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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
ZWS icon
601
Zurn Elkay Water Solutions
ZWS
$8.47B
$34K ﹤0.01%
673
+192
+40% +$9.39K
G icon
602
Genpact
G
$5.73B
$34K ﹤0.01%
1,235
-457
-27% -$15K
NET icon
603
Cloudflare
NET
$111B
$33.9K ﹤0.01%
138
+79
+134% +$17.3K
SCCO icon
604
Southern Copper
SCCO
$167B
$33.8K ﹤0.01%
194
+2
+1% +$364
LYG icon
605
Lloyds Banking Group
LYG
$89B
$33.8K ﹤0.01%
5,801
+3,699
+176% +$20.1K
XOVR
606
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.86B
$33.8K ﹤0.01%
+1,606
New +$30.7K
DHI icon
607
D.R. Horton
DHI
$41B
$33.7K ﹤0.01%
207
+27
+15% +$4.03K
PAYC icon
608
Paycom
PAYC
$9.62B
$33.7K ﹤0.01%
268
+213
+387% +$27.8K
SOXX icon
609
iShares Semiconductor ETF
SOXX
$44.8B
$33.6K ﹤0.01%
52
-37
-42% -$18.8K
R icon
610
Ryder
R
$9.98B
$33.5K ﹤0.01%
127
+20
+19% +$4.89K
CI icon
611
Cigna
CI
$73.6B
$33.4K ﹤0.01%
121
-58
-32% -$16.4K
WDAY icon
612
Workday
WDAY
$45.5B
$33.3K ﹤0.01%
272
+265
+3,786% +$33.6K
S icon
613
SentinelOne
S
$7.62B
$33.2K ﹤0.01%
1,957
+292
+18% +$4.49K
SMCI icon
614
Super Micro Computer
SMCI
$20.4B
$33.1K ﹤0.01%
1,127
+1,027
+1,027% +$32.7K
GAP
615
The Gap Inc
GAP
$7.74B
$33K ﹤0.01%
1,767
-1,647
-48% -$38K
CLS icon
616
Celestica
CLS
$36.2B
$32.8K ﹤0.01%
90
-10
-10% -$3.75K
NZF icon
617
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$32.7K ﹤0.01%
2,581
– –
HOMB icon
618
Home BancShares
HOMB
$6.17B
$32.7K ﹤0.01%
1,146
+1,116
+3,720% +$30.3K
TD icon
619
Toronto Dominion Bank
TD
$200B
$32.7K ﹤0.01%
269
– –
IP icon
620
International Paper
IP
$21.9B
$32.7K ﹤0.01%
857
+574
+203% +$19.7K
SPGI icon
621
S&P Global
SPGI
$121B
$32.6K ﹤0.01%
80
-67
-46% -$28.3K
IVZ icon
622
Invesco
IVZ
$14B
$32.5K ﹤0.01%
1,230
+23
+2% +$610
LNC icon
623
Lincoln National
LNC
$8.75B
$32.2K ﹤0.01%
912
-553
-38% -$19.9K
RBC icon
624
RBC Bearings
RBC
$17.6B
$32.2K ﹤0.01%
50
+10
+25% +$5.95K
MKC icon
625
McCormick & Company Non-Voting
MKC
$14.3B
$32.1K ﹤0.01%
637
+555
+677% +$27.2K
23 24
25
26 27

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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.