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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFSI
301
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$64.4K 0.01%
+1,520
New +$67.3K
FNDX icon
302
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$64.3K 0.01%
2,310
– –
INGR icon
303
Ingredion
INGR
$6.53B
$64K 0.01%
568
+69
+14% +$7.92K
G icon
304
Genpact
G
$5.74B
$63K 0.01%
1,692
+312
+23% +$12.9K
SPGI icon
305
S&P Global
SPGI
$121B
$62.5K 0.01%
147
+101
+220% +$46.9K
NNN icon
306
NNN REIT
NNN
$8.8B
$62.1K 0.01%
1,477
+140
+10% +$6.03K
AMAT icon
307
Applied Materials
AMAT
$415B
$61.9K 0.01%
181
-1,352
-88% -$455K
PYPL icon
308
PayPal
PYPL
$50.5B
$61.6K 0.01%
1,362
+973
+250% +$47K
KNX icon
309
Knight Transportation
KNX
$11.2B
$61.3K 0.01%
1,064
+117
+12% +$6.71K
GRMN
310
Garmin
GRMN
$60.4B
$61.3K 0.01%
264
+51
+24% +$11.4K
STX icon
311
Seagate
STX
$182B
$61.1K 0.01%
156
+5
+3% +$1.91K
ISRG icon
312
Intuitive Surgical
ISRG
$139B
$60.9K 0.01%
132
-25
-16% -$12.6K
AWK icon
313
American Water Works
AWK
$26.9B
$60.8K 0.01%
447
+30
+7% +$3.96K
ITT icon
314
ITT
ITT
$18.9B
$60.8K 0.01%
319
+167
+110% +$31.8K
KLAC icon
315
KLA
KLAC
$252B
$60.4K 0.01%
410
+20
+5% +$2.93K
MDT icon
316
Medtronic
MDT
$114B
$59.9K 0.01%
691
-439
-39% -$42.1K
IQDF icon
317
FlexShares International Quality Dividend Index Fund
IQDF
$1.17B
$59.6K 0.01%
1,883
– –
CHH icon
318
Choice Hotels
CHH
$4.62B
$59.5K 0.01%
575
-45
-7% -$4.68K
AMH icon
319
American Homes 4 Rent
AMH
$12.3B
$59.5K 0.01%
2,131
+1,699
+393% +$51.4K
OKTA icon
320
Okta
OKTA
$26.2B
$59.1K 0.01%
751
+696
+1,265% +$57.8K
BR icon
321
Broadridge
BR
$19.8B
$58.3K 0.01%
359
+343
+2,144% +$65.2K
FDS icon
322
Factset
FDS
$10.1B
$58.2K 0.01%
268
-110
-29% -$25.7K
LOPE icon
323
Grand Canyon Education
LOPE
$3.82B
$58.2K 0.01%
342
+45
+15% +$7.55K
DVA icon
324
DaVita
DVA
$11.7B
$58.1K 0.01%
378
-71
-16% -$9.63K
CMS icon
325
CMS Energy
CMS
$21.7B
$58K 0.01%
748
+398
+114% +$29.5K
11 12
13
14 15

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.