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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
+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
LEGH icon
2651
Legacy Housing
LEGH
$638M
$79 ﹤0.01%
+3
New +$69
LMNR icon
2652
Limoneira
LMNR
$244M
$79 ﹤0.01%
6
+5
+500% +$64
RIGL icon
2653
Rigel Pharmaceuticals
RIGL
$739M
$79 ﹤0.01%
2
+1
+100% +$31
LMRI
2654
Lumexa Imaging Holdings
LMRI
$1.02B
$79 ﹤0.01%
+7
New +$64
HCAT icon
2655
Health Catalyst
HCAT
$162M
$78 ﹤0.01%
39
+30
+333% +$43
TARA icon
2656
Protara Therapeutics
TARA
$217M
$77 ﹤0.01%
20
+12
+150% +$57
WU icon
2657
Western Union
WU
$2.54B
$77 ﹤0.01%
10
-33
-77% -$277
CIX icon
2658
Comp X International
CIX
$348M
$75 ﹤0.01%
+3
New +$73
FLXS icon
2659
Flexsteel Industries
FLXS
$310M
$75 ﹤0.01%
+1
New +$56
IMMR icon
2660
Immersion
IMMR
$244M
$75 ﹤0.01%
11
+6
+120% +$38
ADNT icon
2661
Adient
ADNT
$1.71B
$74 ﹤0.01%
4
– –
ELF icon
2662
e.l.f. Beauty
ELF
$4.94B
$74 ﹤0.01%
1
-121
-99% -$7.35K
NVCT icon
2663
Nuvectis Pharma
NVCT
$650M
$74 ﹤0.01%
+4
New +$45
TTEC icon
2664
TTEC Holdings
TTEC
$124M
$74 ﹤0.01%
38
+30
+375% +$78
GAMB
2665
DELISTED
Gambling.com
GAMB
$73 ﹤0.01%
38
+21
+124% +$65
SKIL icon
2666
Skillsoft
SKIL
$65.6M
$73 ﹤0.01%
14
+12
+600% +$80
WALD icon
2667
Waldencast
WALD
$215M
$73 ﹤0.01%
41
+39
+1,950% +$52
BHRB icon
2668
Burke & Herbert Financial Services Corp
BHRB
$1.49B
$72 ﹤0.01%
+1
New +$65
AEYE icon
2669
AudioEye
AEYE
$73.1M
$70 ﹤0.01%
12
+9
+300% +$63
NKTR icon
2670
Nektar Therapeutics
NKTR
$2.37B
$70 ﹤0.01%
+1
New +$73
PLX icon
2671
Protalix BioTherapeutics
PLX
$183M
$70 ﹤0.01%
+30
New +$64
RZLV
2672
Rezolve AI
RZLV
$917M
$70 ﹤0.01%
22
– –
OABI icon
2673
OmniAb
OABI
$288M
$69 ﹤0.01%
28
+25
+833% +$50
AVR
2674
Anteris Technologies
AVR
$796M
$69 ﹤0.01%
+7
New +$53
CCNE icon
2675
CNB Financial Corp
CCNE
$1.06B
$68 ﹤0.01%
+2
New +$62
105 106
107
108 109

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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.