SJS Investment Consulting Inc.
SJS Investment Consulting Inc. reported 3,488 holdings worth US$919M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
SJS Investment Consulting Inc. reported 3,488 holdings worth US$919M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Hormel Foods Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 3,488
- Value as reported
- US$919M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 19,153 | US$23M | 2.5% |
| Apple Inc | 65,502 | US$19M | 2.1% |
| Hormel Foods Corporation | 475K | US$11.8M | 1.3% |
| Alphabet Inc (google) Class C | 27,855 | US$9.95M | 1.1% |
| Nvidia Corporation | 49,169 | US$9.84M | 1.1% |
| Visa Inc. | 11,046 | US$3.79M | 0.41% |
| Walmart Inc. | 29,602 | US$3.35M | 0.36% |
| Microsoft Corp. | 8,518 | US$3.18M | 0.35% |
| The Andersons, Inc. | 43,555 | US$2.98M | 0.32% |
| Amazon.com, Inc. | 11,743 | US$2.8M | 0.30% |
| Wesbanco, Inc. | 71,568 | US$2.79M | 0.30% |
| Mcdonald's Corporation | 9,331 | US$2.52M | 0.27% |
| Jp Morgan Chase & Co. | 6,304 | US$2.06M | 0.22% |
| Sysco Corporation | 21,726 | US$1.82M | 0.20% |
| Caterpillar, Inc. | 1,504 | US$1.6M | 0.17% |
| Umb Financial Corporation | 10,063 | US$1.44M | 0.16% |
| Micron Technology, Inc. | 1,144 | US$1.32M | 0.14% |
| Ge Vernova Inc. | 1,054 | US$1.24M | 0.13% |
| Exxon Mobil Corporation | 8,942 | US$1.22M | 0.13% |
| Procter & Gamble Company (the) | 8,229 | US$1.21M | 0.13% |
| Johnson & Johnson | 4,507 | US$1.14M | 0.12% |
| Costco Wholesale Corporation | 1,216 | US$1.14M | 0.12% |
| Welltower Inc. | 4,706 | US$1.07M | 0.12% |
| Citigroup, Inc. | 7,427 | US$1.04M | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,050 | US$979K | 0.11% |
| Charles Schwab Corporation (the) | 10,497 | US$969K | 0.11% |
| Tesla, Inc. | 2,228 | US$937K | 0.10% |
| Broadcom Inc. | 2,395 | US$905K | 0.10% |
| Nextera Energy, Inc. | 9,225 | US$810K | 0.09% |
| Applied Optoelectronics, Inc. | 5,441 | US$806K | 0.09% |
| Home Depot, Inc. (the) | 2,265 | US$799K | 0.09% |
| Chevron Corporation | 4,615 | US$765K | 0.08% |
| Advanced Micro Devices Inc | 1,313 | US$763K | 0.08% |
| Lam Research Corporation | 1,754 | US$760K | 0.08% |
| Meta Platforms, Inc. | 1,348 | US$759K | 0.08% |
| Berkshire Hathaway Inc. | 1,497 | US$749K | 0.08% |
| Dell Technologies Inc. | 1,732 | US$747K | 0.08% |
| W.w. Grainger, Inc. | 531 | US$722K | 0.08% |
| Cisco Systems, Inc. | 5,618 | US$660K | 0.07% |
| Vertiv Holdings, Llc | 1,916 | US$642K | 0.07% |
| Marathon Petroleum Corporation | 2,423 | US$619K | 0.07% |
| Dte Energy Company | 4,041 | US$616K | 0.07% |
| Verizon Communications Inc. | 14,085 | US$596K | 0.06% |
| Sellas Life Sciences Group, Inc. | 40,000 | US$590K | 0.06% |
| Emerson Electric Company | 3,900 | US$558K | 0.06% |
| Boeing Company (the) | 2,359 | US$511K | 0.06% |
| Kestra Medical Technologies, Ltd. | 20,060 | US$510K | 0.06% |
| Western Digital Corporation | 775 | US$495K | 0.05% |
| Bank Of America Corporation | 8,665 | US$494K | 0.05% |
| First Solar, Inc. | 2,079 | US$491K | 0.05% |
| International Business Machines Corporation | 1,741 | US$489K | 0.05% |
| Abbvie Inc. | 1,943 | US$489K | 0.05% |
| Ge Aerospace | 1,239 | US$463K | 0.05% |
| Sandisk Corporation | 194 | US$441K | 0.05% |
| Marriott International | 1,173 | US$435K | 0.05% |
| Illinois Tool Works Inc. | 1,549 | US$419K | 0.05% |
| National Healthcare Corporation | 1,956 | US$413K | 0.04% |
| Masco Corporation | 5,066 | US$412K | 0.04% |
| Fedex Corporation | 1,230 | US$385K | 0.04% |
| Sherwin-williams Company (the) | 1,116 | US$384K | 0.04% |
| Intel Corporation | 2,742 | US$383K | 0.04% |
| Analog Devices, Inc. | 912 | US$362K | 0.04% |
| Automatic Data Processing, Inc. | 1,615 | US$362K | 0.04% |
| Wells Fargo & Company | 4,308 | US$356K | 0.04% |
| Howmet Aerospace Inc. | 1,267 | US$341K | 0.04% |
| Amphenol Corporation | 1,860 | US$328K | 0.04% |
| Phillips 66 | 1,937 | US$327K | 0.04% |
| Elevance Health, Inc. | 841 | US$325K | 0.04% |
| Cencora, Inc. | 1,104 | US$312K | 0.03% |
| Goldman Sachs Group, Inc. (the) | 300 | US$303K | 0.03% |
| Dt Midstream, Inc. | 2,036 | US$299K | 0.03% |
| Novartis Ag | 1,839 | US$288K | 0.03% |
| Space Exploration Technologies Corp | 1,675 | US$286K | 0.03% |
| Iron Mountain Incorporated (delaware) | 2,258 | US$285K | 0.03% |
| Kroger Company (the) | 5,082 | US$282K | 0.03% |
| Texas Instruments Incorporated | 942 | US$281K | 0.03% |
| Mastercard Incorporated | 544 | US$279K | 0.03% |
| Rtx Corporation | 1,461 | US$277K | 0.03% |
| Abbott Laboratories | 3,030 | US$275K | 0.03% |
| Pepsico, Inc. | 2,015 | US$273K | 0.03% |
| Walt Disney Company (the) | 2,793 | US$269K | 0.03% |
| Harrow, Inc. | 6,073 | US$258K | 0.03% |
| Veeva Systems Inc. | 1,451 | US$258K | 0.03% |
| Aflac Incorporated | 2,187 | US$256K | 0.03% |
| Merck & Company, Inc. | 1,992 | US$256K | 0.03% |
| Palo Alto Networks, Inc. | 734 | US$250K | 0.03% |
| Corning Incorporated | 935 | US$239K | 0.03% |
| Amgen Inc. | 657 | US$238K | 0.03% |
| Fifth Third Bancorp | 4,181 | US$236K | 0.03% |
| Stryker Corporation | 721 | US$227K | 0.02% |
| Coca-cola Company (the) | 2,708 | US$220K | 0.02% |
| Unitedhealth Group Incorporated | 524 | US$218K | 0.02% |
| Keycorp | 9,314 | US$215K | 0.02% |
| Oracle Corporation | 1,445 | US$212K | 0.02% |
| Comfort Systems Usa, Inc. | 106 | US$210K | 0.02% |
| Lowe's Companies, Inc. | 951 | US$210K | 0.02% |
| General Dynamics Corporation | 588 | US$208K | 0.02% |
| At&t Inc. | 10,015 | US$207K | 0.02% |
| Centene Corporation | 3,110 | US$200K | 0.02% |
| Palantir Technologies Inc. | 1,705 | US$199K | 0.02% |
Every holding of SJS Investment Consulting Inc.
Source
View original at SEC
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