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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
-0.75%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$28.3M
Cap. Flow
+$39.9M
Cap. Flow %
4.88%
Top 10 Hldgs %
73.47%
Holding
2,597
New
508
Increased
1,194
Reduced
436
Closed
123

Top Buys

Rank Stock Value
1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$9.97M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.83M
3
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$4.81M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$4.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.53M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.32M
2
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$782K
4
CAT icon
Caterpillar
CAT
+$683K
5
MSFT icon
Microsoft
MSFT
+$494K

Sector Composition

Rank Sector Weight
1 Technology 5.03%
2 Healthcare 3.05%
3 Consumer Staples 2.87%
4 Financials 2.11%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
626
Schwab International Equity ETF
SCHF
$68.5B
$23.8K ﹤0.01%
962
+54
+6% +$1.37K
CNI icon
627
Canadian National Railway
CNI
$76.4B
$23.7K ﹤0.01%
231
– –
PNW icon
628
Pinnacle West Capital
PNW
$12.1B
$23.6K ﹤0.01%
234
+2
+0.9% +$193
AVSE icon
629
Avantis Responsible Emerging Markets Equity ETF
AVSE
$216M
$23.6K ﹤0.01%
354
+338
+2,113% +$23.5K
SITE icon
630
SiteOne Landscape Supply
SITE
$4.32B
$23.6K ﹤0.01%
177
+47
+36% +$6.64K
EFA icon
631
iShares MSCI EAFE ETF
EFA
$79.9B
$23.5K ﹤0.01%
+242
New +$24.2K
TMFG icon
632
Motley Fool Global Opportunities ETF
TMFG
$362M
$23.3K ﹤0.01%
824
– –
NTRA icon
633
Natera
NTRA
$45.1B
$23K ﹤0.01%
115
-29
-20% -$6.24K
NVCR icon
634
NovoCure
NVCR
$2.06B
$22.9K ﹤0.01%
2,102
-1,080
-34% -$13.5K
SBUX icon
635
Starbucks
SBUX
$122B
$22.8K ﹤0.01%
255
+252
+8,400% +$23.8K
MUFG icon
636
Mitsubishi UFJ Financial
MUFG
$249B
$22.8K ﹤0.01%
1,346
+166
+14% +$2.95K
FSK icon
637
FS KKR Capital
FSK
$3.39B
$22.8K ﹤0.01%
2,238
– –
TM icon
638
Toyota
TM
$225B
$22.7K ﹤0.01%
110
+9
+9% +$2.03K
BITQ icon
639
Bitwise Crypto Industry Innovators ETF
BITQ
$376M
$22.6K ﹤0.01%
1,200
– –
OUNZ icon
640
VanEck Merk Gold Trust
OUNZ
$2.71B
$22.5K ﹤0.01%
500
– –
USB icon
641
US Bancorp
USB
$100B
$22.5K ﹤0.01%
433
+29
+7% +$1.59K
AXP icon
642
American Express
AXP
$230B
$22.4K ﹤0.01%
74
-50
-40% -$16.8K
AGG icon
643
iShares Core US Aggregate Bond ETF
AGG
$137B
$22.4K ﹤0.01%
226
+5
+2% +$500
CDW icon
644
CDW
CDW
$16.9B
$22.1K ﹤0.01%
183
+167
+1,044% +$21.1K
OZK icon
645
Bank OZK
OZK
$5.66B
$22K ﹤0.01%
480
+463
+2,724% +$21.8K
WTM icon
646
White Mountains Insurance
WTM
$5.04B
$22K ﹤0.01%
10
+1
+11% +$2.14K
PJT icon
647
PJT Partners
PJT
$4.48B
$21.9K ﹤0.01%
157
– –
SO icon
648
Southern Company
SO
$106B
$21.9K ﹤0.01%
227
+112
+97% +$10.4K
R icon
649
Ryder
R
$9.92B
$21.9K ﹤0.01%
107
+2
+2% +$404
RIO icon
650
Rio Tinto
RIO
$164B
$21.9K ﹤0.01%
235
+20
+9% +$1.82K
24 25
26
27 28

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SJS Investment Consulting's Q1 2026 Portfolio in Review

As of Q1 2026, SJS Investment Consulting held 2,597 positions worth $819M, up 3.6% from $790M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

SJS Investment Consulting deployed $39.9M of net new capital in Q1 2026, opening 508 new positions and adding to 1,194 existing holdings. Its largest new stake was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.6% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was Apple, an estimated $1.32M trimmed.

  • SJS Investment Consulting's largest Q1 2026 buy was Avantis Total Equity Markets ETF: 205,237 shares worth $9.65M.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $4.83M increase.
  • SJS Investment Consulting's biggest Q1 2026 reduction was Apple, cutting an estimated $1.32M.
  • SJS Investment Consulting fully exited GeneDx Holdings in Q1 2026, selling an estimated $390K.
  • SJS Investment Consulting's ten largest holdings make up 73% of its $819M portfolio in Q1 2026.
  • SJS Investment Consulting opened 508 new positions and closed 123 in Q1 2026.
  • SJS Investment Consulting's portfolio value rose 3.6% quarter-over-quarter to $819M.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.