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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
529
Increased
1,513
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 Miscellaneous 79.98%
2 Technology 5.35%
3 Healthcare 3.58%
4 Consumer Staples 2.72%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CURV icon
2851
Torrid Holdings
CURV
$224M
$12 ﹤0.01%
6
+1
+20% +$2
MFIN icon
2852
Medallion Financial
MFIN
$277M
$11 ﹤0.01%
+1
New +$9
PNBK icon
2853
Patriot National Bancorp
PNBK
$116M
$11 ﹤0.01%
+11
New +$13
SAMG icon
2854
Silvercrest Asset Management
SAMG
$77.8M
$11 ﹤0.01%
+1
New +$12
CRGY icon
2855
Crescent Energy
CRGY
$4.84B
$10 ﹤0.01%
1
-10
-91% -$122
RLGT icon
2856
Radiant Logistics
RLGT
$381M
$10 ﹤0.01%
+1
New +$8
SLND icon
2857
Southland Holdings
SLND
$32.1M
$10 ﹤0.01%
14
+11
+367% +$12
SNFCA icon
2858
Security National Financial
SNFCA
$229M
$10 ﹤0.01%
+1
New +$9
KG
2859
Kestrel Group
KG
$51.4M
$9 ﹤0.01%
+1
New +$11
SPRY icon
2860
ARS Pharmaceuticals
SPRY
$473M
$9 ﹤0.01%
+1
New +$9
USGO icon
2861
US GoldMining
USGO
$115M
$9 ﹤0.01%
1
– –
ASUR icon
2862
Asure Software
ASUR
$244M
$8 ﹤0.01%
1
– –
HFFG icon
2863
HF Foods Group
HFFG
$92.3M
$8 ﹤0.01%
5
+4
+400% +$8
BLNK icon
2864
Blink Charging
BLNK
$78.9M
$7 ﹤0.01%
10
– –
BYRN icon
2865
Byrna Technologies
BYRN
$84.7M
$7 ﹤0.01%
+1
New +$6
LFT
2866
Lument Finance Trust
LFT
$35M
$7 ﹤0.01%
+1
New +$11
VIRC icon
2867
Virco
VIRC
$97.7M
$7 ﹤0.01%
+1
New +$6
SOC icon
2868
Sable Offshore Corp
SOC
$992M
$7 ﹤0.01%
+2
New +$25
NL icon
2869
NLI Holdings
NL
$343M
$6 ﹤0.01%
+1
New +$6
TVGN icon
2870
Tevogen Inc
TVGN
$47.9M
$6 ﹤0.01%
+1
New +$8
GAIA icon
2871
Gaia
GAIA
$34.3M
$5 ﹤0.01%
2
+1
+100% +$3
KRMD icon
2872
KORU Medical Systems
KRMD
$146M
$5 ﹤0.01%
+1
New +$4
NXXT
2873
NextNRG Inc
NXXT
$24.5M
$5 ﹤0.01%
+13
New +$6
GTN icon
2874
Gray Television
GTN
$499M
$4 ﹤0.01%
1
-41
-98% -$189
NEON icon
2875
Neonode
NEON
$13.9M
$4 ﹤0.01%
4
+3
+300% +$4
113 114
115
116 117

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AGAM
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RFA
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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 529 new, 1,513 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 Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Healthcare.

  • 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 529 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.