SJS Investment Consulting Inc.

Q4 2025 13F-HR Holdings

Location
Sylvania, OH
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
2,087
Total value ($000)
$790,376
Net value change ($000)
+59,502 (8.1%)
New positions
531
Sold out positions
78
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 14,008 4.0%
VBIL 6,381 237.1%
LLY 5,983 41.2%
DFIC 5,603 9.4%
VCRB 4,129 16.0%
AAPL 3,595 22.7%
DUSB 2,036 6.7%
VTIP 1,759 14.4%
DFSD 1,559 7.9%
GOOGL 1,296 40.3%
Top Reduces (Value $000, Stocks/ETFs)
BTC -1,284 -57.9%
GBTC -590 -23.8%
HRL -559 -4.7%
ORCL -458 -38.6%
IBIT -411 -52.9%
VST -402 -97.8%
META -381 -29.2%
MSFT -255 -5.3%
DOC -207 -100.0%
SYY -183 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type