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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
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
GRMN
276
Garmin
GRMN
$54.5B
$82.4K 0.01%
347
+83
+31% +$20.2K
CIEN icon
277
Ciena
CIEN
$49.6B
$82.4K 0.01%
168
-1
-0.6% -$510
CRS icon
278
Carpenter Technology
CRS
$22B
$82K 0.01%
133
+53
+66% +$25K
CL icon
279
Colgate-Palmolive
CL
$69.2B
$81.5K 0.01%
889
+46
+5% +$4.03K
ZM icon
280
Zoom
ZM
$27.9B
$81.3K 0.01%
942
-85
-8% -$8.04K
EWBC icon
281
East-West Bancorp
EWBC
$17.7B
$81.2K 0.01%
629
+106
+20% +$13K
WCN
282
Waste Connections
WCN
$40.2B
$80.7K 0.01%
484
+439
+976% +$69.5K
LUMN icon
283
Lumen
LUMN
$7.16B
$80.7K 0.01%
10,504
+409
+4% +$3.59K
POOL icon
284
Pool Corp
POOL
$6.29B
$80.6K 0.01%
375
+99
+36% +$19.8K
JBL icon
285
Jabil
JBL
$33.3B
$80.6K 0.01%
209
-68
-25% -$23.5K
NKE icon
286
Nike
NKE
$54.6B
$80.2K 0.01%
1,953
-347
-15% -$15.3K
COPX icon
287
Global X Copper Miners ETF NEW
COPX
$7.99B
$80K 0.01%
1,040
– –
TROW icon
288
T. Rowe Price
TROW
$22.7B
$80K 0.01%
703
+104
+17% +$10.6K
MDY icon
289
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.1B
$79.5K 0.01%
113
– –
PNC icon
290
PNC Financial Services
PNC
$97.4B
$78.5K 0.01%
319
+123
+63% +$27.5K
CUBE icon
291
CubeSmart
CUBE
$8.9B
$78.5K 0.01%
1,974
+835
+73% +$33.2K
RVTY icon
292
Revvity
RVTY
$13.9B
$78.2K 0.01%
703
+172
+32% +$16.6K
CINF icon
293
Cincinnati Financial
CINF
$26.1B
$78.1K 0.01%
422
+66
+19% +$10.9K
ACM icon
294
Aecom
ACM
$8.18B
$78.1K 0.01%
1,119
+470
+72% +$36K
DPZ icon
295
Domino's
DPZ
$10.3B
$77.9K 0.01%
263
-3
-1% -$987
SNDR icon
296
Schneider National
SNDR
$5.99B
$77.6K 0.01%
2,125
+66
+3% +$2.15K
EXPE icon
297
Expedia Group
EXPE
$33.7B
$77.5K 0.01%
303
-12
-4% -$2.85K
FBIN icon
298
Fortune Brands Innovations
FBIN
$4.86B
$77.3K 0.01%
1,408
+1,396
+11,633% +$55.9K
RPM icon
299
RPM International
RPM
$12.8B
$77.3K 0.01%
695
+556
+400% +$58K
VIK icon
300
Viking Holdings
VIK
$38B
$77.2K 0.01%
738
+281
+61% +$24.3K
10 11
12
13 14

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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.