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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
EMBJ
576
Embraer S.A. ADS
EMBJ
$12.8B
$23.9K ﹤0.01%
372
+352
+1,760% +$22.1K
BITQ icon
577
Bitwise Crypto Industry Innovators ETF
BITQ
$373M
$23.9K ﹤0.01%
1,200
– –
STCE icon
578
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$210M
$23.9K ﹤0.01%
+398
New +$31.8K
EA
579
DELISTED
Electronic Arts
EA
$23.3K ﹤0.01%
114
– –
RRX icon
580
Regal Rexnord
RRX
$11.5B
$23.3K ﹤0.01%
166
-33
-17% -$4.7K
ADT icon
581
ADT
ADT
$5.5B
$23.1K ﹤0.01%
2,862
+2,752
+2,502% +$22.9K
CPRT icon
582
Copart
CPRT
$27.4B
$23.1K ﹤0.01%
589
-577
-49% -$23.9K
SNAP icon
583
Snap
SNAP
$9.2B
$23K ﹤0.01%
2,855
+388
+16% +$3.07K
MAR icon
584
Marriott International
MAR
$90.9B
$23K ﹤0.01%
74
+9
+14% +$2.57K
PPG icon
585
PPG Industries
PPG
$25.9B
$23K ﹤0.01%
224
+216
+2,700% +$21.7K
VOYA icon
586
Voya Financial
VOYA
$8.95B
$22.9K ﹤0.01%
308
+272
+756% +$19.8K
MASI
587
DELISTED
Masimo
MASI
$22.9K ﹤0.01%
176
+41
+30% +$5.87K
CNI icon
588
Canadian National Railway
CNI
$76.2B
$22.8K ﹤0.01%
231
– –
FLGR icon
589
Franklin FTSE Germany ETF
FLGR
$39.3M
$22.8K ﹤0.01%
679
+3
+0.4% +$98
PYPL icon
590
PayPal
PYPL
$50.5B
$22.7K ﹤0.01%
389
+81
+26% +$5.26K
GM icon
591
General Motors
GM
$78.4B
$22.7K ﹤0.01%
279
+7
+3% +$493
BNY
592
Bank of New York Mellon
BNY
$109B
$22.6K ﹤0.01%
195
+84
+76% +$9.29K
ZWS icon
593
Zurn Elkay Water Solutions
ZWS
$8.6B
$22.4K ﹤0.01%
481
– –
MANH icon
594
Manhattan Associates
MANH
$11.4B
$22.4K ﹤0.01%
129
+124
+2,480% +$22.7K
HII icon
595
Huntington Ingalls Industries
HII
$12.9B
$22.1K ﹤0.01%
65
+61
+1,525% +$18.9K
VGSR icon
596
Vert Global Sustainable Real Estate ETF
VGSR
$538M
$22.1K ﹤0.01%
2,123
-800
-27% -$8.39K
AGG icon
597
iShares Core US Aggregate Bond ETF
AGG
$138B
$22.1K ﹤0.01%
221
– –
EPD icon
598
Enterprise Products Partners
EPD
$82.1B
$22.1K ﹤0.01%
688
+1
+0.1% +$32
ALC icon
599
Alcon
ALC
$36.7B
$21.9K ﹤0.01%
278
+30
+12% +$2.31K
SCHF icon
600
Schwab International Equity ETF
SCHF
$68.5B
$21.8K ﹤0.01%
908
– –
22 23
24
25 26

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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.