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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
UAL icon
251
United Airlines
UAL
$40.2B
$79.3K 0.01%
861
+125
+17% +$13.1K
CSX icon
252
CSX Corp
CSX
$92.8B
$79K 0.01%
1,925
– –
CCK icon
253
Crown Holdings
CCK
$13.1B
$79K 0.01%
788
+22
+3% +$2.35K
AXTA icon
254
Axalta
AXTA
$8.01B
$78.1K 0.01%
2,818
+2,380
+543% +$75.5K
CMI icon
255
Cummins
CMI
$87.4B
$78K 0.01%
145
+23
+19% +$13K
NTRS icon
256
Northern Trust
NTRS
$34.4B
$78K 0.01%
559
+79
+16% +$11.4K
DOCU
257
DocuSign
DOCU
$11.4B
$76.5K 0.01%
1,613
+994
+161% +$50.9K
LULU icon
258
lululemon athletica
LULU
$14.5B
$76.4K 0.01%
499
+219
+78% +$39.3K
UNH icon
259
UnitedHealth
UNH
$371B
$76K 0.01%
281
-386
-58% -$115K
DIA icon
260
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$76K 0.01%
164
– –
SCHX icon
261
Schwab US Large- Cap ETF
SCHX
$74.6B
$75.5K 0.01%
2,943
– –
ECL icon
262
Ecolab
ECL
$79.7B
$75.3K 0.01%
283
+15
+6% +$4.23K
KMI icon
263
Kinder Morgan
KMI
$69.9B
$73.9K 0.01%
2,204
+889
+68% +$27.8K
DFAU icon
264
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$73.6K 0.01%
1,632
+410
+34% +$19.3K
JBL icon
265
Jabil
JBL
$35.3B
$73.6K 0.01%
277
+27
+11% +$6.8K
RHI icon
266
Robert Half
RHI
$4.37B
$72.9K 0.01%
2,870
+171
+6% +$4.52K
EXPE icon
267
Expedia Group
EXPE
$37.7B
$72.7K 0.01%
315
-13
-4% -$3.19K
QCOM icon
268
Qualcomm
QCOM
$170B
$72K 0.01%
559
-276
-33% -$40.3K
VICI icon
269
VICI Properties
VICI
$28.7B
$71.9K 0.01%
2,631
+1,409
+115% +$40.3K
CL icon
270
Colgate-Palmolive
CL
$74.3B
$71.8K 0.01%
843
-52
-6% -$4.63K
KDP icon
271
Keurig Dr Pepper
KDP
$39.9B
$71.8K 0.01%
2,728
-627
-19% -$17.6K
HLT icon
272
Hilton Worldwide
HLT
$70B
$70.4K 0.01%
232
+9
+4% +$2.73K
LUMN icon
273
Lumen
LUMN
$6.85B
$70.2K 0.01%
10,095
+34
+0.3% +$257
ASML icon
274
ASML
ASML
$666B
$70K 0.01%
53
+9
+20% +$12.3K
MDY icon
275
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$69.7K 0.01%
113
– –
9 10
11
12 13

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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.