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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
529
Increased
1,513
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 Miscellaneous 79.98%
2 Technology 5.35%
3 Healthcare 3.58%
4 Consumer Staples 2.72%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQIX icon
326
Equinix
EQIX
$101B
$67.8K 0.01%
65
+23
+55% +$24.6K
FNB icon
327
FNB Corp
FNB
$6.38B
$67.2K 0.01%
3,521
+1,082
+44% +$19.3K
CRBG icon
328
Corebridge Financial
CRBG
$15.5B
$67.1K 0.01%
2,342
+2,246
+2,340% +$60.7K
RF icon
329
Regions Financial
RF
$24.3B
$66.4K 0.01%
2,200
+473
+27% +$13.3K
PODD icon
330
Insulet
PODD
$9.75B
$66.2K 0.01%
435
+117
+37% +$19.5K
WWD icon
331
Woodward
WWD
$19B
$65.9K 0.01%
155
+4
+3% +$1.52K
TDC icon
332
Teradata
TDC
$2.69B
$65.9K 0.01%
1,902
+89
+5% +$2.71K
VICI icon
333
VICI Properties
VICI
$26.1B
$65.7K 0.01%
2,475
-156
-6% -$4.37K
BSCV icon
334
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.8B
$65.7K 0.01%
4,007
– –
WCC
335
WESCO International
WCC
$16.8B
$65.7K 0.01%
190
+11
+6% +$3.73K
LFUS icon
336
Littelfuse
LFUS
$10.4B
$65.6K 0.01%
144
-23
-14% -$9.96K
BSCW icon
337
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.55B
$65.4K 0.01%
3,190
– –
BNY
338
Bank of New York Mellon
BNY
$104B
$65.4K 0.01%
452
+243
+116% +$33.2K
DOCU
339
DocuSign
DOCU
$12.9B
$65.3K 0.01%
1,471
-142
-9% -$6.66K
TWLO icon
340
Twilio
TWLO
$37.4B
$65.2K 0.01%
316
-113
-26% -$20K
BSCU icon
341
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.75B
$65.1K 0.01%
3,913
– –
IQDF icon
342
Northern Trust International Quality Dividend ETF
IQDF
$1.15B
$65.1K 0.01%
1,883
– –
VOYA icon
343
Voya Financial
VOYA
$9.2B
$65K 0.01%
718
+650
+956% +$52.9K
CGNX icon
344
Cognex
CGNX
$10.4B
$64.8K 0.01%
895
-67
-7% -$4.07K
MNST icon
345
Monster Beverage
MNST
$87.6B
$64.7K 0.01%
1,346
+4
+0.3% +$168
PNFP icon
346
Pinnacle Financial Partners Inc
PNFP
$14.6B
$64.6K 0.01%
640
+11
+2% +$1.06K
CVNA icon
347
Carvana
CVNA
$46.9B
$64.5K 0.01%
980
+65
+7% +$4.6K
AMP icon
348
Ameriprise Financial
AMP
$48.1B
$64.2K 0.01%
140
+29
+26% +$13.3K
BJ icon
349
BJs Wholesale Club
BJ
$11.6B
$64.1K 0.01%
735
+312
+74% +$28.6K
ALL icon
350
Allstate
ALL
$63.2B
$64K 0.01%
269
– –
12 13
14
15 16

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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 529 new, 1,513 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 Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Healthcare.

  • 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 529 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.