SJS Investment Consulting Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), SJS Investment Consulting Inc. reported 1,645 stock positions worth $500.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 57.7% of the portfolio, followed by Dimensional International (DFIC, 7.6%) and Hormel Foods (HRL, 3.2%). Compared with Q4 2023, it opened 78 new positions, sold out of 52, added to 536 and reduced 459. The biggest buy was Dimensional International (DFIC, shares +17%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $500.6M (Q1 2024)
- SEC Filing
- 0001894302-24-000003 ↗ filed Apr 18, 2024
Holdings Value
Holdings 1,645 stocks · $500.6M
| DFAC Dimensional US Core Equity 2 | 57.69% | 9,038,695 | $288.8M | Add +1.3% |
| DFIC Dimensional International Co. | 7.60% | 1,421,686 | $38.0M | Add +16.7% |
| HRL Hormel Foods Corp. | 3.17% | 454,273 | $15.8M | Add +1.0% |
| LLY Eli Lilly & Co. | 2.96% | 19,053 | $14.8M | Add +1.2% |
| DFSD Dimensional Short Duration | 2.78% | 295,356 | $13.9M | Add +10.6% |
| AAPL Apple Inc. | 1.97% | 57,447 | $9.9M | Reduce -0.6% |
| DFAX Dimensional World Ex US Core | 1.74% | 341,759 | $8.7M | Add +0.0% |
| BND Vanguard Total Bond Market | 1.53% | 105,530 | $7.7M | Add +18.7% |
| DFCF Dimensional Core Fixed Inc. | 1.50% | 179,573 | $7.5M | Add +7.2% |
| NVDA Nvidia Corp. | 1.11% | 6,137 | $5.5M | Add +11.6% |
| AVEM Avantis Emerging Markets Eq | 1.02% | 88,467 | $5.1M | Add +29.2% |
| DFGR Dim Global Real Estate ETF | 0.78% | 153,021 | $3.9M | Add +109.5% |
| VTIP Vanguard Short-Term Tips | 0.73% | 76,734 | $3.7M | Add +29.7% |
| MSFT Microsoft Corp. | 0.67% | 8,010 | $3.4M | Add +3.4% |
| DFEM Dimensional Emrg MRKT Core | 0.62% | 120,955 | $3.1M | Add +22.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.60% | 86,647 | $3.0M | Add +256.1% |
| V Visa Inc. Class A | 0.59% | 10,630 | $3.0M | Add +4.3% |
| MCD McDonald's Corp. | 0.57% | 10,141 | $2.9M | Add +0.3% |
| ANDE The Andersons Inc. | 0.46% | 39,956 | $2.3M | No change |
| AVDE Avantis International Equity | 0.43% | 33,806 | $2.2M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.42% | 13,748 | $2.1M | Add +9.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 30,000 | $2.1M | No change |
| PEP Pepsico Inc. | 0.40% | 11,567 | $2.0M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 0.35% | 9,669 | $1.7M | Add +4.8% |
| SYY Sysco Corp. | 0.34% | 21,178 | $1.7M | Add +0.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.34% | 27,153 | $1.7M | New |
| GOOGL Alphabet Inc. Class A | 0.34% | 11,285 | $1.7M | Reduce -14.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.33% | 32,944 | $1.7M | Add +28.7% |
| DFUV Dimensional US Marketwide Va | 0.31% | 37,466 | $1.5M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.23% | 19,800 | $1.1M | No change |
| ALKT Alkami Technology Inc. | 0.17% | 34,800 | $855K | Reduce -46.3% |
| XOM Exxon Mobil Corp. | 0.16% | 6,939 | $807K | Add +3.9% |
| DFAS Dimensional US Small Cap ETF | 0.15% | 12,161 | $758K | No change |
| COST Costco Wholesale Corp. | 0.14% | 987 | $723K | Add +4.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.14% | 16,140 | $680K | Reduce -49.3% |
| PFC Premier Financial Corp. | 0.13% | 32,954 | $669K | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 2,429 | $631K | Add +6.1% |
| ICF iShares Select U.S. REIT ETF | 0.12% | 10,770 | $621K | Reduce -17.6% |
| PG The Procter & Gamble Co. | 0.12% | 3,764 | $611K | Reduce -2.4% |
| YUM Yum! Brands Inc. | 0.12% | 4,337 | $601K | Add +0.0% |
| AMD Advanced Micro Devices | 0.12% | 3,297 | $595K | Add +36.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.12% | 11,632 | $576K | Reduce -8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 3,500 | $570K | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,078 | $564K | Add +0.1% |
| VCRB Vanguard Core Bond ETF | 0.11% | 7,153 | $547K | New |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.11% | 7,000 | $532K | No change |
| JPM JPMorgan Chase & Co. | 0.10% | 2,615 | $524K | Add +12.0% |
| MPC Marathon Petroleum Corp. | 0.10% | 2,541 | $512K | Add +6.0% |
| JNJ Johnson & Johnson | 0.10% | 3,205 | $507K | Add +0.3% |
| HD Home Depot Inc. | 0.10% | 1,313 | $504K | Add +2.0% |
| CAT Caterpillar Inc. | 0.10% | 1,369 | $502K | Add +7.3% |
| IVV iShares Core S&P 500 ETF | 0.09% | 861 | $453K | Add +1.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 7,807 | $449K | Reduce -2.1% |
| DTE DTE Energy Company | 0.08% | 3,668 | $411K | Add +0.1% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 16,000 | $396K | No change |
| VXUS Vanguard Total Intl Stock | 0.07% | 6,000 | $362K | No change |
| MNST Monster Beverage Corp. | 0.07% | 6,045 | $358K | No change |
| ELV Elevance Health Inc. | 0.07% | 691 | $358K | Reduce -0.1% |
| AVUS Avantis U.S. Equity ETF | 0.07% | 3,940 | $353K | Add +0.7% |
| C Citigroup Inc. | 0.07% | 5,539 | $350K | Add +4.0% |
| FSLR First Solar Inc. | 0.07% | 2,074 | $350K | No change |
| KR Kroger Co. | 0.07% | 5,889 | $336K | Reduce -0.0% |
| MAS Masco Corp. | 0.07% | 4,235 | $334K | No change |
| ARCH Arch Resources Inc. | 0.06% | 2,003 | $322K | Reduce -0.1% |
| BA The Boeing Co. | 0.06% | 1,631 | $315K | Reduce -44.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 304 | $309K | No change |
| UNH Unitedhealth Group Inc. | 0.06% | 608 | $301K | Add +31.0% |
| ABBV Abbvie Inc. | 0.06% | 1,639 | $298K | Add +4.9% |
| SHW The Sherwin-Williams Co. | 0.06% | 850 | $295K | Add +16.6% |
| TSLA Tesla Inc. | 0.06% | 1,646 | $289K | Reduce -57.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 1,239 | $283K | No change |
| DFAT Dimensional US Target Value | 0.06% | 5,117 | $279K | Add +7.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,275 | $278K | Reduce -0.6% |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 2,570 | $261K | Reduce -5.5% |
| TGT Target Corp. | 0.05% | 1,456 | $258K | Reduce -6.5% |
| ITW Illinois Tool Works | 0.05% | 950 | $255K | No change |
| FCN Fti Consulting Inc. | 0.05% | 1,209 | $254K | No change |
| ACN Accenture PLC Class A | 0.05% | 724 | $251K | Add +3.4% |
| VEEV Veeva Systems Inc. Class A | 0.05% | 1,070 | $248K | Reduce -9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,270 | $242K | Reduce -4.1% |
| SYK Stryker Corp. | 0.05% | 675 | $242K | No change |
| NFLX Netflix Inc. | 0.05% | 389 | $236K | Add +12.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 6,176 | $234K | Add +53.3% |
| NKE Nike Inc. Class B | 0.05% | 2,443 | $230K | Reduce -0.2% |
| COR Cencora Inc. | 0.05% | 943 | $229K | Add +42.2% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,054 | $222K | No change |
| ABT Abbott Laboratories | 0.04% | 1,947 | $221K | Add +1.1% |
| ADBE Adobe Inc. | 0.04% | 438 | $221K | Reduce -17.8% |
| CSCO Cisco Systems Inc. | 0.04% | 4,016 | $200K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.04% | 394 | $191K | Add +118.9% |
| VNQ Vanguard Real Estate ETF | 0.04% | 2,122 | $184K | No change |
| GLD SPDR Gold Shares | 0.04% | 871 | $179K | Add +1.2% |
| SMCI Super Micro Computer Inc. | 0.04% | 174 | $176K | Add +866.7% |
| PFE Pfizer Inc. | 0.03% | 6,283 | $174K | Add +0.4% |
| YUMC Yum China Holdings Inc. | 0.03% | 4,320 | $172K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 2,755 | $168K | No change |
| KO The Coca-Cola Co. | 0.03% | 2,695 | $165K | Reduce -8.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 467 | $161K | New |
| ICE Intercontinental Exchange Inc. | 0.03% | 1,167 | $160K | Add +46.4% |
| MRK Merck & Co. Inc. | 0.03% | 1,199 | $158K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.6% | 1.97% | −0.55 |
| ALKT Alkami Technology Inc. | Reduce -46.3% | 0.17% | −0.18 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -49.3% | 0.14% | −0.17 |
| TSLA Tesla Inc. | Reduce -57.2% | 0.06% | −0.16 |
| BA The Boeing Co. | Reduce -44.4% | 0.06% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -14.2% | 0.34% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -63.2% | 0.03% | −0.06 |
| ICF iShares Select U.S. REIT ETF | Reduce -17.6% | 0.12% | −0.05 |
| PFC Premier Financial Corp. | Reduce -0.3% | 0.13% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.0% | 0.40% | −0.04 |
| AVDE Avantis International Equity | Reduce -0.1% | 0.43% | −0.03 |
| ADBE Adobe Inc. | Reduce -17.8% | 0.04% | −0.03 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -8.4% | 0.12% | −0.03 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -75.0% | 0.01% | −0.03 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -94.3% | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -58.5% | 0.02% | −0.02 |
| XSLV Invesco S&P Smallcap Low Vol | Sold out | 0.00% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -68.3% | 0.01% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -90.5% | 0.00% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -64.5% | 0.01% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.2% | 0.05% | −0.01 |
| RSPH Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.01 |
| ARHS Arhaus Inc. | Sold out | 0.00% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -95.2% | 0.00% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -60.5% | 0.01% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -45.4% | 0.01% | −0.01 |
| DFNM Dimensional National Muni BD | Reduce -69.6% | 0.00% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -41.8% | 0.01% | −0.01 |
| ARCH Arch Resources Inc. | Reduce -0.1% | 0.06% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -42.5% | 0.01% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.8% | 0.02% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -2.1% | 0.09% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -93.3% | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.8% | 0.11% | −0.01 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.01 |
| MMM 3M Co. | Reduce -25.3% | 0.01% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -73.5% | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -38.5% | 0.01% | −0.01 |
| MS Morgan Stanley | Reduce -81.0% | 0.00% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -5.5% | 0.05% | −0.01 |
| KO The Coca-Cola Co. | Reduce -8.6% | 0.03% | −0.01 |
| INTC Intel Corp. | Reduce -5.2% | 0.02% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.12% | −0.01 |
| DFEN Direx DLY Aeros & DF BL3X-Ui | Sold out | 0.00% | −0.01 |
| PPG PPG Industries Inc. | Reduce -86.0% | 0.00% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| DFIC Dimensional International Co. | Add +16.7% | 7.60% | +0.56 |
| NVDA Nvidia Corp. | Add +11.6% | 1.11% | +0.49 |
| LLY Eli Lilly & Co. | Add +1.2% | 2.96% | +0.48 |
| DFSU Dimensional US Sus CORE1 ETF | Add +256.1% | 0.60% | +0.42 |
| DFGR Dim Global Real Estate ETF | Add +109.5% | 0.78% | +0.35 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.34% | +0.34 |
| AVEM Avantis Emerging Markets Eq | Add +29.2% | 1.02% | +0.15 |
| VCRB Vanguard Core Bond ETF | New | 0.11% | +0.11 |
| VTIP Vanguard Short-Term Tips | Add +29.7% | 0.73% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +22.4% | 0.62% | +0.06 |
| BND Vanguard Total Bond Market | Add +18.7% | 1.53% | +0.05 |
| AMD Advanced Micro Devices | Add +36.5% | 0.12% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +28.7% | 0.33% | +0.04 |
| SMCI Super Micro Computer Inc. | Add +866.7% | 0.04% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +4.8% | 0.35% | +0.03 |
| CIVI Civitas Resources Inc. | Add +16666.7% | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | Add +476.3% | 0.03% | +0.03 |
| NET Cloudflare Inc. Class A | Add +31450.0% | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +118.9% | 0.04% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +6.0% | 0.10% | +0.02 |
| CRM Salesforce Inc. | Add +135.5% | 0.03% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +9.2% | 0.42% | +0.02 |
| BLDR Builders Firstsource Inc. | Add +720.4% | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +53.3% | 0.05% | +0.02 |
| COR Cencora Inc. | Add +42.2% | 0.05% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +202.7% | 0.02% | +0.01 |
| CAT Caterpillar Inc. | Add +7.3% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +12.0% | 0.10% | +0.01 |
| DELL Dell Technologies -C | Add +116.3% | 0.02% | +0.01 |
| MSFT Microsoft Corp. | Add +3.4% | 0.67% | +0.01 |
| ARM Arm Holdings PLC-ADR | New | 0.01% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Add +223.6% | 0.02% | +0.01 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.01% | +0.01 |
| MSI Motorola Solutions Inc. | Add +1087.5% | 0.01% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +720.5% | 0.01% | +0.01 |
| CPRT Copart Inc. | Add +912.4% | 0.01% | +0.01 |
| TRU Transunion | Add +4235.3% | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +3400.0% | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +273.3% | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +91.8% | 0.02% | +0.01 |
| IQV Iqvia Holdings Inc. | Add +1576.9% | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.9% | 0.16% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +450.0% | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +12.4% | 0.05% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +46.4% | 0.03% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +931.8% | 0.01% | +0.01 |
| IT Gartner Inc. | Add +581.3% | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +688.0% | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | Add +363.9% | 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 |