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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
G icon
326
Genpact
G
$5.7B
$48.7K 0.01%
1,163
+1,148
+7,653% +$50.5K
CGNX icon
327
Cognex
CGNX
$10.7B
$48.7K 0.01%
+1,074
New +$43.5K
KDP icon
328
Keurig Dr Pepper
KDP
$39.2B
$48.6K 0.01%
1,907
+1,863
+4,234% +$58.4K
AWI icon
329
Armstrong World Industries
AWI
$7.84B
$48.6K 0.01%
248
+243
+4,860% +$45.2K
EPAM icon
330
EPAM Systems
EPAM
$5.14B
$48.6K 0.01%
322
+319
+10,633% +$52.4K
OKTA icon
331
Okta
OKTA
$26.1B
$48.5K 0.01%
529
+514
+3,427% +$48K
RHI icon
332
Robert Half
RHI
$4.3B
$48.4K 0.01%
1,425
+1,418
+20,257% +$53.2K
MOH icon
333
Molina Healthcare
MOH
$10.3B
$48.4K 0.01%
253
+249
+6,225% +$45.8K
EGP icon
334
EastGroup Properties
EGP
$10.8B
$48.4K 0.01%
+286
New +$47.5K
CPT icon
335
Camden Property Trust
CPT
$10.9B
$48.4K 0.01%
+453
New +$49.8K
CRL icon
336
Charles River Laboratories
CRL
$13.3B
$48.3K 0.01%
+309
New +$49.1K
SBAC icon
337
SBA Communications
SBAC
$19.3B
$48.3K 0.01%
+250
New +$54.1K
FIVE icon
338
Five Below
FIVE
$13B
$48.3K 0.01%
312
+310
+15,500% +$43.9K
WEN icon
339
Wendy's
WEN
$1.4B
$48.2K 0.01%
+5,264
New +$54.1K
ESS icon
340
Essex Property Trust
ESS
$18.2B
$48.2K 0.01%
+180
New +$48.7K
TNL icon
341
Travel + Leisure Co
TNL
$4.52B
$48.1K 0.01%
809
+803
+13,383% +$48.2K
CUZ icon
342
Cousins Properties
CUZ
$4.85B
$48.1K 0.01%
+1,662
New +$47.2K
GLOB icon
343
Globant
GLOB
$1.71B
$48K 0.01%
836
+833
+27,767% +$61.3K
ZM icon
344
Zoom
ZM
$31.3B
$47.9K 0.01%
581
+562
+2,958% +$43.8K
WM icon
345
Waste Management
WM
$91.3B
$47.9K 0.01%
217
– –
BYD icon
346
Boyd Gaming
BYD
$6.03B
$47.8K 0.01%
+553
New +$46.4K
CDW icon
347
CDW
CDW
$17B
$47.6K 0.01%
299
+195
+188% +$33.1K
ABNB icon
348
Airbnb
ABNB
$111B
$47.6K 0.01%
392
+383
+4,256% +$49.5K
MAA icon
349
Mid-America Apartment Communities
MAA
$15.3B
$47.5K 0.01%
+340
New +$49.1K
SPB icon
350
Spectrum Brands
SPB
$2.01B
$47.5K 0.01%
+904
New +$50.1K
12 13
14
15 16

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.