Titelia

Holdings of SJS Investment Consulting Inc.

2225 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 79.2 % of the equity sleeve

Sector breakdown

  • Technology 5.4 %
  • Health care 3.2 %
  • Financials 1.6 %
  • Communication 1.5 %
  • Consumer discretionary 1.4 %
  • Consumer staples 1.3 %
  • Industrials 1.2 %
  • Funds 0.5 %
  • Energy 0.5 %
  • Utilities 0.4 %
  • Real estate 0.2 %
  • Materials 0.2 %
  • Unattributed 82.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • GB 0.0 %
  • JP 0.0 %
  • NL 0.0 %
  • AU 0.0 %
  • LU 0.0 %
  • ES 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • BM 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2,177709.6M $99.81 %
2TW1794.5K $0.11 %
3GB19264K $0.04 %
4JP689.3K $0.01 %
5NL383.1K $0.01 %
6AU237.7K $0.01 %
7LU229.4K $0.00 %
8ES219.3K $0.00 %
9DE113K $0.00 %
10BR110.6K $0.00 %
11BM18.3K $0.00 %
12FR15.9K $0.00 %

Positions

RankCompanySharesValueWeight
301Huntsman Corp 4,26756.8K $
302Driven Brands Holdings Inc 4,50056.7K $
303Littelfuse Inc 16756.7K $
304Gaming and Leisure Properties Inc 1,27656.6K $
305Cincinnati Financial Corp 35656K $
306Vanguard Mid-Cap ETF 19556K $
307NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 4,98256K $
308Clean Harbors Inc 19555.9K $
309Tapestry Inc 39655.9K $
310Pool Corp 27655.8K $
311East West Bancorp Inc 52355.8K $
312Allstate Corp/The 26955.8K $
313Cirrus Logic Inc 38455.5K $
314Waste Management Inc 24055.2K $
315First Industrial Realty Trust Inc 95355.1K $
316AECOM 64955K $
317Zoetis Inc 46555K $
318Allison Transmission Holdings Inc 46954.9K $
319US Foods Holding Corp 59554.9K $
320Dynatrace Inc 1,48354.8K $
321Sony Group Corp 2,63854.6K $
322Nordson Corp 20554.5K $
323Snap-on Inc 15054.5K $
324SEI Investments Co 69454.5K $
325Schneider National Inc 2,05954.3K $
326Pinnacle Financial Partners Inc 62954.2K $
327Quest Diagnostics Inc 27654.1K $
328Woodward Inc 15154K $
329T Rowe Price Group Inc 59954K $
330CF Industries Holdings Inc 41654K $
331Twilio Inc 42954K $
332Arista Networks Inc 43653.5K $
333ZoomInfo Technologies Inc 8,94753.5K $
334Alexandria Real Estate Equities, Inc. 1,15053.4K $
335Danaher Corp 28153.3K $
336Williams Cos Inc/The 73153.2K $
337Dollar General Corp 44753.1K $
338Atmos Energy Corp 28753K $
339Honeywell International Inc 23452.9K $
340MKS Inc 23052.9K $
341Morgan Stanley 32152.8K $
342Kraft Heinz Co/The 2,33152.4K $
343Regency Centers Corp 69152.3K $
344Lincoln National Corp 1,46552K $
345Cognizant Technology Solutions Corp. 84051.5K $
346iShares Trust 50151.2K $
347Regeneron Pharmaceuticals, Inc. 6651K $
348Travel + Leisure Co 73751K $
349Schwab International Small-Cap Equity ETF 1,08850.9K $
350Republic Services Inc 23250.8K $
351YETI Holdings Inc 1,38550.7K $
352Textron Inc 57850.6K $
353CVS Health Corp 70350.5K $
354Hawaiian Electric Industries Inc 3,38250.2K $
355Cousins Properties Inc 2,21450K $
356Liberty Media Corp-Liberty Formula One 58749.9K $
357Fox Corp 85149.7K $
358Diamondback Energy Inc 25149.6K $
359EastGroup Properties Inc 26849.6K $
360Liberty Broadband Corp 98549.5K $
361Marriott Vacations Worldwide Corp 75949.4K $
362Ameriprise Financial Inc 11149.3K $
363Lamar Advertising Co 38849.1K $
364ON Semiconductor Corp 79249K $
365WESCO International Inc 17949K $
366EPR Properties 97948.9K $
367Spectrum Brands Holdings Inc 66248.8K $
368Lamb Weston Holdings Inc 1,15348.7K $
369Monster Beverage Corp 67148.6K $
370Teradyne Inc 16448.6K $
371Kilroy Realty Corp 1,71548.4K $
372Vulcan Materials Co 17748.3K $
373United Rentals Inc 6648.1K $
374Entegris Inc 40948K $
375United Parcel Service Inc 48647.9K $
376Cigna Group/The 17947.7K $
377AGCO Corp 41147.6K $
378Old Republic International Corp 1,19347.6K $
379DENTSPLY SIRONA Inc 4,09747.5K $
380MongoDB Inc 19447.5K $
381New York Times Co/The 56747.5K $
38210X Genomics Inc 2,23147.4K $
383Intuit Inc 10947.1K $
384Cognex Corp 96247.1K $
385Sun Communities Inc 37447.1K $
386Marsh & McLennan Cos Inc 27147K $
387Dow Inc 1,12146.7K $
388Revvity Inc 53146.5K $
389Cardinal Health, Inc. 22046.5K $
390Teradata Corp 1,81346.5K $
391Unum Group 63046K $
392General Motors Co 61245.6K $
393MGIC Investment Corp 1,73445.5K $
394Zscaler Inc 32445.5K $
395RingCentral Inc 1,22245.4K $
396Occidental Petroleum Corp 69645.2K $
397CME Group Inc 15345.2K $
398Whirlpool Corp 83845.2K $
399Regions Financial Corp 1,72745.1K $
400Quanta Services Inc 8245K $