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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
326
CF Industries
CF
$18.4B
$53.8K 0.01%
696
+150
+27% +$12.3K
SCHC icon
327
Schwab International Small-Cap Equity ETF
SCHC
$5.63B
$53.5K 0.01%
1,176
– –
SNA icon
328
Snap-on
SNA
$21.3B
$53.4K 0.01%
155
+56
+57% +$19.1K
GLW icon
329
Corning
GLW
$136B
$53.1K 0.01%
606
+470
+346% +$40.5K
TRMB icon
330
Trimble
TRMB
$13.6B
$53K 0.01%
677
+147
+28% +$11.7K
NNN icon
331
NNN REIT
NNN
$8.8B
$53K 0.01%
1,337
+226
+20% +$9.26K
EWBC icon
332
East-West Bancorp
EWBC
$18.1B
$52.9K 0.01%
471
+386
+454% +$41K
TMO icon
333
Thermo Fisher Scientific
TMO
$222B
$52.9K 0.01%
91
-4
-4% -$2.26K
ALSN icon
334
Allison Transmission
ALSN
$10.3B
$52.4K 0.01%
535
-43
-7% -$3.77K
AOS icon
335
A.O. Smith
AOS
$8.48B
$52.4K 0.01%
783
+258
+49% +$17.4K
ENB icon
336
Enbridge
ENB
$112B
$52K 0.01%
1,088
+244
+29% +$11.6K
ENTG icon
337
Entegris
ENTG
$22B
$52K 0.01%
617
+608
+6,756% +$52.8K
VAC icon
338
Marriott Vacations Worldwide
VAC
$3.89B
$52K 0.01%
901
+895
+14,917% +$52.9K
WM icon
339
Waste Management
WM
$90.6B
$51.9K 0.01%
236
+19
+9% +$4.05K
CPT icon
340
Camden Property Trust
CPT
$11B
$51.7K 0.01%
470
+17
+4% +$1.77K
TNL icon
341
Travel + Leisure Co
TNL
$4.5B
$51.7K 0.01%
733
-76
-9% -$4.98K
MS icon
342
Morgan Stanley
MS
$338B
$51.7K 0.01%
291
+45
+18% +$7.51K
CLH icon
343
Clean Harbors
CLH
$16.4B
$51.6K 0.01%
220
+4
+2% +$914
FBIN icon
344
Fortune Brands Innovations
FBIN
$5.73B
$51.4K 0.01%
1,027
+1,016
+9,236% +$51K
UHS icon
345
Universal Health Services
UHS
$10.5B
$51.2K 0.01%
235
-17
-7% -$3.76K
ORI icon
346
Old Republic International
ORI
$10.3B
$51.2K 0.01%
1,121
+20
+2% +$868
AGCO icon
347
AGCO
AGCO
$7.06B
$51.1K 0.01%
490
+184
+60% +$19.6K
CRL icon
348
Charles River Laboratories
CRL
$13.2B
$51.1K 0.01%
256
-53
-17% -$9.61K
DVA icon
349
DaVita
DVA
$11.7B
$51K 0.01%
449
+66
+17% +$8.03K
CRUS icon
350
Cirrus Logic
CRUS
$6.11B
$50.8K 0.01%
429
+28
+7% +$3.45K
12 13
14
15 16

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.