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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
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Technology 5.35%
2 Healthcare 3.58%
3 Consumer Staples 2.72%
4 Financials 2.37%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAM icon
576
Boston Beer
SAM
$1.86B
$36.6K ﹤0.01%
207
+195
+1,625% +$39.6K
TAK icon
577
Takeda Pharmaceutical
TAK
$56B
$36.6K ﹤0.01%
2,285
+817
+56% +$13.5K
ISRG icon
578
Intuitive Surgical
ISRG
$139B
$36.6K ﹤0.01%
92
-40
-30% -$17.5K
MEDP icon
579
Medpace
MEDP
$16.8B
$36.5K ﹤0.01%
69
+12
+21% +$5.54K
TTC icon
580
Toro Company
TTC
$9.4B
$36.4K ﹤0.01%
374
+41
+12% +$3.81K
COLM icon
581
Columbia Sportswear
COLM
$2.92B
$36.4K ﹤0.01%
589
+130
+28% +$8.05K
GSK icon
582
GSK
GSK
$104B
$36.2K ﹤0.01%
691
+483
+232% +$25.5K
AYI icon
583
Acuity Brands
AYI
$10.6B
$36.2K ﹤0.01%
96
+67
+231% +$19.9K
CBSH icon
584
Commerce Bancshares
CBSH
$8.44B
$35.7K ﹤0.01%
619
+458
+284% +$24K
RIO icon
585
Rio Tinto
RIO
$166B
$35.7K ﹤0.01%
376
+141
+60% +$14.3K
DOV icon
586
Dover
DOV
$28.3B
$35.4K ﹤0.01%
158
– –
MRSH
587
Marsh
MRSH
$91B
$35.3K ﹤0.01%
212
-59
-22% -$9.86K
AME icon
588
Ametek
AME
$58B
$35.3K ﹤0.01%
146
+3
+2% +$691
CNI icon
589
Canadian National Railway
CNI
$75.7B
$35.1K ﹤0.01%
294
+63
+27% +$7.17K
MTG icon
590
MGIC Investment
MTG
$6.21B
$34.9K ﹤0.01%
1,239
-495
-29% -$13.2K
W icon
591
Wayfair
W
$14.1B
$34.7K ﹤0.01%
375
+331
+752% +$24.4K
FERG icon
592
Ferguson
FERG
$51.2B
$34.7K ﹤0.01%
146
– –
Q
593
Qnity Electronics Inc
Q
$28.1B
$34.6K ﹤0.01%
212
+3
+1% +$442
CCL icon
594
Carnival Corporation Ltd
CCL
$38B
$34.5K ﹤0.01%
1,209
+428
+55% +$11.7K
SWKS icon
595
Skyworks Solutions
SWKS
$10.4B
$34.4K ﹤0.01%
508
+42
+9% +$2.86K
DFNM icon
596
Dimensional National Municipal Bond ETF
DFNM
$2.26B
$34.3K ﹤0.01%
710
– –
IEX icon
597
IDEX
IEX
$17.2B
$34.3K ﹤0.01%
151
+2
+1% +$423
UGI icon
598
UGI
UGI
$7.29B
$34.3K ﹤0.01%
992
+960
+3,000% +$33.9K
OSK icon
599
Oshkosh
OSK
$9.59B
$34.2K ﹤0.01%
223
+122
+121% +$17.2K
DJD icon
600
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$498M
$34K ﹤0.01%
+537
New +$33K
22 23
24
25 26

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5% a quarter earlier, followed by Healthcare and Consumer Staples.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.