Holders — by stockHoldings — by fund
SJS Investment Consulting Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1894302
$918.7M
disclosed book value
2,884
positions
45.3%
largest position share
Positions, as of 2026-06-30
top 100 of 2,884 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 9.4M | $416.0M | 45.3% |
| 2 | DFICDIMENSIONAL ETF TRUST | 2.1M | $77.1M | 8.4% |
| 3 | DUSBDIMENSIONAL ETF TRUST | 737,985 | $37.5M | 4.1% |
| 4 | VCRBVANGUARD MALVERN FDS | 484,453 | $37.4M | 4.1% |
| 5 | LLYELI LILLY & CO | 19,153 | $23.0M | 2.5% |
| 6 | VTIPVANGUARD MALVERN FDS | 420,192 | $21.1M | 2.3% |
| 7 | AAPLAPPLE INC | 65,502 | $19.0M | 2.1% |
| 8 | AVUSAMERICAN CENTY ETF TR | 144,667 | $18.5M | 2% |
| 9 | AVEMAMERICAN CENTY ETF TR | 186,638 | $18.0M | 2% |
| 10 | HRLHORMEL FOODS CORP | 475,479 | $11.8M | 1.3% |
| 11 | AMERICAN CENTY ETF TR | 205,237 | $11.2M | 1.2% |
| 12 | DFGRDIMENSIONAL ETF TRUST | 378,778 | $11.0M | 1.2% |
| 13 | NVDANVIDIA CORPORATION | 49,169 | $9.8M | 1.1% |
| 14 | DFAXDIMENSIONAL ETF TRUST | 260,306 | $9.6M | 1% |
| 15 | DFSUDIMENSIONAL ETF TRUST | 194,776 | $9.1M | 1% |
| 16 | VBILVANGUARD INSTL INDEX FD | 100,758 | $7.6M | 0.8% |
| 17 | DFCFDIMENSIONAL ETF TRUST | 146,198 | $6.2M | 0.7% |
| 18 | GOOGLALPHABET INC | 15,362 | $5.5M | 0.6% |
| 19 | AVDEAMERICAN CENTY ETF TR | 61,103 | $5.5M | 0.6% |
| 20 | GOOGALPHABET INC | 12,636 | $4.5M | 0.5% |
| 21 | DFEMDIMENSIONAL ETF TRUST | 109,192 | $4.4M | 0.5% |
| 22 | DFSDDIMENSIONAL ETF TRUST | 87,060 | $4.2M | 0.5% |
| 23 | VVISA INC | 11,046 | $3.8M | 0.4% |
| 24 | VYMIVANGUARD WHITEHALL FDS | 36,649 | $3.6M | 0.4% |
| 25 | WMTWALMART INC | 29,602 | $3.4M | 0.4% |
| 26 | MSFTMICROSOFT CORP | 8,518 | $3.2M | 0.3% |
| 27 | ANDEANDERSONS INC | 43,555 | $3.0M | 0.3% |
| 28 | AMZNAMAZON COM INC | 11,743 | $2.8M | 0.3% |
| 29 | WSBCWESBANCO INC | 71,568 | $2.8M | 0.3% |
| 30 | MCDMCDONALDS CORP | 9,331 | $2.5M | 0.3% |
| 31 | DFUSDIMENSIONAL ETF TRUST | 27,525 | $2.3M | 0.2% |
| 32 | JPMJPMORGAN CHASE & CO | 6,304 | $2.1M | 0.2% |
| 33 | DFAUDIMENSIONAL ETF TRUST | 35,752 | $1.8M | 0.2% |
| 34 | SYYSYSCO CORP | 21,726 | $1.8M | 0.2% |
| 35 | SPYSTATE STR SPDR S&P 500 ETF T | 2,288 | $1.7M | 0.2% |
| 36 | CATCATERPILLAR INC | 1,504 | $1.6M | 0.2% |
| 37 | VANGUARD MUN BD FDS | 20,403 | $1.6M | 0.2% |
| 38 | BNDVANGUARD BD INDEX FDS | 20,216 | $1.5M | 0.2% |
| 39 | DFUVDIMENSIONAL ETF TRUST | 26,169 | $1.4M | 0.2% |
| 40 | UMBFUMB FINL CORP | 10,063 | $1.4M | 0.2% |
| 41 | MUMICRON TECHNOLOGY INC | 1,144 | $1.3M | 0.1% |
| 42 | GEVGE VERNOVA INC | 1,054 | $1.2M | 0.1% |
| 43 | EXMOCEXXON MOBIL CORP | 8,942 | $1.2M | 0.1% |
| 44 | PGPROCTER & GAMBLE CO | 8,229 | $1.2M | 0.1% |
| 45 | JNJJOHNSON & JOHNSON | 4,507 | $1.1M | 0.1% |
| 46 | COSTCOSTCO WHOLESALE CORPORATION | 1,216 | $1.1M | 0.1% |
| 47 | DFIVDIMENSIONAL ETF TRUST | 20,785 | $1.1M | 0.1% |
| 48 | WELLWELLTOWER INC | 4,706 | $1.1M | 0.1% |
| 49 | CCITIGROUP INC | 7,427 | $1.0M | 0.1% |
| 50 | IVVISHARES TR | 1,347 | $1.0M | 0.1% |
| 51 | VXUSVANGUARD STAR FDS | 11,500 | $983,135 | 0.1% |
| 52 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,050 | $979,020 | 0.1% |
| 53 | SCHWSCHWAB CHARLES CORP | 10,497 | $968,582 | 0.1% |
| 54 | VTIVANGUARD INDEX FDS | 2,598 | $961,304 | 0.1% |
| 55 | BSCSINVESCO EXCH TRD SLF IDX FD | 46,196 | $940,782 | 0.1% |
| 56 | TSLATESLA INC | 2,228 | $937,006 | 0.1% |
| 57 | BSCTINVESCO EXCH TRD SLF IDX FD | 50,247 | $933,339 | 0.1% |
| 58 | VTVVANGUARD INDEX FDS | 4,180 | $910,948 | 0.1% |
| 59 | AVGOBROADCOM INC | 2,395 | $904,712 | 0.1% |
| 60 | QQQINVESCO QQQ TR | 1,206 | $888,211 | 0.1% |
| 61 | BSCRINVESCO EXCH TRD SLF IDX FD | 44,583 | $874,496 | 0.1% |
| 62 | NEENEXTERA ENERGY INC | 9,225 | $809,712 | 0.1% |
| 63 | AAOIAPPLIED OPTOELECTRONICS INC | 5,441 | $806,140 | 0.1% |
| 64 | VOOVANGUARD INDEX FDS | 1,170 | $803,568 | 0.1% |
| 65 | HDHOME DEPOT INC | 2,265 | $798,887 | 0.1% |
| 66 | DFASDIMENSIONAL ETF TRUST | 9,354 | $770,223 | 0.1% |
| 67 | CVXCHEVRON CORPORATION | 4,615 | $764,908 | 0.1% |
| 68 | AMDADVANCED MICRO DEVICES INC | 1,313 | $762,736 | 0.1% |
| 69 | LRCXLAM RESEARCH CORP | 1,754 | $759,860 | 0.1% |
| 70 | METAMETA PLATFORMS INC | 1,348 | $759,352 | 0.1% |
| 71 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
| 72 | DELLDELL TECHNOLOGIES INC | 1,732 | $747,290 | 0.1% |
| 73 | GWWWW GRAINGER INC | 531 | $722,373 | 0.1% |
| 74 | LINDE PLC | 1,301 | $675,104 | 0.1% |
| 75 | MDYVSPDR SERIES TRUST | 7,000 | $663,950 | 0.1% |
| 76 | CSCOCISCO SYS INC | 5,618 | $659,903 | 0.1% |
| 77 | DFAEDIMENSIONAL ETF TRUST | 16,013 | $643,883 | 0.1% |
| 78 | VRTVERTIV HOLDINGS CO | 1,916 | $641,599 | 0.1% |
| 79 | VGTVANGUARD WORLD FD | 5,251 | $627,586 | 0.1% |
| 80 | MPCMARATHON PETE CORP | 2,423 | $619,490 | 0.1% |
| 81 | DTEDTE ENERGY CO | 4,041 | $615,728 | 0.1% |
| 82 | VZVERIZON COMMUNICATIONS INC | 14,085 | $596,381 | 0.1% |
| 83 | SELLAS LIFE SCIENCES GROUP I | 40,000 | $590,400 | 0.1% |
| 84 | EMREMERSON ELEC CO | 3,900 | $558,286 | 0.1% |
| 85 | XLKSELECT SECTOR SPDR TR | 2,868 | $546,362 | 0.1% |
| 86 | ICFISHARES TR | 8,000 | $541,040 | 0.1% |
| 87 | EMXCISHARES INC | 5,063 | $517,945 | 0.1% |
| 88 | BABOEING CO | 2,359 | $510,653 | 0.1% |
| 89 | KESTRA MED TECHNOLOGIES LTD | 20,060 | $510,328 | 0.1% |
| 90 | WDCWESTERN DIGITAL CORP | 775 | $495,009 | 0.1% |
| 91 | BACBANK OF AMER CORP | 8,665 | $493,734 | 0.1% |
| 92 | FSLRFIRST SOLAR INC | 2,079 | $490,562 | 0.1% |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 1,741 | $489,488 | 0.1% |
| 94 | ABBVABBVIE INC | 1,943 | $488,870 | 0.1% |
| 95 | VBVANGUARD INDEX FDS | 1,539 | $466,502 | 0.1% |
| 96 | GEGE AEROSPACE | 1,239 | $463,174 | 0.1% |
| 97 | GBTCGRAYSCALE BITCOIN TRUST ETF | 9,946 | $452,742 | 0% |
| 98 | VNQIVANGUARD INTL EQUITY INDEX F | 10,000 | $448,500 | 0% |
| 99 | SNDKSANDISK CORP | 194 | $441,104 | 0% |
| 100 | IBITISHARES BITCOIN TRUST ETF | 13,177 | $438,663 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.