SJS Investment Consulting Inc.
SEC Form 13F institutional filer · CIK 0001894302
13F-HR · 512 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
56.4%
SJS Investment Consulting Inc. — $160M AUM allocation strategy
SJS Investment Consulting Inc. files SEC Form 13F and reports $160M of long US equity value across 512 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.7%, followed by Health Care 10.9% and Consumer Staples 10.7%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SJS Investment Consulting Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$160M
total across 512 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +55.8K sh · +$1.11M+$VOO +36.3K sh · +$2.03M+$NVDA +9.63K sh · +$1.09M
Biggest trims (shares)
−$AAPL −5.06K sh · −$2.58M−$NEE −3.27K sh · −$151K−$CSCO −2.53K sh · −$192K
Exited to nil (held last quarter, gone now)
$QTOP ($1.01K last qtr)$XLRE ($929 last qtr)$XLE ($716 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals10.9%—
- Technology Hardware, Storage & Peripherals10.5%—
- Packaged Foods & Meats6.7%—
- Semiconductors6.3%—
- Interactive Media & Services5.0%—
- Consumer Staples Merchandise Retail3.1%—
- Transaction & Payment Processing Services2.1%—
- Restaurants2.1%—
- Other holdings53.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LLY | Eli Lilly and Company | 19.1K | $17.6M | +32 | 11.0% |
| $AAPL | Apple Inc | 66.4K | $16.9M | -5.06K | 10.5% |
| $HRL | Hormel Foods Corporation | 474K | $10.7M | +424 | 6.7% |
| $NVDA | NVIDIA Corporation | 58K | $10.1M | +9.63K | 6.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.6K | $4.49M | +1.2K | 2.8% |
| $WMT | Walmart Inc | 29.6K | $3.68M | +749 | 2.3% |
| $GOOGL | Alphabet Inc | 12.4K | $3.56M | -58 | 2.2% |
| $V | Visa Inc | 11K | $3.33M | -143 | 2.1% |
| $MCD | McDonald's Corporation | 10.5K | $3.28M | -1.01K | 2.0% |
…and 503 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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