Sjs Investment Consulting Inc. Portfolio Holdings

Sjs Investment Consulting Inc.

  • $534 Million
  • Q3 2024

Sjs Investment Consulting Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $534 Million distributed in 2104 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 $309M, Dimensional ETF Tr Dimensional with a value of $46.1M, Eli Lilly & CO with a value of $17M, Dimensional ETF Tr Short Durat with a value of $15.7M, and Hormel Foods Corp with a value of $14.6M.

Examining the 13F form we can see an increase of $35.4M in the current position value, from $499M to 534M.

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 $534 Million
ETFs: $423 Million
Technology: $26.4 Million
Consumer Defensive: $23.4 Million
Healthcare: $20.7 Million
Financial Services: $9.05 Million
Consumer Cyclical: $7.8 Million
Communication Services: $6.01 Million
Industrials: $3.82 Million
Other: $4.52 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44,000 0.01% of portfolio
4,143
Q3 2024 Added 1.44%
$0
$44,000 0.01% of portfolio
2,238
Q4 2021 New
$0
$54,000 0.01% of portfolio
4,536
Q3 2022 Added 28.28%
$0
$0 0.0% of portfolio
436
Q3 2024 New
$32.4M
$0 0.0% of portfolio
300
Q2 2024 New
$0
$0 0.0% of portfolio
21
Q2 2024 Reduced 16.0%
$16.3M
$0 0.0% of portfolio
100
Q2 2024 Reduced 2.91%
$0
$7,000 0.0% of portfolio
231
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 2,104
  • Current Value $534 Million
  • Prior Value $499 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 75 stocks
  • Additional Purchases 422 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 421 stocks
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