SJS Investment Consulting Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), SJS Investment Consulting Inc. reported 2,472 stock positions worth $818.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 43.8% of the portfolio, followed by Dimensional International (DFIC, 8.5%) and Dimension Ultrashort Fi ETF (DUSB, 4.6%). Compared with Q4 2025, it opened 509 new positions, sold out of 125, added to 1,194 and reduced 436. The biggest buy was a new position in Avantis Total Equity ETF (AVTM) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SYLVANIA, OH
- CIK
- 0001894302
- Portfolio Value
- $818.6M (Q1 2026)
- SEC Filing
- 0001894302-26-000004 ↗ filed Apr 23, 2026
Holdings Value
Holdings 2,472 stocks · $818.6M
| DFAC Dimensional US Core Equity 2 | 43.82% | 9,231,772 | $358.7M | Add +1.3% |
| DFIC Dimensional International Co. | 8.49% | 1,956,405 | $69.5M | Add +3.5% |
| DUSB Dimension Ultrashort Fi ETF | 4.57% | 737,706 | $37.4M | Add +14.7% |
| VCRB Vanguard Core Bond ETF | 4.13% | 437,209 | $33.8M | Add +13.5% |
| DFSD Dimensional Short Duration | 2.66% | 455,308 | $21.8M | Add +3.1% |
| LLY Eli Lilly & Co. | 2.15% | 19,100 | $17.6M | Add +0.2% |
| AAPL Apple Inc. | 2.06% | 66,401 | $16.9M | Reduce -7.1% |
| VTIP Vanguard Short-Term Tips | 1.95% | 319,415 | $16.0M | Add +12.8% |
| AVUS Avantis U.S. Equity ETF | 1.91% | 140,466 | $15.6M | Add +28.2% |
| AVEM Avantis Emerging Markets Eq | 1.73% | 175,969 | $14.2M | Add +8.6% |
| HRL Hormel Foods Corp. | 1.31% | 474,155 | $10.7M | Add +0.1% |
| NVDA Nvidia Corp. | 1.24% | 58,023 | $10.1M | Add +19.9% |
| AVTM Avantis Total Equity ETF | 1.18% | 205,237 | $9.6M | New |
| DFAX Dimensional World Ex US Core | 1.12% | 270,834 | $9.2M | Reduce -2.0% |
| DFGR Dim Global Real Estate ETF | 1.07% | 329,549 | $8.8M | Add +10.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 1.07% | 115,370 | $8.7M | Reduce -4.1% |
| DFSU Dimensional US Sus CORE1 ETF | 1.06% | 210,344 | $8.6M | Reduce -0.2% |
| DFCF Dimensional Core Fixed Inc. | 0.99% | 192,203 | $8.1M | Add +0.2% |
| AVDE Avantis International Equity | 0.60% | 57,857 | $4.9M | Add +53.9% |
| GOOGL Alphabet Inc. Class A | 0.55% | 15,607 | $4.5M | Add +8.3% |
| DFEM Dimensional Emrg MRKT Core | 0.47% | 111,302 | $3.8M | Reduce -1.3% |
| WMT Walmart Inc. | 0.45% | 29,580 | $3.7M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 0.43% | 12,405 | $3.6M | Reduce -0.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.42% | 36,649 | $3.5M | Add +15.8% |
| V Visa Inc. Class A | 0.41% | 11,017 | $3.3M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.40% | 10,541 | $3.3M | Reduce -8.8% |
| MSFT Microsoft Corp. | 0.37% | 8,271 | $3.1M | Reduce -12.5% |
| ANDE The Andersons Inc. | 0.35% | 39,984 | $2.9M | No change |
| WSBC Wesbanco Inc. | 0.30% | 71,324 | $2.5M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 0.29% | 11,518 | $2.4M | Add +22.4% |
| DFUS Dimensional US Eq MKT ETF | 0.27% | 30,775 | $2.2M | No change |
| JPM JPMorgan Chase & Co. | 0.22% | 6,181 | $1.8M | Reduce -15.5% |
| SYY Sysco Corp. | 0.19% | 21,613 | $1.5M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 2,292 | $1.5M | Add +9.1% |
| BND Vanguard Total Bond Market | 0.18% | 20,189 | $1.5M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.18% | 8,693 | $1.5M | Reduce -9.7% |
| VCRM Vanguard Core Tax-Ex Bond | 0.16% | 17,903 | $1.3M | Add +1.0% |
| DFUV Dimensional US Marketwide Va | 0.15% | 26,169 | $1.3M | No change |
| UMBF Umb Financial Corp. | 0.15% | 10,999 | $1.2M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.15% | 1,207 | $1.2M | Add +18.2% |
| PG The Procter & Gamble Co. | 0.14% | 8,168 | $1.2M | Add +6.7% |
| DFIV Dimensional International Va | 0.14% | 21,205 | $1.1M | Add +0.1% |
| JNJ Johnson & Johnson | 0.13% | 4,409 | $1.1M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,574 | $1.0M | No change |
| GEV GE Vernova Inc. | 0.12% | 1,152 | $1.0M | Add +18.3% |
| CAT Caterpillar Inc. | 0.12% | 1,388 | $983K | Reduce -41.5% |
| SCHW Schwab (charles) Corp. | 0.12% | 10,402 | $978K | Add +0.1% |
| WELL Welltower Inc. | 0.11% | 4,604 | $910K | Reduce -9.2% |
| VXUS Vanguard Total Intl Stock | 0.11% | 11,500 | $887K | Reduce -4.2% |
| CVX Chevron Corp. | 0.11% | 4,277 | $885K | Add +8.8% |
| TSLA Tesla Inc. | 0.10% | 2,304 | $856K | Add +12.3% |
| NEE Nextera Energy Inc. | 0.10% | 8,850 | $822K | Reduce -27.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 4,180 | $820K | Reduce -2.2% |
| C Citigroup Inc. | 0.10% | 7,146 | $810K | Add +3.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 2,351 | $795K | Add +286.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 2,417 | $775K | Add +0.7% |
| AVGO Broadcom Inc. | 0.09% | 2,442 | $756K | Reduce -29.5% |
| META Meta Platforms Inc. Class A | 0.09% | 1,315 | $752K | Reduce -6.1% |
| VZ Verizon Communications Inc. | 0.09% | 14,743 | $740K | Reduce -3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 1 | $718K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,235 | $713K | Add +21.4% |
| HD Home Depot Inc. | 0.09% | 2,157 | $709K | Add +32.7% |
| DFAS Dimensional US Small Cap ETF | 0.09% | 9,825 | $699K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.08% | 33,948 | $693K | Add +64.5% |
| BSCT Invesco Bulletshares 2029 CB | 0.08% | 36,807 | $687K | Add +65.1% |
| LIN Linde PLC | 0.08% | 1,322 | $655K | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,069 | $639K | Add +23.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.08% | 31,874 | $626K | Add +49.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.07% | 7,000 | $596K | No change |
| GWW WW Grainger Inc. | 0.07% | 537 | $586K | Add +20.7% |
| MPC Marathon Petroleum Corp. | 0.07% | 2,389 | $583K | Add +0.6% |
| DTE DTE Energy Company | 0.07% | 3,740 | $547K | Add +0.1% |
| MU Micron Technology Inc. | 0.07% | 1,605 | $542K | Add +34.2% |
| DFAE Dimensional Emerging Core Eq | 0.07% | 16,013 | $542K | Add +0.0% |
| ICF iShares Select U.S. REIT ETF | 0.07% | 8,653 | $536K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 3,594 | $526K | Reduce -37.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.06% | 9,946 | $525K | Reduce -63.9% |
| EMR Emerson Electric Co. | 0.06% | 3,998 | $524K | Add +8.6% |
| GLD SPDR Gold Shares | 0.06% | 1,094 | $471K | Reduce -0.1% |
| ETH Grayscale Ethereum Staking M | 0.06% | 23,370 | $464K | Add +46640.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.06% | 5,825 | $458K | Reduce -3.4% |
| VGT Vanguard Info Tech ETF | 0.06% | 656 | $458K | Reduce -3.0% |
| BA The Boeing Co. | 0.05% | 2,252 | $448K | Add +29.9% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.05% | 10,000 | $445K | No change |
| WDC Western Digital Corp. | 0.05% | 1,624 | $439K | Add +82.3% |
| FDX FedEx Corp. | 0.05% | 1,229 | $438K | Add +37.0% |
| IAUM iShares Gold Trust Micro | 0.05% | 9,348 | $437K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 5,446 | $423K | Reduce -31.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,742 | $422K | Add +12.7% |
| FSLR First Solar Inc. | 0.05% | 2,080 | $410K | Reduce -4.4% |
| VRT Vertiv Holdings Co. Class A | 0.05% | 1,634 | $410K | Add +98.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 1,539 | $403K | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 8,140 | $397K | Add +6.4% |
| ABBV Abbvie Inc. | 0.05% | 1,790 | $389K | Reduce -17.7% |
| XLK SS Technology Select Sector | 0.05% | 2,896 | $385K | Add +0.2% |
| MAR Marriott International Class A | 0.05% | 1,174 | $384K | Add +1486.5% |
| LRCX Lam Research Corp. | 0.05% | 1,795 | $384K | Add +47.6% |
| ITW Illinois Tool Works | 0.05% | 1,461 | $380K | Reduce -17.5% |
| KR Kroger Co. | 0.05% | 5,232 | $379K | Reduce -21.4% |
| DELL Dell Technologies -C | 0.05% | 2,248 | $369K | Add +115.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $6 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 59 | $6 | No change |
Total filed on the 13F, all lines: $818.6M.
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -7.1% | 2.06% | −0.40 |
| MSFT Microsoft Corp. | Reduce -12.5% | 0.37% | −0.20 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -63.9% | 0.06% | −0.17 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -96.0% | 0.00% | −0.11 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.2% | 1.06% | −0.10 |
| V Visa Inc. Class A | Reduce -1.3% | 0.41% | −0.09 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -4.1% | 1.07% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -15.5% | 0.22% | −0.08 |
| ORCL Oracle Corp. | Reduce -61.6% | 0.03% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -37.2% | 0.06% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.43% | −0.06 |
| AVGO Broadcom Inc. | Reduce -29.5% | 0.09% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -66.1% | 0.03% | −0.06 |
| CAT Caterpillar Inc. | Reduce -41.5% | 0.12% | −0.05 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -8.8% | 0.40% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -88.2% | 0.01% | −0.04 |
| ABT Abbott Laboratories | Reduce -26.1% | 0.04% | −0.03 |
| ADBE Adobe Inc. | Reduce -83.5% | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -31.8% | 0.05% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 0.09% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -27.0% | 0.10% | −0.02 |
| FSLR First Solar Inc. | Reduce -4.4% | 0.05% | −0.02 |
| DFAX Dimensional World Ex US Core | Reduce -2.0% | 1.12% | −0.02 |
| AXON Axon Enterprise Inc. | Reduce -94.8% | 0.00% | −0.02 |
| ADP Automatic Data Processing | Reduce -18.6% | 0.03% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -57.9% | 0.01% | −0.02 |
| ACN Accenture PLC Class A | Reduce -13.2% | 0.03% | −0.02 |
| ABBV Abbvie Inc. | Reduce -17.7% | 0.05% | −0.02 |
| DERM Journey Medical Corp. | Sold out | 0.00% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -80.6% | 0.00% | −0.01 |
| AMT American Tower Corp. | Reduce -92.0% | 0.00% | −0.01 |
| NFLX Netflix Inc. | Reduce -49.6% | 0.01% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -65.1% | 0.01% | −0.01 |
| BLK BlackRock Inc. | Reduce -32.1% | 0.02% | −0.01 |
| WSBC Wesbanco Inc. | Reduce -3.9% | 0.30% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -44.5% | 0.02% | −0.01 |
| ESTC Elastic NV | Reduce -77.1% | 0.00% | −0.01 |
| IT Gartner Inc. | Reduce -64.5% | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -33.0% | 0.01% | −0.01 |
| COF Capital One Financial Corp. | Reduce -53.6% | 0.00% | −0.01 |
| COIN Coinbase Global Inc. Class A | Reduce -85.5% | 0.00% | −0.01 |
| ITW Illinois Tool Works | Reduce -17.5% | 0.05% | −0.01 |
| CRM Salesforce Inc. | Reduce -74.2% | 0.00% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.0% | 0.06% | −0.01 |
| ADI Analog Devices Inc. | Reduce -27.4% | 0.04% | −0.01 |
| DE Deere & Co. | Reduce -39.6% | 0.02% | −0.01 |
| SCCO Southern Copper Corp. | Reduce -71.2% | 0.00% | −0.01 |
| WELL Welltower Inc. | Reduce -9.2% | 0.11% | −0.01 |
| TEAM Atlassian Corp. Class A | Reduce -27.3% | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVTM Avantis Total Equity ETF | New | 1.18% | +1.18 |
| DUSB Dimension Ultrashort Fi ETF | Add +14.7% | 4.57% | +0.45 |
| AVUS Avantis U.S. Equity ETF | Add +28.2% | 1.91% | +0.36 |
| VCRB Vanguard Core Bond ETF | Add +13.5% | 4.13% | +0.34 |
| DFIC Dimensional International Co. | Add +3.5% | 8.49% | +0.25 |
| AVDE Avantis International Equity | Add +53.9% | 0.60% | +0.21 |
| VTIP Vanguard Short-Term Tips | Add +12.8% | 1.95% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +8.6% | 1.73% | +0.15 |
| NVDA Nvidia Corp. | Add +19.9% | 1.24% | +0.09 |
| DFGR Dim Global Real Estate ETF | Add +10.7% | 1.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +286.0% | 0.10% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +15.8% | 0.42% | +0.06 |
| ETH Grayscale Ethereum Staking M | Add +46640.0% | 0.06% | +0.06 |
| MAR Marriott International Class A | Add +1486.5% | 0.05% | +0.04 |
| WMT Walmart Inc. | Add +2.6% | 0.45% | +0.04 |
| GEV GE Vernova Inc. | Add +18.3% | 0.12% | +0.04 |
| VSDB Vanguard Short Dur Bond ETF | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +18.2% | 0.15% | +0.04 |
| WDC Western Digital Corp. | Add +82.3% | 0.05% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +98.8% | 0.05% | +0.03 |
| CVX Chevron Corp. | Add +8.8% | 0.11% | +0.03 |
| BSCS Invesco Bulletshares 2028 CB | Add +64.5% | 0.08% | +0.03 |
| BSCT Invesco Bulletshares 2029 CB | Add +65.1% | 0.08% | +0.03 |
| AMD Advanced Micro Devices | Add +427.3% | 0.04% | +0.03 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.03% | +0.03 |
| DELL Dell Technologies -C | Add +115.3% | 0.05% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +49.7% | 0.08% | +0.02 |
| MU Micron Technology Inc. | Add +34.2% | 0.07% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 0.07% | +0.02 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.02% | +0.02 |
| FDX FedEx Corp. | Add +37.0% | 0.05% | +0.02 |
| LRCX Lam Research Corp. | Add +47.6% | 0.05% | +0.02 |
| RTX RTX Corp. | Add +119.9% | 0.03% | +0.02 |
| AMZN Amazon.com Inc. | Add +22.4% | 0.29% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +216.4% | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +150.5% | 0.03% | +0.02 |
| TNXP Tonix Pharmaceuticals Holdin | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +32.7% | 0.09% | +0.02 |
| LIN Linde PLC | Add +10.8% | 0.08% | +0.02 |
| SNDK Sandisk Corp. | Add +452.6% | 0.02% | +0.02 |
| GWW WW Grainger Inc. | Add +20.7% | 0.07% | +0.01 |
| INTC Intel Corp. | Add +138.5% | 0.02% | +0.01 |
| SLS Sellas Life Sciences Group I | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +99.2% | 0.03% | +0.01 |
| IAU iShares Gold Trust | Add +47.2% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +56.5% | 0.04% | +0.01 |
| DGRO iShares Core Dividend Growth | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +23.0% | 0.08% | +0.01 |
| FIBK First Interstate Bancsys-A | Add +15876.9% | 0.01% | +0.01 |
| COPX Global X Copper Miners ETF | Add +642.9% | 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 |