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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
451
Nucor
NUE
$62.5B
$51.7K 0.01%
232
– –
FAST icon
452
Fastenal
FAST
$59.8B
$51.6K 0.01%
1,074
+164
+18% +$7.44K
TXT icon
453
Textron
TXT
$15.3B
$51.5K 0.01%
561
-17
-3% -$1.54K
ITT icon
454
ITT
ITT
$18.9B
$51.4K 0.01%
260
-59
-18% -$11.9K
HSBC icon
455
HSBC
HSBC
$354B
$51K 0.01%
536
+110
+26% +$10K
DRVN icon
456
Driven Brands
DRVN
$2.07B
$50.8K 0.01%
3,641
-859
-19% -$11.3K
HE icon
457
Hawaiian Electric Industries
HE
$2.02B
$50.7K 0.01%
3,744
+362
+11% +$5.16K
AEE icon
458
Ameren
AEE
$29.6B
$50.6K 0.01%
448
+295
+193% +$32.6K
RKLB icon
459
Rocket Lab Corp
RKLB
$50B
$50.6K 0.01%
498
+396
+388% +$39.5K
QQQM icon
460
Invesco NASDAQ 100 ETF
QQQM
$102B
$50.6K 0.01%
167
– –
CRUS icon
461
Cirrus Logic
CRUS
$6.11B
$50.5K 0.01%
340
-44
-11% -$7.2K
LEN icon
462
Lennar Class A
LEN
$20.6B
$50.5K 0.01%
558
+439
+369% +$39.3K
BMRN icon
463
BioMarin Pharmaceuticals
BMRN
$13.3B
$50.2K 0.01%
877
+172
+24% +$9.42K
EFX icon
464
Equifax
EFX
$21.3B
$50K 0.01%
315
+172
+120% +$29.3K
CF icon
465
CF Industries
CF
$18.4B
$49.9K 0.01%
461
+45
+11% +$5.3K
HWC icon
466
Hancock Whitney
HWC
$6.23B
$49.8K 0.01%
666
+645
+3,071% +$44.1K
AGCO icon
467
AGCO
AGCO
$7.06B
$49.6K 0.01%
414
+3
+0.7% +$349
VOOG icon
468
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$49.5K 0.01%
599
-1
-0.2% -$79
TREX icon
469
Trex
TREX
$4.91B
$49.3K 0.01%
986
+180
+22% +$7.47K
PPG icon
470
PPG Industries
PPG
$25.7B
$49.2K 0.01%
406
+123
+43% +$13.7K
AVTR icon
471
Avantor
AVTR
$9.29B
$49.2K 0.01%
4,969
-266
-5% -$2.29K
CARR icon
472
Carrier Global
CARR
$52.3B
$48.9K 0.01%
667
+51
+8% +$3.33K
RY icon
473
Royal Bank of Canada
RY
$293B
$48.8K 0.01%
236
+86
+57% +$16K
NTNX icon
474
Nutanix
NTNX
$17.4B
$48.8K 0.01%
958
+384
+67% +$17.4K
WEN icon
475
Wendy's
WEN
$1.39B
$48.8K 0.01%
5,887
+1,285
+28% +$9.19K
17 18
19
20 21

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.