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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
401
Datadog
DDOG
$93.6B
$44.1K 0.01%
324
-37
-10% -$5.85K
DKNG icon
402
DraftKings
DKNG
$12B
$44K 0.01%
1,277
+1,222
+2,222% +$40.2K
A icon
403
Agilent Technologies
A
$42B
$44K 0.01%
323
– –
AIG icon
404
American International
AIG
$40.6B
$43.5K 0.01%
508
-35
-6% -$2.8K
GRMN
405
Garmin
GRMN
$60.4B
$43.2K 0.01%
213
+1
+0.5% +$217
HE icon
406
Hawaiian Electric Industries
HE
$2.02B
$43.2K 0.01%
3,513
-644
-15% -$7.46K
GPK icon
407
Graphic Packaging
GPK
$3.53B
$43.1K 0.01%
2,865
+2,160
+306% +$35.5K
STT icon
408
State Street
STT
$51.3B
$42.8K 0.01%
332
+18
+6% +$2.15K
DOCU
409
DocuSign
DOCU
$11.4B
$42.3K 0.01%
619
+23
+4% +$1.59K
VYM icon
410
Vanguard High Dividend Yield ETF
VYM
$83.7B
$42.2K 0.01%
294
-28
-9% -$3.98K
SBAC icon
411
SBA Communications
SBAC
$19.2B
$42.2K 0.01%
218
-32
-13% -$6.18K
NDSN icon
412
Nordson
NDSN
$17.2B
$42.1K 0.01%
175
+11
+7% +$2.58K
THG icon
413
Hanover Insurance
THG
$7.86B
$42K 0.01%
230
+153
+199% +$27.5K
PNFP icon
414
Pinnacle Financial Partners Inc
PNFP
$15.8B
$41.9K 0.01%
439
+292
+199% +$26.8K
STX icon
415
Seagate
STX
$182B
$41.6K 0.01%
151
+135
+844% +$35K
FNB icon
416
FNB Corp
FNB
$6.75B
$41.3K 0.01%
2,417
– –
CME icon
417
CME Group
CME
$94.8B
$41.2K 0.01%
151
+9
+6% +$2.45K
NVCR icon
418
NovoCure
NVCR
$2.02B
$41.1K 0.01%
3,182
+22
+0.7% +$282
QRVO icon
419
Qorvo
QRVO
$8.56B
$40.8K 0.01%
483
-34
-7% -$3K
UPS icon
420
United Parcel Service
UPS
$89.1B
$40.8K 0.01%
411
+179
+77% +$16.7K
DG icon
421
Dollar General
DG
$27B
$40.8K 0.01%
307
-176
-36% -$19.6K
GNTX icon
422
Gentex
GNTX
$5.02B
$40.7K 0.01%
+1,751
New +$42.2K
ARE icon
423
Alexandria Real Estate Equities
ARE
$8.32B
$40.6K 0.01%
829
+193
+30% +$11.4K
GSEW icon
424
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.05B
$40.5K 0.01%
476
– –
MEDP icon
425
Medpace
MEDP
$16.8B
$40.4K 0.01%
72
+68
+1,700% +$38.6K
15 16
17
18 19

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.