Arkolith/Funds/SJS Investment Consulting Inc.

SJS Investment Consulting Inc.

CIK 1894302
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

SJS Investment Consulting Inc. holds a concentrated book of 2884 stocks worth $918.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Kestra Medical Technologies and trimmed Apple Inc. Their largest long position is Dimensional US Core Equity 2 at 45% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show SJS Investment Consulting Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
812
new positions
Added to
1,521
existing
Trimmed
440
reduced
Sold out
124
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.6%
+13.7%/yr · since Oct '24
Their reported book
+24.4%
held from quarter-end
S&P 500
+29.2%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
SJS Investment Consulting Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning SJS Investment Consulting Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
74%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
7%
Health Care
3%
Financials
3%
Industrials
2%
Consumer Discretionary
2%
Consumer Staples
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as SJS Investment Consulting Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$592.0B
ENVESTNET ASSET MANAGEMENT INC79 / 80$84.9B
LPL Financial LLC79 / 80$81.7B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$19.8B
OSAIC HOLDINGS, INC.79 / 80$17.7B
JPMORGAN CHASE & CO78 / 80$565.4B
ROYAL BANK OF CANADA78 / 80$167.0B
WELLS FARGO & COMPANY/MN78 / 80$162.4B

Ranked by how many of SJS Investment Consulting Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,884 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$416.0M9.38M
45.3%
+1.6%
Added · +146K sh
2Dimensional ETF Trust
INTL CORE EQUITY
$77.1M2.07M
8.4%
+5.8%
Added · +113K sh
3Dimensional ETF Trust
ULTR FIX INC ETF
$37.5M738.0K
4.1%
~0%
Added · +279 sh
4Vanguard Malvern FDS
CORE BD ETF
$37.4M484.5K
4.1%
+11%
Added · +47K sh
5Eli Lilly & Co
COM
$23.0M19.2K
2.5%
+0.3%
Added · +53 sh
6Vanguard Malvern FDS
STRM INFPROIDX
$21.1M420.2K
2.3%
+32%
Added · +101K sh
7Apple Inc
COM
$19.0M65.5K
2.1%
−1.4%
Reduced · −899 sh
8American Centy ETF TR
US EQT ETF
$18.5M144.7K
2.0%
+3.0%
Added · +4K sh
9American Centy ETF TR
AVANTIS EMGMKT
$18.0M186.6K
2.0%
+6.1%
Added · +11K sh
10Hormel Foods Corp
COM
$11.8M475.5K
1.3%
+0.3%
Added · +1K sh
11American Centy ETF TR
AVAN TOTA EQ ETF
$11.2M205.2K
1.2%
Held
12Dimensional ETF Trust
GLOBAL REAL EST
$11.0M378.8K
1.2%
+15%
Added · +49K sh
13Nvidia Corporation
COM
$9.8M49.2K
1.1%
−15%
Reduced · −9K sh
14Dimensional ETF Trust
WORLD EX US CORE
$9.6M260.3K
1.0%
−3.9%
Reduced · −11K sh
15Dimensional ETF Trust
US SUSTAINABILTY
$9.1M194.8K
1.0%
−7.4%
Reduced · −16K sh
16Vanguard Instl Index FD
0 3 MO TR BI ETF
$7.6M100.8K
0.8%
−13%
Reduced · −15K sh
17Dimensional ETF Trust
CORE FIXE IN ETF
$6.2M146.2K
0.7%
−24%
Reduced · −46K sh
18Alphabet Inc
CAP STK CL A
$5.5M15.4K
0.6%
−1.6%
Reduced · −245 sh
19American Centy ETF TR
INTL EQT ETF
$5.5M61.1K
0.6%
+5.6%
Added · +3K sh
20Alphabet Inc
CAP STK CL C
$4.5M12.6K
0.5%
+1.9%
Added · +231 sh
21Dimensional ETF Trust
EMERGING MKTS CO
$4.4M109.2K
0.5%
−1.9%
Reduced · −2K sh
22Dimensional ETF Trust
SHOR DUR FIX ETF
$4.2M87.1K
0.5%
−81%
Reduced · −368K sh
23Visa Inc
COM CL A
$3.8M11.0K
0.4%
+0.3%
Added · +29 sh
24Vanguard Whitehall FDS
INTL HIGH ETF
$3.6M36.6K
0.4%
Held
25Walmart Inc
COM
$3.4M29.6K
0.4%
+0.1%
Added · +22 sh
26Microsoft Corp
COM
$3.2M8.5K
0.3%
+3.0%
Added · +247 sh
27Andersons Inc
COM
$3.0M43.6K
0.3%
+8.9%
Added · +4K sh
28Amazon Com Inc
COM
$2.8M11.7K
0.3%
+1.9%
Added · +225 sh
29Wesbanco Inc
COM
$2.8M71.6K
0.3%
+0.3%
Added · +244 sh
30McDonalds Corp
COM
$2.5M9.3K
0.3%
−11%
Reduced · −1K sh
31Dimensional ETF Trust
US EQUI MARK ETF
$2.3M27.5K
0.2%
−11%
Reduced · −3K sh
32JPMorgan Chase & Co
COM
$2.1M6.3K
0.2%
+2.0%
Added · +123 sh
33Dimensional ETF Trust
US CORE EQT MKT
$1.8M35.8K
0.2%
22×
Added · +34K sh
34Sysco Corp
COM
$1.8M21.7K
0.2%
+0.5%
Added · +113 sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$1.7M2.3K
0.2%
−0.2%
Reduced · −4 sh
36Caterpillar Inc
COM
$1.6M1.5K
0.2%
+8.3%
Added · +116 sh
37Vanguard Mun BD FDS
CORE TAX EXEMPT
$1.6M20.4K
0.2%
+14%
Added · +3K sh
38Vanguard BD Index FDS
TOTAL BND MRKT
$1.5M20.2K
0.2%
+0.1%
Added · +27 sh
39Dimensional ETF Trust
US MKTWIDE VALUE
$1.4M26.2K
0.2%
Held
40Umb Finl Corp
COM
$1.4M10.1K
0.2%
−8.5%
Reduced · −936 sh
41Micron Technology Inc
COM
$1.3M1.1K
0.1%
−29%
Reduced · −461 sh
42Ge Vernova Inc
COM
$1.2M1.1K
0.1%
−8.5%
Reduced · −98 sh
43Exxon Mobil Corp
COM
$1.2M8.9K
0.1%
+2.9%
Added · +249 sh
44Procter & Gamble Co
COM
$1.2M8.2K
0.1%
+0.7%
Added · +61 sh
45Johnson & Johnson
COM
$1.1M4.5K
0.1%
+2.2%
Added · +98 sh
46Costco Wholesale Corporation
COM
$1.1M1.2K
0.1%
+0.7%
Added · +9 sh
47Dimensional ETF Trust
INTERNATNAL VAL
$1.1M20.8K
0.1%
−2.0%
Reduced · −420 sh
48Welltower Inc
COM
$1.1M4.7K
0.1%
+2.2%
Added · +102 sh
49Citigroup Inc
COM NEW
$1.0M7.4K
0.1%
+3.9%
Added · +281 sh
50Ishares TR
CORE S&P500 ETF
$1.0M1.3K
0.1%
−14%
Reduced · −227 sh
Showing 50 of 2,884 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 20263,488$918.7M13F-HR
Q1 2026Mar 31, 2026Apr 23, 20262,895$818.6M13F-HR
Q4 2025Dec 31, 2025Jan 21, 20262,890$790.4M13F-HR
Q3 2025Sep 30, 2025Oct 21, 20252,101$730.9M13F-HR
Q2 2025Jun 30, 2025Jul 15, 20251,801$630.4M13F-HR
Q1 2025Mar 31, 2025Apr 15, 20251,893$586.4M13F-HR
Q4 2024Dec 31, 2024Jan 21, 20251,875$579.1M13F-HR
Q3 2024Sep 30, 2024Oct 16, 20242,104$566.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.