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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
CZWI icon
2626
Citizens Community Bancorp
CZWI
$212M
$94 ﹤0.01%
4
– –
AARD
2627
Aardvark Therapeutics
AARD
$131M
$93 ﹤0.01%
16
+14
+700% +$65
FMAO icon
2628
Farmers & Merchants Bancorp
FMAO
$490M
$92 ﹤0.01%
+3
New +$83
TSBK icon
2629
Timberland Bancorp
TSBK
$353M
$90 ﹤0.01%
2
– –
GETY icon
2630
Getty Images
GETY
$159M
$89 ﹤0.01%
103
+47
+84% +$41
POWW icon
2631
Outdoor Holding Co
POWW
$254M
$89 ﹤0.01%
39
+33
+550% +$68
ALEC icon
2632
Alector
ALEC
$172M
$87 ﹤0.01%
+43
New +$92
DBD icon
2633
Diebold Nixdorf
DBD
$2.68B
$86 ﹤0.01%
1
-3
-75% -$241
FFAI
2634
Faraday Future Intelligent Electric
FFAI
$12.2M
$86 ﹤0.01%
2
+1
+100% +$49
SEVN
2635
Seven Hills Realty Trust
SEVN
$176M
$85 ﹤0.01%
+10
New +$83
LPRO
2636
Open Lending Corp
LPRO
$373M
$84 ﹤0.01%
27
+5
+23% +$10
NRIM icon
2637
Northrim BanCorp
NRIM
$594M
$84 ﹤0.01%
+3
New +$74
PLUS icon
2638
ePlus
PLUS
$2.46B
$84 ﹤0.01%
1
– –
SVCO
2639
Silvaco Group
SVCO
$239M
$83 ﹤0.01%
6
– –
EFSI
2640
Eagle Financial Services Inc
EFSI
$225M
$83 ﹤0.01%
2
– –
BRSP
2641
BrightSpire Capital
BRSP
$646M
$82 ﹤0.01%
+15
New +$86
CLAR icon
2642
Clarus
CLAR
$126M
$82 ﹤0.01%
26
+23
+767% +$66
CRDF icon
2643
Cardiff Oncology
CRDF
$62.3M
$82 ﹤0.01%
+63
New +$100
LZM icon
2644
Lifezone Metals
LZM
$285M
$82 ﹤0.01%
21
+17
+425% +$79
RICK icon
2645
RCI Hospitality Holdings
RICK
$203M
$82 ﹤0.01%
3
+2
+200% +$51
TROX icon
2646
Tronox
TROX
$986M
$82 ﹤0.01%
+13
New +$110
HDSN
2647
Hudson Technologies
HDSN
$252M
$81 ﹤0.01%
+14
New +$80
VYGR icon
2648
Voyager Therapeutics
VYGR
$186M
$81 ﹤0.01%
+23
New +$87
LPA
2649
Logistic Properties of the Americas
LPA
$95.8M
$81 ﹤0.01%
+24
New +$80
SEG
2650
Seaport Entertainment Group
SEG
$337M
$80 ﹤0.01%
3
+2
+200% +$47
104 105
106
107 108

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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.