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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
WTW icon
551
Willis Towers Watson
WTW
$31.9B
$2.15K ﹤0.01%
7
-5
-42% -$1.55K
WRB icon
552
W.R. Berkley
WRB
$26.3B
$2.13K ﹤0.01%
29
-21
-42% -$1.5K
USB icon
553
US Bancorp
USB
$100B
$2.13K ﹤0.01%
47
-35
-43% -$1.47K
EWBC icon
554
East-West Bancorp
EWBC
$18.1B
$2.12K ﹤0.01%
21
-13
-38% -$1.15K
TWLO icon
555
Twilio
TWLO
$38B
$2.12K ﹤0.01%
17
-117
-87% -$12.4K
TPL icon
556
Texas Pacific Land
TPL
$24.2B
$2.11K ﹤0.01%
6
-6
-50% -$2.45K
CTSH icon
557
Cognizant
CTSH
$26.3B
$2.11K ﹤0.01%
27
-21
-44% -$1.61K
CBRE icon
558
CBRE Group
CBRE
$41.7B
$2.1K ﹤0.01%
15
-8
-35% -$1.01K
BLDR icon
559
Builders FirstSource
BLDR
$7.74B
$2.1K ﹤0.01%
18
-14
-44% -$1.61K
FLEX icon
560
Flex
FLEX
$44.2B
$2.1K ﹤0.01%
42
-41
-49% -$1.6K
ETHE
561
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$2.09K ﹤0.01%
100
-25,389
-100% -$463K
USFD icon
562
US Foods
USFD
$23.9B
$2.08K ﹤0.01%
27
-22
-45% -$1.57K
FNF icon
563
Fidelity National Financial
FNF
$12.9B
$2.08K ﹤0.01%
37
-27
-42% -$1.58K
KMB icon
564
Kimberly-Clark
KMB
$35.9B
$2.06K ﹤0.01%
16
-14
-47% -$1.9K
FFIV icon
565
F5
FFIV
$23.2B
$2.06K ﹤0.01%
7
-5
-42% -$1.38K
PNR icon
566
Pentair
PNR
$10.7B
$2.05K ﹤0.01%
20
-15
-43% -$1.4K
TDY icon
567
Teledyne Technologies
TDY
$32B
$2.05K ﹤0.01%
4
-3
-43% -$1.45K
HUBB icon
568
Hubbell
HUBB
$26.7B
$2.04K ﹤0.01%
5
-2
-29% -$741
CRH icon
569
CRH
CRH
$66.9B
$2.02K ﹤0.01%
22
-11
-33% -$1K
MEI icon
570
Methode Electronics
MEI
$581M
$2.02K ﹤0.01%
212
– –
MKL icon
571
Markel Group
MKL
$22.8B
$2K ﹤0.01%
1
-11
-92% -$20.6K
K
572
DELISTED
Kellanova
K
$1.99K ﹤0.01%
25
-17
-40% -$1.39K
RGA icon
573
Reinsurance Group of America
RGA
$15.8B
$1.98K ﹤0.01%
10
-7
-41% -$1.37K
GDDY icon
574
GoDaddy
GDDY
$11.6B
$1.98K ﹤0.01%
11
-8
-42% -$1.44K
APD icon
575
Air Products & Chemicals
APD
$68.6B
$1.98K ﹤0.01%
7
-8
-53% -$2.19K
21 22
23
24 25

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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.