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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
AON icon
451
Aon
AON
$75.7B
$41.6K 0.01%
129
+93
+258% +$30.9K
BJ icon
452
BJs Wholesale Club
BJ
$12.3B
$41.6K 0.01%
423
+58
+16% +$5.59K
EBAY icon
453
eBay
EBAY
$47.9B
$41.3K 0.01%
454
+385
+558% +$34.6K
CP icon
454
Canadian Pacific Kansas City
CP
$79.6B
$41.3K 0.01%
525
– –
THG icon
455
Hanover Insurance
THG
$7.86B
$41.3K 0.01%
238
+8
+3% +$1.39K
EQIX icon
456
Equinix
EQIX
$103B
$41.2K 0.01%
42
+9
+27% +$8K
MLI icon
457
Mueller Industries
MLI
$15.2B
$41.1K 0.01%
742
+164
+28% +$9.83K
AVTR icon
458
Avantor
AVTR
$9.29B
$41K 0.01%
5,235
+4,927
+1,600% +$48.5K
BOTZ icon
459
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.55B
$41K 0.01%
1,235
+225
+22% +$8.31K
OMC icon
460
Omnicom Group
OMC
$23.2B
$41K 0.01%
544
+153
+39% +$11.9K
PNC icon
461
PNC Financial Services
PNC
$100B
$40.8K 0.01%
196
+50
+34% +$10.9K
FNB icon
462
FNB Corp
FNB
$6.75B
$40.8K 0.01%
2,439
+22
+0.9% +$380
CPAY icon
463
Corpay
CPAY
$26.3B
$40.7K 0.01%
140
+84
+150% +$26.9K
VOOG icon
464
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$40.7K 0.01%
600
– –
GSEW icon
465
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.05B
$40.3K ﹤0.01%
476
– –
EXC icon
466
Exelon
EXC
$45.8B
$40.1K ﹤0.01%
818
+17
+2% +$791
ALLY icon
467
Ally Financial
ALLY
$13.3B
$40K ﹤0.01%
1,019
+240
+31% +$9.88K
BMRN icon
468
BioMarin Pharmaceuticals
BMRN
$13.3B
$39.8K ﹤0.01%
705
+126
+22% +$7.35K
QQQM icon
469
Invesco NASDAQ 100 ETF
QQQM
$102B
$39.7K ﹤0.01%
+167
New +$41.8K
UHS icon
470
Universal Health Services
UHS
$10.2B
$39.6K ﹤0.01%
221
-14
-6% -$2.88K
GMED icon
471
Globus Medical
GMED
$11.6B
$39.5K ﹤0.01%
458
+64
+16% +$5.74K
A icon
472
Agilent Technologies
A
$42B
$39.4K ﹤0.01%
346
+23
+7% +$2.92K
IJS icon
473
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$39.3K ﹤0.01%
332
– –
NUE icon
474
Nucor
NUE
$62.5B
$39.2K ﹤0.01%
232
+4
+2% +$697
IWD icon
475
iShares Russell 1000 Value ETF
IWD
$84.2B
$39.1K ﹤0.01%
183
– –
17 18
19
20 21

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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.