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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
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDC icon
501
Western Digital
WDC
$151B
$22.8K ﹤0.01%
190
+165
+660% +$13.5K
AYI icon
502
Acuity Brands
AYI
$10.7B
$22.7K ﹤0.01%
66
+60
+1,000% +$19.1K
GMED icon
503
Globus Medical
GMED
$11.5B
$22.6K ﹤0.01%
395
+384
+3,491% +$22.1K
ZWS icon
504
Zurn Elkay Water Solutions
ZWS
$8.58B
$22.6K ﹤0.01%
481
– –
FLGR icon
505
Franklin FTSE Germany ETF
FLGR
$39.3M
$22.3K ﹤0.01%
676
– –
LII icon
506
Lennox International
LII
$14.9B
$22.2K ﹤0.01%
42
+39
+1,300% +$22.8K
AGG icon
507
iShares Core US Aggregate Bond ETF
AGG
$138B
$22.2K ﹤0.01%
221
+8
+4% +$794
SGOV icon
508
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$22.2K ﹤0.01%
+220
New +$22.1K
LDOS icon
509
Leidos
LDOS
$17.7B
$22.1K ﹤0.01%
117
+107
+1,070% +$18.6K
ALLY icon
510
Ally Financial
ALLY
$13.4B
$22K ﹤0.01%
561
+531
+1,770% +$21.3K
CNI icon
511
Canadian National Railway
CNI
$76.2B
$21.8K ﹤0.01%
+231
New +$22.3K
EPD icon
512
Enterprise Products Partners
EPD
$82.1B
$21.5K ﹤0.01%
687
+2
+0.3% +$63
CHDN icon
513
Churchill Downs
CHDN
$6.17B
$21.1K ﹤0.01%
218
+214
+5,350% +$22K
SCHF icon
514
Schwab International Equity ETF
SCHF
$68.5B
$21.1K ﹤0.01%
908
– –
KTOS icon
515
Kratos Defense & Security Solutions
KTOS
$11.9B
$21K ﹤0.01%
230
– –
ATO icon
516
Atmos Energy
ATO
$28.6B
$20.8K ﹤0.01%
122
+114
+1,425% +$18.4K
PNW icon
517
Pinnacle West Capital
PNW
$12.1B
$20.8K ﹤0.01%
232
+223
+2,478% +$20.1K
PYPL icon
518
PayPal
PYPL
$50.4B
$20.7K ﹤0.01%
308
+236
+328% +$16.6K
MTB icon
519
M&T Bank
MTB
$36.6B
$20.6K ﹤0.01%
104
+98
+1,633% +$19.2K
JEPQ icon
520
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
$20.5K ﹤0.01%
357
– –
CRWV
521
CoreWeave
CRWV
$47.9B
$20.5K ﹤0.01%
150
-2,204
-94% -$261K
RNG icon
522
RingCentral
RNG
$5.31B
$20.5K ﹤0.01%
722
+716
+11,933% +$20.9K
DGRW icon
523
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$20.1K ﹤0.01%
+226
New +$19.6K
MASI
524
DELISTED
Masimo
MASI
$19.9K ﹤0.01%
135
+132
+4,400% +$20K
R icon
525
Ryder
R
$10B
$19.8K ﹤0.01%
105
– –
19 20
21
22 23

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.