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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
251
Otis Worldwide
OTIS
$28.2B
$26.3K ﹤0.01%
265
-16
-6% -$1.54K
BDX icon
252
Becton Dickinson
BDX
$48.2B
$26.2K ﹤0.01%
152
-18
-11% -$3.3K
CTVA icon
253
Corteva
CTVA
$51.3B
$26.2K ﹤0.01%
351
-21
-6% -$1.4K
CARR icon
254
Carrier Global
CARR
$52.8B
$25.9K ﹤0.01%
354
-36
-9% -$2.44K
BITB icon
255
Bitwise Bitcoin ETF
BITB
$2.49B
$25.7K ﹤0.01%
439
– –
XLC icon
256
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$25.3K ﹤0.01%
233
– –
TMFG icon
257
Motley Fool Global Opportunities ETF
TMFG
$361M
$25K ﹤0.01%
824
– –
ESPR
258
DELISTED
Esperion Therapeutics
ESPR
$24.6K ﹤0.01%
25,000
– –
SHFS icon
259
SHF Holdings
SHFS
$1.13M
$24.6K ﹤0.01%
11,313
– –
APPS icon
260
Digital Turbine
APPS
$1.74B
$24.5K ﹤0.01%
4,154
– –
NXPI icon
261
NXP Semiconductors
NXPI
$60.4B
$24K ﹤0.01%
110
-13
-11% -$2.54K
GIS icon
262
General Mills
GIS
$19.7B
$23.9K ﹤0.01%
462
-27
-6% -$1.49K
BITQ icon
263
Bitwise Crypto Industry Innovators ETF
BITQ
$384M
$23.7K ﹤0.01%
1,200
– –
DD icon
264
DuPont de Nemours
DD
$19.2B
$23.5K ﹤0.01%
272
-14
-5% -$1.16K
CLF icon
265
Cleveland-Cliffs
CLF
$6.99B
$22.8K ﹤0.01%
3,000
– –
FLGR icon
266
Franklin FTSE Germany ETF
FLGR
$39.5M
$22.7K ﹤0.01%
676
+9
+1% +$284
XLF icon
267
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$22.2K ﹤0.01%
424
– –
QUAL icon
268
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$22.1K ﹤0.01%
121
– –
COF icon
269
Capital One
COF
$134B
$21.9K ﹤0.01%
103
+48
+87% +$8.96K
INTC icon
270
Intel
INTC
$513B
$21.9K ﹤0.01%
978
– –
OSCR icon
271
Oscar Health
OSCR
$8.61B
$21.7K ﹤0.01%
1,011
+1,008
+33,600% +$15K
EPD icon
272
Enterprise Products Partners
EPD
$81.7B
$21.3K ﹤0.01%
685
+1
+0.1% +$31
AGG icon
273
iShares Core US Aggregate Bond ETF
AGG
$138B
$21.1K ﹤0.01%
213
– –
BLOK icon
274
Amplify Blockchain Technology ETF
BLOK
$1.07B
$21K ﹤0.01%
368
– –
ISRG icon
275
Intuitive Surgical
ISRG
$134B
$20.7K ﹤0.01%
38
-10
-21% -$5.23K
9 10
11
12 13

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.