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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
BSX icon
551
Boston Scientific
BSX
$74B
$29.9K ﹤0.01%
477
-272
-36% -$21.8K
IEI icon
552
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$29.6K ﹤0.01%
250
– –
TTWO icon
553
Take-Two Interactive
TTWO
$46.6B
$29.6K ﹤0.01%
150
-130
-46% -$28.3K
VCIT icon
554
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$29.6K ﹤0.01%
358
-96
-21% -$8.03K
SOXX icon
555
iShares Semiconductor ETF
SOXX
$44.9B
$29.4K ﹤0.01%
89
– –
RITM icon
556
Rithm Capital
RITM
$5.76B
$29.4K ﹤0.01%
3,100
-242
-7% -$2.53K
PINS icon
557
Pinterest
PINS
$13.5B
$29.4K ﹤0.01%
1,602
-314
-16% -$6.55K
TREX icon
558
Trex
TREX
$5.05B
$29.4K ﹤0.01%
806
+212
+36% +$8.53K
IVZ icon
559
Invesco
IVZ
$13.9B
$29.3K ﹤0.01%
1,207
+537
+80% +$14K
HSY icon
560
Hershey
HSY
$36.6B
$29.3K ﹤0.01%
141
+2
+1% +$422
L icon
561
Loews
L
$23.2B
$29.2K ﹤0.01%
274
– –
PRI icon
562
Primerica
PRI
$9.66B
$29.1K ﹤0.01%
116
+74
+176% +$19.1K
AOS icon
563
A.O. Smith
AOS
$8.64B
$29K ﹤0.01%
440
-343
-44% -$24.7K
BTC
564
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$28.8K ﹤0.01%
961
-23,144
-96% -$782K
MASI
565
DELISTED
Masimo
MASI
$28.8K ﹤0.01%
162
-14
-8% -$2.2K
ARMK icon
566
Aramark
ARMK
$15.9B
$28.8K ﹤0.01%
710
+160
+29% +$6.35K
EPD icon
567
Enterprise Products Partners
EPD
$82B
$28.8K ﹤0.01%
761
+73
+11% +$2.58K
ATI icon
568
ATI
ATI
$31.2B
$28.7K ﹤0.01%
197
+25
+15% +$3.48K
XLU icon
569
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$28.6K ﹤0.01%
624
– –
EXE
570
Expand Energy Corp
EXE
$22.8B
$28.4K ﹤0.01%
259
+205
+380% +$21.9K
NVST icon
571
Envista
NVST
$4.59B
$28.3K ﹤0.01%
1,116
+11
+1% +$285
IEX icon
572
IDEX
IEX
$17.5B
$28.2K ﹤0.01%
149
+76
+104% +$15K
TSCO icon
573
Tractor Supply
TSCO
$18.5B
$28.2K ﹤0.01%
623
+9
+1% +$459
CLS icon
574
Celestica
CLS
$39.4B
$28.2K ﹤0.01%
100
– –
EXEL icon
575
Exelixis
EXEL
$12.8B
$28.1K ﹤0.01%
655
-23
-3% -$989
21 22
23
24 25

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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.