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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
TIGR
601
UP Fintech Holding
TIGR
$877M
$1.83K ﹤0.01%
190
-64
-25% -$535
FICO icon
602
Fair Isaac
FICO
$22.7B
$1.83K ﹤0.01%
1
-1
-50% -$1.88K
NAVI icon
603
Navient
NAVI
$796M
$1.82K ﹤0.01%
129
-7
-5% -$90
UHS icon
604
Universal Health Services
UHS
$10.5B
$1.81K ﹤0.01%
10
-7
-41% -$1.26K
DPZ icon
605
Domino's
DPZ
$11.5B
$1.81K ﹤0.01%
4
-1
-20% -$469
AME icon
606
Ametek
AME
$58B
$1.81K ﹤0.01%
10
-8
-44% -$1.38K
EQT icon
607
EQT Corp
EQT
$33.8B
$1.81K ﹤0.01%
31
-22
-42% -$1.19K
AYI icon
608
Acuity Brands
AYI
$10.6B
$1.79K ﹤0.01%
6
-4
-40% -$1.04K
AN icon
609
AutoNation
AN
$6.88B
$1.79K ﹤0.01%
9
-7
-44% -$1.26K
AON icon
610
Aon
AON
$75.7B
$1.78K ﹤0.01%
5
-3
-38% -$1.09K
ARGT icon
611
Global X MSCI Argentina ETF
ARGT
$830M
$1.78K ﹤0.01%
21
-3
-13% -$258
JQC icon
612
Nuveen Credit Strategies Income Fund
JQC
$712M
$1.78K ﹤0.01%
330
– –
TYL icon
613
Tyler Technologies
TYL
$13B
$1.78K ﹤0.01%
3
-1
-25% -$566
NTRS icon
614
Northern Trust
NTRS
$34.4B
$1.78K ﹤0.01%
14
-10
-42% -$1.02K
THC icon
615
Tenet Healthcare
THC
$20.9B
$1.76K ﹤0.01%
10
-7
-41% -$1.05K
CXDO icon
616
Crexendo
CXDO
$209M
$1.75K ﹤0.01%
288
– –
CF icon
617
CF Industries
CF
$18.4B
$1.75K ﹤0.01%
19
-9
-32% -$767
WAT icon
618
Waters Corp
WAT
$40.4B
$1.75K ﹤0.01%
5
-2
-29% -$688
SBLK icon
619
Star Bulk Carriers
SBLK
$3.17B
$1.74K ﹤0.01%
101
– –
EMR icon
620
Emerson Electric
EMR
$88.5B
$1.73K ﹤0.01%
13
-21
-62% -$2.41K
VRSN icon
621
VeriSign
VRSN
$26.5B
$1.73K ﹤0.01%
6
-3
-33% -$813
CMP icon
622
Compass Minerals
CMP
$1.13B
$1.73K ﹤0.01%
86
-400
-82% -$6.46K
ITT icon
623
ITT
ITT
$18.9B
$1.73K ﹤0.01%
11
-8
-42% -$1.14K
UTHR icon
624
United Therapeutics
UTHR
$22.7B
$1.73K ﹤0.01%
6
-3
-33% -$897
LII icon
625
Lennox International
LII
$14.6B
$1.72K ﹤0.01%
3
-2
-40% -$1.12K
23 24
25
26 27

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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.