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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
DT icon
351
Dynatrace
DT
$14.6B
$54.8K 0.01%
1,483
+1,264
+577% +$48.3K
SONY icon
352
Sony
SONY
$140B
$54.6K 0.01%
2,638
+1,269
+93% +$28.4K
NDSN icon
353
Nordson
NDSN
$17.2B
$54.5K 0.01%
205
+30
+17% +$8.26K
SNA icon
354
Snap-on
SNA
$21.3B
$54.5K 0.01%
150
-5
-3% -$1.85K
SEIC icon
355
SEI Investments
SEIC
$12.6B
$54.5K 0.01%
694
+496
+251% +$40.8K
SNDR icon
356
Schneider National
SNDR
$6.18B
$54.3K 0.01%
2,059
+1,800
+695% +$49.8K
PNFP icon
357
Pinnacle Financial Partners Inc
PNFP
$15.8B
$54.2K 0.01%
629
+190
+43% +$17.7K
DGX icon
358
Quest Diagnostics
DGX
$26.2B
$54.1K 0.01%
276
+4
+1% +$777
WWD icon
359
Woodward
WWD
$21B
$54K 0.01%
151
+21
+16% +$7.56K
TROW icon
360
T. Rowe Price
TROW
$24.3B
$54K 0.01%
599
+566
+1,715% +$54.8K
CF icon
361
CF Industries
CF
$18.4B
$54K 0.01%
416
-280
-40% -$28.6K
TWLO icon
362
Twilio
TWLO
$38.4B
$54K 0.01%
429
+93
+28% +$11.4K
ANET icon
363
Arista Networks
ANET
$242B
$53.5K 0.01%
436
-35
-7% -$4.68K
GTM
364
ZoomInfo Technologies
GTM
$1.23B
$53.5K 0.01%
8,947
+7,083
+380% +$52.1K
ARE icon
365
Alexandria Real Estate Equities
ARE
$8.32B
$53.4K 0.01%
1,150
+321
+39% +$16.9K
DHR icon
366
Danaher
DHR
$147B
$53.3K 0.01%
281
+188
+202% +$40K
WMB icon
367
Williams Companies
WMB
$87.9B
$53.2K 0.01%
731
+72
+11% +$4.99K
DG icon
368
Dollar General
DG
$27B
$53.1K 0.01%
447
+140
+46% +$20K
ATO icon
369
Atmos Energy
ATO
$28.4B
$53K 0.01%
287
+128
+81% +$22.6K
HON icon
370
Honeywell
HON
$77B
$52.9K 0.01%
234
+66
+39% +$15.1K
MKSI icon
371
MKS Inc
MKSI
$19.8B
$52.9K 0.01%
230
-13
-5% -$2.94K
MS icon
372
Morgan Stanley
MS
$338B
$52.8K 0.01%
321
+30
+10% +$5.19K
KHC icon
373
Kraft Heinz
KHC
$29.6B
$52.4K 0.01%
2,331
+1,998
+600% +$47K
REG icon
374
Regency Centers
REG
$13.9B
$52.3K 0.01%
691
-31
-4% -$2.31K
LNC icon
375
Lincoln National
LNC
$8.75B
$52K 0.01%
1,465
+1,442
+6,270% +$55.4K
13 14
15
16 17

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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.