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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
DVA icon
626
DaVita
DVA
$11.7B
$1.71K ﹤0.01%
12
-7
-37% -$992
NDAQ icon
627
Nasdaq
NDAQ
$53.4B
$1.7K ﹤0.01%
19
-9
-32% -$718
AR icon
628
Antero Resources
AR
$11.4B
$1.69K ﹤0.01%
42
-23
-35% -$871
NTNX icon
629
Nutanix
NTNX
$17.4B
$1.68K ﹤0.01%
22
-15
-41% -$1.08K
STE icon
630
Steris
STE
$23.3B
$1.68K ﹤0.01%
7
-3
-30% -$699
CRUS icon
631
Cirrus Logic
CRUS
$6.11B
$1.67K ﹤0.01%
16
-3
-16% -$294
SSNC icon
632
SS&C Technologies
SSNC
$18.7B
$1.66K ﹤0.01%
20
-14
-41% -$1.1K
CRSP icon
633
CRISPR Therapeutics
CRSP
$5.17B
$1.65K ﹤0.01%
34
– –
PTON icon
634
Peloton Interactive
PTON
$2.42B
$1.65K ﹤0.01%
238
+205
+621% +$1.33K
MLM icon
635
Martin Marietta Materials
MLM
$33B
$1.65K ﹤0.01%
3
-2
-40% -$1.06K
ODFL icon
636
Old Dominion Freight Line
ODFL
$44.1B
$1.62K ﹤0.01%
10
-9
-47% -$1.44K
CLH icon
637
Clean Harbors
CLH
$16.4B
$1.62K ﹤0.01%
7
-5
-42% -$1.09K
DGX icon
638
Quest Diagnostics
DGX
$26.2B
$1.62K ﹤0.01%
9
-8
-47% -$1.39K
STRL icon
639
Sterling Infrastructure
STRL
$16.2B
$1.62K ﹤0.01%
7
+5
+250% +$873
PAYX icon
640
Paychex
PAYX
$43.1B
$1.6K ﹤0.01%
11
-7
-39% -$1.05K
WDC icon
641
Western Digital
WDC
$151B
$1.6K ﹤0.01%
25
-20
-44% -$952
ALLE icon
642
Allegion
ALLE
$14.1B
$1.59K ﹤0.01%
11
-6
-35% -$820
DKS icon
643
Dick's Sporting Goods
DKS
$19.2B
$1.58K ﹤0.01%
8
-5
-38% -$927
AIZ icon
644
Assurant
AIZ
$14.2B
$1.58K ﹤0.01%
8
-6
-43% -$1.18K
LDOS icon
645
Leidos
LDOS
$17.5B
$1.58K ﹤0.01%
10
-6
-38% -$887
LH icon
646
Labcorp
LH
$26.1B
$1.58K ﹤0.01%
6
-6
-50% -$1.46K
LBRDK icon
647
Liberty Broadband Class C
LBRDK
$5.18B
$1.57K ﹤0.01%
16
– –
EW icon
648
Edwards Lifesciences
EW
$53B
$1.56K ﹤0.01%
20
-40
-67% -$2.98K
SPXL icon
649
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.29B
$1.56K ﹤0.01%
9
– –
LUV icon
650
Southwest Airlines
LUV
$22B
$1.56K ﹤0.01%
48
-8
-14% -$241
24 25
26
27 28

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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.