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SJS Investment Consulting Inc.

Q1 2022 Holdings

Filed 2022-05-05 | 1755 holdings | $9.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Zendesk IncCOM98936J101$171400.0%
Twilio Inc(TWLO)CL A90138F102$181120.0%
Mckesson Corp(MCK)COM58155Q103$18600.0%
ZIM Integrated Shipping Serv(ZIM)SHSM9T951109$182500.0%
Alcoa Corp(AA)COM013872106$182000.0%
Regeneron Pharmaceuticals(REGN)COM75886F107$18260.0%
American Elec PWR Co Inc(AEP)COM025537101$191880.0%
Qualcomm Inc(QCOM)COM747525103$191220.0%
BlackRock CR Allocation Inco(BTZ)COM092508100$191,5520.0%
NXP Semiconductors N V(NXPI)COMN6596X109$191010.0%
Duke Energy Corp New(DUK)COM NEW26441C204$191740.0%
IAC Interactivecorp New(IAC)COM NEW44891N208$191900.0%
Invesco Exchange Traded FD T(PRF)FTSE RAFI 100046137V613$191110.0%
Invesco Actively Managed ETF(GSY)ULTRA SHRT DUR46090A887$203960.0%
Kraneshares TR(KARS)ELEC VEH FUTUR500767827$205000.0%
Ulta Beauty Inc(ULTA)COM90384S303$20500.0%
Transdigm Group Inc(TDG)COM893641100$20300.0%
Marsh & Mclennan COS Inc(MRSH)COM571748102$201150.0%
WEC Energy Group Inc(WEC)COM92939U106$202030.0%
Old Dominion Freight Line in(ODFL)COM679580100$21700.0%
Mercadolibre Inc(MELI)COM58733R102$21180.0%
Western Asset High Yield DEF(HYI)COM95768B107$211,5300.0%
Progressive Corp(PGR)COM743315103$211860.0%
Vmware Inc(VMWEUR)CL A COM928563402$211860.0%
Dell Technologies Inc(DELL)CL C24703L202$214260.0%
Extra Space Storage Inc(EXR)COM30225T102$221050.0%
Dollar Tree Inc(DLTR)COM256746108$221360.0%
Sentinelone Inc(S)CL A81730H109$225740.0%
Albemarle Corp(ALB)COM012653101$221020.0%
Plug Power Inc(PLUG)COM NEW72919P202$227660.0%
Apartment Income REIT Corp(AIRCUSD)COM03750L109$224170.0%
Snowflake Inc(SNOW)CL A833445109$22960.0%
Prospect Cap Corp(PSEC)COM74348T102$232,8050.0%
WP Carey Inc(WPC)COM92936U109$232800.0%
Zscaler Inc(ZS)COM98980G102$23950.0%
S&P Global Inc(SPGI)COM78409V104$23570.0%
General MLS Inc(GIS)COM370334104$233420.0%
Futu Hldgs LTD(FUTU)SPON ADS CL A36118L106$237000.0%
Fastenal Co(FAST)COM311900104$233870.0%
Coherent Inc(COHREUR)COM192479103$24860.0%
Kinder Morgan Inc del(KMI)COM49456B101$241,2560.0%
Overstock COM Inc del(BBBY)COM690370101$245420.0%
Travelers Companies Inc(TRV)COM89417E109$251390.0%
Upstart Hldgs Inc(UPST)COM91680M107$252330.0%
Novo-Nordisk A S(NVO)ADR670100205$252290.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$253250.0%
Global MED REIT Inc(GMREUSD)COM NEW37954A204$251,5500.0%
Delta AIR Lines Inc del(DAL)COM NEW247361702$256330.0%
Gold TR(IAU)ISHARES NEW464285204$267120.0%
Lululemon Athletica Inc(LULU)COM550021109$26710.0%
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