We are live on ! Find out more
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
FORR icon
2551
Forrester Research
FORR
$199M
$135 ﹤0.01%
16
+9
+129% +$59
OOMA icon
2552
Ooma
OOMA
$602M
$135 ﹤0.01%
7
– –
SYM icon
2553
Symbotic
SYM
$5.12B
$135 ﹤0.01%
3
-1
-25% -$51
WNC icon
2554
Wabash National
WNC
$503M
$135 ﹤0.01%
10
+6
+150% +$53
STC icon
2555
Stewart Information Services
STC
$2.14B
$133 ﹤0.01%
2
– –
ALTG icon
2556
Alta Equipment Group
ALTG
$194M
$130 ﹤0.01%
+20
New +$134
SBGI icon
2557
Sinclair Inc
SBGI
$1.02B
$129 ﹤0.01%
+9
New +$130
VERA icon
2558
Vera Therapeutics
VERA
$2.33B
$129 ﹤0.01%
+3
New +$112
TG icon
2559
Tredegar Corp
TG
$260M
$128 ﹤0.01%
16
+14
+700% +$119
TRTX
2560
TPG RE Finance Trust
TRTX
$635M
$126 ﹤0.01%
+15
New +$125
ZVIA icon
2561
Zevia
ZVIA
$118M
$126 ﹤0.01%
77
+74
+2,467% +$101
GOLD
2562
Gold.com Inc
GOLD
$1.16B
$125 ﹤0.01%
3
-1
-25% -$43
AMSC icon
2563
American Superconductor
AMSC
$1.29B
$125 ﹤0.01%
3
+1
+50% +$45
ATYR
2564
aTyr Pharma
ATYR
$46.8M
$125 ﹤0.01%
208
+166
+395% +$108
NAGE
2565
Niagen Bioscience
NAGE
$257M
$125 ﹤0.01%
39
-13
-25% -$53
ABEO icon
2566
Abeona Therapeutics
ABEO
$356M
$124 ﹤0.01%
+20
New +$110
ONEW icon
2567
OneWater Marine
ONEW
$211M
$124 ﹤0.01%
11
+9
+450% +$97
WAY
2568
Waystar Holding Corp
WAY
$4.7B
$124 ﹤0.01%
6
-176
-97% -$3.7K
ORRF icon
2569
Orrstown Financial Services
ORRF
$849M
$123 ﹤0.01%
+3
New +$113
SFST icon
2570
Southern First Bancshares
SFST
$580M
$123 ﹤0.01%
+2
New +$115
AMPH icon
2571
Amphastar Pharmaceuticals
AMPH
$909M
$122 ﹤0.01%
+6
New +$121
IBEX icon
2572
IBEX
IBEX
$490M
$122 ﹤0.01%
4
-2
-33% -$60
NSIT icon
2573
Insight Enterprises
NSIT
$3.85B
$122 ﹤0.01%
1
-2
-67% -$183
RNA
2574
Atrium Therapeutics
RNA
$192M
$122 ﹤0.01%
+9
New +$118
CARS icon
2575
Cars.com
CARS
$722M
$121 ﹤0.01%
11
– –
101 102
103
104 105

Similar funds

AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

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.