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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
+8.14%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$44M
Cap. Flow
+$964K
Cap. Flow %
0.15%
Top 10 Hldgs %
78.4%
Holding
1,692
New
90
Increased
164
Reduced
1,077
Closed
143

Top Buys

Rank Stock Value
1
AVUS icon
Avantis US Equity ETF
AVUS
+$9.92M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.57M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.71M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.18M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.81M
2
UMBF icon
UMB Financial
UMBF
+$2.32M
3
PEP icon
PepsiCo
PEP
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K
5
AMZN icon
Amazon
AMZN
+$686K

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Consumer Staples 3.18%
3 Healthcare 2.88%
4 Financials 2.16%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.32T
$2.18M 0.35%
12,262
-1,654
-12% -$273K
DFUS
27
Dimensional US Equity ETF
DFUS
$21.6B
$2.04M 0.32%
30,420
+3,740
+14% +$232K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.33T
$1.94M 0.31%
11,034
-2,121
-16% -$347K
AMZN icon
29
Amazon
AMZN
$2.96T
$1.82M 0.29%
8,280
-3,468
-30% -$686K
VCRM
30
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.69B
$1.75M 0.28%
23,774
-7,097
-23% -$519K
BTC
31
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$1.73M 0.27%
36,241
+10,240
+39% +$447K
SYY icon
32
Sysco
SYY
$40.3B
$1.63M 0.26%
21,472
-22
-0.1% -$1.6K
BND icon
33
Vanguard Total Bond Market
BND
$158B
$1.49M 0.24%
20,269
-8,971
-31% -$652K
ANDE icon
34
Andersons Inc
ANDE
$2.22B
$1.47M 0.23%
40,014
+93
+0.2% +$3.4K
VBIL
35
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.37B
$1.46M 0.23%
19,338
+15,603
+418% +$1.18M
DFUV icon
36
Dimensional US Marketwide Value ETF
DFUV
$15.8B
$1.46M 0.23%
34,459
-60
-0.2% -$2.41K
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$1.04M 0.17%
1,691
-118
-7% -$67.5K
META icon
38
Meta Platforms (Facebook)
META
$1.51T
$996K 0.16%
1,350
-78
-5% -$48.2K
SCHW
39
Charles Schwab
SCHW
$187B
$956K 0.15%
10,479
-60
-0.6% -$5.02K
PLTR icon
40
Palantir
PLTR
$413B
$869K 0.14%
6,376
-1,148
-15% -$135K
COST icon
41
Costco
COST
$420B
$858K 0.14%
867
-92
-10% -$91.4K
XOM icon
42
ExxonMobil
XOM
$634B
$770K 0.12%
7,147
-971
-12% -$104K
VXUS icon
43
Vanguard Total International Stock ETF
VXUS
$160B
$760K 0.12%
11,000
+5,000
+83% +$325K
BRK.A icon
44
Berkshire Hathaway Class A
BRK.A
$1.12T
$729K 0.12%
+1
New +$762K
DFIV icon
45
Dimensional International Value ETF
DFIV
$21.6B
$704K 0.11%
16,437
+12,757
+347% +$520K
VTI icon
46
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$687K 0.11%
2,259
+23
+1% +$6.47K
DFAS icon
47
Dimensional US Small Cap ETF
DFAS
$15.7B
$670K 0.11%
10,516
-133
-1% -$7.97K
VTV icon
48
Vanguard Morningstar Value ETF
VTV
$191B
$663K 0.11%
3,751
+64
+2% +$10.8K
TSLA icon
49
Tesla
TSLA
$1.3T
$617K 0.1%
1,943
-2,023
-51% -$609K
JPM icon
50
JPMorgan Chase
JPM
$950B
$577K 0.09%
1,991
-181
-8% -$46.2K
1
2
3 4 5

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SJS Investment Consulting's Q2 2025 Portfolio in Review

As of Q2 2025, SJS Investment Consulting held 1,692 positions worth $630M, up 7.5% from $586M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

SJS Investment Consulting's Q2 2025 filing shows 90 new, 164 increased, 1,077 reduced and 143 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $729K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $9.81M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 4.3% a quarter earlier, followed by Consumer Staples and Healthcare.

  • SJS Investment Consulting's largest Q2 2025 buy was Berkshire Hathaway Class A: 1 share worth $729K.
  • SJS Investment Consulting added most to Avantis US Equity ETF in Q2 2025, an estimated $9.92M increase.
  • SJS Investment Consulting's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.81M.
  • SJS Investment Consulting fully exited Yum China in Q2 2025, selling an estimated $225K.
  • SJS Investment Consulting's ten largest holdings make up 78% of its $630M portfolio in Q2 2025.
  • SJS Investment Consulting opened 90 new positions and closed 143 in Q2 2025.
  • SJS Investment Consulting's portfolio value rose 7.5% quarter-over-quarter to $630M.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.