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Livermore
Livermore
ZHEN

SJS Investment Consulting Inc.

SEC CIK
0001894302
Latest filing
Jul 22, 2026

The latest 13F from SJS Investment Consulting Inc. covers Q2 2026 (filed Jul 22, 2026): 2,884 long positions worth $918.7M. The top 10 holdings make up 73.9% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 45.3%. Livermore has 18 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
530
Est. +$2.54M
Added
1514
Est. +$39.5M
Reduced
445
Est. −$31.6M
Sold out
119
Est. −$1.27M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    45.3%$416.0M
  2. Dimensional ETF Trust25434V799
    8.4%$77.1M
  3. Dimensional Ultrashort Fixed Income ETF25434V591
    4.1%$37.5M
  4. Vanguard Malvern FDS922020748
    4.1%$37.4M
  5. LLYEli Lilly & Co
    2.5%$23.0MHistory

Share of portfolio

Top 5 holdings and the other 2,879 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF45.3%
  2. Dimensional ETF Trust8.4%
  3. Dimensional Ultrashort Fixed Income ETF4.1%
  4. Vanguard Malvern FDS4.1%
  5. LLY2.5%
  6. Other 2,879 positions35.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +$6.48MAdded
  2. Vanguard Malvern FDS922020805
    +$5.06MAdded
  3. Dimensional ETF Trust25434V799
    +$4.21MAdded
  4. Vanguard Malvern FDS922020748
    +$3.65MAdded
  5. Dimensional ETF Trust25434V104
    +$1.76MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +1.46 pp43.8% → 45.3%
  2. LLYEli Lilly & Co
    +0.35 pp2.1% → 2.5%History
  3. Vanguard Malvern FDS922020805
    +0.35 pp1.9% → 2.3%
  4. American Centy ETF Tr025072604
    +0.23 pp1.7% → 2.0%
  5. Dimensional ETF Trust25434V104
    +0.19 pp<0.1% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional ETF Trust25434V864
    −$17.6MReduced
  2. Dimensional ETF Trust25434V872
    −$1.94MReduced
  3. NVDANVIDIA Corp
    −$1.77MReducedHistory
  4. Vanguard Instl Index FD922040845
    −$1.11MReduced
  5. Dimensional ETF Trust25434V716
    −$725.9KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V864
    −2.21 pp2.7% → 0.5%
  2. Dimensional ETF Trust25434V872
    −0.32 pp1.0% → 0.7%
  3. Vanguard Instl Index FD922040845
    −0.24 pp1.1% → 0.8%
  4. NVDANVIDIA Corp
    −0.17 pp1.2% → 1.1%History
  5. MCDMcDonalds Corp
    −0.13 pp0.4% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$918.7M
+$100.1M (+12.2%) vs. prior quarter
Positions
2,884
+411 vs. prior quarter
Top 10 concentration
73.9%
Top 10 as share of value
Turnover
3.8%
Q2 2026, one quarter
Average holding period
14.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $918.7M (Q2 2026)

Q4 2021: $333.1MQ1 2022: $326.7MQ3 2022: $295.9MQ4 2022: $335.9MQ1 2023: $366.8MQ2 2023: $398.4MQ3 2023: $398.5MQ4 2023: $442.1MQ1 2024: $500.6MQ2 2024: $516.3MQ3 2024: $566.7MQ4 2024: $579.1MQ1 2025: $586.4MQ2 2025: $630.4MQ3 2025: $730.9MQ4 2025: $790.4MQ1 2026: $818.6MQ2 2026: $918.7M
Q4 2021Q2 2026
13F filings of SJS Investment Consulting Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 20262,884$918.7MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional Ultrashort Fixed Income ETFvs. Q1 2026SEC
Q1 2026Apr 23, 20262,473$818.6MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional Ultrashort Fixed Income ETFvs. Q4 2025SEC
Q4 2025Jan 21, 20262,087$790.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional Ultrashort Fixed Income ETFvs. Q3 2025SEC
Q3 2025Oct 21, 20251,634$730.9MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional Ultrashort Fixed Income ETFvs. Q2 2025SEC
Q2 2025Jul 15, 20251,548$630.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional Ultrashort Fixed Income ETFvs. Q1 2025SEC
Q1 2025Apr 15, 20251,602$586.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional Ultrashort Fixed Income ETFvs. Q4 2024SEC
Q4 2024Jan 21, 20251,599$579.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q3 2024SEC
Q3 2024Oct 16, 20241,657$566.7MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustLLYvs. Q2 2024SEC
Q2 2024Jul 16, 20241,660$516.3MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustLLYvs. Q1 2024SEC
Q1 2024Apr 18, 20241,645$500.6MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustHRLvs. Q4 2023SEC
Q4 2023Jan 16, 20241,618$442.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustHRLvs. Q3 2023SEC
Q3 2023Oct 17, 20231,631$398.5MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustHRLvs. Q2 2023SEC
Q2 2023Jul 13, 20231,592$398.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustHRLvs. Q1 2023SEC
Q1 2023Apr 20, 20231,580$366.8MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustHRLvs. Q4 2022SEC
Q4 2022Jan 23, 20231,591$335.9MDimensional U.S. Core Equity 2 ETFHRLDimensional ETF Trustvs. Q3 2022SEC
Q3 2022Oct 13, 20221,706$295.9MDimensional U.S. Core Equity 2 ETFHRLDimensional ETF Trust–SEC
Q1 2022May 5, 20221,471$326.7MDimensional U.S. Core Equity 2 ETFHRLDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2021SEC
Q4 2021Feb 11, 2022548$333.1MDimensional U.S. Core Equity 2 ETFHRLDimensional World Ex U.S. Core Equity 2 ETF–SEC