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Super Investors SJS Investment Consulting Inc.
SI

SJS Investment Consulting Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$993M
Positions
3231
Quarter ended
September 30, 2026
Filed
October 26, 2026

Reported portfolio value by quarter (19 quarters reported)

$993M $296M
Q4 21 Q1 23 Q1 24 Q1 25 Q1 26 Q3 26

$333M in Q4 2021 → $993M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 43.0% Added 2.5% 9,614,300 $427M
DE Dimensional ETF Trust 8.4% Added 7.0% 2,213,198 $83.2M
VM Vanguard Malvern Fds 4.4% Added 23% 596,634 $43.9M
DE Dimensional ETF Trust 4.3% Added 15% 851,435 $43M
EL Eli Lilly & Co 2.2% Added 0.3% 19,220 $22.2M
Apple Inc 2.2% Added 1.9% 66,738 $22.2M
VM Vanguard Malvern Fds 2.1% Trimmed 0.8% 416,947 $20.5M
AC American Centy ETF Tr 2.0% Added 12% 209,170 $19.7M
AC American Centy ETF Tr 1.9% Trimmed 0.4% 144,098 $18.5M
Nvidia Corporation 1.2% Added 6.0% 52,120 $11.9M
DE Dimensional ETF Trust 1.1% Added 11% 419,650 $11.4M
AC American Centy ETF Tr 1.1% Unchanged 205,237 $11.2M
VI Vanguard Instl Index Fd 1.1% Added 46% 147,433 $11.2M
DE Dimensional ETF Trust 1.0% Trimmed 0.8% 258,145 $9.56M
Hormel Foods Corp 1.0% Trimmed 0.2% 474,643 $9.46M
DE Dimensional ETF Trust 0.9% Trimmed 0.3% 194,197 $9.16M
DE Dimensional ETF Trust 0.6% Trimmed 4.8% 139,142 $5.58M
AC American Centy ETF Tr 0.6% Trimmed 0.4% 60,847 $5.48M
Alphabet Inc 0.5% Trimmed 3.6% 14,805 $5.09M
Microsoft Corp 0.5% Added 6.6% 9,081 $4.66M
Alphabet Inc 0.4% Added 2.8% 12,995 $4.43M
DE Dimensional ETF Trust 0.4% Added 0.3% 109,535 $4.35M
Visa Inc 0.4% Added 8.6% 11,993 $4.31M
VW Vanguard Whitehall Fds 0.4% Added 0.8% 36,938 $3.74M
Amazon Com Inc 0.3% Added 13% 13,302 $3.31M
Walmart Inc 0.3% Trimmed 1.2% 29,261 $3.04M
DE Dimensional ETF Trust 0.3% Trimmed 29% 62,143 $2.89M
Andersons Inc 0.3% Added 0.0% 43,557 $2.86M
Applied Optoelectronics Inc 0.3% Added 398% 27,070 $2.69M
Wesbanco Inc 0.3% Added 0.2% 71,688 $2.68M
Jpmorgan Chase & Co 0.2% Added 14% 7,172 $2.37M
SS State Str SPDR S&P 500 ETF T 0.2% Added 35% 3,092 $2.36M
DE Dimensional ETF Trust 0.2% Unchanged 27,525 $2.29M
DE Dimensional ETF Trust 0.2% Added 21% 43,433 $2.27M
M Mcdonalds Corp 0.2% Added 2.5% 9,561 $2.21M
Micron Technology Inc 0.2% Added 50% 1,714 $1.83M
VM Vanguard Mun Bd Fds 0.2% Added 22% 24,893 $1.78M
Sysco Corp 0.2% Added 0.7% 21,876 $1.71M
Exxonmobil Holdings Corp 0.2% New 9,242 $1.5M
DE Dimensional ETF Trust 0.2% Added 3.8% 27,151 $1.49M
VB Vanguard Bd Index Fds 0.1% Trimmed 0.0% 20,206 $1.42M
UF Umb Finl Corp 0.1% Added 2.9% 10,359 $1.35M
Caterpillar Inc 0.1% Added 7.1% 1,611 $1.31M
Procter & Gamble Co 0.1% Added 7.3% 8,833 $1.28M
Meta Platforms Inc 0.1% Added 27% 1,713 $1.24M
VI Vanguard Index Fds 0.1% Added 27% 3,300 $1.24M
Dell Technologies Inc 0.1% Added 32% 2,294 $1.23M
Johnson & Johnson 0.1% Added 0.8% 4,542 $1.2M
Costco Wholesale Corporation 0.1% Added 6.9% 1,300 $1.18M
Citigroup Inc 0.1% Added 22% 9,060 $1.17M
IT Ishares Tr 0.1% Added 12% 1,515 $1.16M
Welltower Inc 0.1% Added 0.8% 4,745 $1.09M
DE Dimensional ETF Trust 0.1% Trimmed 6.6% 19,412 $1.08M
Chevron Corporation 0.1% Added 15% 5,308 $1.08M
CS Charles Schwab Corp (the) 0.1% Added 5.3% 11,051 $1.08M
MP Marathon Pete Corp 0.1% Added 12% 2,709 $1.07M
Advanced Micro Devices Inc 0.1% Added 33% 1,745 $1.07M
VS Vanguard Star Fds 0.1% Unchanged 11,500 $977K
IE Invesco Exch Trd Slf Idx Fd 0.1% Unchanged 46,196 $930K
IE Invesco Exch Trd Slf Idx Fd 0.1% Unchanged 50,247 $914K

Showing top 60 of 3231 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 26, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +236,468 +$10.5M 43.0%
VM Vanguard Malvern Fds Added +112,181 +$8.26M 4.4%
DE Dimensional ETF Trust Added +113,450 +$5.73M 4.3%
DE Dimensional ETF Trust Added +143,899 +$5.41M 8.4%
VI Vanguard Instl Index Fd Added +46,675 +$3.53M 1.1%
Applied Optoelectronics Inc Added +21,629 +$2.15M 0.3%
AC American Centy ETF Tr Added +22,532 +$2.12M 2.0%
Exxonmobil Holdings Corp New +9,242 +$1.5M 0.2%
Exxon Mobil Corp Exited −8,942 −$1.22M —
DE Dimensional ETF Trust Trimmed −24,917 −$1.16M 0.3%

Showing the 10 largest of 2987 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 22, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −368,248 −$17.6M 0.5%
DE Dimensional ETF Trust Added +146,060 +$6.48M 45.3%
VM Vanguard Malvern Fds Added +100,777 +$5.06M 2.3%
DE Dimensional ETF Trust Added +112,894 +$4.21M 8.4%
VM Vanguard Malvern Fds Added +47,244 +$3.65M 4.1%
DE Dimensional ETF Trust Trimmed −46,005 −$1.94M 0.7%
Nvidia Corporation Trimmed −8,854 −$1.77M 1.1%
DE Dimensional ETF Trust Added +34,120 +$1.76M 0.2%
DE Dimensional ETF Trust Added +49,229 +$1.43M 1.2%
VI Vanguard Instl Index Fd Trimmed −14,612 −$1.11M 0.8%

Showing the 10 largest of 2620 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 23, 2026

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr New +205,237 +$9.65M 1.2%
DE Dimensional ETF Trust Added +94,772 +$4.81M 4.6%
DE Dimensional ETF Trust Added +120,004 +$4.66M 43.8%
VM Vanguard Malvern Fds Added +52,033 +$4.03M 4.1%
AC American Centy ETF Tr Added +30,870 +$3.43M 1.9%
DE Dimensional ETF Trust Added +65,693 +$2.33M 8.5%
VM Vanguard Malvern Fds Added +36,177 +$1.81M 1.9%
AC American Centy ETF Tr Added +20,264 +$1.72M 0.6%
Nvidia Corporation Added +9,626 +$1.68M 1.2%
Apple Inc Trimmed −5,061 −$1.28M 2.1%

Showing the 10 largest of 2269 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 21, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Instl Index Fd Added +84,687 +$6.39M 1.1%
DE Dimensional ETF Trust Added +122,216 +$4.84M 45.6%
VM Vanguard Malvern Fds Added +55,188 +$4.3M 3.8%
DE Dimensional ETF Trust Added +74,588 +$2.57M 8.2%
Apple Inc Added +9,282 +$2.52M 2.5%
DE Dimensional ETF Trust Added +41,724 +$2.11M 4.1%
VM Vanguard Malvern Fds Added +41,279 +$2.04M 1.8%
DE Dimensional ETF Trust Added +34,544 +$1.66M 2.7%
AC American Centy ETF Tr Added +12,827 +$988K 1.6%
DE Dimensional ETF Trust Added +32,475 +$858K 1.0%

Showing the 10 largest of 1701 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 21, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +186,794 +$9.49M 4.2%
VM Vanguard Malvern Fds Added +79,679 +$6.25M 3.5%
VM Vanguard Malvern Fds Added +54,498 +$2.76M 1.7%
Walmart Inc Added +26,546 +$2.74M 0.4%
DE Dimensional ETF Trust Added +65,103 +$2.51M 47.4%
DE Dimensional ETF Trust Added +34,367 +$1.66M 2.7%
Jpmorgan Chase & Co. Added +5,192 +$1.64M 0.3%
Apple Inc Added +6,241 +$1.59M 2.2%
DE Dimensional ETF Trust Added +47,688 +$1.56M 8.1%
UF Umb Finl Corp Trimmed −13,000 −$1.54M 0.2%

Showing the 10 largest of 951 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 15, 2025

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr Added +105,905 +$10.7M 1.8%
DE Dimensional ETF Trust Trimmed −294,169 −$10.5M 50.7%
VM Vanguard Malvern Fds Added +85,689 +$6.65M 3.1%
UF Umb Finl Corp Trimmed −23,266 −$2.45M 0.4%
DE Dimensional ETF Trust Added +33,768 +$1.71M 3.3%
Pepsico Inc Trimmed −10,798 −$1.43M —
VM Vanguard Malvern Fds Added +24,647 +$1.24M 1.5%
VI Vanguard Instl Index Fd Added +15,603 +$1.18M 0.2%
DE Dimensional ETF Trust Added +35,075 +$941K 1.0%
IT Ishares Tr Trimmed −1,366 −$848K 0.1%

Showing the 10 largest of 1478 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 15, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +131,573 +$6.67M 3.3%
UF Umb Finl Corp Added +47,249 +$4.78M 0.8%
DE Dimensional ETF Trust Added +90,276 +$2.98M 51.9%
Premier Financial Corp Exited −99,541 −$2.55M —
Wesbanco Inc Added +79,528 +$2.46M 0.4%
VM Vanguard Mun Bd Fds New +30,871 +$2.29M 0.4%
GB Grayscale Bitcoin Trust ETF Trimmed −30,000 −$1.96M 0.3%
VM Vanguard Mun Bd Fds Exited −38,706 −$1.94M —
VM Vanguard Malvern Fds Added +19,089 +$1.48M 2.2%
VM Vanguard Malvern Fds Added +18,966 +$946K 1.4%

Showing the 10 largest of 972 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 21, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +104,095 +$5.27M 2.2%
DE Dimensional ETF Trust Added +104,084 +$3.6M 54.5%
DE Dimensional ETF Trust Added +131,340 +$3.39M 7.9%
GB Grayscale Bitcoin Trust ETF Added +30,112 +$2.23M 0.7%
VM Vanguard Malvern Fds Added +14,792 +$1.12M 1.9%
DE Dimensional ETF Trust Added +22,522 +$1.06M 2.8%
VM Vanguard Malvern Fds Added +19,947 +$966K 1.2%
AC American Centy ETF Tr Added +7,366 +$714K 0.2%
VB Vanguard Bd Index Fds Added +7,515 +$540K 0.4%
IT Ishares Tr Added +811 +$477K 0.2%

Showing the 10 largest of 1423 changes.

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