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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 501 | CASYCASEYS GEN STORES INC | 5 | $2.6M | 0.00% | |
| 502 | CMGCHIPOTLE MEXICAN GRILL INC | 45 | $2.5M | 0.00% | |
| 503 | MSIMOTOROLA SOLUTIONS INC | 6 | $2.5M | 0.00% | |
| 504 | MCOMOODYS CORP | 5 | $2.5M | 0.00% | |
| 505 | NOCNORTHROP GRUMMAN CORP | 5 | $2.5M | 0.00% | |
| 506 | LPXLOUISIANA PAC CORP | 29 | $2.5M | 0.00% | |
| 507 | ZTSZOETIS INC | 16 | $2.5M | 0.00% | |
| 508 | 0VVBPARAMOUNT GLOBAL | 193 | $2.5M | 0.00% | |
| 509 | FTITECHNIPFMC PLC | 72 | $2.5M | 0.00% | |
| 510 | ANETARISTA NETWORKS INC | 24 | $2.5M | 0.00% | |
| 511 | EXEEXPAND ENERGY CORPORATION | 21 | $2.5M | 0.00% | |
| 512 | CWCURTISS WRIGHT CORP | 5 | $2.4M | 0.00% | |
| 513 | FTNTFORTINET INC | 23 | $2.4M | 0.00% | |
| 514 | ITGARTNER INC | 6 | $2.4M | 0.00% | |
| 515 | ECLECOLAB INC | 9 | $2.4M | 0.00% | |
| 516 | APOAPOLLO GLOBAL MGMT INC | 17 | $2.4M | 0.00% | |
| 517 | LLOEWS CORP | 26 | $2.4M | 0.00% | |
| 518 | LMBLIMBACH HLDGS INC | 17 | $2.4M | 0.00% | |
| 519 | ADIANALOG DEVICES INC | 10 | $2.4M | 0.00% | |
| 520 | INTUINTUIT | 3 | $2.4M | 0.00% | |
| 521 | DKNGDRAFTKINGS INC NEW | 55 | $2.4M | 0.00% | |
| 522 | PRCHPORCH GROUP INC | 199 | $2.3M | 0.00% | |
| 523 | ROKROCKWELL AUTOMATION INC | 7 | $2.3M | 0.00% | |
| 524 | STXSEAGATE TECHNOLOGY HLDNGS PL | 16 | $2.3M | 0.00% | |
| 525 | STLDSTEEL DYNAMICS INC | 18 | $2.3M | 0.00% | |
| 526 | HHHHOWARD HUGHES HOLDINGS INC | 34 | $2.3M | 0.00% | |
| 527 | MDLZMONDELEZ INTL INC | 34 | $2.3M | 0.00% | |
| 528 | CMICUMMINS INC | 7 | $2.3M | 0.00% | |
| 529 | AQN.TOALGONQUIN PWR UTILS CORP | 400 | $2.3M | 0.00% | |
| 530 | AVPTAVEPOINT INC | 118 | $2.3M | 0.00% | |
| 531 | ACGLARCH CAP GROUP LTD | 25 | $2.3M | 0.00% | |
| 532 | ROPROPER TECHNOLOGIES INC | 4 | $2.3M | 0.00% | |
| 533 | PKGPACKAGING CORP AMER | 12 | $2.3M | 0.00% | |
| 534 | LHXL3HARRIS TECHNOLOGIES INC | 9 | $2.3M | 0.00% | |
| 535 | VODVODAFONE GROUP PLC NEW | 209 | $2.2M | 0.00% | |
| 536 | AIQGLOBAL X FDS | 51 | $2.2M | 0.00% | |
| 537 | WCCWESCO INTL INC | 12 | $2.2M | 0.00% | |
| 538 | SKYHSKY HARBOUR GROUP CORPORATIO | 227 | $2.2M | 0.00% | |
| 539 | CMECME GROUP INC | 8 | $2.2M | 0.00% | |
| 540 | SYFSYNCHRONY FINANCIAL | 33 | $2.2M | 0.00% | |
| 541 | LOCOEL POLLO LOCO HLDGS INC | 200 | $2.2M | 0.00% | |
| 542 | RSRELIANCE INC | 7 | $2.2M | 0.00% | |
| 543 | TELTE CONNECTIVITY PLC | 13 | $2.2M | 0.00% | |
| 544 | TOLTOLL BROTHERS INC | 19 | $2.2M | 0.00% | |
| 545 | FCXFREEPORT-MCMORAN INC | 50 | $2.2M | 0.00% | |
| 546 | SOFISOFI TECHNOLOGIES INC | 119 | $2.2M | 0.00% | |
| 547 | PDYNPALLADYNE AI CORP | 249 | $2.2M | 0.00% | |
| 548 | RJFRAYMOND JAMES FINL INC | 14 | $2.1M | 0.00% | |
| 549 | IDXXIDEXX LABS INC | 4 | $2.1M | 0.00% | |
| 550 | SKAASKECHERS U S A INC | 34 | $2.1M | 0.00% | |
| 551 | WTWWILLIS TOWERS WATSON PLC LTD | 7 | $2.1M | 0.00% | |
| 552 | WRBBERKLEY W R CORP | 29 | $2.1M | 0.00% | |
| 553 | USBUS BANCORP DEL | 47 | $2.1M | 0.00% | |
| 554 | EWBCEAST WEST BANCORP INC | 21 | $2.1M | 0.00% | |
| 555 | TWLOTWILIO INC | 17 | $2.1M | 0.00% | |
| 556 | TPLTEXAS PACIFIC LAND CORPORATI | 2 | $2.1M | 0.00% | |
| 557 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 27 | $2.1M | 0.00% | |
| 558 | CBRECBRE GROUP INC | 15 | $2.1M | 0.00% | |
| 559 | BLDRBUILDERS FIRSTSOURCE INC | 18 | $2.1M | 0.00% | |
| 560 | FLEXFLEX LTD | 42 | $2.1M | 0.00% | |
| 561 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 100 | $2.1M | 0.00% | |
| 562 | USFDUS FOODS HLDG CORP | 27 | $2.1M | 0.00% | |
| 563 | FNFFIDELITY NATIONAL FINANCIAL | 37 | $2.1M | 0.00% | |
| 564 | KMBKIMBERLY-CLARK CORP | 16 | $2.1M | 0.00% | |
| 565 | FFIVF5 INC | 7 | $2.1M | 0.00% | |
| 566 | PNRPENTAIR PLC | 20 | $2.1M | 0.00% | |
| 567 | TDYTELEDYNE TECHNOLOGIES INC | 4 | $2.0M | 0.00% | |
| 568 | HUBBHUBBELL INC | 5 | $2.0M | 0.00% | |
| 569 | RHCRH PLC | 22 | $2.0M | 0.00% | |
| 570 | MEIMETHODE ELECTRS INC | 212 | $2.0M | 0.00% | |
| 571 | MKLMARKEL GROUP INC | 1 | $2.0M | 0.00% | |
| 572 | KELKELLANOVA | 25 | $2.0M | 0.00% | |
| 573 | RGAREINSURANCE GRP OF AMERICA I | 10 | $2.0M | 0.00% | |
| 574 | GDDYGODADDY INC | 11 | $2.0M | 0.00% | |
| 575 | APDAIR PRODS & CHEMS INC | 7 | $2.0M | 0.00% | |
| 576 | GENGEN DIGITAL INC | 67 | $2.0M | 0.00% | |
| 577 | TSNTYSON FOODS INC | 35 | $2.0M | 0.00% | |
| 578 | FCNCAFIRST CTZNS BANCSHARES INC N | 1 | $2.0M | 0.00% | |
| 579 | BRBROADRIDGE FINL SOLUTIONS IN | 8 | $1.9M | 0.00% | |
| 580 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 8 | $1.9M | 0.00% | |
| 581 | UNMUNUM GROUP | 24 | $1.9M | 0.00% | |
| 582 | KNSLKINSALE CAP GROUP INC | 4 | $1.9M | 0.00% | |
| 583 | CINFCINCINNATI FINL CORP | 13 | $1.9M | 0.00% | |
| 584 | CRSCARPENTER TECHNOLOGY CORP | 7 | $1.9M | 0.00% | |
| 585 | ARQTARCUTIS BIOTHERAPEUTICS INC | 138 | $1.9M | 0.00% | |
| 586 | NTAPNETAPP INC | 18 | $1.9M | 0.00% | |
| 587 | CA8ACACI INTL INC | 4 | $1.9M | 0.00% | |
| 588 | BROBROWN & BROWN INC | 17 | $1.9M | 0.00% | |
| 589 | FWONALIBERTY MEDIA CORP DEL | 18 | $1.9M | 0.00% | |
| 590 | BKRBAKER HUGHES COMPANY | 49 | $1.9M | 0.00% | |
| 591 | AMCRAMCOR PLC | 204 | $1.9M | 0.00% | |
| 592 | FFFUTUREFUEL CORP | 483 | $1.9M | 0.00% | |
| 593 | FISFIDELITY NATL INFORMATION SV | 23 | $1.9M | 0.00% | |
| 594 | PNCPNC FINL SVCS GROUP INC | 10 | $1.9M | 0.00% | |
| 595 | DRIVGLOBAL X FDS | 80 | $1.9M | 0.00% | |
| 596 | EXPEEXPEDIA GROUP INC | 11 | $1.9M | 0.00% | |
| 597 | DECKDECKERS OUTDOOR CORP | 18 | $1.9M | 0.00% | |
| 598 | CAHCARDINAL HEALTH INC | 11 | $1.8M | 0.00% | |
| 599 | TROWPRICE T ROWE GROUP INC | 19 | $1.8M | 0.00% | |
| 600 | TPRTAPESTRY INC | 21 | $1.8M | 0.00% |