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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
ARCC icon
576
Ares Capital
ARCC
$14.3B
$27.9K ﹤0.01%
1,547
+1
+0.1% +$19
WEX icon
577
WEX
WEX
$6.44B
$27.9K ﹤0.01%
182
+53
+41% +$8.28K
HPE icon
578
Hewlett Packard
HPE
$72B
$27.7K ﹤0.01%
1,165
+716
+159% +$15.9K
OVV icon
579
Ovintiv
OVV
$17.6B
$27.5K ﹤0.01%
463
-12
-3% -$579
MEDP icon
580
Medpace
MEDP
$16.9B
$27.4K ﹤0.01%
57
-15
-21% -$7.68K
FLR icon
581
Fluor
FLR
$7.08B
$27.3K ﹤0.01%
586
-29
-5% -$1.35K
BRX icon
582
Brixmor Property Group
BRX
$9.09B
$27.3K ﹤0.01%
947
– –
TRU icon
583
TransUnion
TRU
$15.4B
$27.2K ﹤0.01%
393
-509
-56% -$39K
TAK icon
584
Takeda Pharmaceutical
TAK
$55.8B
$27.2K ﹤0.01%
1,468
+507
+53% +$8.9K
PRU icon
585
Prudential Financial
PRU
$42.2B
$27.1K ﹤0.01%
278
+134
+93% +$13.9K
ADBE icon
586
Adobe
ADBE
$105B
$26.7K ﹤0.01%
110
-555
-83% -$154K
DECK icon
587
Deckers Outdoor
DECK
$12.8B
$26.5K ﹤0.01%
265
+79
+42% +$8.47K
YUM icon
588
Yum! Brands
YUM
$39.5B
$26.4K ﹤0.01%
170
+4
+2% +$633
DFSV
589
Dimensional US Small Cap Value ETF
DFSV
$8.38B
$26.3K ﹤0.01%
750
– –
FTAI icon
590
FTAI Aviation
FTAI
$23.2B
$26.2K ﹤0.01%
107
+59
+123% +$15.6K
NFG icon
591
National Fuel Gas
NFG
$7.82B
$26.2K ﹤0.01%
279
+229
+458% +$20K
DAR icon
592
Darling Ingredients
DAR
$9.84B
$26.2K ﹤0.01%
423
+174
+70% +$8.57K
CLF icon
593
Cleveland-Cliffs
CLF
$7.08B
$26.1K ﹤0.01%
3,086
+46
+2% +$526
SILJ icon
594
Amplify Junior Silver Miners ETF
SILJ
$3.97B
$26K ﹤0.01%
+876
New +$29.1K
CNH
595
CNH Industrial
CNH
$17.1B
$26K ﹤0.01%
2,365
+106
+5% +$1.19K
ICE icon
596
Intercontinental Exchange
ICE
$84.9B
$26K ﹤0.01%
165
-684
-81% -$112K
EOG icon
597
EOG Resources
EOG
$75.2B
$25.9K ﹤0.01%
179
+124
+225% +$15K
COO icon
598
Cooper Companies
COO
$15B
$25.8K ﹤0.01%
361
+187
+107% +$14.8K
NXPI icon
599
NXP Semiconductors
NXPI
$59.6B
$25.8K ﹤0.01%
131
+3
+2% +$665
EFX icon
600
Equifax
EFX
$21.4B
$25.8K ﹤0.01%
143
-19
-12% -$3.77K
22 23
24
25 26

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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.