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SJS Investment Consulting Inc.

Q2 2025 Holdings

Filed 2025-07-15 | 1801 holdings | $630.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Murphy USA Inc(MUSA)COM626755102$1.2K30.0%
Somnigroup International Inc(SGI)COM88023U101$1.2K180.0%
Doximity Inc(DOCS)CL A26622P107$1.2K200.0%
Duolingo Inc(DUOL)CL A COM26603R106$1.2K30.0%
Atmos Energy Corp(ATO)COM049560105$1.2K80.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$1.2K40.0%
V F Corp(VFC)COM918204108$1.2K1050.0%
Owens Corning New(OC)COM690742101$1.2K90.0%
Royal Gold Inc(RGLD)COM780287108$1.2K70.0%
Stifel Finl Corp(SF)COM860630102$1.2K120.0%
Comstock RES Inc(CRK)COM205768302$1.2K450.0%
Western Alliance Bancorp(WAL)COM957638109$1.2K160.0%
Centerpoint Energy Inc(CNP)COM15189T107$1.3K340.0%
Aptargroup Inc(ATR)COM038336103$1.3K80.0%
Sezzle Inc(SEZL)COM78435P105$1.3K70.0%
Medpace Hldgs Inc(MEDP)COM58506Q109$1.3K40.0%
Expeditors Intl Wash Inc(EXPD)COM302130109$1.3K110.0%
Amdocs LTD(DOX)SHSG02602103$1.3K140.0%
Schlumberger LTD(SLB)COM STK806857108$1.3K380.0%
Hunt J B Trans Svcs Inc(JBHT)COM445658107$1.3K90.0%
Xcel Energy Inc(XEL)COM98389B100$1.3K190.0%
BWX Technologies Inc(BWXT)COM05605H100$1.3K90.0%
Agilent Technologies Inc(A)COM00846U101$1.3K110.0%
Alnylam Pharmaceuticals Inc(ALNY)COM02043Q107$1.3K40.0%
Keysight Technologies Inc(KEYS)COM49338L103$1.3K80.0%
Texas Roadhouse Inc(TXRH)COM882681109$1.3K70.0%
United Parcel Service Inc(UPS)CL B911312106$1.3K130.0%
Regions Financial Corp New(RF)COM7591EP100$1.3K560.0%
Potlatchdeltic Corporation(PCH)COM737630103$1.3K340.0%
Watsco Inc(WSO)COM942622200$1.3K30.0%
Hershey Co(HSY)COM427866108$1.3K80.0%
Factset Resh SYS Inc(FDS)COM303075105$1.3K30.0%
C H Robinson Worldwide Inc(CHRW)COM NEW12541W209$1.3K140.0%
SLM Corp(SLM)COM78442P106$1.3K410.0%
Public SVC Enterprise GRP in(PEG)COM744573106$1.3K160.0%
American Elec PWR Co Inc(AEP)COM025537101$1.3K130.0%
Evercore Inc(EVR)CLASS A29977A105$1.4K50.0%
Oreilly Automotive Inc(ORLY)COM67103H107$1.4K150.0%
Aecom(ACM)COM00766T100$1.4K120.0%
Ingredion Inc(INGR)COM457187102$1.4K100.0%
TD Synnex Corporation(SNX)COM87162W100$1.4K100.0%
Live Nation Entertainment in(LYV)COM538034109$1.4K90.0%
Mastec Inc(MTZ)COM576323109$1.4K80.0%
Marriott Intl Inc New(MAR)CL A571903202$1.4K50.0%
Trimble Inc(TRMB)COM896239100$1.4K180.0%
Primerica Inc(PRI)COM74164M108$1.4K50.0%
Ralph Lauren Corp(RL)CL A751212101$1.4K50.0%
Diamondback Energy Inc(FANG)COM25278X109$1.4K100.0%
Danaher Corporation(DHR)COM235851102$1.4K70.0%
Palomar Hldgs Inc(PLMR)COM69753M105$1.4K90.0%
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