUMSCAPE CORP | 5 | $34 | <0.01% | 0 | Timeline | ||
| AGIOAGIOS PHARMACEUTICALS INC | 1 | $34 | <0.01% | -1 | Timeline | ||
| HOPEHOPE BANCORP INC | 3 | $33 | <0.01% | -3 | Timeline | ||
| MMIMARCUS & MILLICHAP INC | 1 | $31 | <0.01% | -7 | Timeline | ||
| MCWMISTER CAR WASH INC | 5 | $31 | <0.01% | -12 | Timeline | ||
| GBTGGLOBAL BUSINESS TRAVEL GROUP | 4 | $26 | <0.01% | -3 | Timeline | ||
| PLUGPLUG PWR INC | 15 | $23 | <0.01% | 0 | Timeline | ||
| OLPXOLAPLEX HLDGS INC | 13 | $19 | <0.01% | 0 | Timeline | ||
| STGWSTAGWELL INC | 4 | $18 | <0.01% | -4 | Timeline | ||
| SNAPSNAP INC | 2 | $18 | <0.01% | -25 | Timeline | ||
| RKTROCKET COS INC | 1 | $15 | <0.01% | -2 | Timeline | ||
| HYLNHYLIION HOLDINGS CORP | 10 | $14 | <0.01% | 0 | Timeline | ||
| BLNKBLINK CHARGING CO | 10 | $10 | <0.01% | 0 | Timeline | ||
| LFSTLIFESTANCE HEALTH GROUP INC | 1 | $6 | <0.01% | -42 | Timeline | ||
| ABATAMERICAN BATTERY TECHNOLOGY | 2 | $4 | <0.01% | 0 | Timeline | ||
| CGCCANOPY GROWTH CORPORATION | 2 | $3 | <0.01% | 0 | Timeline | ||
| VXRTVAXART INC COM NEW (DE) | 3 | $2 | <0.01% | 0 | Timeline | ||
| CENNCENNTRO INC | 1 | $1 | <0.01% | 0 | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 145. All 145
| Security | Shares before | Value before | Type |
|---|---|---|---|
| YUMCYUM CHINA HLDGS INC | 4,320 | $225K | shares |
| ITAISHARES TR | 760 | $116K | shares |
| HAFNHAFNIA LTD | 25,974 | $108K | shares |
| ENBENBRIDGE INC | 1,023 | $45.3K | shares |
| IVEISHARES TR | 193 | $36.8K | shares |
| TIPISHARES TR | 303 | $33.7K | shares |
| ALBALBEMARLE CORP | 445 | $32K | shares |
| NGGNATIONAL GRID PLC | 449 | $29.5K | shares |
| BARRICK GOLD CORPBARRICK GOLD CORP | 1,375 | $26.7K | shares |
| XLESELECT SECTOR SPDR TR | 249 | $23.3K | shares |
| SPGPINVESCO EXCHANGE TRADED FD T | 165 | $16.5K | shares |
| HALHALLIBURTON CO | 536 | $13.6K | shares |
| DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES | 76 | $13K | shares |
| NVSNOVARTIS AG | 100 | $11.1K | shares |
| JOBYJOBY AVIATION INC | 1,800 | $10.8K | shares |
| JAAAJANUS DETROIT STR TR | 200 | $10.1K | shares |
| TRPTC ENERGY CORP | 200 | $9.44K | shares |
| IEIISHARES TR | 72 | $8.51K | shares |
| LQDISHARES TR | 78 | $8.48K | shares |
| NVRNVR INC | 1 | $7.25K | shares |
| CNXCCONCENTRIX CORP | 126 | $7.01K | shares |
| IQVIQVIA HLDGS INC | 39 | $6.88K | shares |
| TWSTTWIST BIOSCIENCE CORP | 150 | $5.89K | shares |
| IVWISHARES TR | 55 | $5.11K | shares |
| EXTREXTREME NETWORKS INC | 379 | $5.01K | shares |
| SPYVSPDR SERIES TRUST | 76 | $3.88K | shares |
| ENVAENOVA INTL INC | 38 | $3.67K | shares |
| TBILRBB FD INC | 64 | $3.2K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 36 | $2.54K | shares |
| FBNDFIDELITY MERRIMACK STR TR | 52 | $2.37K | shares |
| DLRDIGITAL RLTY TR INC | 16 | $2.29K | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 32 | $2.23K | shares |
| AMRXAMNEAL PHARMACEUTICALS INC | 266 | $2.23K | shares |
| SCHGSCHWAB STRATEGIC TR | 80 | $2.01K | shares |
| VALEVALE S A | 201 | $2.01K | shares |
| XBISPDR SERIES TRUST | 22 | $1.78K | shares |
| APLDAPPLIED DIGITAL CORP | 306 | $1.72K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 38 | $1.61K | shares |
| HYGISHARES TR | 20 | $1.58K | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 21 | $1.49K | shares |
| SONOSONOS INC | 132 | $1.41K | shares |
| CLOVCLOVER HEALTH INVESTMENTS CO | 392 | $1.41K | shares |
| ACHACCENDRA HEALTH INC | 154 | $1.39K | shares |
| NOVNOV INC | 85 | $1.29K | shares |
| BARKBARK INC | 913 | $1.27K | shares |
| REGNREGENERON PHARMACEUTICALS | 2 | $1.27K | shares |
| TFXTELEFLEX INCORPORATED | 8 | $1.11K | shares |
| BCBPBCB BANCORP INC | 110 | $1.08K | shares |
| SOBOSOUTH BOW CORP | 40 | $1.02K | shares |
| DESPEGAR COM CORPDESPEGAR COM CORP | 52 | $978 | shares |
| AYRO INCAYRO INC | 1,875 | $960 | shares |
| CZRCAESARS ENTERTAINMENT INC NE | 38 | $950 | shares |
| WBWEIBO CORP | 100 | $947 | shares |
| BFLYBUTTERFLY NETWORK INC | 403 | $919 | shares |
| WLKWESTLAKE CORPORATION | 9 | $901 | shares |
| GOGOGOGO INC | 100 | $862 | shares |
| UPLDUPLAND SOFTWARE INC | 300 | $858 | shares |
| LSCCLATTICE SEMICONDUCTOR CORP | 15 | $787 | shares |
| GSYINVESCO ACTIVELY MANAGED EXC | 15 | $752 | shares |
| BYLDISHARES TR | 32 | $718 | shares |
| NORDSTROM INCNORDSTROM INC | 25 | $612 | shares |
| MESOMESOBLAST LTD | 48 | $600 | shares |
| SMSM ENERGY COMPANY | 20 | $599 | shares |
| SPBSPECTRUM BRANDS HOLDINGS INC | 8 | $573 | shares |
| IOSPINNOSPEC INC | 6 | $569 | shares |
| NOGNORTHERN OIL & GAS INC | 18 | $545 | shares |
| RXRXRECURSION PHARMACEUTICALS IN | 100 | $529 | shares |
| MANMANPOWERGROUP INC WIS | 9 | $521 | shares |
| FROGJFROG LTD | 16 | $512 | shares |
| OGNORGANON & CO | 33 | $492 | shares |
| VSHVISHAY INTERTECHNOLOGY INC | 30 | $477 | shares |
| SOLARWINDS CORPSOLARWINDS CORP | 25 | $461 | shares |
| EFOREVERFORTH INC | 7 | $442 | shares |
| WENWENDYS CO | 30 | $439 | shares |
| KNDIKANDI TECHNOLOGIES GROUP INC | 300 | $426 | shares |
| MKSIMKS INC. | 5 | $401 | shares |
| PACTIV EVERGREEN INCPACTIV EVERGREEN INC | 22 | $397 | shares |
| ACIUAC IMMUNE SA | 200 | $374 | shares |
| RCATRED CAT HLDGS INC | 60 | $353 | shares |
| LNWOLIGHT & WONDER INC | 4 | $347 | shares |
| RXORXO INC | 18 | $344 | shares |
| DOCNDIGITALOCEAN HLDGS INC | 10 | $334 | shares |
| NOODLES & CONOODLES & CO | 300 | $327 | shares |
| ENPHENPHASE ENERGY INC | 5 | $311 | shares |
| ASTHASTRANA HEALTH INC | 10 | $311 | shares |
| GNTXGENTEX CORP | 13 | $303 | shares |
| RBARB GLOBAL INC | 3 | $301 | shares |
| H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC | 3 | $285 | shares |
| ARCBARCBEST CORP | 4 | $283 | shares |
| ECHOECHOSTAR CORP | 11 | $282 | shares |
| DIODDIODES INC | 6 | $260 | shares |
| AEOAMERICAN EAGLE OUTFITTERS IN | 22 | $256 | shares |
| VTGNVISTAGEN THERAPEUTICS INC | 100 | $250 | shares |
| MNDYMONDAY COM LTD | 1 | $244 | shares |
| AMKRAMKOR TECHNOLOGY INC | 13 | $235 | shares |
| SDRLSEADRILL LTD | 9 | $225 | shares |
| KNKNOWLES CORP | 14 | $213 | shares |
| PAYOPAYONEER GLOBAL INC | 29 | $212 | shares |
| AZTAAZENTA INC | 6 | $208 | shares |
| ACTGACACIA RESH CORP | 65 | $208 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001894302-25-000004 | base | 2025-07-15 | acceptance time not in the bulk data set |