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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
528
Increased
1,514
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
MSFT icon
26
Microsoft
MSFT
$2.92T
$3.18M 0.35%
8,518
+247
+3% +$99.9K
ANDE icon
27
Andersons Inc
ANDE
$2.49B
$2.98M 0.32%
43,555
+3,571
+9% +$259K
AMZN icon
28
Amazon
AMZN
$2.48T
$2.8M 0.3%
11,743
+225
+2% +$56.5K
WSBC icon
29
WesBanco
WSBC
$4.03B
$2.79M 0.3%
71,568
+244
+0.3% +$8.59K
MCD icon
30
McDonald's
MCD
$194B
$2.52M 0.27%
9,331
-1,210
-11% -$347K
DFUS
31
Dimensional US Equity ETF
DFUS
$20.7B
$2.26M 0.25%
27,525
-3,250
-11% -$257K
JPM icon
32
JPMorgan Chase
JPM
$950B
$2.06M 0.22%
6,304
+123
+2% +$38.2K
DFAU icon
33
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$1.85M 0.2%
35,752
+34,120
+2,091% +$1.71M
SYY icon
34
Sysco
SYY
$40.7B
$1.82M 0.2%
21,726
+113
+0.5% +$8.55K
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$1.71M 0.19%
2,288
-4
-0.2% -$2.9K
CAT icon
36
Caterpillar
CAT
$387B
$1.6M 0.17%
1,504
+116
+8% +$102K
VCRM
37
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.69B
$1.56M 0.17%
20,403
+2,500
+14% +$189K
BND icon
38
Vanguard Total Bond Market
BND
$158B
$1.48M 0.16%
20,216
+27
+0.1% +$1.98K
DFUV icon
39
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$1.44M 0.16%
26,169
– –
UMBF icon
40
UMB Financial
UMBF
$10.9B
$1.44M 0.16%
10,063
-936
-9% -$120K
MU icon
41
Micron Technology
MU
$927B
$1.32M 0.14%
1,144
-461
-29% -$346K
GEV icon
42
GE Vernova
GEV
$251B
$1.24M 0.13%
1,054
-98
-9% -$100K
XOM icon
43
ExxonMobil
XOM
$634B
$1.22M 0.13%
8,942
+249
+3% +$37.3K
PG icon
44
Procter & Gamble
PG
$347B
$1.21M 0.13%
8,229
+61
+0.7% +$8.88K
JNJ icon
45
Johnson & Johnson
JNJ
$643B
$1.14M 0.12%
4,507
+98
+2% +$22.8K
COST icon
46
Costco
COST
$429B
$1.14M 0.12%
1,216
+9
+0.7% +$8.97K
DFIV icon
47
Dimensional International Value ETF
DFIV
$20.9B
$1.12M 0.12%
20,785
-420
-2% -$23.1K
WELL icon
48
Welltower
WELL
$172B
$1.07M 0.12%
4,706
+102
+2% +$21.6K
C icon
49
Citigroup
C
$222B
$1.04M 0.11%
7,427
+281
+4% +$36.6K
IVV icon
50
iShares Core S&P 500 ETF
IVV
$871B
$1.01M 0.11%
1,347
-227
-14% -$165K
1
2
3 4 5

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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 528 new, 1,514 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 528 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.