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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
MTD icon
426
Mettler-Toledo International
MTD
$28.6B
$40.4K 0.01%
29
+1
+4% +$1.4K
CLF icon
427
Cleveland-Cliffs
CLF
$7.13B
$40.4K 0.01%
3,040
– –
IYH icon
428
iShares US Healthcare ETF
IYH
$3.77B
$40K 0.01%
615
– –
TTEK icon
429
Tetra Tech
TTEK
$8.97B
$40K 0.01%
1,192
-281
-19% -$9.5K
HUN icon
430
Huntsman Corp
HUN
$1.82B
$39.8K 0.01%
3,976
+353
+10% +$3.23K
WMB icon
431
Williams Companies
WMB
$87.9B
$39.6K 0.01%
659
+552
+516% +$33.4K
WWD icon
432
Woodward
WWD
$21B
$39.3K 0.01%
130
+18
+16% +$4.95K
RBLX icon
433
Roblox
RBLX
$26.5B
$39.3K 0.01%
485
+458
+1,696% +$48.6K
TTD icon
434
Trade Desk
TTD
$6.29B
$39.3K 0.01%
1,034
-183
-15% -$8.11K
YETI icon
435
Yeti Holdings
YETI
$3.99B
$39.2K 0.01%
888
-468
-35% -$18K
EVR icon
436
Evercore
EVR
$11.5B
$39.1K 0.01%
115
+10
+10% +$3.21K
FANG icon
437
Diamondback Energy
FANG
$55.7B
$39.1K ﹤0.01%
260
-46
-15% -$6.79K
TMUS icon
438
T-Mobile US
TMUS
$191B
$39K ﹤0.01%
192
+124
+182% +$26.3K
ORLY icon
439
O'Reilly Automotive
ORLY
$74.6B
$38.9K ﹤0.01%
427
+412
+2,747% +$40.3K
EPR icon
440
EPR Properties
EPR
$4.63B
$38.9K ﹤0.01%
780
-81
-9% -$4.22K
CRWD icon
441
CrowdStrike
CRWD
$229B
$38.9K ﹤0.01%
332
+240
+261% +$30.6K
MKSI icon
442
MKS Inc
MKSI
$19.8B
$38.8K ﹤0.01%
243
+2
+0.8% +$297
CP icon
443
Canadian Pacific Kansas City
CP
$79.6B
$38.7K ﹤0.01%
525
– –
IWD icon
444
iShares Russell 1000 Value ETF
IWD
$84.2B
$38.5K ﹤0.01%
183
– –
VRSN icon
445
VeriSign
VRSN
$26.5B
$38.4K ﹤0.01%
158
+88
+126% +$22.1K
PFG icon
446
Principal Financial Group
PFG
$24.4B
$38.2K ﹤0.01%
433
+266
+159% +$22.5K
ICUI icon
447
ICU Medical
ICUI
$4.56B
$38.1K ﹤0.01%
267
-144
-35% -$19.3K
WBD icon
448
Warner Bros
WBD
$67.4B
$38.1K ﹤0.01%
1,321
+98
+8% +$2.29K
VCIT icon
449
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$38K ﹤0.01%
+454
New +$38.2K
PGR icon
450
Progressive
PGR
$124B
$37.8K ﹤0.01%
166
+152
+1,086% +$34.3K
16 17
18
19 20

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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.