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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
EXC icon
476
Exelon
EXC
$46.3B
$34.9K ﹤0.01%
801
+490
+158% +$22.4K
BMRN icon
477
BioMarin Pharmaceuticals
BMRN
$13.4B
$34.4K ﹤0.01%
579
+566
+4,354% +$30.8K
GMED icon
478
Globus Medical
GMED
$11.5B
$34.4K ﹤0.01%
394
-1
-0.3% -$76
VICI icon
479
VICI Properties
VICI
$28.7B
$34.4K ﹤0.01%
1,222
+968
+381% +$28.8K
AVUV icon
480
Avantis US Small Cap Value ETF
AVUV
$30.9B
$34.1K ﹤0.01%
334
– –
OTIS icon
481
Otis Worldwide
OTIS
$27.9B
$33.7K ﹤0.01%
386
+54
+16% +$4.83K
ONON icon
482
On Holding
ONON
$10.1B
$33.7K ﹤0.01%
725
+707
+3,928% +$30.5K
EIM
483
Eaton Vance Municipal Bond Fund
EIM
$498M
$33.6K ﹤0.01%
3,451
+53
+2% +$524
WH icon
484
Wyndham Hotels & Resorts
WH
$5.4B
$33.5K ﹤0.01%
444
+436
+5,450% +$32.9K
VIOV icon
485
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.89B
$33.5K ﹤0.01%
+343
New +$33.1K
DCI icon
486
Donaldson
DCI
$11.3B
$33.5K ﹤0.01%
378
– –
HSBC icon
487
HSBC
HSBC
$355B
$33.5K ﹤0.01%
+426
New +$30.5K
PTLC icon
488
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$33.3K ﹤0.01%
600
– –
DFNM icon
489
Dimensional National Municipal Bond ETF
DFNM
$2.26B
$33.2K ﹤0.01%
690
– –
MLI icon
490
Mueller Industries
MLI
$15.2B
$33.2K ﹤0.01%
578
+540
+1,421% +$29K
FSK icon
491
FS KKR Capital
FSK
$3.39B
$33.1K ﹤0.01%
2,238
– –
NEU icon
492
NewMarket
NEU
$8.47B
$33K ﹤0.01%
48
+35
+269% +$26.7K
NTRA icon
493
Natera
NTRA
$45.5B
$33K ﹤0.01%
144
+141
+4,700% +$29.4K
BJ icon
494
BJs Wholesale Club
BJ
$12B
$32.9K ﹤0.01%
365
+7
+2% +$643
HON icon
495
Honeywell
HON
$73.4B
$32.8K ﹤0.01%
168
-10
-6% -$1.96K
NZF icon
496
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$32.5K ﹤0.01%
2,581
– –
HIW icon
497
Highwoods Properties
HIW
$3.43B
$32.3K ﹤0.01%
1,251
-298
-19% -$8.4K
MKTX icon
498
MarketAxess Holdings
MKTX
$5.72B
$32.1K ﹤0.01%
+177
New +$30.2K
FERG icon
499
Ferguson
FERG
$49B
$32.1K ﹤0.01%
144
+15
+12% +$3.58K
FE icon
500
FirstEnergy
FE
$27.2B
$32K ﹤0.01%
715
+2
+0.3% +$92
18 19
20
21 22

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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.