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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCCO icon
526
Southern Copper
SCCO
$165B
$32.7K ﹤0.01%
194
-486
-71% -$87.9K
MSGS icon
527
Madison Square Garden
MSGS
$9.53B
$32.1K ﹤0.01%
100
+83
+488% +$24.7K
WEN icon
528
Wendy's
WEN
$1.44B
$32K ﹤0.01%
+4,602
New +$35.4K
USO icon
529
United States Oil Fund
USO
$1.8B
$31.8K ﹤0.01%
250
– –
MHK icon
530
Mohawk Industries
MHK
$9.27B
$31.8K ﹤0.01%
323
+166
+106% +$19.3K
MOS icon
531
The Mosaic Company
MOS
$7.33B
$31.7K ﹤0.01%
1,245
+525
+73% +$14.4K
RRX icon
532
Regal Rexnord
RRX
$11.5B
$31.6K ﹤0.01%
169
+3
+2% +$558
WULF icon
533
TeraWulf
WULF
$8.38B
$31.6K ﹤0.01%
2,188
+46
+2% +$682
CRS icon
534
Carpenter Technology
CRS
$26.8B
$31.5K ﹤0.01%
80
+36
+82% +$13.1K
ST icon
535
Sensata Technologies
ST
$6.74B
$31.5K ﹤0.01%
894
+32
+4% +$1.13K
PTLC icon
536
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$31.5K ﹤0.01%
600
– –
NZF icon
537
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$31.4K ﹤0.01%
2,581
– –
HST icon
538
Host Hotels & Resorts
HST
$15.3B
$31.3K ﹤0.01%
1,632
+641
+65% +$12.2K
BFAM icon
539
Bright Horizons
BFAM
$3.77B
$31.1K ﹤0.01%
379
-101
-21% -$8.51K
TTC icon
540
Toro Company
TTC
$9.46B
$31.1K ﹤0.01%
333
+156
+88% +$14.7K
WST icon
541
West Pharmaceutical
WST
$24.8B
$31.1K ﹤0.01%
124
-58
-32% -$14.4K
TW icon
542
Tradeweb Markets
TW
$22B
$30.9K ﹤0.01%
263
+77
+41% +$8.81K
HII icon
543
Huntington Ingalls Industries
HII
$12.9B
$30.8K ﹤0.01%
81
+16
+25% +$6.59K
AME icon
544
Ametek
AME
$58.6B
$30.7K ﹤0.01%
143
+114
+393% +$25.3K
WBD icon
545
Warner Bros
WBD
$68B
$30.4K ﹤0.01%
1,108
-213
-16% -$5.96K
F icon
546
Ford
F
$55.6B
$30.4K ﹤0.01%
2,633
+2,039
+343% +$26.9K
PPG icon
547
PPG Industries
PPG
$25.8B
$30.2K ﹤0.01%
283
+59
+26% +$6.69K
UTHR icon
548
United Therapeutics
UTHR
$22B
$30.2K ﹤0.01%
51
-23
-31% -$11.5K
PR
549
Permian Resources
PR
$18B
$30.1K ﹤0.01%
1,413
+1,341
+1,863% +$23.2K
BHP icon
550
BHP
BHP
$229B
$30.1K ﹤0.01%
414
-27
-6% -$1.91K
20 21
22
23 24

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.