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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
RAAX icon
626
VanEck Inflation Allocation ETF
RAAX
$1.2B
$32.1K ﹤0.01%
808
+311
+63% +$12.8K
AVSE icon
627
Avantis Responsible Emerging Markets Equity ETF
AVSE
$216M
$32K ﹤0.01%
391
+37
+10% +$2.85K
NOV icon
628
NOV
NOV
$7.38B
$31.9K ﹤0.01%
1,722
+1,647
+2,196% +$32.8K
BKH icon
629
Black Hills Corp
BKH
$5.62B
$31.6K ﹤0.01%
425
+417
+5,213% +$30.7K
QXO
630
QXO Inc
QXO
$16.6B
$31.5K ﹤0.01%
1,823
-448
-20% -$8.34K
RBLX icon
631
Roblox
RBLX
$26.5B
$31.2K ﹤0.01%
574
+233
+68% +$11.6K
LBTYA icon
632
Liberty Global Class A
LBTYA
$3.46B
$31.2K ﹤0.01%
2,743
+2,452
+843% +$29.3K
CSX icon
633
CSX Corp
CSX
$92.8B
$31.1K ﹤0.01%
655
-1,270
-66% -$57.3K
UPS icon
634
United Parcel Service
UPS
$89.1B
$31K ﹤0.01%
289
-197
-41% -$20.5K
F icon
635
Ford
F
$55.8B
$30.8K ﹤0.01%
2,217
-416
-16% -$5.61K
GMED icon
636
Globus Medical
GMED
$11.7B
$30.7K ﹤0.01%
388
-70
-15% -$5.95K
CHE icon
637
Chemed
CHE
$7.18B
$30.3K ﹤0.01%
65
+29
+81% +$12.2K
DD icon
638
DuPont de Nemours
DD
$19.1B
$30.2K ﹤0.01%
223
+50
+29% +$7.1K
CLF icon
639
Cleveland-Cliffs
CLF
$7.13B
$30.2K ﹤0.01%
3,221
+135
+4% +$1.49K
IUSV icon
640
iShares Core S&P US Value ETF
IUSV
$27.8B
$30.1K ﹤0.01%
273
-228
-46% -$24.7K
OVV icon
641
Ovintiv
OVV
$17.6B
$30K ﹤0.01%
569
+106
+23% +$6.05K
OKLO
642
Oklo
OKLO
$7.74B
$29.8K ﹤0.01%
569
+301
+112% +$18.8K
SHAK icon
643
Shake Shack
SHAK
$2.89B
$29.7K ﹤0.01%
530
+452
+579% +$34K
BABA icon
644
Alibaba
BABA
$317B
$29.7K ﹤0.01%
309
+7
+2% +$877
SEDG icon
645
SolarEdge
SEDG
$1.98B
$29.5K ﹤0.01%
+504
New +$26.4K
BITQ icon
646
Bitwise Crypto Industry Innovators ETF
BITQ
$372M
$29.4K ﹤0.01%
1,200
– –
DHR icon
647
Danaher
DHR
$147B
$29.3K ﹤0.01%
154
-127
-45% -$23.1K
VRTX icon
648
Vertex Pharmaceuticals
VRTX
$133B
$29.3K ﹤0.01%
59
+28
+90% +$12.4K
REGN icon
649
Regeneron Pharmaceuticals
REGN
$83.2B
$29.3K ﹤0.01%
47
-19
-29% -$12.9K
RBRK icon
650
Rubrik
RBRK
$20.2B
$29.3K ﹤0.01%
365
+275
+306% +$17.3K
24 25
26
27 28

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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.