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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
529
Increased
1,513
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
PWR icon
501
Quanta Services
PWR
$99.4B
$45.4K ﹤0.01%
63
-19
-23% -$13K
PNW icon
502
Pinnacle West Capital
PNW
$12B
$45.3K ﹤0.01%
423
+189
+81% +$19.3K
FRT icon
503
Federal Realty Investment Trust
FRT
$10.2B
$45.2K ﹤0.01%
366
+4
+1% +$465
BRO icon
504
Brown & Brown
BRO
$24B
$45.2K ﹤0.01%
704
+575
+446% +$35.1K
DDOG icon
505
Datadog
DDOG
$93.6B
$45K ﹤0.01%
173
– –
GSEW icon
506
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.05B
$44.9K ﹤0.01%
476
– –
AZO icon
507
AutoZone
AZO
$50.1B
$44.7K ﹤0.01%
14
+11
+367% +$36.5K
EXEL icon
508
Exelixis
EXEL
$13.1B
$44.7K ﹤0.01%
821
+166
+25% +$8.08K
FANG icon
509
Diamondback Energy
FANG
$55.7B
$44.6K ﹤0.01%
254
+3
+1% +$582
FFIV icon
510
F5
FFIV
$23.2B
$44.5K ﹤0.01%
107
-10
-9% -$3.55K
EOG icon
511
EOG Resources
EOG
$74.6B
$44.5K ﹤0.01%
343
+164
+92% +$22.3K
IWD icon
512
iShares Russell 1000 Value ETF
IWD
$84.2B
$44.4K ﹤0.01%
183
– –
EXPD icon
513
Expeditors International
EXPD
$23.3B
$44.2K ﹤0.01%
271
+147
+119% +$22.7K
GNTX icon
514
Gentex
GNTX
$5.02B
$44K ﹤0.01%
1,742
+1,654
+1,880% +$39.1K
TEAM icon
515
Atlassian
TEAM
$38.5B
$43.8K ﹤0.01%
563
+193
+52% +$15.8K
DCI icon
516
Donaldson
DCI
$11.2B
$43.4K ﹤0.01%
484
+95
+24% +$8.17K
CTVA icon
517
Corteva
CTVA
$51B
$43.4K ﹤0.01%
513
+64
+14% +$5.14K
HUN icon
518
Huntsman Corp
HUN
$1.82B
$43.4K ﹤0.01%
4,089
-178
-4% -$2.45K
JEF icon
519
Jefferies Financial Group
JEF
$12.8B
$43.2K ﹤0.01%
865
+391
+82% +$20.2K
NBIX icon
520
Neurocrine Biosciences
NBIX
$16.8B
$43K ﹤0.01%
255
-86
-25% -$12.8K
ATO icon
521
Atmos Energy
ATO
$28.4B
$42.9K ﹤0.01%
249
-38
-13% -$6.8K
DOW icon
522
Dow Inc
DOW
$22.1B
$42.8K ﹤0.01%
1,566
+445
+40% +$16.2K
XYL icon
523
Xylem
XYL
$28.3B
$42.7K ﹤0.01%
361
+333
+1,189% +$38.4K
SILJ icon
524
Amplify Junior Silver Miners ETF
SILJ
$3.95B
$42.4K ﹤0.01%
1,636
+760
+87% +$22.5K
WST icon
525
West Pharmaceutical
WST
$24.8B
$42.4K ﹤0.01%
118
-6
-5% -$1.83K
19 20
21
22 23

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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 529 new, 1,513 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 529 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.