Sjs Investment Consulting Inc. Portfolio Holdings

Sjs Investment Consulting Inc.

  • $540 Million
  • Q4 2024

Sjs Investment Consulting Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $540 Million distributed in 1875 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $316M, Dimensional ETF Tr Dimensional with a value of $45.8M, Dimensional ETF Tr Short Durat with a value of $16.4M, Apple Inc. with a value of $14.7M, and Hormel Foods Corp with a value of $14.6M.

Examining the 13F form we can see an increase of $6.03M in the current position value, from $534M to 540M.

Sjs Investment Consulting Inc. is based out at Sylvania, OH

Below you can find more details about Sjs Investment Consulting Inc. portfolio as well as his latest detailed transactions.

Portfolio value $540 Million
ETFs: $433 Million
Technology: $27.8 Million
Consumer Defensive: $22.1 Million
Healthcare: $17.6 Million
Financial Services: $9.58 Million
Consumer Cyclical: $8.28 Million
Communication Services: $6.53 Million
Industrials: $3.25 Million
Other: $3.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$316 Million 58.49% of portfolio
9,128,342
Q4 2024 Added 1.15%
$0
$45.8 Million 8.48% of portfolio
1,770,828
Q4 2024 Added 8.01%
$0
$16.4 Million 3.05% of portfolio
350,883
Q4 2024 Added 6.86%
$3.59T
$14.7 Million 2.72% of portfolio
58,671
Q4 2024 Reduced 1.23%
$16.9B
$14.6 Million 2.7% of portfolio
464,890
Q4 2024 Added 0.67%
$728B
$14.5 Million 2.68% of portfolio
18,749
Q4 2024 Reduced 2.14%
$0
$8.32 Million 1.54% of portfolio
201,077
Q4 2024 Reduced 2.79%
$0
$8.23 Million 1.52% of portfolio
330,984
Q4 2024 Reduced 0.62%
$0
$7.33 Million 1.36% of portfolio
124,727
Q4 2024 Reduced 0.74%
$0
$6.97 Million 1.29% of portfolio
143,848
Q4 2024 Added 16.1%
$367B
$6.24 Million 1.16% of portfolio
46,501
Q4 2024 Reduced 5.38%
$56.7B
$4.29 Million 0.79% of portfolio
57,565
Q4 2024 Added 109.69%
$0
$3.47 Million 0.64% of portfolio
132,342
Q4 2024 Added 8.39%
$537B
$3.37 Million 0.62% of portfolio
10,662
Q4 2024 Added 0.09%
$3.33T
$3.16 Million 0.59% of portfolio
7,499
Q4 2024 Reduced 4.68%
$209B
$2.91 Million 0.54% of portfolio
10,029
Q4 2024 Reduced 1.51%
$947M
$2.55 Million 0.47% of portfolio
99,541
Q4 2024 Reduced 6.64%
$2.4T
$2.23 Million 0.41% of portfolio
10,182
Q4 2024 Added 1.72%
$1.18T
$2.18 Million 0.4% of portfolio
11,538
Q4 2024 Added 2.83%
$0
$2.16 Million 0.4% of portfolio
35,179
Q4 2024 Added 2.99%
$0
$2.14 Million 0.4% of portfolio
29,790
Q4 2024 Added 33.74%
$0
$2.15 Million 0.4% of portfolio
31,649
Q3 2024 Added 5.5%
$0
$1.94 Million 0.36% of portfolio
38,706
Q4 2024 Reduced 2.35%
$205B
$1.74 Million 0.32% of portfolio
11,413
Q4 2024 Reduced 1.96%
$0
$1.69 Million 0.31% of portfolio
26,430
Q4 2024 Reduced 3.29%
$1.46B
$1.62 Million 0.3% of portfolio
39,921
Q2 2024 Reduced 0.09%
$37.3B
$1.64 Million 0.3% of portfolio
21,494
Q4 2024 Reduced 0.01%
$0
$1.41 Million 0.26% of portfolio
34,519
Q3 2024 Reduced 0.07%
$0
$1.09 Million 0.2% of portfolio
11,218
Q4 2024 Added 191.23%
$0
$984,000 0.18% of portfolio
1,672
Q4 2024 Added 94.19%
$417B
$904,000 0.17% of portfolio
987
Q4 2024 Reduced 9.86%
$1.3T
$902,000 0.17% of portfolio
2,235
Q4 2024 Added 30.47%
$459B
$815,000 0.15% of portfolio
7,579
Q4 2024 Reduced 3.29%
$149B
$801,000 0.15% of portfolio
10,827
Q4 2024 Added 5.37%
$1.43T
$777,000 0.14% of portfolio
1,319
Q4 2024 Added 2.17%
$0
$753,000 0.14% of portfolio
1,285
Q3 2024 Added 11.84%
$0
$685,000 0.13% of portfolio
10,529
Q2 2024 Reduced 13.42%
$0
$623,000 0.12% of portfolio
2,152
Q3 2024 Reduced 12.13%
$424B
$577,000 0.11% of portfolio
1,485
Q4 2024 Added 10.74%
$155B
$576,000 0.11% of portfolio
7,618
Q4 2024 Added 38.46%
$0
$575,000 0.11% of portfolio
3,400
Q3 2024 Reduced 2.86%
$36.1B
$581,000 0.11% of portfolio
4,335
Q4 2024 Reduced 0.05%
$0
$515,000 0.1% of portfolio
8,550
Q3 2024 Reduced 10.0%
$780B
$518,000 0.1% of portfolio
2,164
Q4 2024 Reduced 21.62%
$394B
$530,000 0.1% of portfolio
3,167
Q4 2024 Reduced 15.07%
$0
$561,000 0.1% of portfolio
7,000
Q3 2022 Reduced 41.67%
$215B
$491,000 0.09% of portfolio
1,354
Q4 2024 Reduced 1.02%
$0
$506,000 0.09% of portfolio
12,800
Q4 2024 Reduced 18.99%
$0
$406,000 0.08% of portfolio
16,010
Q3 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 1,875
  • Current Value $540 Million
  • Prior Value $534 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 76 stocks
  • Additional Purchases 250 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 963 stocks
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