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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBN icon
2526
ICICI Bank
IBN
$108B
– –
-193
Closed -$5.75K
IDYA icon
2527
IDEAYA Biosciences
IDYA
$3.56B
– –
-1
Closed -$35
IFRA icon
2528
iShares US Infrastructure ETF
IFRA
$4.61B
– –
-19
Closed -$1K
IIIN icon
2529
Insteel Industries
IIIN
$636M
– –
-1
Closed -$32
IRTC icon
2530
iRhythm Holdings
IRTC
$4.04B
– –
-2
Closed -$355
ITB icon
2531
iShares US Home Construction ETF
ITB
$2.4B
– –
-10
Closed -$963
ITIC
2532
Investors Title Co
ITIC
$545M
– –
-15
Closed -$3.75K
JAMF
2533
DELISTED
Jamf
JAMF
– –
-339
Closed -$4.41K
KBWB icon
2534
Invesco KBW Bank ETF
KBWB
$6.79B
– –
-25
Closed -$2.11K
KRNT icon
2535
Kornit Digital
KRNT
$808M
– –
-75
Closed -$1.08K
KSS icon
2536
Kohl's
KSS
$2.11B
– –
-1
Closed -$21
LMND icon
2537
Lemonade
LMND
$4.06B
– –
-9
Closed -$641
LXP icon
2538
LXP Industrial Trust
LXP
$3.58B
– –
-28
Closed -$1.39K
MATV icon
2539
Mativ Holdings
MATV
$714M
– –
-1
Closed -$13
MDGL icon
2540
Madrigal Pharmaceuticals
MDGL
$12.3B
– –
-1
Closed -$583
NAMS icon
2541
NewAmsterdam Pharma
NAMS
$3.3B
– –
-85
Closed -$2.98K
NKTR icon
2542
Nektar Therapeutics
NKTR
$2.53B
– –
-58
Closed -$2.45K
NRIX icon
2543
Nurix Therapeutics
NRIX
$2.73B
– –
-50
Closed -$949
NSSC icon
2544
Napco Security Technologies
NSSC
$1.41B
– –
-5
Closed -$209
OGN icon
2545
Organon & Co
OGN
$3.58B
– –
-36
Closed -$259
OPEN icon
2546
Opendoor
OPEN
$3.43B
– –
-1,000
Closed -$5.83K
OUST icon
2547
Ouster
OUST
$3.28B
– –
-57
Closed -$1.23K
PATH icon
2548
UiPath
PATH
$8.08B
– –
-59
Closed -$968
PCH
2549
DELISTED
PotlatchDeltic
PCH
– –
-35
Closed -$1.4K
PGX icon
2550
Invesco Preferred ETF
PGX
$3.76B
– –
-53
Closed -$596
100 101
102
103 104

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.