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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
HHH icon
526
Howard Hughes
HHH
$3.91B
$2.29K ﹤0.01%
34
+24
+240% +$1.64K
CMI icon
527
Cummins
CMI
$87.4B
$2.29K ﹤0.01%
7
-4
-36% -$1.24K
MDLZ icon
528
Mondelez International
MDLZ
$78.5B
$2.29K ﹤0.01%
34
-25
-42% -$1.67K
AQN icon
529
Algonquin Power & Utilities
AQN
$4.36B
$2.29K ﹤0.01%
400
– –
AVPT icon
530
AvePoint
AVPT
$2.75B
$2.28K ﹤0.01%
118
– –
ACGL icon
531
Arch Capital
ACGL
$33.5B
$2.28K ﹤0.01%
25
-20
-44% -$1.84K
ROP icon
532
Roper Technologies
ROP
$39.9B
$2.27K ﹤0.01%
4
-3
-43% -$1.7K
PKG icon
533
Packaging Corp of America
PKG
$22.7B
$2.26K ﹤0.01%
12
-9
-43% -$1.7K
LHX icon
534
L3Harris
LHX
$54B
$2.26K ﹤0.01%
9
-2
-18% -$460
VOD icon
535
Vodafone
VOD
$36.4B
$2.23K ﹤0.01%
209
– –
AIQ icon
536
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$2.23K ﹤0.01%
51
– –
WCC
537
WESCO International
WCC
$17.9B
$2.23K ﹤0.01%
12
-4
-25% -$660
SKYH icon
538
Sky Harbour Group
SKYH
$383M
$2.22K ﹤0.01%
227
– –
CME icon
539
CME Group
CME
$94.8B
$2.21K ﹤0.01%
8
-6
-43% -$1.63K
SYF icon
540
Synchrony
SYF
$25.4B
$2.2K ﹤0.01%
33
-17
-34% -$950
LOCO icon
541
El Pollo Loco
LOCO
$463M
$2.2K ﹤0.01%
200
– –
RS icon
542
Reliance Steel & Aluminium
RS
$21.9B
$2.2K ﹤0.01%
7
-6
-46% -$1.77K
TEL icon
543
TE Connectivity
TEL
$62B
$2.19K ﹤0.01%
13
-9
-41% -$1.37K
TOL icon
544
Toll Brothers
TOL
$14B
$2.17K ﹤0.01%
19
-14
-42% -$1.45K
FCX icon
545
Freeport-McMoran
FCX
$98.7B
$2.17K ﹤0.01%
50
-90
-64% -$3.42K
SOFI icon
546
SoFi Technologies
SOFI
$23.4B
$2.17K ﹤0.01%
119
-103
-46% -$1.36K
PDYN icon
547
Palladyne AI
PDYN
$305M
$2.16K ﹤0.01%
+249
New +$1.76K
RJF icon
548
Raymond James Financial
RJF
$34.5B
$2.15K ﹤0.01%
14
-7
-33% -$1K
IDXX icon
549
Idexx Laboratories
IDXX
$46.9B
$2.15K ﹤0.01%
4
-3
-43% -$1.44K
SKX
550
DELISTED
Skechers
SKX
$2.15K ﹤0.01%
34
-8
-19% -$459
20 21
22
23 24

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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.