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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UHS icon
276
Universal Health Services
UHS
$10.2B
$51.5K 0.01%
252
+242
+2,420% +$43.5K
DDOG icon
277
Datadog
DDOG
$93.6B
$51.4K 0.01%
361
+350
+3,182% +$48.2K
CVNA icon
278
Carvana
CVNA
$81.5B
$51.3K 0.01%
680
+150
+28% +$10.7K
PINS icon
279
Pinterest
PINS
$13.8B
$51.3K 0.01%
1,594
+4
+0.3% +$145
DVA icon
280
DaVita
DVA
$11.7B
$50.9K 0.01%
383
+371
+3,092% +$50.9K
FWONK icon
281
Liberty Media Series C
FWONK
$25.8B
$50.9K 0.01%
487
+469
+2,606% +$47.6K
AN icon
282
AutoNation
AN
$6.88B
$50.8K 0.01%
232
+223
+2,478% +$47K
CFG icon
283
Citizens Financial Group
CFG
$30.6B
$50.7K 0.01%
954
+928
+3,569% +$46.2K
ILMN icon
284
Illumina
ILMN
$29B
$50.6K 0.01%
533
+529
+13,225% +$52.5K
ETSY icon
285
Etsy
ETSY
$7.38B
$50.6K 0.01%
762
+756
+12,600% +$45.1K
HUM icon
286
Humana
HUM
$46.3B
$50.5K 0.01%
194
+193
+19,300% +$50.8K
TSN icon
287
Tyson Foods
TSN
$20.1B
$50.4K 0.01%
929
+894
+2,554% +$49.4K
CCK icon
288
Crown Holdings
CCK
$13.1B
$50.4K 0.01%
522
+508
+3,629% +$51K
FFIV icon
289
F5
FFIV
$23.2B
$50.4K 0.01%
156
+149
+2,129% +$46.6K
CRUS icon
290
Cirrus Logic
CRUS
$6.11B
$50.2K 0.01%
401
+385
+2,406% +$42.9K
RL icon
291
Ralph Lauren
RL
$24.2B
$50.2K 0.01%
160
+155
+3,100% +$46.2K
CLH icon
292
Clean Harbors
CLH
$16.4B
$50.2K 0.01%
216
+209
+2,986% +$49.5K
VMC icon
293
Vulcan Materials
VMC
$37B
$50.1K 0.01%
163
– –
INGR icon
294
Ingredion
INGR
$6.53B
$50.1K 0.01%
410
+400
+4,000% +$51.6K
LOPE icon
295
Grand Canyon Education
LOPE
$3.82B
$50.1K 0.01%
228
+224
+5,600% +$43K
EPR icon
296
EPR Properties
EPR
$4.63B
$50K 0.01%
861
+844
+4,965% +$47.4K
DG icon
297
Dollar General
DG
$27B
$49.9K 0.01%
483
+475
+5,938% +$52.1K
GAP
298
The Gap Inc
GAP
$7.74B
$49.8K 0.01%
2,330
+1,385
+147% +$29.9K
KHC icon
299
Kraft Heinz
KHC
$29.6B
$49.8K 0.01%
1,913
+1,885
+6,732% +$51.2K
GEN icon
300
Gen Digital
GEN
$17.5B
$49.7K 0.01%
1,750
+1,683
+2,512% +$50.3K
10 11
12
13 14

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.