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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
+3.48%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$790M
AUM Growth
+$59.5M
Cap. Flow
+$38M
Cap. Flow %
4.8%
Top 10 Hldgs %
74.43%
Holding
2,160
New
526
Increased
829
Reduced
265
Closed
73

Top Buys

Rank Stock Value
1
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$6.39M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.77M
3
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.33M
4
AAPL icon
Apple
AAPL
+$2.49M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.49M

Top Sells

Rank Stock Value
1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$873K
2
VST icon
Vistra
VST
+$372K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$260K
4
META icon
Meta Platforms (Facebook)
META
+$252K
5
DOC icon
Healthpeak Properties
DOC
+$190K

Sector Composition

Rank Sector Weight
1 Technology 5.65%
2 Healthcare 3.61%
3 Consumer Staples 2.82%
4 Financials 2.32%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARMK icon
626
Aramark
ARMK
$15.9B
$20.3K ﹤0.01%
550
+527
+2,291% +$20.1K
R icon
627
Ryder
R
$9.92B
$20.1K ﹤0.01%
105
– –
TW icon
628
Tradeweb Markets
TW
$22B
$20K ﹤0.01%
186
+179
+2,557% +$19.2K
SPSM icon
629
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$20K ﹤0.01%
426
– –
WMS icon
630
Advanced Drainage Systems
WMS
$10.8B
$19.8K ﹤0.01%
137
+131
+2,183% +$19K
ATI icon
631
ATI
ATI
$31.3B
$19.7K ﹤0.01%
172
+159
+1,223% +$15.5K
OMF icon
632
OneMain Financial
OMF
$7.32B
$19.7K ﹤0.01%
292
+276
+1,725% +$16.8K
DD icon
633
DuPont de Nemours
DD
$19.5B
$19.7K ﹤0.01%
163
-476
-74% -$53.6K
FNDE icon
634
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.96B
$19.4K ﹤0.01%
538
– –
DECK icon
635
Deckers Outdoor
DECK
$12.8B
$19.3K ﹤0.01%
186
-197
-51% -$18.5K
OC icon
636
Owens Corning
OC
$12.6B
$19.3K ﹤0.01%
172
-176
-51% -$20.7K
OKLO
637
Oklo
OKLO
$8.74B
$19.2K ﹤0.01%
268
-623
-70% -$69.5K
WEX icon
638
WEX
WEX
$6.44B
$19.2K ﹤0.01%
129
+126
+4,200% +$19K
WYNN icon
639
Wynn Resorts
WYNN
$10.8B
$19.1K ﹤0.01%
159
+151
+1,888% +$18.7K
PPL
640
PPL Corp
PPL
$26.5B
$19.1K ﹤0.01%
545
+340
+166% +$12.3K
GTM
641
ZoomInfo Technologies
GTM
$1.18B
$19K ﹤0.01%
1,864
-2,218
-54% -$22.8K
BAH icon
642
Booz Allen Hamilton
BAH
$9.45B
$18.9K ﹤0.01%
224
+73
+48% +$6.53K
AVRE icon
643
Avantis Real Estate ETF
AVRE
$858M
$18.8K ﹤0.01%
432
– –
XBI icon
644
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$18.8K ﹤0.01%
+154
New +$17.7K
CCD
645
Calamos Dynamic Convertible & Income Fund
CCD
$745M
$18.8K ﹤0.01%
+900
New +$19.2K
BF.B icon
646
Brown-Forman Class B
BF.B
$12.9B
$18.8K ﹤0.01%
720
-284
-28% -$7.99K
MMM icon
647
3M
MMM
$94.4B
$18.7K ﹤0.01%
117
+100
+588% +$16.4K
MUFG icon
648
Mitsubishi UFJ Financial
MUFG
$249B
$18.7K ﹤0.01%
+1,180
New +$18.2K
WTM icon
649
White Mountains Insurance
WTM
$5.05B
$18.7K ﹤0.01%
9
– –
SRPT icon
650
Sarepta Therapeutics
SRPT
$1.92B
$18.7K ﹤0.01%
869
+603
+227% +$12.7K
24 25
26
27 28

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TCM
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SOCM
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SJS Investment Consulting's Q4 2025 Portfolio in Review

As of Q4 2025, SJS Investment Consulting held 2,160 positions worth $790M, up 8.1% from $731M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting deployed $38M of net new capital in Q4 2025, opening 526 new positions and adding to 829 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 5.4% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Grayscale Bitcoin Mini Trust ETF, an estimated $873K trimmed.

  • SJS Investment Consulting's largest Q4 2025 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 829 shares worth $68.4K.
  • SJS Investment Consulting added most to Vanguard 0-3 Month Treasury Bill ETF in Q4 2025, an estimated $6.39M increase.
  • SJS Investment Consulting's biggest Q4 2025 reduction was Grayscale Bitcoin Mini Trust ETF, cutting an estimated $873K.
  • SJS Investment Consulting fully exited Olin in Q4 2025, selling an estimated $49.1K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $790M portfolio in Q4 2025.
  • SJS Investment Consulting opened 526 new positions and closed 73 in Q4 2025.
  • SJS Investment Consulting's portfolio value rose 8.1% quarter-over-quarter to $790M.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.