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SJS Investment Consulting Inc.

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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.

Back to all 1,548 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
YUMCYUM CHINA HLDGS INC4,320$225Kshares
ITAISHARES TR760$116Kshares
HAFNHAFNIA LTD25,974$108Kshares
ENBENBRIDGE INC1,023$45.3Kshares
IVEISHARES TR193$36.8Kshares
TIPISHARES TR303$33.7Kshares
ALBALBEMARLE CORP445$32Kshares
NGGNATIONAL GRID PLC449$29.5Kshares
BARRICK GOLD CORPBARRICK GOLD CORP1,375$26.7Kshares
XLESELECT SECTOR SPDR TR249$23.3Kshares
SPGPINVESCO EXCHANGE TRADED FD T165$16.5Kshares
HALHALLIBURTON CO536$13.6Kshares
DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES76$13Kshares
NVSNOVARTIS AG100$11.1Kshares
JOBYJOBY AVIATION INC1,800$10.8Kshares
JAAAJANUS DETROIT STR TR200$10.1Kshares
TRPTC ENERGY CORP200$9.44Kshares
IEIISHARES TR72$8.51Kshares
LQDISHARES TR78$8.48Kshares
NVRNVR INC1$7.25Kshares
CNXCCONCENTRIX CORP126$7.01Kshares
IQVIQVIA HLDGS INC39$6.88Kshares
TWSTTWIST BIOSCIENCE CORP150$5.89Kshares
IVWISHARES TR55$5.11Kshares
EXTREXTREME NETWORKS INC379$5.01Kshares
SPYVSPDR SERIES TRUST76$3.88Kshares
ENVAENOVA INTL INC38$3.67Kshares
TBILRBB FD INC64$3.2Kshares
LYBLYONDELLBASELL INDUSTRIES NV36$2.54Kshares
FBNDFIDELITY MERRIMACK STR TR52$2.37Kshares
DLRDIGITAL RLTY TR INC16$2.29Kshares
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC32$2.23Kshares
AMRXAMNEAL PHARMACEUTICALS INC266$2.23Kshares
SCHGSCHWAB STRATEGIC TR80$2.01Kshares
VALEVALE S A201$2.01Kshares
XBISPDR SERIES TRUST22$1.78Kshares
APLDAPPLIED DIGITAL CORP306$1.72Kshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW38$1.61Kshares
HYGISHARES TR20$1.58Kshares
BMRNBIOMARIN PHARMACEUTICAL INC21$1.49Kshares
SONOSONOS INC132$1.41Kshares
CLOVCLOVER HEALTH INVESTMENTS CO392$1.41Kshares
ACHACCENDRA HEALTH INC154$1.39Kshares
NOVNOV INC85$1.29Kshares
BARKBARK INC913$1.27Kshares
REGNREGENERON PHARMACEUTICALS2$1.27Kshares
TFXTELEFLEX INCORPORATED8$1.11Kshares
BCBPBCB BANCORP INC110$1.08Kshares
SOBOSOUTH BOW CORP40$1.02Kshares
DESPEGAR COM CORPDESPEGAR COM CORP52$978shares
AYRO INCAYRO INC1,875$960shares
CZRCAESARS ENTERTAINMENT INC NE38$950shares
WBWEIBO CORP100$947shares
BFLYBUTTERFLY NETWORK INC403$919shares
WLKWESTLAKE CORPORATION9$901shares
GOGOGOGO INC100$862shares
UPLDUPLAND SOFTWARE INC300$858shares
LSCCLATTICE SEMICONDUCTOR CORP15$787shares
GSYINVESCO ACTIVELY MANAGED EXC15$752shares
BYLDISHARES TR32$718shares
NORDSTROM INCNORDSTROM INC25$612shares
MESOMESOBLAST LTD48$600shares
SMSM ENERGY COMPANY20$599shares
SPBSPECTRUM BRANDS HOLDINGS INC8$573shares
IOSPINNOSPEC INC6$569shares
NOGNORTHERN OIL & GAS INC18$545shares
RXRXRECURSION PHARMACEUTICALS IN100$529shares
MANMANPOWERGROUP INC WIS9$521shares
FROGJFROG LTD16$512shares
OGNORGANON & CO33$492shares
VSHVISHAY INTERTECHNOLOGY INC30$477shares
SOLARWINDS CORPSOLARWINDS CORP25$461shares
EFOREVERFORTH INC7$442shares
WENWENDYS CO30$439shares
KNDIKANDI TECHNOLOGIES GROUP INC300$426shares
MKSIMKS INC.5$401shares
PACTIV EVERGREEN INCPACTIV EVERGREEN INC22$397shares
ACIUAC IMMUNE SA200$374shares
RCATRED CAT HLDGS INC60$353shares
LNWOLIGHT & WONDER INC4$347shares
RXORXO INC18$344shares
DOCNDIGITALOCEAN HLDGS INC10$334shares
NOODLES & CONOODLES & CO300$327shares
ENPHENPHASE ENERGY INC5$311shares
ASTHASTRANA HEALTH INC10$311shares
GNTXGENTEX CORP13$303shares
RBARB GLOBAL INC3$301shares
H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC3$285shares
ARCBARCBEST CORP4$283shares
ECHOECHOSTAR CORP11$282shares
DIODDIODES INC6$260shares
AEOAMERICAN EAGLE OUTFITTERS IN22$256shares
VTGNVISTAGEN THERAPEUTICS INC100$250shares
MNDYMONDAY COM LTD1$244shares
AMKRAMKOR TECHNOLOGY INC13$235shares
SDRLSEADRILL LTD9$225shares
KNKNOWLES CORP14$213shares
PAYOPAYONEER GLOBAL INC29$212shares
AZTAAZENTA INC6$208shares
ACTGACACIA RESH CORP65$208shares
LXRXLEXICON PHARMACEUTICALS INC400$185shares
BBWIBATH & BODY WORKS INC6$182shares
WHRWHIRLPOOL CORP2$181shares
SITIO ROYALTIES CORPSITIO ROYALTIES CORP9$179shares
VRTSVIRTUS INVT PARTNERS INC1$173shares
ALGNALIGN TECHNOLOGY INC1$159shares
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO18$146shares
UPSTUPSTART HLDGS INC3$139shares
MAGNMAGNERA CORP7$128shares
CWHCAMPING WORLD HLDGS INC7$114shares
STNGSCORPIO TANKERS INC3$113shares
THSTREEHOUSE FOODS INC4$109shares
VERINT SYS INCVERINT SYS INC6$108shares
BEAMBEAM THERAPEUTICS INC5$98shares
HLIOHELIOS TECHNOLOGIES INC3$97shares
PATTERSON COS INCPATTERSON COS INC3$94shares
TDCTERADATA CORP DEL4$90shares
INFORMATICA INCINFORMATICA INC5$88shares
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP9$80shares
TNCTENNANT CO1$80shares
TALOTALOS ENERGY INC8$78shares
PALATIN TECHNOLOGIES INCPALATIN TECHNOLOGIES INC120$70shares
UDMYUDEMY INC8$63shares
ENRENERGIZER HLDGS INC2$60shares
FOOT LOCKER INCFOOT LOCKER INC4$57shares
SCLSTEPAN CO1$56shares
SHOOMADDEN STEVEN LTD2$54shares
DNOWDNOW INC3$52shares
ACLSAXCELIS TECHNOLOGIES INC1$50shares
SONSONOCO PRODS CO1$48shares
GSATGLOBALSTAR INC2$42shares
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP5$40shares
AVTRAVANTOR INC2$33shares
KLICKULICKE & SOFFA INDS INC1$33shares
WWAYFAIR INC1$33shares
TDOCTELADOC HEALTH INC4$32shares
IBRXIMMUNITYBIO INC9$28shares
RPDRAPID7 INC1$27shares
UCTTULTRA CLEAN HLDGS INC1$22shares
RVLVREVOLVE GROUP INC1$22shares
CONTEXTLOGIC INCCONTEXTLOGIC INC1$7shares
AYTUAYTU BIOPHARMA INC5$6shares
NTRPNEXTTRIP INC1$6shares
OCEANPAL INCOCEANPAL INC1$1shares
NUVEEN CR STRATEGIES INCOMENUVEEN CR STRATEGIES INCOME330$0shares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001894302-25-000004 base2025-07-15acceptance time not in the bulk data set