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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
CVNA icon
326
Carvana
CVNA
$81.5B
$57.5K 0.01%
915
+210
+30% +$15.6K
UBER icon
327
Uber
UBER
$159B
$57.3K 0.01%
797
+689
+638% +$53K
DXCM icon
328
DexCom
DXCM
$33.1B
$57.1K 0.01%
910
-60
-6% -$4.18K
MAN icon
329
ManpowerGroup
MAN
$2.63B
$57.1K 0.01%
+1,939
New +$57.6K
CE icon
330
Celanese
CE
$4.88B
$56.8K 0.01%
864
+8
+0.9% +$418
HUN icon
331
Huntsman Corp
HUN
$1.82B
$56.8K 0.01%
4,267
+291
+7% +$3.53K
DRVN icon
332
Driven Brands
DRVN
$2.07B
$56.7K 0.01%
4,500
+3,635
+420% +$51.2K
LFUS icon
333
Littelfuse
LFUS
$11.6B
$56.7K 0.01%
167
-55
-25% -$17.9K
GLPI icon
334
Gaming and Leisure Properties
GLPI
$12.5B
$56.6K 0.01%
1,276
+2
+0.2% +$93
ONEQ icon
335
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$56K 0.01%
660
– –
CINF icon
336
Cincinnati Financial
CINF
$26.7B
$56K 0.01%
356
-1
-0.3% -$163
VO icon
337
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$56K 0.01%
780
+396
+103% +$29.4K
NEA icon
338
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.41B
$56K 0.01%
4,982
+57
+1% +$663
CLH icon
339
Clean Harbors
CLH
$16.4B
$55.9K 0.01%
195
-25
-11% -$6.82K
TPR icon
340
Tapestry
TPR
$33.3B
$55.9K 0.01%
396
-57
-13% -$8.08K
POOL icon
341
Pool Corp
POOL
$7.27B
$55.8K 0.01%
276
+260
+1,625% +$61.3K
EWBC icon
342
East-West Bancorp
EWBC
$18.1B
$55.8K 0.01%
523
+52
+11% +$5.87K
ALL icon
343
Allstate
ALL
$68.2B
$55.8K 0.01%
269
+3
+1% +$615
CRUS icon
344
Cirrus Logic
CRUS
$6.11B
$55.5K 0.01%
384
-45
-10% -$6.05K
WM icon
345
Waste Management
WM
$90.6B
$55.1K 0.01%
240
+4
+2% +$919
FR icon
346
First Industrial Realty Trust
FR
$8.36B
$55.1K 0.01%
953
+101
+12% +$6.01K
ACM icon
347
Aecom
ACM
$9.42B
$55K 0.01%
649
+432
+199% +$40.9K
ZTS icon
348
Zoetis
ZTS
$30.9B
$55K 0.01%
465
+322
+225% +$39.8K
ALSN icon
349
Allison Transmission
ALSN
$10.3B
$54.9K 0.01%
469
-66
-12% -$7.5K
USFD icon
350
US Foods
USFD
$23.9B
$54.9K 0.01%
595
-64
-10% -$5.67K
12 13
14
15 16

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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.