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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILMN icon
226
Illumina
ILMN
$29B
$87.2K 0.01%
665
+132
+25% +$15.5K
BKNG icon
227
Booking.com
BKNG
$160B
$85.7K 0.01%
400
+125
+45% +$25.7K
DFAW icon
228
Dimensional World Equity ETF
DFAW
$1.64B
$85.4K 0.01%
1,154
+70
+6% +$5.09K
VT icon
229
Vanguard Total World Stock ETF
VT
$81.2B
$84.6K 0.01%
600
– –
SBFG icon
230
SB Financial Group
SBFG
$166M
$84.5K 0.01%
3,794
+1
+0% +$21
MDB icon
231
MongoDB
MDB
$33.5B
$83.5K 0.01%
199
+197
+9,850% +$71.7K
CRM icon
232
Salesforce
CRM
$162B
$83.2K 0.01%
314
+126
+67% +$31.3K
GLXY
233
Galaxy Digital Inc
GLXY
$3.8B
$82.7K 0.01%
3,700
+200
+6% +$6.2K
TEAM icon
234
Atlassian
TEAM
$38.5B
$82.5K 0.01%
509
+508
+50,800% +$79.7K
APLD icon
235
Applied Digital
APLD
$8.37B
$82.5K 0.01%
3,365
-1,477
-31% -$42.5K
TSN icon
236
Tyson Foods
TSN
$20.1B
$82.4K 0.01%
1,405
+476
+51% +$26.1K
UAL icon
237
United Airlines
UAL
$40.2B
$82.3K 0.01%
736
+692
+1,573% +$69.9K
SCHD icon
238
Schwab US Dividend Equity ETF
SCHD
$107B
$81.9K 0.01%
2,985
-279
-9% -$7.59K
SCHX icon
239
Schwab US Large- Cap ETF
SCHX
$74.6B
$79.2K 0.01%
2,943
– –
CCK icon
240
Crown Holdings
CCK
$13.1B
$78.9K 0.01%
766
+244
+47% +$23.8K
CFG icon
241
Citizens Financial Group
CFG
$30.6B
$78.9K 0.01%
1,350
+396
+42% +$21.3K
DIA icon
242
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$78.8K 0.01%
164
– –
LUMN icon
243
Lumen
LUMN
$6.85B
$78.2K 0.01%
10,061
+61
+0.6% +$502
LECO icon
244
Lincoln Electric
LECO
$15.1B
$78.1K 0.01%
326
+128
+65% +$30.3K
TRU icon
245
TransUnion
TRU
$15.2B
$77.3K 0.01%
902
+540
+149% +$44.4K
GAP
246
The Gap Inc
GAP
$7.74B
$77K 0.01%
3,007
+677
+29% +$16.4K
COIN icon
247
Coinbase
COIN
$39.2B
$76.7K 0.01%
339
+7
+2% +$2.09K
ROKU icon
248
Roku
ROKU
$22.5B
$75.7K 0.01%
698
+547
+362% +$55.5K
HAS icon
249
Hasbro
HAS
$13.3B
$75.4K 0.01%
919
+356
+63% +$27.9K
B
250
Barrick Mining
B
$68.5B
$74.1K 0.01%
1,701
+326
+24% +$12.2K
8 9
10
11 12

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.