SJS Investment Consulting Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), SJS Investment Consulting Inc. reported 2,883 stock positions worth $918.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 45.3% of the portfolio, followed by Dimensional International (DFIC, 8.4%) and Dimension Ultrashort Fi ETF (DUSB, 4.1%). Compared with Q1 2026, it opened 526 new positions, sold out of 118, added to 1,515 and reduced 448. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +2%) and the biggest sale Dimensional Short Duration (DFSD, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $918.7M (Q2 2026)
- SEC Filing
- 0001894302-26-000005 ↗ filed Jul 22, 2026
Holdings Value
Holdings 2,883 stocks · $918.7M
| DFAC Dimensional US Core Equity 2 | 45.28% | 9,377,832 | $416.0M | Add +1.6% |
| DFIC Dimensional International Co. | 8.39% | 2,069,299 | $77.1M | Add +5.8% |
| DUSB Dimension Ultrashort Fi ETF | 4.08% | 737,985 | $37.5M | Add +0.0% |
| VCRB Vanguard Core Bond ETF | 4.07% | 484,453 | $37.4M | Add +10.8% |
| LLY Eli Lilly & Co. | 2.50% | 19,153 | $23.0M | Add +0.3% |
| VTIP Vanguard Short-Term Tips | 2.30% | 420,192 | $21.1M | Add +31.6% |
| AAPL Apple Inc. | 2.06% | 65,502 | $19.0M | Reduce -1.4% |
| AVUS Avantis U.S. Equity ETF | 2.02% | 144,667 | $18.5M | Add +3.0% |
| AVEM Avantis Emerging Markets Eq | 1.96% | 186,638 | $18.0M | Add +6.1% |
| HRL Hormel Foods Corp. | 1.28% | 475,479 | $11.8M | Add +0.3% |
| AVTM Avantis Total Equity ETF | 1.22% | 205,237 | $11.2M | No change |
| DFGR Dim Global Real Estate ETF | 1.19% | 378,778 | $11.0M | Add +14.9% |
| NVDA Nvidia Corp. | 1.07% | 49,169 | $9.8M | Reduce -15.3% |
| DFAX Dimensional World Ex US Core | 1.04% | 260,306 | $9.6M | Reduce -3.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.99% | 194,776 | $9.1M | Reduce -7.4% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.83% | 100,758 | $7.6M | Reduce -12.7% |
| DFCF Dimensional Core Fixed Inc. | 0.67% | 146,198 | $6.2M | Reduce -23.9% |
| GOOGL Alphabet Inc. Class A | 0.60% | 15,362 | $5.5M | Reduce -1.6% |
| AVDE Avantis International Equity | 0.59% | 61,103 | $5.5M | Add +5.6% |
| GOOG Alphabet Inc. Class C | 0.49% | 12,636 | $4.5M | Add +1.9% |
| DFEM Dimensional Emrg MRKT Core | 0.48% | 109,192 | $4.4M | Reduce -1.9% |
| DFSD Dimensional Short Duration | 0.45% | 87,060 | $4.2M | Reduce -80.9% |
| V Visa Inc. Class A | 0.41% | 11,046 | $3.8M | Add +0.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.39% | 36,649 | $3.6M | No change |
| WMT Walmart Inc. | 0.36% | 29,602 | $3.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.35% | 8,518 | $3.2M | Add +3.0% |
| ANDE The Andersons Inc. | 0.32% | 43,555 | $3.0M | Add +8.9% |
| AMZN Amazon.com Inc. | 0.30% | 11,743 | $2.8M | Add +1.9% |
| WSBC Wesbanco Inc. | 0.30% | 71,568 | $2.8M | Add +0.3% |
| MCD McDonald's Corp. | 0.27% | 9,331 | $2.5M | Reduce -11.5% |
| DFUS Dimensional US Eq MKT ETF | 0.25% | 27,525 | $2.3M | Reduce -10.6% |
| JPM JPMorgan Chase & Co. | 0.22% | 6,304 | $2.1M | Add +2.0% |
| DFAU Dimensional US Core Equity M | 0.20% | 35,752 | $1.8M | Add +2090.7% |
| SYY Sysco Corp. | 0.20% | 21,726 | $1.8M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 2,288 | $1.7M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.17% | 1,504 | $1.6M | Add +8.4% |
| VCRM Vanguard Core Tax-Ex Bond | 0.17% | 20,403 | $1.6M | Add +14.0% |
| BND Vanguard Total Bond Market | 0.16% | 20,216 | $1.5M | Add +0.1% |
| DFUV Dimensional US Marketwide Va | 0.16% | 26,169 | $1.4M | No change |
| UMBF Umb Financial Corp. | 0.16% | 10,063 | $1.4M | Reduce -8.5% |
| MU Micron Technology Inc. | 0.14% | 1,144 | $1.3M | Reduce -28.7% |
| GEV GE Vernova Inc. | 0.13% | 1,054 | $1.2M | Reduce -8.5% |
| XOM Exxon Mobil Corp. | 0.13% | 8,942 | $1.2M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.13% | 8,229 | $1.2M | Add +0.8% |
| JNJ Johnson & Johnson | 0.12% | 4,507 | $1.1M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.12% | 1,216 | $1.1M | Add +0.8% |
| DFIV Dimensional International Va | 0.12% | 20,785 | $1.1M | Reduce -2.0% |
| WELL Welltower Inc. | 0.12% | 4,706 | $1.1M | Add +2.2% |
| C Citigroup Inc. | 0.11% | 7,427 | $1.0M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,347 | $1.0M | Reduce -14.4% |
| VXUS Vanguard Total Intl Stock | 0.11% | 11,500 | $983K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 2,050 | $979K | Reduce -12.8% |
| SCHW Schwab (charles) Corp. | 0.11% | 10,497 | $969K | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 2,598 | $961K | Add +7.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.10% | 46,196 | $941K | Add +36.1% |
| TSLA Tesla Inc. | 0.10% | 2,228 | $937K | Reduce -3.3% |
| BSCT Invesco Bulletshares 2029 CB | 0.10% | 50,247 | $933K | Add +36.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 4,180 | $911K | No change |
| AVGO Broadcom Inc. | 0.10% | 2,395 | $905K | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,206 | $888K | Reduce -2.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.10% | 44,583 | $874K | Add +39.9% |
| NEE Nextera Energy Inc. | 0.09% | 9,225 | $810K | Add +4.2% |
| AAOI Applied Optoelectronics Inc. | 0.09% | 5,441 | $806K | Add +1109.1% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,170 | $804K | Add +9.4% |
| HD Home Depot Inc. | 0.09% | 2,265 | $799K | Add +5.0% |
| DFAS Dimensional US Small Cap ETF | 0.08% | 9,354 | $770K | Reduce -4.8% |
| CVX Chevron Corp. | 0.08% | 4,615 | $765K | Add +7.9% |
| AMD Advanced Micro Devices | 0.08% | 1,313 | $763K | Reduce -15.0% |
| LRCX Lam Research Corp. | 0.08% | 1,754 | $760K | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.08% | 1,348 | $759K | Add +2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $749K | No change |
| DELL Dell Technologies -C | 0.08% | 1,732 | $747K | Reduce -22.9% |
| GWW WW Grainger Inc. | 0.08% | 531 | $722K | Reduce -1.1% |
| LIN Linde PLC | 0.07% | 1,301 | $675K | Reduce -1.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.07% | 7,000 | $664K | No change |
| CSCO Cisco Systems Inc. | 0.07% | 5,618 | $660K | Add +3.2% |
| DFAE Dimensional Emerging Core Eq | 0.07% | 16,013 | $644K | No change |
| VRT Vertiv Holdings Co. Class A | 0.07% | 1,916 | $642K | Add +17.3% |
| VGT Vanguard Info Tech ETF | 0.07% | 5,251 | $628K | No change |
| MPC Marathon Petroleum Corp. | 0.07% | 2,423 | $619K | Add +1.4% |
| DTE DTE Energy Company | 0.07% | 4,041 | $616K | Add +8.1% |
| VZ Verizon Communications Inc. | 0.06% | 14,085 | $596K | Reduce -4.5% |
| SLS Sellas Life Sciences Group I | 0.06% | 40,000 | $590K | Add +60.0% |
| EMR Emerson Electric Co. | 0.06% | 3,900 | $558K | Reduce -2.5% |
| XLK SS Technology Select Sector | 0.06% | 2,868 | $546K | Reduce -1.0% |
| ICF iShares Select U.S. REIT ETF | 0.06% | 8,000 | $541K | Reduce -7.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.06% | 5,063 | $518K | Reduce -13.1% |
| BA The Boeing Co. | 0.06% | 2,359 | $511K | Add +4.8% |
| KMTS Kestra Medical Technologies | 0.06% | 20,060 | $510K | New |
| WDC Western Digital Corp. | 0.05% | 775 | $495K | Reduce -52.3% |
| BAC Bank of America Corp. | 0.05% | 8,665 | $494K | Add +6.5% |
| FSLR First Solar Inc. | 0.05% | 2,079 | $491K | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,741 | $489K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.05% | 1,943 | $489K | Add +8.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,539 | $467K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 1,239 | $463K | Add +2.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 9,946 | $453K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.05% | 10,000 | $449K | No change |
| SNDK Sandisk Corp. | 0.05% | 194 | $441K | Reduce -7.6% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 13,177 | $439K | Add +43.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $17 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 59 | $17 | No change |
Total filed on the 13F, all lines: $918.7M.
Portfolio Sells Q1 2026 → Q2 2026
| DFSD Dimensional Short Duration | Reduce -80.9% | 0.45% | −2.21 |
| DFCF Dimensional Core Fixed Inc. | Reduce -23.9% | 0.67% | −0.32 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -12.7% | 0.83% | −0.24 |
| NVDA Nvidia Corp. | Reduce -15.3% | 1.07% | −0.17 |
| MCD McDonald's Corp. | Reduce -11.5% | 0.27% | −0.13 |
| DFAX Dimensional World Ex US Core | Reduce -3.9% | 1.04% | −0.08 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -7.4% | 0.99% | −0.07 |
| ETH Grayscale Ethereum Staking M | Reduce -99.8% | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -52.6% | 0.02% | −0.04 |
| VSDB Vanguard Short Dur Bond ETF | Sold out | 0.00% | −0.04 |
| IAUM iShares Gold Trust Micro | Reduce -33.3% | 0.03% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -4.5% | 0.06% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -10.6% | 0.25% | −0.02 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.02 |
| FCN Fti Consulting Inc. | Reduce -55.5% | 0.01% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -14.4% | 0.11% | −0.02 |
| KR Kroger Co. | Reduce -2.9% | 0.03% | −0.02 |
| DFIV Dimensional International Va | Reduce -2.0% | 0.12% | −0.01 |
| VTEI Vanguard Int Tax-Exempt Bond | Reduce -47.2% | 0.01% | −0.01 |
| ACN Accenture PLC Class A | Reduce -14.2% | 0.01% | −0.01 |
| CEG Constellation Energy | Reduce -90.0% | 0.00% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -38.1% | 0.01% | −0.01 |
| NOW ServiceNow Inc. | Reduce -52.0% | 0.01% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -80.4% | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -23.0% | 0.02% | −0.01 |
| ESPR Esperion Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.01 |
| ECL Ecolab Inc. | Reduce -80.9% | 0.00% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -68.7% | 0.00% | −0.01 |
| KKR KKR & Co. Inc. | Reduce -56.7% | 0.00% | −0.01 |
| TJX TJX Companies Inc. | Reduce -21.9% | 0.01% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -44.4% | 0.01% | −0.01 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Sold out | 0.00% | −0.01 |
| LIN Linde PLC | Reduce -1.6% | 0.07% | −0.01 |
| GAP The Gap Inc. | Reduce -48.2% | 0.00% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -7.5% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -7.8% | 0.03% | −0.01 |
| CSX CSX Corp. | Reduce -66.0% | 0.00% | −0.01 |
| LOPE Grand Canyon Education Inc. | Reduce -84.8% | 0.00% | −0.01 |
| GTM Zoominfo Technologies Inc. | Reduce -91.3% | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -15.1% | 0.01% | −0.01 |
| BR Broadridge Financial Solutio | Reduce -76.9% | 0.00% | −0.01 |
| SYK Stryker Corp. | Reduce -5.4% | 0.02% | −0.01 |
| FOXA Fox Corp. Class A | Reduce -93.7% | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.5% | 0.03% | −0.01 |
| NFLX Netflix Inc. | Reduce -18.2% | 0.01% | −0.01 |
| SF Stifel Financial Corp. | Reduce -36.9% | 0.01% | −0.01 |
| STN Stantec Inc. | Reduce -20.3% | 0.01% | −0.01 |
| COP Conocophillips | Reduce -0.1% | 0.01% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +1.6% | 45.28% | +1.46 |
| LLY Eli Lilly & Co. | Add +0.3% | 2.50% | +0.35 |
| VTIP Vanguard Short-Term Tips | Add +31.6% | 2.30% | +0.35 |
| AVEM Avantis Emerging Markets Eq | Add +6.1% | 1.96% | +0.23 |
| DFAU Dimensional US Core Equity M | Add +2090.7% | 0.20% | +0.19 |
| DFGR Dim Global Real Estate ETF | Add +14.9% | 1.19% | +0.12 |
| AVUS Avantis U.S. Equity ETF | Add +3.0% | 2.02% | +0.11 |
| AAOI Applied Optoelectronics Inc. | Add +1109.1% | 0.09% | +0.08 |
| KMTS Kestra Medical Technologies | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +8.4% | 0.17% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.49% | +0.05 |
| SLS Sellas Life Sciences Group I | Add +60.0% | 0.06% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | New | 0.02% | +0.02 |
| ETHA iShares Ethereum Trust ETF | Add +858.2% | 0.03% | +0.02 |
| STX Seagate Technology Holdings | Add +70.5% | 0.03% | +0.02 |
| CSCO Cisco Systems Inc. | Add +3.2% | 0.07% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +17.3% | 0.07% | +0.02 |
| BSCR Invesco Bulletshares 2027 CB | Add +39.9% | 0.10% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +36.5% | 0.10% | +0.02 |
| BSCS Invesco Bulletshares 2028 CB | Add +36.1% | 0.10% | +0.02 |
| GLW Corning Inc. | Add +49.4% | 0.03% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +86.5% | 0.02% | +0.01 |
| C Citigroup Inc. | Add +3.9% | 0.11% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.9% | 0.30% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +75.5% | 0.02% | +0.01 |
| MRVL Marvell Technology Inc. | Add +177.2% | 0.01% | +0.01 |
| FHB First Hawaiian Inc. | Add +1758.2% | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.5% | 0.10% | +0.01 |
| APH Amphenol Corp. Class A | Add +9.6% | 0.04% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +9.4% | 0.09% | +0.01 |
| SYY Sysco Corp. | Add +0.5% | 0.20% | +0.01 |
| TXN Texas Instruments Inc. | Add +3.0% | 0.03% | +0.01 |
| CAG Conagra Brands Inc. | Add +994.8% | 0.01% | +0.01 |
| GE General Electric | Add +2.4% | 0.05% | +0.01 |
| FBIN Fortune Brands Innovations I | Add +11633.3% | 0.01% | +0.01 |
| ARM Arm Holdings PLC-ADR | Add +764.0% | 0.01% | +0.01 |
| WCN Waste Connections Inc. | Add +975.6% | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +22.4% | 0.03% | +0.01 |
| NHC National Healthcare Corp. | Add +2.4% | 0.04% | +0.01 |
| ADP Automatic Data Processing | Add +25.3% | 0.04% | +0.01 |
| SMG Scotts Miracle-Gro Co. | Add +16483.3% | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +157.2% | 0.01% | +0.01 |
| CRBG Corebridge Financial Inc. | Add +2339.6% | 0.01% | +0.01 |
| OZK Bank Ozk | Add +247.3% | 0.01% | +0.01 |
| FLO Flowers Foods Inc. | Add +23238.2% | 0.01% | +0.01 |
| FND Floor & Decor Holdings Inc. Class A | Add +8666.7% | 0.01% | +0.01 |
| RPM RPM International Inc. | Add +400.0% | 0.01% | +0.01 |
| A Agilent Technologies Inc. | Add +126.0% | 0.01% | +0.01 |
| VOYA Voya Financial Inc. | Add +955.9% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,883 | $918.7M | DFAC, DFIC, DUSB, VCRB, LLY |
| Q1 2026 | 2,472 | $818.6M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q4 2025 | 2,087 | $790.4M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q3 2025 | 1,634 | $730.9M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q2 2025 | 1,548 | $630.4M | DFAC, DFIC, DUSB, VCRB, DFSD |
| Q1 2025 | 1,601 | $586.4M | DFAC, DFIC, DUSB, DFSD, LLY |
| Q4 2024 | 1,599 | $579.1M | DFAC, DFIC, DFSD, AAPL, HRL |
| Q3 2024 | 1,657 | $566.7M | DFAC, DFIC, LLY, DFSD, HRL |
| Q2 2024 | 1,660 | $516.3M | DFAC, DFIC, LLY, DFSD, HRL |
| Q1 2024 | 1,645 | $500.6M | DFAC, DFIC, HRL, LLY, DFSD |