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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.98%
2 Technology 5.35%
3 Healthcare 3.58%
4 Consumer Staples 2.72%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAN icon
376
ManpowerGroup
MAN
$2.68B
$61.6K 0.01%
1,823
-116
-6% -$3.55K
VAC icon
377
Marriott Vacations Worldwide
VAC
$3.54B
$61.4K 0.01%
603
-156
-21% -$12.5K
EGP icon
378
EastGroup Properties
EGP
$10.9B
$61.4K 0.01%
303
+35
+13% +$7.01K
NVR icon
379
NVR
NVR
$16.4B
$61.3K 0.01%
9
+7
+350% +$44.5K
LAMR icon
380
Lamar Advertising Co
LAMR
$14.9B
$61.3K 0.01%
393
+5
+1% +$723
ALLY icon
381
Ally Financial
ALLY
$12.2B
$61.2K 0.01%
1,331
+312
+31% +$13.5K
FWONK icon
382
Liberty Media Corporation Series C Common Stock
FWONK
$23.7B
$61.1K 0.01%
642
+55
+9% +$4.92K
PYPL icon
383
PayPal
PYPL
$44.8B
$61.1K 0.01%
1,414
+52
+4% +$2.37K
NFLX icon
384
Netflix
NFLX
$299B
$60.7K 0.01%
850
-189
-18% -$16.6K
MOH icon
385
Molina Healthcare
MOH
$10.5B
$60.6K 0.01%
265
+17
+7% +$3.08K
ZS icon
386
Zscaler
ZS
$32.2B
$60.6K 0.01%
429
+105
+32% +$14.6K
TXG icon
387
10x Genomics
TXG
$9.98B
$60.5K 0.01%
1,577
-654
-29% -$17.1K
ALSN icon
388
Allison Transmission
ALSN
$9.67B
$60.4K 0.01%
536
+67
+14% +$8.13K
SNA icon
389
Snap-on
SNA
$19.3B
$60.4K 0.01%
150
– –
TOL icon
390
Toll Brothers
TOL
$12.3B
$60.1K 0.01%
365
+305
+508% +$43.4K
UNM icon
391
Unum
UNM
$15.1B
$60K 0.01%
671
+41
+7% +$3.4K
ROKU icon
392
Roku
ROKU
$22.8B
$59.7K 0.01%
432
-291
-40% -$35.5K
CPT icon
393
Camden Property Trust
CPT
$11.5B
$59.6K 0.01%
521
+464
+814% +$49.5K
HPE icon
394
Hewlett Packard
HPE
$80.7B
$59.6K 0.01%
1,321
+156
+13% +$5.63K
USFD icon
395
US Foods
USFD
$20.2B
$59.5K 0.01%
582
-13
-2% -$1.16K
ORI icon
396
Old Republic International
ORI
$9.65B
$59.5K 0.01%
1,454
+261
+22% +$10.3K
TMO icon
397
Thermo Fisher Scientific
TMO
$241B
$59.3K 0.01%
118
+27
+30% +$13K
IYW icon
398
iShares US Technology ETF
IYW
$25.7B
$59.3K 0.01%
235
– –
AIG icon
399
American International
AIG
$39.4B
$59.2K 0.01%
794
+309
+64% +$23.5K
FE icon
400
FirstEnergy
FE
$26.2B
$58.7K 0.01%
1,235
+518
+72% +$24.6K
14 15
16
17 18

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Healthcare.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.