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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
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
SPWR icon
2976
SunPower Inc
SPWR
$58.3M
– –
-11
Closed -$14
STIM icon
2977
Neuronetics
STIM
$130M
– –
-17
Closed -$25
STKL
2978
DELISTED
SunOpta
STKL
– –
-6
Closed -$39
TASK icon
2979
TaskUs
TASK
$568M
– –
-11
Closed -$74
TERN
2980
DELISTED
Terns Pharmaceuticals
TERN
– –
-9
Closed -$475
TGLS icon
2981
Tecnoglass
TGLS
$2.09B
– –
-3
Closed -$134
THR
2982
DELISTED
Thermon Group Holdings
THR
– –
-12
Closed -$605
TIP icon
2983
iShares TIPS Bond ETF
TIP
$14.5B
– –
-49
Closed -$5.41K
TPH
2984
DELISTED
Tri Pointe Homes
TPH
– –
-22
Closed -$1.03K
UDMY
2985
DELISTED
Udemy
UDMY
– –
-63
Closed -$292
UTI icon
2986
Universal Technical Institute
UTI
$2.15B
– –
-100
Closed -$3.61K
VRE
2987
DELISTED
Veris Residential
VRE
– –
-9
Closed -$170
XPRO icon
2988
Expro Ltd
XPRO
$1.75B
– –
-18
Closed -$314
YELP icon
2989
Yelp
YELP
$1.51B
– –
-9
Closed -$223
Z icon
2990
Zillow
Z
$7.7B
– –
-23
Closed -$952
MTUS icon
2991
Metallus
MTUS
$879M
– –
-228
Closed -$3.73K
DTCR icon
2992
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.08B
– –
-1,074
Closed -$25.7K
OS
2993
DELISTED
OneStream Inc
OS
– –
-28
Closed -$672
VRTL
2994
GraniteShares 2x Long VRT Daily ETF
VRTL
$51.7M
– –
-150
Closed -$5.07K
VSDB
2995
Vanguard Short Duration Bond ETF
VSDB
$892M
– –
-3,916
Closed -$299K
GLIBK
2996
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$929M
– –
-3
Closed -$112
ARX
2997
Accelerant Holdings
ARX
$3.21B
– –
-164
Closed -$2.19K
FIG
2998
Figma
FIG
$12.9B
– –
-44
Closed -$931
BLSH
2999
Bullish
BLSH
$3.44B
– –
-6
Closed -$215
FIGR
3000
Figure Technology Solutions
FIGR
$6.09B
– –
-1
Closed -$34
116 117 118 119
120

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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.