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Portfolio (Quarterly) Guide ↗

SJS Investment Consulting Inc.

· CIK 0001894302
13F Portfolio $731M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1634 New
Page 3 of 82  ·  1,634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER AND GAMBLE CO Consumer Defensive 7,687.0 $1.2M 0.16% NEW $153.66 -7.7%
42 DFUV DIMENSIONAL ETF TRUST 26,169.0 $1.2M 0.16% NEW $44.69 +17.0%
43 CAT CATERPILLAR INC Industrials 2,319.0 $1.1M 0.15% NEW $477.19 +81.1%
44 AVGO BROADCOM INC Technology 3,286.0 $1.1M 0.15% NEW $329.91 +25.1%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 5,783.0 $1.1M 0.14% NEW $182.42 -26.2%
46 SCHW SCHWAB CHARLES CORP Financial Services 10,843.0 $1.0M 0.14% NEW $95.47 -2.8%
47 DFIV DIMENSIONAL ETF TRUST 21,096.0 $973K 0.13% NEW $46.12 +19.7%
48 COST COSTCO WHSL CORP NEW Consumer Defensive 1,015.0 $940K 0.13% NEW $925.79 +18.1%
49 NEE NEXTERA ENERGY INC Utilities 12,167.0 $918K 0.13% NEW $75.49 +19.3%
50 WELL WELLTOWER INC Real Estate 5,053.0 $900K 0.12% NEW $178.14 +21.0%
51 IVV ISHARES TR 1,332.0 $892K 0.12% NEW $669.30 +10.5%
52 XOM EXXON MOBIL CORP Energy 7,871.0 $887K 0.12% NEW $112.74 +43.7%
53 TSLA TESLA INC Consumer Cyclical 1,970.0 $876K 0.12% NEW $444.67 -9.7%
54 JNJ JOHNSON & JOHNSON Healthcare 4,497.0 $834K 0.11% NEW $185.42 +23.9%
55 VTV VANGUARD INDEX FDS 4,340.0 $809K 0.11% NEW $186.49 +11.5%
56 VXUS VANGUARD STAR FDS 11,000.0 $808K 0.11% NEW $73.46 +13.3%
57 VTI VANGUARD INDEX FDS 2,418.0 $793K 0.11% NEW $328.15 +10.1%
58 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,950.0 $777K 0.11% NEW $65.00 -33.1%
59 LOW LOWES COS INC Consumer Cyclical 3,051.0 $767K 0.10% NEW $251.31 -12.9%
60 BERKSHIRE HATHAWAY INC DEL 1.0 $754K 0.10% NEW $754200.00
Page 3 of 82  ·  1,634 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 16.8%
Consumer Defensive 15.4%
Healthcare 14.5%
Consumer Cyclical 6.8%
Communication Services 6.2%
Industrials 6.0%
Energy 2.5%
Utilities 2.4%
Real Estate 1.8%