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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
BARK icon
2526
BARK
BARK
$77.9M
$150 ﹤0.01%
+15
New +$141
CHMG icon
2527
Chemung Financial Corp
CHMG
$394M
$150 ﹤0.01%
2
+1
+100% +$67
NWPX icon
2528
NWPX Infrastructure Inc
NWPX
$1.19B
$150 ﹤0.01%
1
– –
PMI
2529
Picard Medical
PMI
$150 ﹤0.01%
917
+914
+30,467% +$388
VMD icon
2530
Viemed Healthcare
VMD
$447M
$149 ﹤0.01%
+13
New +$129
BHC icon
2531
Bausch Health
BHC
$1.75B
$148 ﹤0.01%
30
– –
LE icon
2532
Lands' End
LE
$378M
$147 ﹤0.01%
+14
New +$161
LAB icon
2533
Standard BioTools
LAB
$342M
$144 ﹤0.01%
174
+118
+211% +$111
NPCE icon
2534
Neuropace
NPCE
$465M
$144 ﹤0.01%
9
+1
+13% +$16
PUMP icon
2535
ProPetro Holding
PUMP
$1.25B
$144 ﹤0.01%
10
+7
+233% +$109
UCTT
2536
Ultra Clean Holdings
UCTT
$3.12B
$143 ﹤0.01%
+1
New +$88
HAIN icon
2537
Hain Celestial
HAIN
$44.6M
$141 ﹤0.01%
251
+202
+412% +$150
LCNB icon
2538
LCNB Corp
LCNB
$289M
$141 ﹤0.01%
8
– –
NTGR icon
2539
NETGEAR
NTGR
$612M
$141 ﹤0.01%
6
+3
+100% +$75
PRTH icon
2540
Priority Technology Holdings
PRTH
$554M
$141 ﹤0.01%
+21
New +$122
RCEL icon
2541
Avita Medical
RCEL
$137M
$141 ﹤0.01%
34
+32
+1,600% +$138
FENC icon
2542
Fennec Pharmaceuticals
FENC
$335M
$140 ﹤0.01%
+13
New +$106
SHBI icon
2543
Shore Bancshares
SHBI
$820M
$138 ﹤0.01%
6
+4
+200% +$81
NAVN
2544
Navan Inc
NAVN
$6.76B
$138 ﹤0.01%
+6
New +$110
GOSS icon
2545
Gossamer Bio
GOSS
$101M
$137 ﹤0.01%
830
+125
+18% +$35
KREF
2546
KKR Real Estate Finance Trust
KREF
$466M
$137 ﹤0.01%
+20
New +$132
BKV
2547
BKV Corp
BKV
$2.55B
$137 ﹤0.01%
+5
New +$138
ESOA icon
2548
Energy Services of America
ESOA
$262M
$136 ﹤0.01%
+7
New +$114
FOXF icon
2549
Fox Factory Holding Corp
FOXF
$794M
$136 ﹤0.01%
8
+4
+100% +$70
QUBT icon
2550
Quantum Computing Inc
QUBT
$1.65B
$136 ﹤0.01%
14
– –
100 101
102
103 104

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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.