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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTM
376
ZoomInfo Technologies
GTM
$1.23B
$44.5K 0.01%
4,082
+3,979
+3,863% +$42.7K
PLD icon
377
Prologis
PLD
$132B
$44.2K 0.01%
+386
New +$42.4K
PLNT icon
378
Planet Fitness
PLNT
$3.68B
$43.9K 0.01%
423
+417
+6,950% +$44.3K
FANG icon
379
Diamondback Energy
FANG
$56.4B
$43.8K 0.01%
306
+296
+2,960% +$42.1K
AMH icon
380
American Homes 4 Rent
AMH
$12.2B
$43.4K 0.01%
+1,304
New +$45.5K
TRMB icon
381
Trimble
TRMB
$13.7B
$43.3K 0.01%
530
+512
+2,844% +$41.8K
DOCU
382
DocuSign
DOCU
$11.4B
$43K 0.01%
596
+585
+5,318% +$45.1K
HAS icon
383
Hasbro
HAS
$13.7B
$42.7K 0.01%
563
+549
+3,921% +$42.6K
AIG icon
384
American International
AIG
$40.4B
$42.6K 0.01%
543
+498
+1,107% +$39.8K
ENB icon
385
Enbridge
ENB
$113B
$42.6K 0.01%
+844
New +$39.7K
CUBE icon
386
CubeSmart
CUBE
$9.22B
$42.2K 0.01%
+1,039
New +$42.3K
TRV icon
387
Travelers Companies
TRV
$78.5B
$42.2K 0.01%
151
– –
ARKK icon
388
ARK Innovation ETF
ARKK
$6.4B
$42.1K 0.01%
488
+37
+8% +$2.83K
BALL icon
389
Ball Corp
BALL
$16.7B
$41.5K 0.01%
824
+805
+4,237% +$43.5K
A icon
390
Agilent Technologies
A
$42.2B
$41.5K 0.01%
323
+312
+2,836% +$37.7K
BLD
391
DELISTED
TopBuild
BLD
$41.4K 0.01%
106
+103
+3,433% +$41.1K
NVCR icon
392
NovoCure
NVCR
$2.02B
$40.8K 0.01%
+3,160
New +$42.2K
DBX icon
393
Dropbox
DBX
$7.53B
$40.7K 0.01%
1,348
+1,327
+6,319% +$38K
SHOP icon
394
Shopify
SHOP
$197B
$40.7K 0.01%
274
– –
GSEW icon
395
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.06B
$40.5K 0.01%
476
– –
ZTS icon
396
Zoetis
ZTS
$31.2B
$39.9K 0.01%
273
+257
+1,606% +$38.8K
BFAM icon
397
Bright Horizons
BFAM
$3.82B
$39.8K 0.01%
367
+363
+9,075% +$42K
ES icon
398
Eversource Energy
ES
$26.7B
$39.1K 0.01%
550
+336
+157% +$22K
CP icon
399
Canadian Pacific Kansas City
CP
$80.8B
$39.1K 0.01%
+525
New +$40.1K
MS icon
400
Morgan Stanley
MS
$338B
$39.1K 0.01%
246
+212
+624% +$31.3K
14 15
16
17 18

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.