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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
FNB icon
401
FNB Corp
FNB
$6.76B
$38.9K 0.01%
2,417
+2,385
+7,453% +$37.9K
SYF icon
402
Synchrony
SYF
$25.7B
$38.9K 0.01%
548
+515
+1,561% +$37.3K
ST icon
403
Sensata Technologies
ST
$6.86B
$38.8K 0.01%
1,271
+1,263
+15,788% +$39.9K
DECK icon
404
Deckers Outdoor
DECK
$12.9B
$38.8K 0.01%
383
+365
+2,028% +$39.8K
AOS icon
405
A.O. Smith
AOS
$8.69B
$38.5K 0.01%
525
+513
+4,275% +$36.6K
CME icon
406
CME Group
CME
$93.6B
$38.4K 0.01%
142
+134
+1,675% +$36.5K
MP icon
407
MP Materials
MP
$9.7B
$37.8K 0.01%
564
+552
+4,600% +$34.7K
ANET icon
408
Arista Networks
ANET
$247B
$37.7K 0.01%
259
+235
+979% +$30.3K
MSTR icon
409
Strategy Inc
MSTR
$38.5B
$37.7K 0.01%
117
– –
BMY icon
410
Bristol-Myers Squibb
BMY
$131B
$37.5K 0.01%
831
-167
-17% -$7.8K
IWD icon
411
iShares Russell 1000 Value ETF
IWD
$84.2B
$37.3K 0.01%
183
– –
NDSN icon
412
Nordson
NDSN
$17.4B
$37.2K 0.01%
164
+159
+3,180% +$35K
CLF icon
413
Cleveland-Cliffs
CLF
$7.22B
$37.1K 0.01%
3,040
+40
+1% +$421
KNX icon
414
Knight Transportation
KNX
$11.1B
$37K 0.01%
936
+923
+7,100% +$40K
IJS icon
415
iShares S&P Small-Cap 600 Value ETF
IJS
$8.36B
$36.7K 0.01%
332
– –
STT icon
416
State Street
STT
$51.2B
$36.4K 0.01%
314
+300
+2,143% +$33.5K
IYH icon
417
iShares US Healthcare ETF
IYH
$3.76B
$36.1K ﹤0.01%
+615
New +$35K
WST icon
418
West Pharmaceutical
WST
$24.7B
$35.7K ﹤0.01%
136
+129
+1,843% +$31.4K
KLAC icon
419
KLA
KLAC
$262B
$35.6K ﹤0.01%
330
+280
+560% +$26.1K
AGO icon
420
Assured Guaranty
AGO
$3.34B
$35.5K ﹤0.01%
419
+407
+3,392% +$33.8K
SPYG icon
421
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$35.4K ﹤0.01%
339
– –
EVR icon
422
Evercore
EVR
$11.6B
$35.4K ﹤0.01%
105
+100
+2,000% +$31.3K
HON icon
423
Honeywell
HON
$74.6B
$35.4K ﹤0.01%
178
+159
+837% +$33.2K
AJG icon
424
Arthur J. Gallagher & Co
AJG
$64.7B
$35K ﹤0.01%
113
– –
QXO
425
QXO Inc
QXO
$17B
$34.7K ﹤0.01%
1,823
+100
+6% +$2.07K
15 16
17
18 19

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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.