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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
Cardinal Health Inc(CAH)COM14149Y108$1.8K110.0%
Expedia Group Inc(EXPE)COM NEW30212P303$1.9K110.0%
Deckers Outdoor Corp(DECK)COM243537107$1.9K180.0%
Global X FDS(DRIV)AUTONMOUS EV ETF37954Y624$1.9K800.0%
PNC Finl Svcs Group Inc(PNC)COM693475105$1.9K100.0%
Fidelity Natl Information SV(FIS)COM31620M106$1.9K230.0%
Futurefuel Corp(FF)COM36116M106$1.9K4830.0%
Amcor PLC(AMCR)ORDG0250X107$1.9K2040.0%
Baker Hughes Company(BKR)CL A05722G100$1.9K490.0%
Liberty Media Corp del(FWONK)COM LBTY ONE S C531229755$1.9K180.0%
Brown & Brown Inc(BRO)COM115236101$1.9K170.0%
Caci Intl Inc(CACI)CL A127190304$1.9K40.0%
Netapp Inc(NTAP)COM64110D104$1.9K180.0%
Carpenter Technology Corp(CRS)COM144285103$1.9K70.0%
Arcutis Biotherapeutics Inc(ARQT)COM03969K108$1.9K1380.0%
Cincinnati Finl Corp(CINF)COM172062101$1.9K130.0%
Kinsale Cap Group Inc(KNSL)COM49714P108$1.9K40.0%
Unum Group(UNM)COM91529Y106$1.9K240.0%
Take-Two Interactive Softwar(TTWO)COM874054109$1.9K80.0%
Broadridge Finl Solutions in(BR)COM11133T103$1.9K80.0%
First Ctzns Bancshares Inc N(FCNCA)CL A31946M103$2.0K10.0%
Tyson Foods Inc(TSN)CL A902494103$2.0K350.0%
GEN Digital Inc(GEN)COM668771108$2.0K670.0%
AIR Prods & Chems Inc(APD)COM009158106$2.0K70.0%
Godaddy Inc(GDDY)CL A380237107$2.0K110.0%
Reinsurance GRP of America I(RGA)COM NEW759351604$2.0K100.0%
Kellanova(KEL)COM487836108$2.0K250.0%
Markel Group Inc(MKL)COM570535104$2.0K10.0%
Methode Electrs Inc(MEI)COM591520200$2.0K2120.0%
CRH PLC(CRH)ORDG25508105$2.0K220.0%
Hubbell Inc(HUBB)COM443510607$2.0K50.0%
Teledyne Technologies Inc(TDY)COM879360105$2.1K40.0%
Pentair PLC(PNR)SHSG7S00T104$2.1K200.0%
F5 Inc(FFIV)COM315616102$2.1K70.0%
Kimberly-Clark Corp(KMB)COM494368103$2.1K160.0%
Fidelity National Financial(FNF)COM SHS31620R303$2.1K370.0%
US Foods Hldg Corp(USFD)COM912008109$2.1K270.0%
Grayscale Ethereum Trust ETF(ETHE)SHS389638107$2.1K1000.0%
Flex LTD(FLEX)ORDY2573F102$2.1K420.0%
Builders Firstsource Inc(BLDR)COM12008R107$2.1K180.0%
Cbre Group Inc(CBRE)CL A12504L109$2.1K150.0%
Cognizant Technology Solutio(CTSH)CL A192446102$2.1K270.0%
Texas Pacific Land Corporati(TPL)COM88262P102$2.1K20.0%
Twilio Inc(TWLO)CL A90138F102$2.1K170.0%
East West Bancorp Inc(EWBC)COM27579R104$2.1K210.0%
US Bancorp del(USB)COM NEW902973304$2.1K470.0%
Berkley W R Corp(WRB)COM084423102$2.1K290.0%
Skechers U S A Inc(SKAA)CL A830566105$2.1K340.0%
Idexx Labs Inc(IDXX)COM45168D104$2.1K40.0%
Willis Towers Watson PLC LTD(WTW)SHSG96629103$2.1K70.0%
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