SJS Investment Consulting Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), SJS Investment Consulting Inc. reported 1,601 stock positions worth $586.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 51.9% of the portfolio, followed by Dimensional International (DFIC, 8.4%) and Dimension Ultrashort Fi ETF (DUSB, 3.3%). Compared with Q4 2024, it opened 96 new positions, sold out of 96, added to 454 and reduced 321. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +53%) and the biggest sale an exit from Premier Financial (PFC).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $586.4M (Q1 2025)
- SEC Filing
- 0001894302-25-000003 ↗ filed Apr 15, 2025
Holdings Value
Holdings 1,601 stocks · $586.4M
| DFAC Dimensional US Core Equity 2 | 51.86% | 9,218,618 | $304.1M | Add +1.0% |
| DFIC Dimensional International Co. | 8.41% | 1,775,942 | $49.3M | Add +0.3% |
| DUSB Dimension Ultrashort Fi ETF | 3.29% | 380,648 | $19.3M | Add +52.8% |
| DFSD Dimensional Short Duration | 2.93% | 361,113 | $17.2M | Add +2.9% |
| LLY Eli Lilly & Co. | 2.64% | 18,759 | $15.5M | Add +0.1% |
| HRL Hormel Foods Corp. | 2.48% | 470,878 | $14.6M | Add +1.3% |
| AAPL Apple Inc. | 2.24% | 59,030 | $13.1M | Add +0.6% |
| VCRB Vanguard Core Bond ETF | 2.17% | 164,620 | $12.7M | Add +13.1% |
| DFAX Dimensional World Ex US Core | 1.45% | 325,255 | $8.5M | Reduce -1.7% |
| DFCF Dimensional Core Fixed Inc. | 1.41% | 196,940 | $8.3M | Reduce -2.1% |
| VTIP Vanguard Short-Term Tips | 1.39% | 162,814 | $8.1M | Add +13.2% |
| AVEM Avantis Emerging Markets Eq | 1.38% | 134,561 | $8.1M | Add +7.9% |
| DFSU Dimensional US Sus CORE1 ETF | 1.16% | 190,766 | $6.8M | Add +8.2% |
| NVDA Nvidia Corp. | 0.93% | 50,452 | $5.5M | Add +8.5% |
| DFGR Dim Global Real Estate ETF | 0.90% | 201,070 | $5.3M | Add +4.5% |
| UMBF Umb Financial Corp. | 0.81% | 47,261 | $4.8M | Add +393741.7% |
| V Visa Inc. Class A | 0.65% | 10,852 | $3.8M | Add +1.8% |
| DFEM Dimensional Emrg MRKT Core | 0.58% | 129,241 | $3.4M | Reduce -2.3% |
| MSFT Microsoft Corp. | 0.57% | 8,911 | $3.3M | Add +18.8% |
| MCD McDonald's Corp. | 0.53% | 10,033 | $3.1M | Add +0.0% |
| WSBC Wesbanco Inc. | 0.42% | 79,543 | $2.5M | Add +530186.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.40% | 31,649 | $2.3M | No change |
| AVDE Avantis International Equity | 0.40% | 35,004 | $2.3M | Reduce -0.5% |
| VCRM Vanguard Core Tax-Ex Bond | 0.39% | 30,871 | $2.3M | New |
| AMZN Amazon.com Inc. | 0.38% | 11,748 | $2.2M | Add +15.4% |
| GOOG Alphabet Inc. Class C | 0.37% | 13,916 | $2.2M | Add +2.7% |
| BND Vanguard Total Bond Market | 0.37% | 29,240 | $2.1M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.35% | 13,155 | $2.0M | Add +14.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.31% | 27,565 | $1.8M | Reduce -52.1% |
| ANDE The Andersons Inc. | 0.29% | 39,921 | $1.7M | No change |
| PEP Pepsico Inc. | 0.29% | 11,337 | $1.7M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.28% | 26,680 | $1.6M | Add +0.9% |
| SYY Sysco Corp. | 0.28% | 21,494 | $1.6M | No change |
| DFUV Dimensional US Marketwide Va | 0.24% | 34,519 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,227 | $1.3M | Add +33.2% |
| TSLA Tesla Inc. | 0.18% | 3,966 | $1.0M | Add +77.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 1,809 | $1.0M | Add +40.8% |
| XOM Exxon Mobil Corp. | 0.16% | 8,118 | $966K | Add +7.1% |
| BTC Grayscale Bitcoin Mini ETF | 0.16% | 26,001 | $949K | Add +353.4% |
| COST Costco Wholesale Corp. | 0.15% | 959 | $907K | Reduce -2.8% |
| SCHW Schwab (charles) Corp. | 0.14% | 10,539 | $825K | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.14% | 1,428 | $823K | Add +8.3% |
| YUM Yum! Brands Inc. | 0.12% | 4,336 | $682K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 3,687 | $637K | Add +8.4% |
| DFAS Dimensional US Small Cap ETF | 0.11% | 10,649 | $636K | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 7,524 | $635K | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 2,236 | $614K | Add +3.9% |
| PG The Procter & Gamble Co. | 0.09% | 3,220 | $549K | Add +1.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.09% | 7,000 | $539K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 2,172 | $533K | Add +0.4% |
| ICF iShares Select U.S. REIT ETF | 0.09% | 8,550 | $526K | No change |
| ABBV Abbvie Inc. | 0.09% | 2,497 | $523K | Add +56.5% |
| JNJ Johnson & Johnson | 0.09% | 3,094 | $513K | Add +2.5% |
| DTE DTE Energy Company | 0.09% | 3,671 | $508K | Add +0.1% |
| HD Home Depot Inc. | 0.08% | 1,303 | $478K | Reduce -12.3% |
| AVUS Avantis U.S. Equity ETF | 0.08% | 4,897 | $452K | Reduce -56.4% |
| CAT Caterpillar Inc. | 0.08% | 1,354 | $447K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.07% | 10,800 | $437K | Reduce -15.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.07% | 7,807 | $430K | No change |
| DFAE Dimensional Emerging Core Eq | 0.07% | 16,010 | $414K | No change |
| C Citigroup Inc. | 0.07% | 5,564 | $395K | Add +0.7% |
| KR Kroger Co. | 0.07% | 5,820 | $394K | No change |
| ETHE Grayscale Ethereum Staking E | 0.07% | 25,489 | $388K | Reduce -31.9% |
| BX Blackstone Inc. | 0.07% | 2,749 | $384K | Add +335.0% |
| VXUS Vanguard Total Intl Stock | 0.06% | 6,000 | $373K | No change |
| MPC Marathon Petroleum Corp. | 0.06% | 2,521 | $367K | Reduce -0.0% |
| VUSB Vanguard Ultra Short Bond Et | 0.06% | 7,279 | $363K | Reduce -8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,441 | $358K | Add +0.2% |
| GLD SPDR Gold Shares | 0.06% | 1,239 | $357K | Add +29.9% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 7,304 | $342K | Add +374.6% |
| WGS Genedx Holdings Corp. | 0.05% | 3,571 | $316K | No change |
| ELV Elevance Health Inc. | 0.05% | 718 | $312K | Add +5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,398 | $310K | Add +12.8% |
| MAS Masco Corp. | 0.05% | 4,297 | $299K | No change |
| SHW The Sherwin-Williams Co. | 0.05% | 853 | $298K | Add +0.9% |
| UNH Unitedhealth Group Inc. | 0.05% | 547 | $286K | Reduce -6.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.05% | 3,735 | $282K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 283 | $280K | No change |
| ABT Abbott Laboratories | 0.05% | 2,049 | $272K | Add +0.4% |
| BA The Boeing Co. | 0.05% | 1,588 | $271K | Add +0.4% |
| DFAT Dimensional US Target Value | 0.05% | 5,257 | $271K | Add +2.7% |
| FSLR First Solar Inc. | 0.04% | 2,059 | $260K | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 6,122 | $255K | Add +0.2% |
| KO The Coca-Cola Co. | 0.04% | 3,520 | $252K | Add +21.8% |
| SYK Stryker Corp. | 0.04% | 672 | $250K | No change |
| VEEV Veeva Systems Inc. Class A | 0.04% | 1,073 | $249K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,395 | $236K | Reduce -6.4% |
| COR Cencora Inc. | 0.04% | 848 | $236K | Add +0.1% |
| ITW Illinois Tool Works | 0.04% | 941 | $233K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 3,654 | $225K | Reduce -21.5% |
| YUMC Yum China Holdings Inc. | 0.04% | 4,320 | $225K | No change |
| NFLX Netflix Inc. | 0.04% | 228 | $213K | Add +19.4% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,054 | $210K | No change |
| GEV GE Vernova Inc. | 0.04% | 679 | $207K | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.03% | 1,207 | $202K | Add +158.5% |
| FCN Fti Consulting Inc. | 0.03% | 1,207 | $198K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 9,010 | $194K | No change |
| T AT&T Inc. | 0.03% | 6,733 | $190K | Add +17.9% |
| CVX Chevron Corp. | 0.03% | 1,096 | $183K | Add +38.2% |
| DTM DT Midstream Inc. | 0.03% | 1,851 | $179K | Add +0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $0 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | 330 | $0 | New |
Portfolio Sells Q4 2024 → Q1 2025
| PFC Premier Financial Corp. | Sold out | 0.00% | −0.44 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -52.1% | 0.31% | −0.43 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.34 |
| ETHE Grayscale Ethereum Staking E | Reduce -31.9% | 0.07% | −0.12 |
| AVUS Avantis U.S. Equity ETF | Reduce -56.4% | 0.08% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -80.1% | 0.01% | −0.03 |
| NOW ServiceNow Inc. | Reduce -68.1% | 0.01% | −0.03 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.02 |
| DFCF Dimensional Core Fixed Inc. | Reduce -2.1% | 1.41% | −0.02 |
| ETH Grayscale Ethereum Staking M | Reduce -98.7% | 0.00% | −0.02 |
| FSLR First Solar Inc. | Reduce -0.2% | 0.04% | −0.02 |
| HD Home Depot Inc. | Reduce -12.3% | 0.08% | −0.02 |
| ORCL Oracle Corp. | Reduce -22.5% | 0.03% | −0.02 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.3% | 0.58% | −0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -15.6% | 0.07% | −0.01 |
| MSTR Strategy Inc. | Reduce -70.9% | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -19.1% | 0.02% | −0.01 |
| TGT Target Corp. | Reduce -11.5% | 0.02% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -32.3% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.29% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -21.5% | 0.04% | −0.01 |
| DIS The Walt Disney Co. | Reduce -6.4% | 0.04% | −0.01 |
| EA Electronic Arts Inc. | Reduce -94.4% | 0.00% | −0.01 |
| GEV GE Vernova Inc. | Reduce -12.1% | 0.04% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -22.7% | 0.03% | −0.01 |
| ALSN Allison Transmission Holding | Reduce -95.2% | 0.00% | −0.01 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.01 |
| CPRT Copart Inc. | Reduce -46.2% | 0.01% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -8.8% | 0.06% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -5.3% | 0.02% | −0.01 |
| PNR Pentair PLC | Reduce -89.5% | 0.00% | −0.01 |
| MTCH Match Group Inc. | Reduce -47.2% | 0.00% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -53.3% | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -2.9% | 0.00% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -19.1% | 0.01% | −0.00 |
| CME Cme Group Inc. | Reduce -87.7% | 0.00% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -1.9% | 0.37% | −0.00 |
| ROST Ross Stores Inc. | Reduce -57.6% | 0.00% | −0.00 |
| RKLB Rocket Lab USA Inc. | Sold out | 0.00% | −0.00 |
| MANH Manhattan Associates Inc. | Reduce -89.3% | 0.00% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -61.1% | 0.00% | −0.00 |
| TTD Trade Desk Inc./the Class A | Reduce -9.0% | 0.00% | −0.00 |
| SNAP Snap Inc. Class A | Reduce -98.0% | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -6.8% | 0.05% | −0.00 |
| KEY Keycorp | Reduce -0.1% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -1.5% | 0.01% | −0.00 |
| VIK Viking Holdings Ltd. | Sold out | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.15% | −0.00 |
| DY Dycom Industries Inc. | Reduce -0.3% | 0.01% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.0% | 0.01% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| DUSB Dimension Ultrashort Fi ETF | Add +52.8% | 3.29% | +1.12 |
| UMBF Umb Financial Corp. | Add +393741.7% | 0.81% | +0.81 |
| DFIC Dimensional International Co. | Add +0.3% | 8.41% | +0.51 |
| WSBC Wesbanco Inc. | Add +530186.7% | 0.42% | +0.42 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.39% | +0.39 |
| VCRB Vanguard Core Bond ETF | Add +13.1% | 2.17% | +0.27 |
| VTIP Vanguard Short-Term Tips | Add +13.2% | 1.39% | +0.18 |
| LLY Eli Lilly & Co. | Add +0.1% | 2.64% | +0.14 |
| BTC Grayscale Bitcoin Mini ETF | Add +353.4% | 0.16% | +0.12 |
| AVEM Avantis Emerging Markets Eq | Add +7.9% | 1.38% | +0.11 |
| DFSD Dimensional Short Duration | Add +2.9% | 2.93% | +0.09 |
| V Visa Inc. Class A | Add +1.8% | 0.65% | +0.07 |
| DFGR Dim Global Real Estate ETF | Add +4.5% | 0.90% | +0.05 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.05% | +0.05 |
| BX Blackstone Inc. | Add +335.0% | 0.07% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +374.6% | 0.06% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +33.2% | 0.21% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +40.8% | 0.17% | +0.04 |
| ABBV Abbvie Inc. | Add +56.5% | 0.09% | +0.04 |
| MCD McDonald's Corp. | Add +0.0% | 0.53% | +0.03 |
| DFIV Dimensional International Va | New | 0.02% | +0.02 |
| MSFT Microsoft Corp. | Add +18.8% | 0.57% | +0.02 |
| XOM Exxon Mobil Corp. | Add +7.1% | 0.16% | +0.02 |
| GLD SPDR Gold Shares | Add +29.9% | 0.06% | +0.02 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +77.5% | 0.18% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1152.2% | 0.02% | +0.02 |
| YUM Yum! Brands Inc. | Add +0.0% | 0.12% | +0.02 |
| AVGO Broadcom Inc. | Add +158.5% | 0.03% | +0.02 |
| JNJ Johnson & Johnson | Add +2.5% | 0.09% | +0.01 |
| KO The Coca-Cola Co. | Add +21.8% | 0.04% | +0.01 |
| CVX Chevron Corp. | Add +38.2% | 0.03% | +0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +8.2% | 1.16% | +0.01 |
| AMGN Amgen Inc. | Add +500.0% | 0.01% | +0.01 |
| DTE DTE Energy Company | Add +0.1% | 0.09% | +0.01 |
| T AT&T Inc. | Add +17.9% | 0.03% | +0.01 |
| SBUX Starbucks Corp. | Add +3094.7% | 0.01% | +0.01 |
| ELV Elevance Health Inc. | Add +5.0% | 0.05% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.4% | 0.11% | +0.01 |
| PM Philip Morris International | Add +1269.2% | 0.01% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +2990.0% | 0.01% | +0.01 |
| RIO Rio Tinto PLC-Spon ADR | Add +577.9% | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +39.0% | 0.03% | +0.01 |
| VZ Verizon Communications Inc. | Add +65.5% | 0.02% | +0.01 |
| COR Cencora Inc. | Add +0.1% | 0.04% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +806.6% | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.3% | 0.14% | +0.01 |
| NFLX Netflix Inc. | Add +19.4% | 0.04% | +0.01 |
| ENB Enbridge Inc. | Add +731.7% | 0.01% | +0.01 |
| FLG Flagstar Bank NA | New | 0.01% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | New | 330 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |