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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
WMB icon
376
Williams Companies
WMB
$86.5B
$6.7K ﹤0.01%
107
-51
-32% -$3.01K
CWEN icon
377
Clearway Energy Class C
CWEN
$6.72B
$6.62K ﹤0.01%
207
-7
-3% -$209
ARES icon
378
Ares Management
ARES
$30.5B
$6.58K ﹤0.01%
38
-2
-5% -$316
CDNS icon
379
Cadence Design Systems
CDNS
$93.3B
$6.47K ﹤0.01%
21
-2
-9% -$582
COPX icon
380
Global X Copper Miners ETF NEW
COPX
$8.32B
$6.3K ﹤0.01%
140
– –
UHAL icon
381
U-Haul Holding Co
UHAL
$14.6B
$6.3K ﹤0.01%
104
-1
-1% -$63
HOOD icon
382
Robinhood
HOOD
$83.6B
$6.27K ﹤0.01%
67
-46
-41% -$2.72K
RCL icon
383
Royal Caribbean
RCL
$82.5B
$6.26K ﹤0.01%
20
-13
-39% -$3.1K
VHT icon
384
Vanguard Health Care ETF
VHT
$18.9B
$6.21K ﹤0.01%
25
– –
DAUG icon
385
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
$6.13K ﹤0.01%
+147
New +$5.8K
IP icon
386
International Paper
IP
$21.9B
$6.09K ﹤0.01%
130
-23
-15% -$1.09K
FUN icon
387
Cedar Fair
FUN
$1.7B
$6.09K ﹤0.01%
200
-5
-2% -$168
DHI icon
388
D.R. Horton
DHI
$41B
$6.06K ﹤0.01%
47
-20
-30% -$2.46K
FIW icon
389
First Trust Water ETF
FIW
$1.94B
$6.05K ﹤0.01%
56
– –
BLCN
390
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$6.04K ﹤0.01%
259
– –
UBER icon
391
Uber
UBER
$158B
$5.97K ﹤0.01%
64
-12
-16% -$988
SWKS icon
392
Skyworks Solutions
SWKS
$10.4B
$5.89K ﹤0.01%
79
+9
+13% +$601
KD icon
393
Kyndryl
KD
$2.98B
$5.79K ﹤0.01%
138
-35
-20% -$1.27K
HMC icon
394
Honda
HMC
$41.1B
$5.77K ﹤0.01%
200
– –
O icon
395
Realty Income
O
$58.1B
$5.7K ﹤0.01%
99
+62
+168% +$3.51K
IJR icon
396
iShares Core S&P Small-Cap ETF
IJR
$112B
$5.57K ﹤0.01%
51
-702
-93% -$72.6K
PBT
397
Permian Basin Royalty Trust
PBT
$1.53B
$5.49K ﹤0.01%
442
+3
+0.7% +$32
MSEX icon
398
Middlesex Water
MSEX
$1.08B
$5.42K ﹤0.01%
100
– –
HCA icon
399
HCA Healthcare
HCA
$89.3B
$5.37K ﹤0.01%
14
-2
-13% -$721
AEM icon
400
Agnico Eagle Mines
AEM
$90.6B
$5.35K ﹤0.01%
45
– –
14 15
16
17 18

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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.