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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
BRBS icon
2726
Blue Ridge Bankshares
BRBS
$316M
$53 ﹤0.01%
+15
New +$52
JRVR icon
2727
James River Group Holdings
JRVR
$220M
$53 ﹤0.01%
+12
New +$59
MATV icon
2728
Mativ Holdings
MATV
$472M
$53 ﹤0.01%
+7
New +$60
PAR icon
2729
PAR Technology
PAR
$730M
$53 ﹤0.01%
+3
New +$43
VREX icon
2730
Varex Imaging
VREX
$466M
$53 ﹤0.01%
5
-4
-44% -$43
BATRK icon
2731
Atlanta Braves Holdings Series B
BATRK
$3.24B
$52 ﹤0.01%
1
– –
MKC.V icon
2732
McCormick & Company Voting
MKC.V
$14.2B
$51 ﹤0.01%
1
-2
-67% -$98
FRST icon
2733
Primis Financial Corp
FRST
$401M
$50 ﹤0.01%
+3
New +$44
GCMG icon
2734
GCM Grosvenor
GCMG
$737M
$50 ﹤0.01%
+4
New +$44
TRUP icon
2735
Trupanion
TRUP
$1.12B
$50 ﹤0.01%
+2
New +$49
FPI
2736
Farmland Partners
FPI
$416M
$49 ﹤0.01%
+5
New +$53
STXS icon
2737
Stereotaxis
STXS
$134M
$49 ﹤0.01%
28
+26
+1,300% +$49
RMBI icon
2738
Richmond Mutual Bancorp
RMBI
$247M
$48 ﹤0.01%
+3
New +$44
BRT
2739
BRT Apartments
BRT
$282M
$47 ﹤0.01%
+3
New +$43
HNVR icon
2740
Hanover Bancorp
HNVR
$188M
$47 ﹤0.01%
+2
New +$46
JAKK icon
2741
Jakks Pacific
JAKK
$298M
$47 ﹤0.01%
2
– –
MCS icon
2742
Marcus Corp
MCS
$765M
$47 ﹤0.01%
+2
New +$39
NXDT
2743
NexPoint Diversified Real Estate Trust
NXDT
$265M
$47 ﹤0.01%
9
+8
+800% +$39
SMBK icon
2744
SmartFinancial
SMBK
$902M
$47 ﹤0.01%
+1
New +$42
ACNT icon
2745
Ascent Industries
ACNT
$139M
$46 ﹤0.01%
3
+1
+50% +$14
FSP
2746
Franklin Street Properties
FSP
$50.3M
$46 ﹤0.01%
89
+76
+585% +$45
FBLA
2747
FB Bancorp
FBLA
$252M
$46 ﹤0.01%
+3
New +$43
ACIC icon
2748
American Coastal Insurance
ACIC
$525M
$45 ﹤0.01%
4
-3
-43% -$33
VABK icon
2749
Virginia National Bankshares
VABK
$248M
$45 ﹤0.01%
1
– –
FHTX icon
2750
Foghorn Therapeutics
FHTX
$283M
$44 ﹤0.01%
+9
New +$40
108 109
110
111 112

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SOCM
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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.