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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DCI icon
451
Donaldson
DCI
$11.3B
$30.9K ﹤0.01%
378
+368
+3,680% +$27.7K
FAF icon
452
First American
FAF
$7.38B
$30.7K ﹤0.01%
478
+462
+2,888% +$29.1K
SOXX icon
453
iShares Semiconductor ETF
SOXX
$45B
$30.4K ﹤0.01%
112
– –
OTIS icon
454
Otis Worldwide
OTIS
$27.9B
$30.4K ﹤0.01%
332
+67
+25% +$6.08K
TRU icon
455
TransUnion
TRU
$15.4B
$30.4K ﹤0.01%
362
– –
SEIC icon
456
SEI Investments
SEIC
$12.7B
$30.3K ﹤0.01%
357
+210
+143% +$18.7K
BITQ icon
457
Bitwise Crypto Industry Innovators ETF
BITQ
$376M
$30.1K ﹤0.01%
1,200
– –
SNOW icon
458
Snowflake
SNOW
$116B
$30K ﹤0.01%
133
+130
+4,333% +$27.9K
WSO icon
459
Watsco Inc
WSO
$13.3B
$29.9K ﹤0.01%
74
+71
+2,367% +$30.4K
MKSI icon
460
MKS Inc
MKSI
$19.8B
$29.8K ﹤0.01%
+241
New +$25.7K
SOFI icon
461
SoFi Technologies
SOFI
$23.2B
$29.6K ﹤0.01%
1,119
+1,000
+840% +$23.7K
CARR icon
462
Carrier Global
CARR
$52.1B
$29.3K ﹤0.01%
490
+136
+38% +$9.24K
NUE icon
463
Nucor
NUE
$62.1B
$29K ﹤0.01%
214
– –
FERG icon
464
Ferguson
FERG
$49B
$29K ﹤0.01%
129
– –
DFSV
465
Dimensional US Small Cap Value ETF
DFSV
$8.4B
$28.7K ﹤0.01%
900
– –
RRX icon
466
Regal Rexnord
RRX
$11.5B
$28.5K ﹤0.01%
199
+97
+95% +$14.3K
IWR icon
467
iShares Russell Mid-Cap ETF
IWR
$57.7B
$28.5K ﹤0.01%
295
– –
TWLO icon
468
Twilio
TWLO
$39.3B
$28.3K ﹤0.01%
283
+266
+1,565% +$29.9K
WWD icon
469
Woodward
WWD
$21B
$28.3K ﹤0.01%
112
+106
+1,767% +$26.3K
OSK icon
470
Oshkosh
OSK
$9.63B
$28.3K ﹤0.01%
218
+211
+3,014% +$28K
ELAN icon
471
Elanco Animal Health
ELAN
$11.4B
$27.9K ﹤0.01%
1,385
+1,333
+2,563% +$22.3K
DASH icon
472
DoorDash
DASH
$92.8B
$27.7K ﹤0.01%
102
-78
-43% -$19.6K
TKR icon
473
Timken Company
TKR
$8.98B
$27.7K ﹤0.01%
369
+361
+4,513% +$27.8K
APO icon
474
Apollo Global Management
APO
$80.8B
$27.7K ﹤0.01%
208
+191
+1,124% +$27K
BITB icon
475
Bitwise Bitcoin ETF
BITB
$2.44B
$27.3K ﹤0.01%
439
– –
17 18
19
20 21

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.