We are live on ! Find out more
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
LBRDK icon
351
Liberty Broadband Class C
LBRDK
$5.18B
$50.8K 0.01%
1,046
+1,044
+52,200% +$54.3K
HEI icon
352
HEICO Corp
HEI
$50.9B
$50.8K 0.01%
157
+4
+3% +$1.26K
TRV icon
353
Travelers Companies
TRV
$78.3B
$50.8K 0.01%
175
+24
+16% +$6.75K
FNF icon
354
Fidelity National Financial
FNF
$12.9B
$50.7K 0.01%
929
+858
+1,208% +$48.8K
ON icon
355
ON Semiconductor
ON
$31.1B
$50.7K 0.01%
936
-61
-6% -$3.13K
LAMR icon
356
Lamar Advertising Co
LAMR
$15.7B
$50.6K 0.01%
+400
New +$50.1K
SUI icon
357
Sun Communities
SUI
$14.4B
$50.4K 0.01%
407
+226
+125% +$28.3K
EPAM icon
358
EPAM Systems
EPAM
$5.02B
$50.4K 0.01%
246
-76
-24% -$13.5K
FLO icon
359
Flowers Foods
FLO
$1.51B
$50.4K 0.01%
+4,631
New +$53.8K
THC icon
360
Tenet Healthcare
THC
$20.9B
$50.3K 0.01%
253
+191
+308% +$38.6K
WST icon
361
West Pharmaceutical
WST
$24.8B
$50.1K 0.01%
182
+46
+34% +$12.6K
REG icon
362
Regency Centers
REG
$13.9B
$49.8K 0.01%
722
+44
+6% +$3.08K
NEM icon
363
Newmont
NEM
$124B
$49.8K 0.01%
499
+441
+760% +$39.8K
SPB icon
364
Spectrum Brands
SPB
$2.02B
$49.7K 0.01%
841
-63
-7% -$3.54K
FTI icon
365
TechnipFMC
FTI
$29.1B
$49.7K 0.01%
1,115
+1,043
+1,449% +$44K
USFD icon
366
US Foods
USFD
$23.9B
$49.6K 0.01%
659
+21
+3% +$1.58K
PINS icon
367
Pinterest
PINS
$13.8B
$49.6K 0.01%
1,916
+322
+20% +$9.27K
FWONK icon
368
Liberty Media Series C
FWONK
$25.8B
$49.6K 0.01%
503
+16
+3% +$1.57K
KNX icon
369
Knight Transportation
KNX
$11.2B
$49.5K 0.01%
947
+11
+1% +$516
LOPE icon
370
Grand Canyon Education
LOPE
$3.82B
$49.4K 0.01%
297
+69
+30% +$12.5K
GLOB icon
371
Globant
GLOB
$1.66B
$49.1K 0.01%
751
-85
-10% -$5.34K
TXG icon
372
10x Genomics
TXG
$7.63B
$48.8K 0.01%
+2,995
New +$45.2K
FR icon
373
First Industrial Realty Trust
FR
$8.36B
$48.8K 0.01%
852
-65
-7% -$3.63K
BFAM icon
374
Bright Horizons
BFAM
$3.81B
$48.7K 0.01%
480
+113
+31% +$11.4K
MSM icon
375
MSC Industrial Direct
MSM
$6.87B
$48.4K 0.01%
576
+364
+172% +$31.6K
13 14
15
16 17

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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.