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SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
226
Shopify
SHOP
$195B
$31.6K 0.01%
274
-76
-22% -$7.6K
NBIS
227
Nebius Group N.V.
NBIS
$47.7B
$31.1K ﹤0.01%
+562
New +$19.3K
ORI icon
228
Old Republic International
ORI
$10.4B
$30.9K ﹤0.01%
803
-33
-4% -$1.24K
BSCQ icon
229
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$30.9K ﹤0.01%
1,581
-3,343
-68% -$65.2K
NZF icon
230
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$30.8K ﹤0.01%
2,581
– –
TSCO icon
231
Tractor Supply
TSCO
$18B
$30.6K ﹤0.01%
580
-20
-3% -$1.02K
VGSR icon
232
Vert Global Sustainable Real Estate ETF
VGSR
$545M
$30.6K ﹤0.01%
2,923
– –
TXN icon
233
Texas Instruments
TXN
$261B
$30.5K ﹤0.01%
147
-143
-49% -$25.4K
TJX icon
234
TJX Companies
TJX
$178B
$30.5K ﹤0.01%
247
-230
-48% -$29.2K
PTLC icon
235
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$30.5K ﹤0.01%
+600
New +$29.4K
AVUV icon
236
Avantis US Small Cap Value ETF
AVUV
$30.8B
$30.4K ﹤0.01%
334
+36
+12% +$3.1K
B
237
Barrick Mining
B
$73.2B
$28.6K ﹤0.01%
1,375
– –
FE icon
238
FirstEnergy
FE
$27.5B
$28.6K ﹤0.01%
711
-205
-22% -$8.46K
MDT icon
239
Medtronic
MDT
$112B
$28.6K ﹤0.01%
328
-19
-5% -$1.61K
FERG icon
240
Ferguson
FERG
$49.8B
$28.1K ﹤0.01%
129
-3
-2% -$552
NSC icon
241
Norfolk Southern
NSC
$75.1B
$27.9K ﹤0.01%
109
-2
-2% -$472
NUE icon
242
Nucor
NUE
$62.1B
$27.7K ﹤0.01%
214
+9
+4% +$1.05K
PSX icon
243
Phillips 66
PSX
$81.4B
$27.6K ﹤0.01%
231
-18
-7% -$2.02K
VO icon
244
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$27.1K ﹤0.01%
388
+136
+54% +$8.93K
IWR icon
245
iShares Russell Mid-Cap ETF
IWR
$57.5B
$27.1K ﹤0.01%
295
– –
CPRT icon
246
Copart
CPRT
$27.5B
$27K ﹤0.01%
551
-235
-30% -$13.2K
SOXX icon
247
iShares Semiconductor ETF
SOXX
$45.9B
$26.7K ﹤0.01%
112
– –
TSM icon
248
TSMC
TSM
$2.18T
$26.5K ﹤0.01%
117
+32
+38% +$5.93K
DFSV
249
Dimensional US Small Cap Value ETF
DFSV
$8.36B
$26.5K ﹤0.01%
900
– –
CMCSA icon
250
Comcast
CMCSA
$90B
$26.3K ﹤0.01%
737
-139
-16% -$4.81K
8 9
10
11 12

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.