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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
+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
ARAY icon
2801
Accuray
ARAY
$29M
$30 ﹤0.01%
115
+85
+283% +$32
GENC icon
2802
Gencor Industries
GENC
$221M
$30 ﹤0.01%
2
-1
-33% -$15
MDWD icon
2803
MediWound
MDWD
$188M
$30 ﹤0.01%
+2
New +$32
PRTA icon
2804
Prothena Corp
PRTA
$448M
$30 ﹤0.01%
+3
New +$30
RMNI icon
2805
Rimini Street
RMNI
$453M
$30 ﹤0.01%
7
+6
+600% +$23
ADAM
2806
Adamas Trust
ADAM
$783M
$29 ﹤0.01%
+3
New +$26
RCMT icon
2807
RCM Technologies
RCMT
$205M
$29 ﹤0.01%
+1
New +$27
ISPR icon
2808
Ispire Technology
ISPR
$91.8M
$28 ﹤0.01%
25
+22
+733% +$37
RBB icon
2809
RBB Bancorp
RBB
$451M
$28 ﹤0.01%
+1
New +$24
BNTC icon
2810
Benitec Biopharma
BNTC
$408M
$27 ﹤0.01%
+2
New +$24
OLPX
2811
DELISTED
Olaplex Holdings
OLPX
$27 ﹤0.01%
13
-43
-77% -$88
WTBA icon
2812
West Bancorporation
WTBA
$477M
$27 ﹤0.01%
+1
New +$24
TBRG
2813
DELISTED
TruBridge
TBRG
$27 ﹤0.01%
1
– –
COSO
2814
CoastalSouth Bancshares
COSO
$332M
$27 ﹤0.01%
+1
New +$26
ACEL icon
2815
Accel Entertainment
ACEL
$1.01B
$26 ﹤0.01%
2
– –
DEA
2816
Easterly Government Properties
DEA
$1.17B
$25 ﹤0.01%
+1
New +$23
MNSB icon
2817
MainStreet Bancshares
MNSB
$167M
$25 ﹤0.01%
+1
New +$24
MNTK icon
2818
Montauk Renewables
MNTK
$259M
$25 ﹤0.01%
+16
New +$24
RYZ
2819
Ryerson Holding Corp
RYZ
$1.61B
$25 ﹤0.01%
1
– –
TSSI
2820
TSS Inc
TSSI
$259M
$25 ﹤0.01%
+2
New +$27
MITT
2821
TPG Mortgage Investment Trust
MITT
$230M
$24 ﹤0.01%
+3
New +$23
NRDY icon
2822
Nerdy
NRDY
$110M
$24 ﹤0.01%
+26
New +$23
TWI icon
2823
Titan International
TWI
$530M
$24 ﹤0.01%
+3
New +$23
CRD.A icon
2824
Crawford & Co Class A
CRD.A
$551M
$23 ﹤0.01%
+2
New +$21
JMSB icon
2825
John Marshall Bancorp
JMSB
$333M
$22 ﹤0.01%
+1
New +$21
111 112
113
114 115

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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.