We are live on ! Find out more
SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
276
Intel
INTC
$492B
$65.5K 0.01%
1,776
+227
+15% +$8.57K
G icon
277
Genpact
G
$5.73B
$64.6K 0.01%
1,380
+217
+19% +$9.38K
DXCM icon
278
DexCom
DXCM
$33.1B
$64.4K 0.01%
970
+578
+147% +$37.4K
HLT icon
279
Hilton Worldwide
HLT
$70B
$64.2K 0.01%
223
+9
+4% +$2.45K
ULTA icon
280
Ulta Beauty
ULTA
$23.6B
$64.1K 0.01%
106
+9
+9% +$4.95K
ES icon
281
Eversource Energy
ES
$26.8B
$64K 0.01%
950
+400
+73% +$28.1K
ADSK icon
282
Autodesk
ADSK
$54.1B
$63.6K 0.01%
215
+38
+21% +$11.5K
VBR icon
283
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$63.1K 0.01%
298
– –
DAL icon
284
Delta Air Lines
DAL
$58.7B
$62.9K 0.01%
906
-277
-23% -$17.3K
FNDX icon
285
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$62.9K 0.01%
2,310
– –
AMD icon
286
Advanced Micro Devices
AMD
$767B
$62.8K 0.01%
293
+85
+41% +$19.1K
RPM icon
287
RPM International
RPM
$14.8B
$62.7K 0.01%
603
+590
+4,538% +$63.9K
UNP icon
288
Union Pacific
UNP
$174B
$62.7K 0.01%
271
+71
+36% +$16.2K
RKLB icon
289
Rocket Lab Corp
RKLB
$50B
$62.4K 0.01%
895
-785
-47% -$45K
CMI icon
290
Cummins
CMI
$87.4B
$62.3K 0.01%
122
+16
+15% +$7.48K
ANET icon
291
Arista Networks
ANET
$242B
$61.7K 0.01%
471
+212
+82% +$29.2K
KMPR icon
292
Kemper
KMPR
$1.55B
$60.9K 0.01%
1,501
+1,491
+14,910% +$63.9K
ONEQ icon
293
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$60.3K 0.01%
660
– –
MTG icon
294
MGIC Investment
MTG
$6.21B
$60.1K 0.01%
2,058
+1,413
+219% +$39.7K
URI icon
295
United Rentals
URI
$70.8B
$59.9K 0.01%
74
+68
+1,133% +$59K
FIVE icon
296
Five Below
FIVE
$13B
$59.7K 0.01%
317
+5
+2% +$813
CVNA icon
297
Carvana
CVNA
$81.5B
$59.5K 0.01%
705
+25
+4% +$1.86K
CHH icon
298
Choice Hotels
CHH
$4.62B
$59.1K 0.01%
620
+518
+508% +$49.3K
AWI icon
299
Armstrong World Industries
AWI
$7.75B
$59.1K 0.01%
309
+61
+25% +$11.6K
MORN icon
300
Morningstar
MORN
$7.54B
$58.9K 0.01%
271
+269
+13,450% +$58.3K
10 11
12
13 14

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.