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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
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
VIG icon
301
Vanguard Dividend Appreciation ETF
VIG
$112B
$77.1K 0.01%
326
-260
-44% -$59.7K
ARM icon
302
Arm
ARM
$246B
$76.6K 0.01%
216
+191
+764% +$50.8K
VRSN icon
303
VeriSign
VRSN
$26B
$76K 0.01%
302
+42
+16% +$11.7K
URI icon
304
United Rentals
URI
$66.7B
$75.9K 0.01%
67
+1
+2% +$951
RL icon
305
Ralph Lauren
RL
$22.1B
$75.5K 0.01%
188
-4
-2% -$1.49K
PRI icon
306
Primerica
PRI
$10.1B
$73.9K 0.01%
260
+144
+124% +$39.4K
INTU icon
307
Intuit
INTU
$91B
$73.6K 0.01%
282
+173
+159% +$60.3K
BALL icon
308
Ball Corp
BALL
$17.4B
$73.1K 0.01%
1,171
+31
+3% +$1.82K
HAS icon
309
Hasbro
HAS
$13.6B
$72.9K 0.01%
882
-24
-3% -$2.16K
VBR icon
310
Vanguard Small-Cap Value ETF
VBR
$37.3B
$72.4K 0.01%
298
– –
AXTA icon
311
Axalta
AXTA
$7.56B
$71.3K 0.01%
2,083
-735
-26% -$22.1K
FNDX icon
312
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
$70.2K 0.01%
2,256
-54
-2% -$1.63K
WMB icon
313
Williams Companies
WMB
$86.2B
$70K 0.01%
942
+211
+29% +$15.5K
TMUS icon
314
T-Mobile US
TMUS
$195B
$69.6K 0.01%
415
+313
+307% +$59.3K
EPR icon
315
EPR Properties
EPR
$4.91B
$69.4K 0.01%
1,196
+217
+22% +$12.3K
ORLY icon
316
O'Reilly Automotive
ORLY
$75.5B
$69.3K 0.01%
753
+2
+0.3% +$182
KHC icon
317
Kraft Heinz
KHC
$33B
$69.2K 0.01%
2,930
+599
+26% +$13.8K
DXCM icon
318
DexCom
DXCM
$29.2B
$69K 0.01%
1,025
+115
+13% +$7.66K
CVS icon
319
CVS Health
CVS
$138B
$68.9K 0.01%
666
-37
-5% -$3.3K
OKTA icon
320
Okta
OKTA
$23.5B
$68.8K 0.01%
504
-247
-33% -$23.2K
DFSI
321
Dimensional International Sustainability Core 1 ETF
DFSI
$1.12B
$68.6K 0.01%
1,520
– –
STT icon
322
State Street
STT
$49.1B
$68.2K 0.01%
402
+63
+19% +$9.71K
ONEQ icon
323
Fidelity Nasdaq Composite Index ETF
ONEQ
$10B
$68.1K 0.01%
660
– –
ANET icon
324
Arista Networks
ANET
$201B
$68.1K 0.01%
401
-35
-8% -$5.5K
SMG icon
325
ScottsMiracle-Gro
SMG
$4.03B
$67.8K 0.01%
995
+989
+16,483% +$61.3K
11 12
13
14 15

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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.