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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
GNE icon
2751
Genie Energy
GNE
$374M
$44 ﹤0.01%
+3
New +$42
PEBK icon
2752
Peoples Bancorp of North Carolina
PEBK
$231M
$44 ﹤0.01%
+1
New +$42
BW icon
2753
Babcock & Wilcox
BW
$1.22B
$43 ﹤0.01%
+3
New +$51
BWB icon
2754
Bridgewater Bancshares
BWB
$585M
$43 ﹤0.01%
+2
New +$38
ELMD icon
2755
Electromed
ELMD
$332M
$43 ﹤0.01%
+1
New +$32
TITN icon
2756
Titan Machinery
TITN
$428M
$43 ﹤0.01%
2
+1
+100% +$20
VLGEA icon
2757
Village Super Market
VLGEA
$651M
$43 ﹤0.01%
+1
New +$43
DMRC icon
2758
Digimarc Corp
DMRC
$146M
$42 ﹤0.01%
5
-3
-38% -$28
III icon
2759
Information Services Group
III
$205M
$42 ﹤0.01%
10
-4
-29% -$17
RCKY icon
2760
Rocky Brands
RCKY
$370M
$42 ﹤0.01%
+1
New +$39
RM icon
2761
Regional Management Corp
RM
$390M
$42 ﹤0.01%
+1
New +$37
RMR icon
2762
The RMR Group
RMR
$337M
$42 ﹤0.01%
2
+1
+100% +$19
AROW icon
2763
Arrow Financial
AROW
$660M
$41 ﹤0.01%
+1
New +$37
EPM icon
2764
Evolution Petroleum
EPM
$131M
$41 ﹤0.01%
+11
New +$48
KLTR icon
2765
Kaltura
KLTR
$211M
$41 ﹤0.01%
31
+18
+138% +$24
METC icon
2766
Ramaco Resources Class A
METC
$603M
$40 ﹤0.01%
+3
New +$44
SGC icon
2767
Superior Group of Companies
SGC
$200M
$40 ﹤0.01%
3
+1
+50% +$12
WEYS icon
2768
Weyco Group
WEYS
$372M
$40 ﹤0.01%
1
– –
KIDS icon
2769
OrthoPediatrics
KIDS
$513M
$39 ﹤0.01%
+2
New +$35
KINS icon
2770
Kingstone Companies
KINS
$291M
$39 ﹤0.01%
+2
New +$32
PKOH icon
2771
Park-Ohio Holdings
PKOH
$549M
$39 ﹤0.01%
+1
New +$31
RVSB icon
2772
Riverview Bancorp
RVSB
$109M
$39 ﹤0.01%
7
+2
+40% +$11
BNED icon
2773
Barnes & Noble Education
BNED
$435M
$38 ﹤0.01%
+3
New +$31
BPRN icon
2774
Princeton Bancorp
BPRN
$284M
$38 ﹤0.01%
1
– –
CRNX icon
2775
Crinetics Pharmaceuticals
CRNX
$8.88B
$38 ﹤0.01%
+1
New +$37
109 110
111
112 113

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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.