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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
+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
ITT icon
551
ITT
ITT
$19.3B
$26.4K ﹤0.01%
152
+23
+18% +$4.12K
MPWR icon
552
Monolithic Power Systems
MPWR
$68.8B
$26.3K ﹤0.01%
29
+1
+4% +$962
PJT icon
553
PJT Partners
PJT
$4.43B
$26.3K ﹤0.01%
157
+155
+7,750% +$26.5K
CHWY icon
554
Chewy
CHWY
$9.29B
$26.2K ﹤0.01%
793
+783
+7,830% +$27.2K
CTVA icon
555
Corteva
CTVA
$50.8B
$25.9K ﹤0.01%
386
+35
+10% +$2.26K
CIEN icon
556
Ciena
CIEN
$54.8B
$25.7K ﹤0.01%
110
+34
+45% +$6.6K
RY icon
557
Royal Bank of Canada
RY
$293B
$25.6K ﹤0.01%
+150
New +$23K
PK icon
558
Park Hotels & Resorts
PK
$2.9B
$25.5K ﹤0.01%
+2,436
New +$26.1K
TD icon
559
Toronto Dominion Bank
TD
$201B
$25.3K ﹤0.01%
+269
New +$22.7K
HSY icon
560
Hershey
HSY
$36.4B
$25.3K ﹤0.01%
139
+8
+6% +$1.46K
EQIX icon
561
Equinix
EQIX
$103B
$25.3K ﹤0.01%
+33
New +$25.9K
COLM icon
562
Columbia Sportswear
COLM
$2.93B
$25.2K ﹤0.01%
457
+314
+220% +$16.8K
YUM icon
563
Yum! Brands
YUM
$39.5B
$25.1K ﹤0.01%
166
+12
+8% +$1.78K
KD icon
564
Kyndryl
KD
$3B
$25.1K ﹤0.01%
945
+802
+561% +$21.7K
KTOS icon
565
Kratos Defense & Security Solutions
KTOS
$11.8B
$25K ﹤0.01%
329
+99
+43% +$8.11K
TMFG icon
566
Motley Fool Global Opportunities ETF
TMFG
$362M
$24.9K ﹤0.01%
824
– –
BRX icon
567
Brixmor Property Group
BRX
$9.14B
$24.8K ﹤0.01%
947
+499
+111% +$13.2K
DFSV
568
Dimensional US Small Cap Value ETF
DFSV
$8.38B
$24.7K ﹤0.01%
750
-150
-17% -$4.83K
WULF icon
569
TeraWulf
WULF
$8.49B
$24.6K ﹤0.01%
2,142
+1,925
+887% +$25.8K
CHDN icon
570
Churchill Downs
CHDN
$6.17B
$24.6K ﹤0.01%
216
-2
-0.9% -$207
CMS icon
571
CMS Energy
CMS
$21.7B
$24.5K ﹤0.01%
350
+20
+6% +$1.46K
FLR icon
572
Fluor
FLR
$7.01B
$24.4K ﹤0.01%
615
+602
+4,631% +$26.6K
HCA icon
573
HCA Healthcare
HCA
$89B
$24.3K ﹤0.01%
52
+15
+41% +$6.96K
SPGI icon
574
S&P Global
SPGI
$121B
$24K ﹤0.01%
46
+7
+18% +$3.46K
NVST icon
575
Envista
NVST
$4.54B
$24K ﹤0.01%
1,105
-1,300
-54% -$26.7K
21 22
23
24 25

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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.