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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
HUBS icon
526
HubSpot
HUBS
$11B
$28.9K ﹤0.01%
72
+71
+7,100% +$29.4K
L icon
527
Loews
L
$23.1B
$28.9K ﹤0.01%
274
+19
+7% +$1.96K
PTC icon
528
PTC
PTC
$16.4B
$28.7K ﹤0.01%
165
– –
ST icon
529
Sensata Technologies
ST
$6.79B
$28.7K ﹤0.01%
862
-409
-32% -$13.1K
STE icon
530
Steris
STE
$23.3B
$28.6K ﹤0.01%
113
+107
+1,783% +$26.9K
CPB icon
531
Campbell Soup
CPB
$6.76B
$28.4K ﹤0.01%
1,020
+419
+70% +$12.6K
CMG icon
532
Chipotle Mexican Grill
CMG
$40.1B
$28.4K ﹤0.01%
767
+725
+1,726% +$26.2K
TSLY icon
533
YieldMax TSLA Option Income Strategy ETF
TSLY
$669M
$28.2K ﹤0.01%
752
+352
+88% +$14.2K
KRC icon
534
Kilroy Realty
KRC
$4.32B
$28.1K ﹤0.01%
752
-367
-33% -$15K
KMX icon
535
CarMax
KMX
$8.27B
$28.1K ﹤0.01%
726
+714
+5,950% +$28.6K
VO icon
536
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$27.9K ﹤0.01%
384
-72
-16% -$5.24K
NXPI icon
537
NXP Semiconductors
NXPI
$60.2B
$27.8K ﹤0.01%
128
+14
+12% +$3K
DB icon
538
Deutsche Bank
DB
$71.8B
$27.7K ﹤0.01%
+718
New +$25.9K
RSG icon
539
Republic Services
RSG
$66.3B
$27.6K ﹤0.01%
130
+116
+829% +$25K
WCN
540
Waste Connections
WCN
$42.1B
$27.5K ﹤0.01%
+157
New +$27.1K
FAF icon
541
First American
FAF
$7.39B
$27.2K ﹤0.01%
443
-35
-7% -$2.19K
CARR icon
542
Carrier Global
CARR
$52.1B
$27.1K ﹤0.01%
512
+22
+4% +$1.22K
SOXX icon
543
iShares Semiconductor ETF
SOXX
$45.2B
$26.9K ﹤0.01%
89
-23
-21% -$6.78K
ATO icon
544
Atmos Energy
ATO
$28.5B
$26.7K ﹤0.01%
159
+37
+30% +$6.4K
XLU icon
545
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$26.6K ﹤0.01%
624
– –
SHEL icon
546
Shell
SHEL
$251B
$26.6K ﹤0.01%
362
+301
+493% +$22.2K
BHP icon
547
BHP
BHP
$229B
$26.6K ﹤0.01%
441
+360
+444% +$20.5K
ANF icon
548
Abercrombie & Fitch
ANF
$5.21B
$26.6K ﹤0.01%
211
+208
+6,933% +$18.2K
W icon
549
Wayfair
W
$14.1B
$26.5K ﹤0.01%
264
+76
+40% +$7.31K
EXP icon
550
Eagle Materials
EXP
$6.44B
$26.5K ﹤0.01%
128
+122
+2,033% +$26.9K
20 21
22
23 24

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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.