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SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+6.51%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$731M
AUM Growth
+$100M
Cap. Flow
+$60.6M
Cap. Flow %
8.29%
Top 10 Hldgs %
75.07%
Holding
1,705
New
157
Increased
548
Reduced
172
Closed
71

Top Buys

Rank Stock Value
1
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$6.18M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.74M
4
WMT icon
Walmart Inc
WMT
+$2.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M

Top Sells

Rank Stock Value
1
UMBF icon
UMB Financial
UMBF
+$1.5M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.27M
3
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$361K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 5.36%
2 Consumer Staples 3.03%
3 Healthcare 2.89%
4 Financials 2.26%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBX icon
626
The Greenbrier Companies
GBX
$1.43B
$9.23K ﹤0.01%
200
– –
SEDG icon
627
SolarEdge
SEDG
$2.05B
$9.21K ﹤0.01%
+249
New +$7.44K
OGE icon
628
OGE Energy
OGE
$9.57B
$9.21K ﹤0.01%
199
+182
+1,071% +$8.15K
IVZ icon
629
Invesco
IVZ
$13.8B
$9.15K ﹤0.01%
399
+347
+667% +$7.2K
PNR icon
630
Pentair
PNR
$10.7B
$9.08K ﹤0.01%
82
+62
+310% +$6.62K
EWBC icon
631
East-West Bancorp
EWBC
$18.2B
$9.05K ﹤0.01%
85
+64
+305% +$6.74K
BLKB icon
632
Blackbaud
BLKB
$2.06B
$8.88K ﹤0.01%
138
– –
EVRG icon
633
Evergy
EVRG
$18.9B
$8.59K ﹤0.01%
113
+99
+707% +$7.06K
AZO icon
634
AutoZone
AZO
$49.7B
$8.58K ﹤0.01%
2
+1
+100% +$4.01K
PALL icon
635
abrdn Physical Palladium Shares ETF
PALL
$673M
$8.56K ﹤0.01%
375
– –
SLV icon
636
iShares Silver Trust
SLV
$31.5B
$8.56K ﹤0.01%
202
-279
-58% -$10K
PAA icon
637
Plains All American Pipeline
PAA
$16.3B
$8.53K ﹤0.01%
500
– –
WCC
638
WESCO International
WCC
$17.8B
$8.47K ﹤0.01%
40
+28
+233% +$5.88K
COPX icon
639
Global X Copper Miners ETF NEW
COPX
$8.25B
$8.37K ﹤0.01%
140
– –
TEL icon
640
TE Connectivity
TEL
$63.3B
$8.34K ﹤0.01%
38
+25
+192% +$5.01K
NVO
641
Novo Nordisk
NVO
$207B
$8.32K ﹤0.01%
150
-4
-3% -$234
VICI icon
642
VICI Properties
VICI
$28.6B
$8.28K ﹤0.01%
+254
New +$8.38K
PBR icon
643
Petrobras
PBR
$116B
$8.27K ﹤0.01%
653
– –
OPEN icon
644
Opendoor
OPEN
$3.48B
$7.97K ﹤0.01%
+1,033
New +$4.19K
AA icon
645
Alcoa
AA
$14.3B
$7.97K ﹤0.01%
242
– –
DHI icon
646
D.R. Horton
DHI
$42.2B
$7.97K ﹤0.01%
47
– –
VFH icon
647
Vanguard Financials ETF
VFH
$13.8B
$7.88K ﹤0.01%
60
– –
TY icon
648
TRI-Continental Corp
TY
$1.9B
$7.85K ﹤0.01%
231
– –
FLG
649
Flagstar Bank National Association
FLG
$5.89B
$7.83K ﹤0.01%
678
– –
PRI icon
650
Primerica
PRI
$9.63B
$7.77K ﹤0.01%
28
+23
+460% +$6.17K
24 25
26
27 28

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SJS Investment Consulting's Q3 2025 Portfolio in Review

As of Q3 2025, SJS Investment Consulting held 1,705 positions worth $731M, up 16% from $630M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

SJS Investment Consulting deployed $60.6M of net new capital in Q3 2025, opening 157 new positions and adding to 548 existing holdings. Its largest new stake was National Healthcare: 1,910 shares worth $232K.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was UMB Financial, an estimated $1.5M trimmed.

  • SJS Investment Consulting's largest Q3 2025 buy was National Healthcare: 1,910 shares worth $232K.
  • SJS Investment Consulting added most to Dimensional Ultrashort Fixed Income ETF in Q3 2025, an estimated $9.49M increase.
  • SJS Investment Consulting's biggest Q3 2025 reduction was UMB Financial, cutting an estimated $1.5M.
  • SJS Investment Consulting fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q3 2025, selling an estimated $35.9K.
  • SJS Investment Consulting's ten largest holdings make up 75% of its $731M portfolio in Q3 2025.
  • SJS Investment Consulting opened 157 new positions and closed 71 in Q3 2025.
  • SJS Investment Consulting's portfolio value rose 16% quarter-over-quarter to $731M.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.