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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
CVS icon
476
CVS Health
CVS
$122B
$2.87K ﹤0.01%
42
-44
-51% -$2.88K
NTR icon
477
Nutrien
NTR
$31.6B
$2.85K ﹤0.01%
49
– –
MRSH
478
Marsh
MRSH
$91B
$2.84K ﹤0.01%
13
-10
-43% -$2.26K
RBLX icon
479
Roblox
RBLX
$26.5B
$2.84K ﹤0.01%
27
-2
-7% -$157
EQH icon
480
Equitable Holdings
EQH
$14.4B
$2.81K ﹤0.01%
50
-35
-41% -$1.8K
SFM icon
481
Sprouts Farmers Market
SFM
$7.96B
$2.8K ﹤0.01%
17
-10
-37% -$1.63K
TRGP icon
482
Targa Resources
TRGP
$57.1B
$2.79K ﹤0.01%
16
-11
-41% -$1.85K
HES
483
DELISTED
Hess
HES
$2.77K ﹤0.01%
20
-22
-52% -$2.97K
PCAR icon
484
PACCAR
PCAR
$69.1B
$2.76K ﹤0.01%
29
-22
-43% -$2.03K
PHM icon
485
Pultegroup
PHM
$24.8B
$2.74K ﹤0.01%
26
-20
-43% -$2.02K
FDX icon
486
FedEx
FDX
$76.9B
$2.73K ﹤0.01%
12
-10
-45% -$2.19K
GRMN
487
Garmin
GRMN
$60.4B
$2.72K ﹤0.01%
13
-8
-38% -$1.59K
VLO icon
488
Valero Energy
VLO
$90.7B
$2.69K ﹤0.01%
20
-40
-67% -$4.99K
FIX icon
489
Comfort Systems
FIX
$58.9B
$2.68K ﹤0.01%
5
-4
-44% -$1.74K
XLP icon
490
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$2.67K ﹤0.01%
33
– –
CPAY icon
491
Corpay
CPAY
$26.3B
$2.65K ﹤0.01%
8
-6
-43% -$1.96K
GNK icon
492
Genco Shipping & Trading
GNK
$1.09B
$2.65K ﹤0.01%
203
– –
PWR icon
493
Quanta Services
PWR
$99.4B
$2.65K ﹤0.01%
7
-5
-42% -$1.6K
DRI icon
494
Darden Restaurants
DRI
$24.9B
$2.62K ﹤0.01%
12
-8
-40% -$1.66K
CSL icon
495
Carlisle Companies
CSL
$15.3B
$2.61K ﹤0.01%
7
-5
-42% -$1.86K
EBAY icon
496
eBay
EBAY
$47.9B
$2.61K ﹤0.01%
35
-21
-38% -$1.49K
MMM icon
497
3M
MMM
$93.9B
$2.59K ﹤0.01%
17
-15
-47% -$2.14K
FISV
498
Fiserv Inc
FISV
$27.8B
$2.59K ﹤0.01%
15
-24
-62% -$4.35K
WY icon
499
Weyerhaeuser
WY
$18.2B
$2.57K ﹤0.01%
100
– –
CBOE icon
500
Cboe Global Markets
CBOE
$29.8B
$2.57K ﹤0.01%
11
-8
-42% -$1.78K
18 19
20
21 22

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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.