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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
CXDO icon
2776
Crexendo
CXDO
$223M
$38 ﹤0.01%
5
-3
-38% -$23
DOMO icon
2777
Domo
DOMO
$177M
$38 ﹤0.01%
+12
New +$40
XRN
2778
Chiron Real Estate Inc
XRN
$541M
$38 ﹤0.01%
+1
New +$35
QS icon
2779
QuantumScape Corp
QS
$3.18B
$38 ﹤0.01%
5
– –
NKSH icon
2780
National Bankshares
NKSH
$254M
$37 ﹤0.01%
+1
New +$36
TEAD
2781
Teads Holding Co
TEAD
$78.6M
$37 ﹤0.01%
47
+32
+213% +$31
DH icon
2782
Definitive Healthcare
DH
$74.6M
$36 ﹤0.01%
43
+40
+1,333% +$37
MCBS icon
2783
MetroCity Bankshares
MCBS
$1.03B
$36 ﹤0.01%
+1
New +$33
MGPI icon
2784
MGP Ingredients
MGPI
$400M
$36 ﹤0.01%
+2
New +$36
ADCT icon
2785
ADC Therapeutics
ADCT
$141M
$35 ﹤0.01%
+32
New +$93
HUYA
2786
Huya Inc
HUYA
$561M
$35 ﹤0.01%
15
– –
TBI
2787
Trueblue
TBI
$235M
$35 ﹤0.01%
5
+3
+150% +$17
THRM icon
2788
Gentherm
THRM
$1.29B
$35 ﹤0.01%
+1
New +$32
WBTN
2789
WEBTOON Entertainment Inc
WBTN
$1.25B
$35 ﹤0.01%
3
– –
NLOP
2790
Net Lease Office Properties
NLOP
$179M
$34 ﹤0.01%
3
-2
-40% -$24
MYFW icon
2791
First Western Financial
MYFW
$308M
$33 ﹤0.01%
+1
New +$28
CBK
2792
Commercial Bancgroup
CBK
$475M
$33 ﹤0.01%
+1
New +$29
ACRE
2793
Ares Commercial Real Estate
ACRE
$256M
$32 ﹤0.01%
+7
New +$35
JILL icon
2794
J. Jill
JILL
$278M
$32 ﹤0.01%
+2
New +$26
SB icon
2795
Safe Bulkers
SB
$761M
$32 ﹤0.01%
+5
New +$33
SKIN icon
2796
SkinHealth Systems
SKIN
$90.5M
$32 ﹤0.01%
46
+30
+188% +$23
DCGO icon
2797
DocGo
DCGO
$62.4M
$31 ﹤0.01%
59
+34
+136% +$20
FXNC icon
2798
First National Corp
FXNC
$274M
$31 ﹤0.01%
+1
New +$28
SMHI icon
2799
SEACOR Marine Holdings
SMHI
$216M
$31 ﹤0.01%
+4
New +$30
USAU icon
2800
US Gold Corp
USAU
$209M
$31 ﹤0.01%
+2
New +$32
110 111
112
113 114

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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.