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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
CASY icon
501
Casey's General Stores
CASY
$31.6B
$2.55K ﹤0.01%
5
-4
-44% -$1.84K
CMG icon
502
Chipotle Mexican Grill
CMG
$40.7B
$2.53K ﹤0.01%
45
-74
-62% -$3.77K
MSI icon
503
Motorola Solutions
MSI
$76.5B
$2.52K ﹤0.01%
6
-5
-45% -$2.09K
MCO icon
504
Moody's
MCO
$82.8B
$2.51K ﹤0.01%
5
-3
-38% -$1.39K
NOC icon
505
Northrop Grumman
NOC
$82.1B
$2.5K ﹤0.01%
5
-3
-38% -$1.48K
LPX icon
506
Louisiana-Pacific
LPX
$5.2B
$2.5K ﹤0.01%
29
+7
+32% +$622
ZTS icon
507
Zoetis
ZTS
$30.9B
$2.5K ﹤0.01%
16
-18
-53% -$2.85K
PARA
508
DELISTED
Paramount Global Class B
PARA
$2.5K ﹤0.01%
193
– –
FTI icon
509
TechnipFMC
FTI
$29.1B
$2.48K ﹤0.01%
72
-61
-46% -$1.84K
ANET icon
510
Arista Networks
ANET
$242B
$2.46K ﹤0.01%
24
-43
-64% -$3.72K
EXE
511
Expand Energy Corp
EXE
$22.6B
$2.46K ﹤0.01%
21
-13
-38% -$1.45K
CW icon
512
Curtiss-Wright
CW
$25.6B
$2.44K ﹤0.01%
5
-4
-44% -$1.58K
FTNT icon
513
Fortinet
FTNT
$120B
$2.43K ﹤0.01%
23
-234
-91% -$23.6K
IT icon
514
Gartner
IT
$12.2B
$2.43K ﹤0.01%
6
-4
-40% -$1.67K
ECL icon
515
Ecolab
ECL
$79.7B
$2.42K ﹤0.01%
9
-18
-67% -$4.58K
APO icon
516
Apollo Global Management
APO
$76B
$2.41K ﹤0.01%
17
-14
-45% -$1.86K
L icon
517
Loews
L
$23.3B
$2.38K ﹤0.01%
26
-18
-41% -$1.58K
LMB icon
518
Limbach Holdings
LMB
$552M
$2.38K ﹤0.01%
17
+7
+70% +$795
ADI icon
519
Analog Devices
ADI
$187B
$2.38K ﹤0.01%
10
-69
-87% -$14.4K
INTU icon
520
Intuit
INTU
$91.5B
$2.36K ﹤0.01%
3
-112
-97% -$75.8K
DKNG icon
521
DraftKings
DKNG
$12B
$2.36K ﹤0.01%
55
+18
+49% +$645
PRCH icon
522
Porch Group
PRCH
$1.75B
$2.35K ﹤0.01%
199
-67
-25% -$576
ROK icon
523
Rockwell Automation
ROK
$48.3B
$2.33K ﹤0.01%
7
-5
-42% -$1.42K
STX icon
524
Seagate
STX
$182B
$2.31K ﹤0.01%
16
-15
-48% -$1.55K
STLD icon
525
Steel Dynamics
STLD
$38.5B
$2.31K ﹤0.01%
18
-13
-42% -$1.66K
19 20
21
22 23

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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.