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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
TER icon
401
Teradyne
TER
$57.1B
$48.6K 0.01%
164
+108
+193% +$30.1K
KRC icon
402
Kilroy Realty
KRC
$4.32B
$48.4K 0.01%
1,715
+963
+128% +$31.6K
VMC icon
403
Vulcan Materials
VMC
$37B
$48.3K 0.01%
177
+14
+9% +$4.12K
URI icon
404
United Rentals
URI
$70.8B
$48.1K 0.01%
66
-8
-11% -$6.72K
ENTG icon
405
Entegris
ENTG
$22B
$48K 0.01%
409
-208
-34% -$24.6K
UPS icon
406
United Parcel Service
UPS
$89.1B
$47.9K 0.01%
486
+75
+18% +$8.04K
CI icon
407
Cigna
CI
$73.6B
$47.7K 0.01%
179
+128
+251% +$35.4K
AGCO icon
408
AGCO
AGCO
$7.06B
$47.6K 0.01%
411
-79
-16% -$9.58K
ORI icon
409
Old Republic International
ORI
$10.3B
$47.6K 0.01%
1,193
+72
+6% +$2.96K
XRAY icon
410
Dentsply Sirona
XRAY
$2.32B
$47.5K 0.01%
4,097
+216
+6% +$2.69K
MDB icon
411
MongoDB
MDB
$33.5B
$47.5K 0.01%
194
-5
-3% -$1.67K
NYT icon
412
New York Times
NYT
$10.5B
$47.5K 0.01%
567
+430
+314% +$32.5K
TXG icon
413
10x Genomics
TXG
$7.63B
$47.4K 0.01%
2,231
-764
-26% -$15.3K
INTU icon
414
Intuit
INTU
$91.5B
$47.1K 0.01%
109
+1
+0.9% +$477
CGNX icon
415
Cognex
CGNX
$10.8B
$47.1K 0.01%
962
-294
-23% -$13.7K
SUI icon
416
Sun Communities
SUI
$14.4B
$47.1K 0.01%
374
-33
-8% -$4.26K
MRSH
417
Marsh
MRSH
$91B
$47K 0.01%
271
+231
+578% +$41.5K
DOW icon
418
Dow Inc
DOW
$22.1B
$46.7K 0.01%
+1,121
New +$35.5K
RVTY icon
419
Revvity
RVTY
$12.9B
$46.5K 0.01%
531
+521
+5,210% +$51.6K
CAH icon
420
Cardinal Health
CAH
$55.5B
$46.5K 0.01%
220
+47
+27% +$10.1K
TDC icon
421
Teradata
TDC
$2.58B
$46.5K 0.01%
1,813
+1,806
+25,800% +$52.7K
UNM icon
422
Unum
UNM
$14.5B
$46K 0.01%
630
+22
+4% +$1.64K
ENB icon
423
Enbridge
ENB
$112B
$45.7K 0.01%
844
-244
-22% -$12.4K
GM icon
424
General Motors
GM
$77.2B
$45.6K 0.01%
612
+333
+119% +$26.5K
MTG icon
425
MGIC Investment
MTG
$6.21B
$45.5K 0.01%
1,734
-324
-16% -$8.66K
15 16
17
18 19

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TCM
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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.