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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1894302/holdings"
Use Arkolith to show SJS Investment Consulting Inc.'s latest holdings, largest changes, and filing provenance.
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.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as SJS Investment Consulting Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $592.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $84.9B |
| LPL Financial LLC | 79 / 80 | $81.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $19.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.7B |
| JPMORGAN CHASE & CO | 78 / 80 | $565.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $167.0B |
| WELLS FARGO & COMPANY/MN | 78 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $416.0M | 9.38M | 45.3% | ▲+1.6% Added · +146K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $77.1M | 2.07M | 8.4% | ▲+5.8% Added · +113K sh | |
| 3 | Dimensional ETF Trust ULTR FIX INC ETF | $37.5M | 738.0K | 4.1% | ▲~0% Added · +279 sh | |
| 4 | Vanguard Malvern FDS CORE BD ETF | $37.4M | 484.5K | 4.1% | ▲+11% Added · +47K sh | |
| 5 | Eli Lilly & Co COM | $23.0M | 19.2K | 2.5% | ▲+0.3% Added · +53 sh | |
| 6 | Vanguard Malvern FDS STRM INFPROIDX | $21.1M | 420.2K | 2.3% | ▲+32% Added · +101K sh | |
| 7 | Apple Inc COM | $19.0M | 65.5K | 2.1% | ▼−1.4% Reduced · −899 sh | |
| 8 | American Centy ETF TR US EQT ETF | $18.5M | 144.7K | 2.0% | ▲+3.0% Added · +4K sh | |
| 9 | American Centy ETF TR AVANTIS EMGMKT | $18.0M | 186.6K | 2.0% | ▲+6.1% Added · +11K sh | |
| 10 | Hormel Foods Corp COM | $11.8M | 475.5K | 1.3% | ▲+0.3% Added · +1K sh | |
| 11 | American Centy ETF TR AVAN TOTA EQ ETF | $11.2M | 205.2K | 1.2% | —Held | |
| 12 | Dimensional ETF Trust GLOBAL REAL EST | $11.0M | 378.8K | 1.2% | ▲+15% Added · +49K sh | |
| 13 | Nvidia Corporation COM | $9.8M | 49.2K | 1.1% | ▼−15% Reduced · −9K sh | |
| 14 | Dimensional ETF Trust WORLD EX US CORE | $9.6M | 260.3K | 1.0% | ▼−3.9% Reduced · −11K sh | |
| 15 | Dimensional ETF Trust US SUSTAINABILTY | $9.1M | 194.8K | 1.0% | ▼−7.4% Reduced · −16K sh | |
| 16 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $7.6M | 100.8K | 0.8% | ▼−13% Reduced · −15K sh | |
| 17 | Dimensional ETF Trust CORE FIXE IN ETF | $6.2M | 146.2K | 0.7% | ▼−24% Reduced · −46K sh | |
| 18 | Alphabet Inc CAP STK CL A | $5.5M | 15.4K | 0.6% | ▼−1.6% Reduced · −245 sh | |
| 19 | American Centy ETF TR INTL EQT ETF | $5.5M | 61.1K | 0.6% | ▲+5.6% Added · +3K sh | |
| 20 | Alphabet Inc CAP STK CL C | $4.5M | 12.6K | 0.5% | ▲+1.9% Added · +231 sh | |
| 21 | Dimensional ETF Trust EMERGING MKTS CO | $4.4M | 109.2K | 0.5% | ▼−1.9% Reduced · −2K sh | |
| 22 | Dimensional ETF Trust SHOR DUR FIX ETF | $4.2M | 87.1K | 0.5% | ▼−81% Reduced · −368K sh | |
| 23 | Visa Inc COM CL A | $3.8M | 11.0K | 0.4% | ▲+0.3% Added · +29 sh | |
| 24 | Vanguard Whitehall FDS INTL HIGH ETF | $3.6M | 36.6K | 0.4% | —Held | |
| 25 | Walmart Inc COM | $3.4M | 29.6K | 0.4% | ▲+0.1% Added · +22 sh | |
| 26 | Microsoft Corp COM | $3.2M | 8.5K | 0.3% | ▲+3.0% Added · +247 sh | |
| 27 | Andersons Inc COM | $3.0M | 43.6K | 0.3% | ▲+8.9% Added · +4K sh | |
| 28 | Amazon Com Inc COM | $2.8M | 11.7K | 0.3% | ▲+1.9% Added · +225 sh | |
| 29 | Wesbanco Inc COM | $2.8M | 71.6K | 0.3% | ▲+0.3% Added · +244 sh | |
| 30 | McDonalds Corp COM | $2.5M | 9.3K | 0.3% | ▼−11% Reduced · −1K sh | |
| 31 | Dimensional ETF Trust US EQUI MARK ETF | $2.3M | 27.5K | 0.2% | ▼−11% Reduced · −3K sh | |
| 32 | JPMorgan Chase & Co COM | $2.1M | 6.3K | 0.2% | ▲+2.0% Added · +123 sh | |
| 33 | Dimensional ETF Trust US CORE EQT MKT | $1.8M | 35.8K | 0.2% | ▲22× Added · +34K sh | |
| 34 | Sysco Corp COM | $1.8M | 21.7K | 0.2% | ▲+0.5% Added · +113 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.7M | 2.3K | 0.2% | ▼−0.2% Reduced · −4 sh | |
| 36 | Caterpillar Inc COM | $1.6M | 1.5K | 0.2% | ▲+8.3% Added · +116 sh | |
| 37 | Vanguard Mun BD FDS CORE TAX EXEMPT | $1.6M | 20.4K | 0.2% | ▲+14% Added · +3K sh | |
| 38 | Vanguard BD Index FDS TOTAL BND MRKT | $1.5M | 20.2K | 0.2% | ▲+0.1% Added · +27 sh | |
| 39 | Dimensional ETF Trust US MKTWIDE VALUE | $1.4M | 26.2K | 0.2% | —Held | |
| 40 | Umb Finl Corp COM | $1.4M | 10.1K | 0.2% | ▼−8.5% Reduced · −936 sh | |
| 41 | Micron Technology Inc COM | $1.3M | 1.1K | 0.1% | ▼−29% Reduced · −461 sh | |
| 42 | Ge Vernova Inc COM | $1.2M | 1.1K | 0.1% | ▼−8.5% Reduced · −98 sh | |
| 43 | Exxon Mobil Corp COM | $1.2M | 8.9K | 0.1% | ▲+2.9% Added · +249 sh | |
| 44 | Procter & Gamble Co COM | $1.2M | 8.2K | 0.1% | ▲+0.7% Added · +61 sh | |
| 45 | Johnson & Johnson COM | $1.1M | 4.5K | 0.1% | ▲+2.2% Added · +98 sh | |
| 46 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.1% | ▲+0.7% Added · +9 sh | |
| 47 | Dimensional ETF Trust INTERNATNAL VAL | $1.1M | 20.8K | 0.1% | ▼−2.0% Reduced · −420 sh | |
| 48 | Welltower Inc COM | $1.1M | 4.7K | 0.1% | ▲+2.2% Added · +102 sh | |
| 49 | Citigroup Inc COM NEW | $1.0M | 7.4K | 0.1% | ▲+3.9% Added · +281 sh | |
| 50 | Ishares TR CORE S&P500 ETF | $1.0M | 1.3K | 0.1% | ▼−14% Reduced · −227 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 3,488 | $918.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 2,895 | $818.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 2,890 | $790.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 2,101 | $730.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 1,801 | $630.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 1,893 | $586.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 1,875 | $579.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 2,104 | $566.7M | 13F-HR |
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.