SJS Investment Consulting Inc. Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$630.4B

Holdings

1,548

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,548 positions)

#StockSharesValue% PortfolioType
201
MCKMCKESSON CORP
56$41.0M0.01%
202
MAMASTERCARD INCORPORATED
73$41.0M0.01%
203
IYWISHARES TR
235$40.7M0.01%
204
TRVTRAVELERS COMPANIES INC
151$40.4M0.01%
205
RTXRTX CORPORATION
274$40.0M0.01%
206
EDCONSOLIDATED EDISON INC
391$39.2M0.01%
207
GSEWGOLDMAN SACHS ETF TR
476$38.8M0.01%
208
BJBJS WHSL CLUB HLDGS INC
358$38.6M0.01%
209
QXOQXO INC
1,723$37.1M0.01%
210
VRTXVERTEX PHARMACEUTICALS INC
83$37.0M0.01%
211
TMOTHERMO FISHER SCIENTIFIC INC
91$36.9M0.01%
212
LINLINDE PLC
77$36.3M0.01%
213
AJGGALLAGHER ARTHUR J & CO
113$36.2M0.01%
214
BSCPINVESCO EXCH TRD SLF IDX FD
1,736$35.9M0.01%
215
CVNACARVANA CO
106$35.7M0.01%
216
IWDISHARES TR
183$35.5M0.01%
217
KMIKINDER MORGAN INC DEL
1,204$35.4M0.01%
218
FASTFASTENAL CO
842$35.4M0.01%
219
VDEVANGUARD WORLD FD
290$34.5M0.01%
220
DEDEERE & CO
65$33.1M0.01%
221
IJSISHARES TR
332$33.0M0.01%
222
IAUMISHARES GOLD TR
1,000$33.0M0.01%
223
SPYGSPDR SERIES TRUST
339$32.3M0.01%
224
TRUTRANSUNION
362$31.9M0.01%
225
ARKKARK ETF TR
451$31.7M0.01%
226
SHOPSHOPIFY INC
274$31.6M0.01%
227
NBISNEBIUS GROUP N.V.
562$31.1M0.00%
228
ORIOLD REP INTL CORP
803$30.9M0.00%
229
BSCQINVESCO EXCH TRD SLF IDX FD
1,581$30.9M0.00%
230
NZFNUVEEN MUNICIPAL CREDIT INC
2,581$30.8M0.00%
231
TSCOTRACTOR SUPPLY CO
580$30.6M0.00%
232
VGSRMANAGER DIRECTED PORTFOLIOS
2,923$30.6M0.00%
233
TXNTEXAS INSTRS INC
147$30.5M0.00%
234
TJXTJX COS INC NEW
247$30.5M0.00%
235
PTLCPACER FDS TR
600$30.5M0.00%
236
AVUVAMERICAN CENTY ETF TR
334$30.4M0.00%
237
BBARRICK MNG CORP
1,375$28.6M0.00%
238
FEFIRSTENERGY CORP
711$28.6M0.00%
239
MDTMEDTRONIC PLC
328$28.6M0.00%
240
FERGFERGUSON ENTERPRISES INC
129$28.1M0.00%
241
NSCNORFOLK SOUTHN CORP
109$27.9M0.00%
242
NUENUCOR CORP
214$27.7M0.00%
243
PSXPHILLIPS 66
231$27.6M0.00%
244
VOVANGUARD INDEX FDS
97$27.1M0.00%
245
IWRISHARES TR
295$27.1M0.00%
246
CPRTCOPART INC
551$27.0M0.00%
247
SOXXISHARES TR
112$26.7M0.00%
248
TSMTAIWAN SEMICONDUCTOR MFG LTD
117$26.5M0.00%
249
DFSVDIMENSIONAL ETF TRUST
900$26.5M0.00%
250
CMCSACOMCAST CORP NEW
737$26.3M0.00%
251
OTISOTIS WORLDWIDE CORP
265$26.3M0.00%
252
BDXBECTON DICKINSON & CO
152$26.2M0.00%
253
CTVACORTEVA INC
351$26.2M0.00%
254
CARRCARRIER GLOBAL CORPORATION
354$25.9M0.00%
255
BITBBITWISE BITCOIN ETF TR
439$25.7M0.00%
256
XLCSELECT SECTOR SPDR TR
233$25.3M0.00%
257
TMFGRBB FD INC
824$25.0M0.00%
258
ESPRESPERION THERAPEUTICS INC NE
25,000$24.6M0.00%
259
SHFSSHF HOLDINGS INC
11,313$24.6M0.00%
260
APPSDIGITAL TURBINE INC
4,154$24.5M0.00%
261
NXPINXP SEMICONDUCTORS N V
110$24.0M0.00%
262
GISGENERAL MLS INC
462$23.9M0.00%
263
BITQEXCHANGE TRADED CONCEPTS TRU
1,200$23.7M0.00%
264
DDDUPONT DE NEMOURS INC
342$23.5M0.00%
265
CLFCLEVELAND-CLIFFS INC NEW
3,000$22.8M0.00%
266
FLGRFRANKLIN TEMPLETON ETF TR
676$22.7M0.00%
267
XLFSELECT SECTOR SPDR TR
424$22.2M0.00%
268
QUALISHARES TR
121$22.1M0.00%
269
COFCAPITAL ONE FINL CORP
103$21.9M0.00%
270
INTCINTEL CORP
978$21.9M0.00%
271
OSCROSCAR HEALTH INC
1,011$21.7M0.00%
272
EPDENTERPRISE PRODS PARTNERS L
685$21.3M0.00%
273
AGGISHARES TR
213$21.1M0.00%
274
BLOKAMPLIFY ETF TR
368$21.0M0.00%
275
ISRGINTUITIVE SURGICAL INC
38$20.7M0.00%
276
CMSCMS ENERGY CORP
298$20.6M0.00%
277
6RJ0ROCKET LAB CORP
577$20.6M0.00%
278
GAPGAP INC
945$20.6M0.00%
279
IOTSAMSARA INC
513$20.4M0.00%
280
GDGENERAL DYNAMICS CORP
70$20.4M0.00%
281
SCHFSCHWAB STRATEGIC TR
908$20.1M0.00%
282
CLCOLGATE PALMOLIVE CO
220$20.0M0.00%
283
FBTCFIDELITY WISE ORIGIN BITCOIN
210$19.7M0.00%
284
JEPQJ P MORGAN EXCHANGE TRADED F
357$19.4M0.00%
285
AVREAMERICAN CENTY ETF TR
432$19.1M0.00%
286
XRAYDENTSPLY SIRONA INC
1,184$18.8M0.00%
287
CDWCDW CORP
104$18.6M0.00%
288
BSXBOSTON SCIENTIFIC CORP
170$18.3M0.00%
289
EAELECTRONIC ARTS INC
114$18.2M0.00%
290
SPSMSPDR SERIES TRUST
426$18.1M0.00%
291
FNDESCHWAB STRATEGIC TR
538$17.8M0.00%
292
ZWSZURN ELKAY WATER SOLNS CORP
481$17.6M0.00%
293
GILDGILEAD SCIENCES INC
157$17.4M0.00%
294
BKNGBOOKING HOLDINGS INC
3$17.4M0.00%
295
MRVLMARVELL TECHNOLOGY INC
223$17.3M0.00%
296
ABALLIANCEBERNSTEIN HLDG L P
420$17.1M0.00%
297
AQLTISHARES TR
204$17.0M0.00%
298
SPYMSPDR SERIES TRUST
233$16.9M0.00%
299
RLIRLI CORP
231$16.7M0.00%
300
RRYDER SYS INC
105$16.7M0.00%
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