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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
PPA icon
2551
Invesco Aerospace & Defense ETF
PPA
$8.71B
– –
-8
Closed -$1.25K
PRTH icon
2552
Priority Technology Holdings
PRTH
$430M
– –
-9
Closed -$50
PSEP icon
2553
Innovator US Equity Power Buffer ETF September
PSEP
$841M
– –
-290
Closed -$12.7K
REVG
2554
DELISTED
REV Group
REVG
– –
-45
Closed -$2.74K
RGEN icon
2555
Repligen
RGEN
$9.46B
– –
-2
Closed -$328
RNAM
2556
DELISTED
Avidity Biosciences
RNAM
– –
-1
Closed -$73
RYTM icon
2557
Rhythm Pharmaceuticals
RYTM
$7.92B
– –
-2
Closed -$215
SBLK icon
2558
Star Bulk Carriers
SBLK
$3.08B
– –
-101
Closed -$1.94K
SCHO icon
2559
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-49
Closed -$1.2K
SEMR
2560
DELISTED
Semrush
SEMR
– –
-37
Closed -$440
SLNO
2561
DELISTED
Soleno Therapeutics
SLNO
– –
-5
Closed -$232
SMH icon
2562
VanEck Semiconductor ETF
SMH
$70.4B
– –
-14
Closed -$5.04K
SMMT icon
2563
Summit Therapeutics
SMMT
$11.8B
– –
-1
Closed -$18
SNV
2564
DELISTED
Synovus
SNV
– –
-344
Closed -$17.2K
SPHY icon
2565
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
– –
-51
Closed -$1.21K
SRVR icon
2566
Pacer Data & Infrastructure Real Estate ETF
SRVR
$380M
– –
-6
Closed -$172
TDOC icon
2567
Teladoc Health
TDOC
$1.25B
– –
-18
Closed -$126
TEF
2568
DELISTED
Telefonica
TEF
– –
-174
Closed -$705
TGNA
2569
DELISTED
TEGNA Inc
TGNA
– –
-12
Closed -$233
THS
2570
DELISTED
Treehouse Foods
THS
– –
-4
Closed -$95
TIGR
2571
UP Fintech Holding
TIGR
$849M
– –
-127
Closed -$1.22K
TLT icon
2572
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-33
Closed -$2.88K
STLN
2573
Starling Oncology, Inc. Common Stock
STLN
$628M
– –
-459
Closed -$1.64K
UWMC icon
2574
UWM Holdings
UWMC
$2.37B
– –
-263
Closed -$1.15K
VAW icon
2575
Vanguard Materials ETF
VAW
$3.1B
– –
-5
Closed -$1.04K
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.