SJS Investment Consulting Inc. Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$790.4M
Holdings
2,087
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,087 positions)
| Stock | Value |
|---|---|
CVNACARVANA CO | $58K |
FIVEFIVE BELOW INC | $58K |
IQDFFLEXSHARES TR | $57K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $57K |
DFAUDIMENSIONAL ETF TRUST | $57K |
TPRTAPESTRY INC | $57K |
RLRALPH LAUREN CORP | $57K |
FISVFISERV INC | $56K |
GLPIGAMING & LEISURE PPTYS INC | $56K |
JBLJABIL INC | $56K |
CVSCVS HEALTH CORP | $56K |
MLB1MERCADOLIBRE INC | $56K |
LMTLOCKHEED MARTIN CORP | $56K |
AYIACUITY INC | $55K |
LFUSLITTELFUSE INC | $55K |
TELTE CONNECTIVITY PLC | $55K |
BALLBALL CORP | $55K |
ALSALLSTATE CORP | $54K |
INGRINGREDION INC | $54K |
AVYAVERY DENNISON CORP | $54K |
FCXFREEPORT-MCMORAN INC | $53K |
MNSTMONSTER BEVERAGE CORP NEW | $53K |
FOXAFOX CORP | $53K |
AWCAMERICAN WTR WKS CO INC NEW | $53K |
CFCF INDS HLDGS INC | $53K |
ESSESSEX PPTY TR INC | $53K |
SCHCSCHWAB STRATEGIC TR | $53K |
ALSNALLISON TRANSMISSION HLDGS I | $52K |
TRMBTRIMBLE INC | $52K |
GLWCORNING INC | $52K |
NNNNNN REIT INC | $52K |
ENBENBRIDGE INC | $52K |
TMOTHERMO FISHER SCIENTIFIC INC | $52K |
EWBCEAST WEST BANCORP INC | $52K |
SNASNAP ON INC | $52K |
VACMARRIOTT VACATIONS WORLDWIDE | $51K |
WMWASTE MGMT INC DEL | $51K |
UHSUNIVERSAL HLTH SVCS INC | $51K |
DWDMORGAN STANLEY | $51K |
ORIOLD REP INTL CORP | $51K |
CPTCAMDEN PPTY TR | $51K |
AOSSMITH A O CORP | $51K |
FBINFORTUNE BRANDS INNOVATIONS I | $51K |
TNLTRAVEL PLUS LEISURE CO | $51K |
ENQENTEGRIS INC | $51K |
HEIHEICO CORP NEW | $50K |
CRUSCIRRUS LOGIC INC | $50K |
LAMRLAMAR ADVERTISING CO NEW | $50K |
DVADAVITA INC | $50K |
CLHCLEAN HARBORS INC | $50K |
FNFFIDELITY NATIONAL FINANCIAL | $50K |
LBRDKLIBERTY BROADBAND CORP | $50K |
AGCOAGCO CORP | $50K |
TRVTRAVELERS COMPANIES INC | $50K |
FLOFLOWERS FOODS INC | $50K |
CRLCHARLES RIV LABS INTL INC | $50K |
SUISUN CMNTYS INC | $50K |
EPAMEPAM SYS INC | $49K |
THCTENET HEALTHCARE CORP | $49K |
WSTWEST PHARMACEUTICAL SVSC INC | $49K |
USFDUS FOODS HLDG CORP | $49K |
PINSPINTEREST INC | $49K |
NEMNEWMONT CORP | $49K |
FTITECHNIPFMC PLC | $49K |
REGREGENCY CTRS CORP | $49K |
GLOBGLOBANT S A | $49K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $49K |
ONON SEMICONDUCTOR CORP | $49K |
SPBSPECTRUM BRANDS HLDGS INC NE | $49K |
TXG10X GENOMICS INC | $48K |
FRFIRST INDL RLTY TR INC | $48K |
MSMMSC INDL DIRECT INC | $48K |
GKDGRAND CANYON ED INC | $48K |
FNDFLOOR & DECOR HLDGS INC | $48K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $48K |
FWONALIBERTY MEDIA CORP DEL | $48K |
TXTTEXTRON INC | $47K |
KLACKLA CORP | $47K |
SYFSYNCHRONY FINANCIAL | $47K |
TWLOTWILIO INC | $47K |
ETHAISHARES ETHEREUM TR | $47K |
EGPEASTGROUP PPTYS INC | $47K |
ASMLASML HOLDING N V | $47K |
IYWISHARES TR | $46K |
REEVEREST GROUP LTD | $46K |
DGXQUEST DIAGNOSTICS INC | $46K |
UNMUNUM GROUP | $46K |
VMCVULCAN MATLS CO | $45K |
APPAPPLOVIN CORP | $45K |
PAYCPAYCOM SOFTWARE INC | $45K |
RFREGIONS FINANCIAL CORP NEW | $45K |
AXPAMERICAN EXPRESS CO | $45K |
CGNXCOGNEX CORP | $45K |
TECHBIO-TECHNE CORP | $45K |
GILDGILEAD SCIENCES INC | $44K |
VOOGVANGUARD ADMIRAL FDS INC | $44K |
OHIOMEGA HEALTHCARE INVS INC | $44K |
XRAYDENTSPLY SIRONA INC | $44K |
GPKGRAPHIC PACKAGING HLDG CO | $43K |
BLDTOPBUILD CORP | $43K |