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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
CTSH icon
376
Cognizant
CTSH
$26.3B
$51.5K 0.01%
840
+790
+1,580% +$56.5K
IUSV icon
377
iShares Core S&P US Value ETF
IUSV
$27.8B
$51.2K 0.01%
+501
New +$52.5K
REGN icon
378
Regeneron Pharmaceuticals
REGN
$83.2B
$51K 0.01%
66
-123
-65% -$94.2K
TNL icon
379
Travel + Leisure Co
TNL
$4.5B
$51K 0.01%
737
+4
+0.5% +$289
SCHC icon
380
Schwab International Small-Cap Equity ETF
SCHC
$5.63B
$50.9K 0.01%
1,088
-88
-7% -$4.26K
RSG icon
381
Republic Services
RSG
$65.7B
$50.8K 0.01%
232
+102
+78% +$22.4K
YETI icon
382
Yeti Holdings
YETI
$3.99B
$50.7K 0.01%
1,385
+497
+56% +$21.9K
TXT icon
383
Textron
TXT
$15.3B
$50.6K 0.01%
578
+29
+5% +$2.71K
CVS icon
384
CVS Health
CVS
$122B
$50.5K 0.01%
703
-11
-2% -$847
HE icon
385
Hawaiian Electric Industries
HE
$2.02B
$50.2K 0.01%
3,382
-131
-4% -$1.98K
CUZ icon
386
Cousins Properties
CUZ
$4.83B
$50K 0.01%
+2,214
New +$53.7K
FWONK icon
387
Liberty Media Series C
FWONK
$25.8B
$49.9K 0.01%
587
+84
+17% +$7.34K
FOXA icon
388
Fox Class A
FOXA
$26.6B
$49.7K 0.01%
851
+111
+15% +$7.08K
FANG icon
389
Diamondback Energy
FANG
$55.7B
$49.6K 0.01%
251
-9
-3% -$1.53K
EGP icon
390
EastGroup Properties
EGP
$10.9B
$49.6K 0.01%
268
– –
LBRDK icon
391
Liberty Broadband Class C
LBRDK
$5.18B
$49.5K 0.01%
985
-61
-6% -$3.08K
VAC icon
392
Marriott Vacations Worldwide
VAC
$3.89B
$49.4K 0.01%
759
-142
-16% -$8.8K
AMP icon
393
Ameriprise Financial
AMP
$49.2B
$49.3K 0.01%
111
+47
+73% +$22.6K
LAMR icon
394
Lamar Advertising Co
LAMR
$15.7B
$49.1K 0.01%
388
-12
-3% -$1.57K
ON icon
395
ON Semiconductor
ON
$31.1B
$49K 0.01%
792
-144
-15% -$9.04K
WCC
396
WESCO International
WCC
$17.9B
$49K 0.01%
179
+128
+251% +$35.9K
EPR icon
397
EPR Properties
EPR
$4.63B
$48.9K 0.01%
979
+199
+26% +$10.9K
SPB icon
398
Spectrum Brands
SPB
$2.02B
$48.8K 0.01%
662
-179
-21% -$12.8K
LW icon
399
Lamb Weston
LW
$7.12B
$48.7K 0.01%
1,153
+1,128
+4,512% +$50.3K
MNST icon
400
Monster Beverage
MNST
$89.6B
$48.6K 0.01%
671
-45
-6% -$3.55K
14 15
16
17 18

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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.