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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
GEN icon
576
Gen Digital
GEN
$17.5B
$1.97K ﹤0.01%
67
-38
-36% -$1.04K
TSN icon
577
Tyson Foods
TSN
$20.1B
$1.96K ﹤0.01%
35
-16
-31% -$920
FCNCA icon
578
First Citizens BancShares
FCNCA
$25.4B
$1.96K ﹤0.01%
1
-1
-50% -$1.81K
BR icon
579
Broadridge
BR
$19.8B
$1.95K ﹤0.01%
8
-6
-43% -$1.43K
TTWO icon
580
Take-Two Interactive
TTWO
$47.4B
$1.94K ﹤0.01%
8
-7
-47% -$1.58K
UNM icon
581
Unum
UNM
$14.5B
$1.94K ﹤0.01%
24
-18
-43% -$1.42K
KNSL icon
582
Kinsale Capital Group
KNSL
$8.4B
$1.94K ﹤0.01%
4
-1
-20% -$466
CINF icon
583
Cincinnati Financial
CINF
$26.7B
$1.94K ﹤0.01%
13
-8
-38% -$1.15K
ARQT icon
584
Arcutis Biotherapeutics
ARQT
$3.26B
$1.94K ﹤0.01%
+138
New +$1.94K
CRS icon
585
Carpenter Technology
CRS
$27.8B
$1.94K ﹤0.01%
7
-5
-42% -$1.09K
NTAP icon
586
NetApp
NTAP
$39B
$1.92K ﹤0.01%
18
-10
-36% -$949
CACI icon
587
CACI
CACI
$14.3B
$1.91K ﹤0.01%
4
-3
-43% -$1.33K
BRO icon
588
Brown & Brown
BRO
$24B
$1.89K ﹤0.01%
17
-14
-45% -$1.57K
FWONK icon
589
Liberty Media Series C
FWONK
$25.8B
$1.88K ﹤0.01%
18
-8
-31% -$743
BKR icon
590
Baker Hughes
BKR
$63.6B
$1.88K ﹤0.01%
49
-51
-51% -$1.93K
AMCR icon
591
Amcor
AMCR
$21.8B
$1.88K ﹤0.01%
41
-5
-11% -$231
FF icon
592
Future Fuel
FF
$226M
$1.88K ﹤0.01%
483
– –
FIS icon
593
Fidelity National Information Services
FIS
$21.9B
$1.87K ﹤0.01%
23
-12
-34% -$934
PNC icon
594
PNC Financial Services
PNC
$100B
$1.86K ﹤0.01%
10
-6
-38% -$1.01K
DRIV icon
595
Global X Autonomous & Electric Vehicles ETF
DRIV
$392M
$1.86K ﹤0.01%
80
– –
DECK icon
596
Deckers Outdoor
DECK
$13.3B
$1.86K ﹤0.01%
18
-12
-40% -$1.33K
EXPE icon
597
Expedia Group
EXPE
$37.7B
$1.86K ﹤0.01%
11
-10
-48% -$1.62K
CAH icon
598
Cardinal Health
CAH
$55.5B
$1.85K ﹤0.01%
11
-9
-45% -$1.34K
TROW icon
599
T. Rowe Price
TROW
$24.3B
$1.85K ﹤0.01%
19
+14
+280% +$1.29K
TPR icon
600
Tapestry
TPR
$33.3B
$1.84K ﹤0.01%
21
-14
-40% -$1.06K
22 23
24
25 26

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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.