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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
PYPL icon
401
PayPal
PYPL
$50.1B
$5.35K ﹤0.01%
72
-17
-19% -$1.16K
PSIX
402
Power Solutions International
PSIX
$982M
$5.3K ﹤0.01%
+82
New +$3.04K
TMUS icon
403
T-Mobile US
TMUS
$189B
$5.24K ﹤0.01%
22
-34
-61% -$8.3K
FJUN icon
404
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
$5.15K ﹤0.01%
+96
New +$4.88K
BEP icon
405
Brookfield Renewable
BEP
$9.88B
$5.1K ﹤0.01%
200
– –
DJT icon
406
Trump Media & Technology Group
DJT
$2.55B
$4.96K ﹤0.01%
275
– –
FNV icon
407
Franco-Nevada
FNV
$45.7B
$4.92K ﹤0.01%
30
– –
CCL icon
408
Carnival Corporation Ltd
CCL
$38.6B
$4.84K ﹤0.01%
172
-55
-24% -$1.18K
UNP icon
409
Union Pacific
UNP
$174B
$4.83K ﹤0.01%
21
-17
-45% -$3.77K
D icon
410
Dominion Energy
D
$59.1B
$4.8K ﹤0.01%
85
-14
-14% -$767
MS icon
411
Morgan Stanley
MS
$339B
$4.79K ﹤0.01%
34
-22
-39% -$2.7K
VOOV icon
412
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$4.72K ﹤0.01%
25
– –
EWX icon
413
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$694M
$4.53K ﹤0.01%
+73
New +$4.24K
URI icon
414
United Rentals
URI
$71.4B
$4.52K ﹤0.01%
6
-5
-45% -$3.34K
CEG icon
415
Constellation Energy
CEG
$96.9B
$4.52K ﹤0.01%
14
-10
-42% -$2.65K
CQP icon
416
Cheniere Energy
CQP
$32.2B
$4.49K ﹤0.01%
80
+1
+1% +$59
KLAC icon
417
KLA
KLAC
$253B
$4.48K ﹤0.01%
50
-50
-50% -$3.76K
INDA icon
418
iShares MSCI India ETF
INDA
$6.61B
$4.46K ﹤0.01%
80
– –
CSX icon
419
CSX Corp
CSX
$93.3B
$4.44K ﹤0.01%
136
-23
-14% -$692
IQDF icon
420
FlexShares International Quality Dividend Index Fund
IQDF
$1.17B
$4.42K ﹤0.01%
163
– –
VWO icon
421
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$4.4K ﹤0.01%
89
– –
IREN icon
422
Iris Energy
IREN
$14.3B
$4.37K ﹤0.01%
300
+100
+50% +$812
TOST icon
423
Toast
TOST
$20.5B
$4.3K ﹤0.01%
97
-9
-8% -$354
AMP icon
424
Ameriprise Financial
AMP
$49.4B
$4.27K ﹤0.01%
8
-6
-43% -$2.96K
SHEL icon
425
Shell
SHEL
$248B
$4.24K ﹤0.01%
60
-100
-63% -$6.7K
15 16
17
18 19

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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.