StockDriftsStockDriftsTop 50 SJS Investment Consulting Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 45.28% | 9.38M | $416.0M | +1.58%(+146.06K) | $27.93(+64.87%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.39% | 2.07M | $77.1M | +5.77%(+112.89K) | $24.91(+57.84%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.08% | 738.0K | $37.5M | +0.04%(+279) | $50.71(+0.28%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 4.07% | 484.5K | $37.4M | +10.81%(+47.24K) | $77.42(-1.78%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.5% | 19.2K | $23.0M | +0.28%(+53) | $276.24(+326.94%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.3% | 420.2K | $21.1M | +31.55%(+100.78K) | $49.41(+0.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.06% | 65.5K | $19.0M | -1.35%(-899) | $177.97(+71.59%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.02% | 144.7K | $18.5M | +2.99%(+4.20K) | $99.96(+32.44%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 1.96% | 186.6K | $18.0M | +6.06%(+10.67K) | $62.10(+50.83%) | 2026-06-30 | |
| HRL | HORMEL FOODS CORP | 1.28% | 475.5K | $11.8M | +0.28%(+1.32K) | $43.98(-44.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.24% | — | — | +74.27% |
| Top 20 Holdings Unweighted | +12.69% | +43.12% | — | — | +65.17% |
SJS Investment Consulting Inc. reports $918.73M in US-listed equity holdings across 2,884 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (45.3%), DFIC (8.4%) and DUSB (4.1%). The top 20 holdings account for 82.63% of reported assets. Its disclosed equity book has returned +52.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SJS Investment Consulting Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1894302). View SJS Investment Consulting Inc.’s 13F filings on SEC