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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RHI icon
251
Robert Half
RHI
$4.37B
$73.3K 0.01%
2,699
+1,274
+89% +$36.4K
FTNT icon
252
Fortinet
FTNT
$120B
$73.3K 0.01%
923
+542
+142% +$45K
TTWO icon
253
Take-Two Interactive
TTWO
$47.4B
$71.7K 0.01%
280
+272
+3,400% +$67.8K
INTU icon
254
Intuit
INTU
$91.5B
$71.5K 0.01%
108
+13
+14% +$8.59K
BSX icon
255
Boston Scientific
BSX
$73.1B
$71.4K 0.01%
749
+577
+335% +$56.6K
CL icon
256
Colgate-Palmolive
CL
$74.3B
$70.7K 0.01%
895
+162
+22% +$12.7K
ECL icon
257
Ecolab
ECL
$79.7B
$70.4K 0.01%
268
+153
+133% +$40.7K
JEF icon
258
Jefferies Financial Group
JEF
$12.8B
$70.2K 0.01%
1,133
+1,112
+5,295% +$63.7K
SHOP icon
259
Shopify
SHOP
$200B
$70.2K 0.01%
436
+162
+59% +$26K
CSX icon
260
CSX Corp
CSX
$92.8B
$69.8K 0.01%
1,925
+130
+7% +$4.65K
DPZ icon
261
Domino's
DPZ
$11.5B
$69.2K 0.01%
166
+162
+4,050% +$67.5K
SPTM icon
262
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$68.4K 0.01%
+829
New +$67.8K
MDY icon
263
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$68.2K 0.01%
113
– –
BBY icon
264
Best Buy
BBY
$17.4B
$67.7K 0.01%
1,011
+757
+298% +$57.8K
EIX icon
265
Edison International
EIX
$26.1B
$67.5K 0.01%
1,124
+1,114
+11,140% +$63.9K
FIX icon
266
Comfort Systems
FIX
$58.9B
$67.2K 0.01%
72
+67
+1,340% +$61.9K
KKR icon
267
KKR & Co
KKR
$93.2B
$67.1K 0.01%
526
+14
+3% +$1.74K
BSCV icon
268
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.77B
$66.9K 0.01%
4,007
– –
LNG icon
269
Cheniere Energy
LNG
$54.9B
$66.9K 0.01%
344
+27
+9% +$5.67K
DGRW icon
270
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$66.8K 0.01%
747
+521
+231% +$46.4K
NSC icon
271
Norfolk Southern
NSC
$75B
$66.4K 0.01%
230
– –
BSCU icon
272
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.68B
$66.2K 0.01%
3,913
– –
CW icon
273
Curtiss-Wright
CW
$25.6B
$66.2K 0.01%
120
+23
+24% +$12.8K
SF
274
Stifel
SF
$12.7B
$65.6K 0.01%
786
+339
+76% +$27.1K
NTRS icon
275
Northern Trust
NTRS
$34.4B
$65.6K 0.01%
480
+95
+25% +$12.5K
9 10
11
12 13

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.