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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
528
Increased
1,514
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NATR icon
2501
Nature's Sunshine
NATR
$362M
$175 ﹤0.01%
8
-10
-56% -$233
AVXL icon
2502
Anavex Life Sciences
AVXL
$231M
$174 ﹤0.01%
67
+5
+8% +$15
BBBY
2503
Bed Bath & Beyond
BBBY
$479M
$174 ﹤0.01%
30
+14
+88% +$77
EXFY icon
2504
Expensify
EXFY
$174M
$174 ﹤0.01%
97
+75
+341% +$84
RPC
2505
Ridgepost Capital
RPC
$926M
$174 ﹤0.01%
22
+11
+100% +$88
WING icon
2506
Wingstop
WING
$3.8B
$174 ﹤0.01%
1
-1
-50% -$158
LRN icon
2507
Stride
LRN
$4.16B
$173 ﹤0.01%
2
– –
MBWM icon
2508
Mercantile Bank Corp
MBWM
$1.04B
$173 ﹤0.01%
3
– –
RXRX icon
2509
Recursion Pharmaceuticals
RXRX
$1.58B
$173 ﹤0.01%
+47
New +$156
SNN icon
2510
Smith & Nephew
SNN
$13.7B
$173 ﹤0.01%
6
-15
-71% -$466
AIRJ
2511
Montana Technologies Corp
AIRJ
$291M
$172 ﹤0.01%
31
+18
+138% +$70
NECB icon
2512
Northeast Community Bancorp
NECB
$373M
$167 ﹤0.01%
6
+2
+50% +$50
RGP icon
2513
Resources Connection
RGP
$140M
$166 ﹤0.01%
39
+21
+117% +$88
SMTI icon
2514
Sanara MedTech
SMTI
$277M
$166 ﹤0.01%
7
+6
+600% +$124
MAX icon
2515
MediaAlpha
MAX
$746M
$164 ﹤0.01%
13
+4
+44% +$38
NUS icon
2516
Nu Skin
NUS
$257M
$164 ﹤0.01%
31
-42
-58% -$269
QSI icon
2517
Quantum-Si Incorporated
QSI
$153M
$164 ﹤0.01%
185
+66
+55% +$63
AU icon
2518
AngloGold Ashanti
AU
$39.4B
$162 ﹤0.01%
+2
New +$190
CBRL icon
2519
Cracker Barrel
CBRL
$1.26B
$161 ﹤0.01%
3
+1
+50% +$35
OSUR icon
2520
OraSure Technologies
OSUR
$273M
$161 ﹤0.01%
36
+29
+414% +$103
MSBI icon
2521
Midland States Bancorp
MSBI
$697M
$156 ﹤0.01%
5
+2
+67% +$54
MXCT icon
2522
MaxCyte
MXCT
$108M
$155 ﹤0.01%
126
+94
+294% +$94
CCSI icon
2523
Consensus Cloud Solutions
CCSI
$675M
$153 ﹤0.01%
4
– –
BHB icon
2524
Bar Harbor Bankshares
BHB
$665M
$152 ﹤0.01%
+4
New +$141
SGHT icon
2525
Sight Sciences
SGHT
$291M
$152 ﹤0.01%
28
+26
+1,300% +$120
99 100
101
102 103

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 528 new, 1,514 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 528 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.