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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYMI icon
26
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$2.85M 0.36%
31,649
– –
WSBC icon
27
WesBanco
WSBC
$4B
$2.47M 0.31%
74,236
-4,467
-6% -$144K
JPM icon
28
JPMorgan Chase
JPM
$950B
$2.36M 0.3%
7,314
+131
+2% +$40.6K
DFUS
29
Dimensional US Equity ETF
DFUS
$21.6B
$2.28M 0.29%
30,775
– –
AMZN icon
30
Amazon
AMZN
$2.96T
$2.17M 0.27%
9,407
+785
+9% +$180K
ANDE icon
31
Andersons Inc
ANDE
$2.22B
$2.13M 0.27%
39,984
– –
GBTC icon
32
Grayscale Bitcoin Trust
GBTC
$9.76B
$1.89M 0.24%
27,578
+13
+0% +$1.02K
SYY icon
33
Sysco
SYY
$40.3B
$1.59M 0.2%
21,510
+36
+0.2% +$2.74K
BND icon
34
Vanguard Total Bond Market
BND
$161B
$1.49M 0.19%
20,177
-50
-0.2% -$3.72K
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.43M 0.18%
2,101
+234
+13% +$158K
CAT icon
36
Caterpillar
CAT
$387B
$1.36M 0.17%
2,374
+55
+2% +$30.6K
VCRM
37
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.81B
$1.34M 0.17%
17,723
+195
+1% +$14.8K
UMBF icon
38
UMB Financial
UMBF
$11.1B
$1.26M 0.16%
10,995
– –
DFUV icon
39
Dimensional US Marketwide Value ETF
DFUV
$15.8B
$1.22M 0.15%
26,169
– –
AVGO icon
40
Broadcom
AVGO
$2.04T
$1.2M 0.15%
3,466
+180
+5% +$64.4K
XOM icon
41
ExxonMobil
XOM
$634B
$1.16M 0.15%
9,630
+1,759
+22% +$204K
PG icon
42
Procter & Gamble
PG
$339B
$1.1M 0.14%
7,658
-29
-0.4% -$4.28K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$904B
$1.08M 0.14%
1,574
+242
+18% +$164K
DFIV icon
44
Dimensional International Value ETF
DFIV
$21.7B
$1.06M 0.13%
21,182
+86
+0.4% +$4.09K
SCHW
45
Charles Schwab
SCHW
$187B
$1.04M 0.13%
10,397
-446
-4% -$42.3K
PLTR icon
46
Palantir
PLTR
$413B
$1.02M 0.13%
5,722
-61
-1% -$11K
NEE icon
47
NextEra Energy
NEE
$177B
$973K 0.12%
12,117
-50
-0.4% -$4.14K
WELL icon
48
Welltower
WELL
$171B
$941K 0.12%
5,072
+19
+0.4% +$3.55K
BTC
49
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$934K 0.12%
24,105
-19,696
-45% -$873K
JNJ icon
50
Johnson & Johnson
JNJ
$625B
$931K 0.12%
4,499
+2
+0% +$395
1
2
3 4 5

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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.