We are live on ! Find out more
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
ZS icon
426
Zscaler
ZS
$28.6B
$45.5K 0.01%
324
+304
+1,520% +$53.9K
RNG icon
427
RingCentral
RNG
$5.35B
$45.4K 0.01%
1,222
+1,047
+598% +$33.7K
OXY icon
428
Occidental Petroleum
OXY
$58.6B
$45.2K 0.01%
696
+416
+149% +$20.9K
CME icon
429
CME Group
CME
$94.8B
$45.2K 0.01%
153
+2
+1% +$594
WHR icon
430
Whirlpool
WHR
$2.75B
$45.2K 0.01%
+838
New +$61.5K
RF icon
431
Regions Financial
RF
$26.8B
$45.1K 0.01%
1,727
+27
+2% +$754
PWR icon
432
Quanta Services
PWR
$99.4B
$45K 0.01%
82
+41
+100% +$21.1K
NBIX icon
433
Neurocrine Biosciences
NBIX
$16.8B
$44.9K 0.01%
341
+137
+67% +$18.2K
TMO icon
434
Thermo Fisher Scientific
TMO
$222B
$44.9K 0.01%
91
– –
CPRT icon
435
Copart
CPRT
$27.4B
$44.8K 0.01%
1,350
+761
+129% +$28.6K
LITE icon
436
Lumentum
LITE
$63.3B
$44.3K 0.01%
63
+55
+688% +$30.2K
QXO
437
QXO Inc
QXO
$16.6B
$44.1K 0.01%
2,271
+448
+25% +$10.3K
ESI icon
438
Element Solutions
ESI
$9.08B
$43.8K 0.01%
1,282
+9
+0.7% +$282
VYM icon
439
Vanguard High Dividend Yield ETF
VYM
$83.7B
$43.5K 0.01%
294
– –
SNOW icon
440
Snowflake
SNOW
$116B
$43.3K 0.01%
287
+120
+72% +$22.2K
PM icon
441
Philip Morris
PM
$290B
$43.2K 0.01%
261
+39
+18% +$6.78K
KMX icon
442
CarMax
KMX
$8.34B
$43K 0.01%
1,035
+309
+43% +$13.5K
STT icon
443
State Street
STT
$51.3B
$42.9K 0.01%
339
+7
+2% +$895
SHOP icon
444
Shopify
SHOP
$200B
$42.7K 0.01%
360
-76
-17% -$9.99K
AVY icon
445
Avery Dennison
AVY
$13.5B
$42.7K 0.01%
247
-54
-18% -$9.91K
IYW icon
446
iShares US Technology ETF
IYW
$25.3B
$42.6K 0.01%
235
– –
HCA icon
447
HCA Healthcare
HCA
$89.6B
$42.6K 0.01%
90
+38
+73% +$19.1K
MLM icon
448
Martin Marietta Materials
MLM
$33B
$42.4K 0.01%
72
+49
+213% +$31.3K
FAST icon
449
Fastenal
FAST
$59.8B
$42.2K 0.01%
910
+16
+2% +$718
CUBE icon
450
CubeSmart
CUBE
$9.23B
$41.7K 0.01%
+1,139
New +$43.7K
16 17
18
19 20

Similar funds

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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.