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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAA icon
351
Plains All American Pipeline
PAA
$16.4B
$9.16K ﹤0.01%
500
– –
BLKB icon
352
Blackbaud
BLKB
$2.09B
$8.86K ﹤0.01%
138
+3
+2% +$188
DOW icon
353
Dow Inc
DOW
$22.1B
$8.53K ﹤0.01%
322
– –
HPQ icon
354
HP
HPQ
$27.3B
$8.32K ﹤0.01%
340
-50
-13% -$1.27K
PBR icon
355
Petrobras
PBR
$118B
$8.17K ﹤0.01%
653
– –
LULU icon
356
lululemon athletica
LULU
$14.5B
$8.08K ﹤0.01%
34
+1
+3% +$275
SRPT icon
357
Sarepta Therapeutics
SRPT
$1.81B
$7.97K ﹤0.01%
466
-1
-0.2% -$43
UTI icon
358
Universal Technical Institute
UTI
$1.47B
$7.83K ﹤0.01%
+231
New +$7.25K
HPE icon
359
Hewlett Packard
HPE
$72.4B
$7.81K ﹤0.01%
382
-61
-14% -$1.02K
VRSK icon
360
Verisk Analytics
VRSK
$23.6B
$7.79K ﹤0.01%
25
-8
-24% -$2.42K
VFH icon
361
Vanguard Financials ETF
VFH
$13.8B
$7.64K ﹤0.01%
60
– –
WULF icon
362
TeraWulf
WULF
$8.08B
$7.58K ﹤0.01%
1,730
– –
PALL icon
363
abrdn Physical Palladium Shares ETF
PALL
$683M
$7.55K ﹤0.01%
375
– –
ETHA
364
iShares Ethereum Trust ETF
ETHA
$5.53B
$7.42K ﹤0.01%
389
– –
FDM icon
365
First Trust Dow Jones Select MicroCap Index Fund
FDM
$269M
$7.38K ﹤0.01%
+103
New +$6.65K
TY icon
366
TRI-Continental Corp
TY
$1.91B
$7.31K ﹤0.01%
231
– –
ASML icon
367
ASML
ASML
$666B
$7.21K ﹤0.01%
9
+8
+800% +$5.74K
FLG
368
Flagstar Bank National Association
FLG
$5.84B
$7.19K ﹤0.01%
678
-2,655
-80% -$30.3K
CPER icon
369
United States Copper Index Fund
CPER
$777M
$7.18K ﹤0.01%
227
– –
GLW icon
370
Corning
GLW
$136B
$7.15K ﹤0.01%
136
+57
+72% +$2.67K
AA icon
371
Alcoa
AA
$13.6B
$7.15K ﹤0.01%
242
+1
+0.4% +$27
AMGN icon
372
Amgen
AMGN
$226B
$7.06K ﹤0.01%
25
-203
-89% -$57.5K
HOLX
373
DELISTED
Hologic
HOLX
$6.91K ﹤0.01%
106
-4
-4% -$240
WYNN icon
374
Wynn Resorts
WYNN
$10.6B
$6.84K ﹤0.01%
73
-3
-4% -$255
XLI icon
375
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$6.79K ﹤0.01%
46
– –
13 14
15
16 17

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.